DoubleLine Yield Opportunities Fund
DLY- Exchange
- NYSE
- SEC CIK
- 0001788399
In the last 90 days, DoubleLine Yield Opportunities Fund insiders filed 1 open-market purchase and 0 sales; 89 institutions reported holding it in 13F filings for Q2 2026, worth $187.3M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in DoubleLine Yield Opportunities Fund as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 73
- −8 vs. Q4 2024
- Shares held
- 10.3M
- +1.19M (+13.1%) vs. Q4 2024
- Total value
- $166.0M
- +$21.7M (+15.0%) vs. Q4 2024
- New holders
- 8
- 27 more added
- Sold out
- 16
- 17 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 89 | $187.3M |
| Q1 2026 | 95 | $191.4M |
| Q4 2025 | 100 | $191.9M |
| Q3 2025 | 91 | $167.3M |
| Q2 2025 | 80 | $162.1M |
| Q1 2025 | 73 | $166.0M |
| Q4 2024 | 82 | $144.4M |
| Q3 2024 | 77 | $149.7M |
| Q2 2024 | 74 | $151.0M |
| Q1 2024 | 78 | $157.0M |
| Q4 2023 | 73 | $147.5M |
| Q3 2023 | 63 | $154.9M |
| Q2 2023 | 52 | $162.7M |
| Q1 2023 | 54 | $165.1M |
| Q4 2022 | 58 | $158.2M |
| Q3 2022 | 54 | $159.6M |
| Q2 2022 | 57 | $176.0M |
| Q1 2022 | 52 | $204.4M |
| Q4 2021 | 50 | $223.2M |
| Q3 2021 | 39 | $199.6M |
| Q2 2021 | 38 | $194.8M |
| Q1 2021 | 36 | $167.4M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 385 | $5.79K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 450 | $7.25K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $8.05K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 680 | $10.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,045 | $16.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,365 | $22.0K | 0.00% | +29+2.2% | Added |
| Asset Dedication, LLC | 1,944 | $31.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $32.2K | 0.00% | – | New |
| Larson Financial Group LLC | 2,168 | $34.9K | 0.00% | +10.0% | Added |
| Fourth Dimension Wealth, LLC | 3,100 | $49.9K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 3,753 | $60.4K | 0.02% | −189−4.8% | Reduced |
| Lindbrook Capital, LLC | 4,100 | $66.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,822 | $109.8K | 0.00% | +6,822 | New |
| JPMorgan Chase & Co | 6,966 | $112.2K | 0.00% | +6,966 | New |
| Activest Wealth Management | 7,652 | $123.2K | 0.03% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 8,452 | $136.1K | 0.11% | +793+10.4% | Added |
| CIBC Private Wealth Group, LLC | 9,459 | $137.6K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 10,697 | $172.2K | 0.12% | +76+0.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,807 | $173.8K | 0.03% | +142+1.3% | Added |
| Optimum Investment Advisors | 11,799 | $190.0K | 0.09% | −1,493−11.2% | Reduced |
| Precedent Wealth Partners, LLC | 12,479 | $200.9K | 0.06% | +12,479 | New |
| LM Advisors LLC | 12,517 | $202.0K | 0.04% | +12,517 | New |
| Readystate Asset Management LP | 12,759 | $205.4K | 0.01% | +12,759 | New |
| Westend Capital Management, LLC | 13,541 | $218.0K | 0.08% | +1,230+10.0% | Added |
| Catalina Capital Group, LLC | 13,545 | $218.1K | 0.15% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 13,932 | $220.5K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,775 | $221.8K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 14,000 | $225.4K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 14,950 | $240.7K | 0.01% | −2,380−13.7% | Reduced |
| First Trust Advisors LP | 16,685 | $268.6K | 0.00% | −332−2.0% | Reduced |
| Summit X, LLC | 17,475 | $281.3K | 0.06% | −8,970−33.9% | Reduced |
| Envestnet Asset Management Inc | 17,588 | $283.2K | 0.00% | +184+1.1% | Added |
| Oppenheimer & Co Inc | 18,980 | $305.6K | 0.00% | −470−2.4% | Reduced |
| Private Advisor Group, LLC | 19,431 | $312.8K | 0.00% | −1,437−6.9% | Reduced |
| Allie Family Office LLC | 20,000 | $322.0K | 0.18% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,843 | $335.6K | 0.01% | +506+2.5% | Added |
| Moors & Cabot, Inc. | 22,800 | $367.1K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 23,587 | $379.8K | 0.00% | +308+1.3% | Added |
| Aviance Capital Partners, LLC | 25,580 | $411.8K | 0.06% | +4,845+23.4% | Added |
| Gridiron Partners, LLC | 27,066 | $435.8K | 0.28% | 00.0% | Unchanged |
| Invesco Ltd. | 29,027 | $467.3K | 0.00% | −11,643−28.6% | Reduced |
| Comerica Bank | 29,769 | $479.3K | 0.00% | +14,404+93.7% | Added |
| Rockefeller Capital Management L.P. | 34,778 | $559.9K | 0.00% | −14,280−29.1% | Reduced |
| GWM Advisors LLC | 35,150 | $565.9K | 0.00% | +5,500+18.5% | Added |
| Journey Strategic Wealth LLC | 35,196 | $566.6K | 0.02% | +2,900+9.0% | Added |
| Pathway Financial Advisers, LLC | 37,738 | $607.6K | 0.21% | +128+0.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 40,142 | $646.3K | 0.23% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 49,876 | $803.0K | 0.00% | +6,723+15.6% | Added |
| Atria Wealth Solutions, Inc. | 53,239 | $857.2K | 0.01% | −24,878−31.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 65,720 | $1.06M | 0.25% | +3,508+5.6% | Added |
| Stifel Financial Corp | 72,861 | $1.17M | 0.00% | −2,647−3.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 75,012 | $1.21M | 0.05% | +598+0.8% | Added |
| LPL Financial LLC | 89,016 | $1.43M | 0.00% | +18,800+26.8% | Added |
| Evoke Wealth, LLC | 92,685 | $1.49M | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 97,104 | $1.56M | 0.00% | −99,067−50.5% | Reduced |
| Maridea Wealth Management LLC | 102,676 | $1.65M | 0.54% | +3,443+3.5% | Added |
| Commonwealth Equity Services, LLC | 104,022 | $1.68M | 0.00% | +92,412+796.0% | Added |
| Wedbush Securities Inc | 111,508 | $1.79M | 0.07% | +13,313+13.6% | Added |
| Creekside Partners | 115,358 | $1.86M | 0.97% | +658+0.6% | Added |
| Bank of America Corp | 161,933 | $2.61M | 0.00% | −12,414−7.1% | Reduced |
| Consolidated Portfolio Review Corp | 169,426 | $2.73M | 0.44% | −3,308−1.9% | Reduced |
| Cohen & Steers, Inc. | 175,007 | $2.82M | 0.01% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 197,706 | $3.18M | 0.26% | +197,706 | New |
| Independent Financial Group, LLC | 227,429 | $3.66M | 0.13% | −7,625−3.2% | Reduced |
| Raymond James Financial Inc | 272,807 | $4.39M | 0.00% | +7,770+2.9% | Added |
| Pensionmark Financial Group, LLC | 299,350 | $4.82M | 0.13% | +123,980+70.7% | Added |
| HighTower Advisors, LLC | 454,695 | $7.32M | 0.01% | −1,090−0.2% | Reduced |
| Royal Bank of Canada | 579,578 | $9.33M | 0.00% | +64,369+12.5% | Added |
| LeConte Wealth Management, LLC | 972,938 | $15.7M | 9.98% | +972,938 | New |
| UBS Group AG | 1,131,885 | $18.2M | 0.00% | +803+0.1% | Added |
| Wells Fargo & Company | 1,892,618 | $30.5M | 0.01% | +15,113+0.8% | Added |
| Morgan Stanley | 2,061,175 | $33.2M | 0.00% | −20,174−1.0% | Reduced |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −60,307−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −50,762−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −20,884−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,482−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −13,220−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,458−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,453−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −5,208−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −3,894−100.0% | Sold out |
| FSA Wealth Management LLC | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |