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, Q2 2025
Institutional positions in DoubleLine Yield Opportunities Fund as of Jun 30, 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
- 80
- +8 vs. Q1 2025
- Shares held
- 10.4M
- +88.3K (+0.9%) vs. Q1 2025
- Total value
- $162.1M
- −$3.89M (−2.3%) vs. Q1 2025
- New holders
- 15
- 33 more added
- Sold out
- 7
- 18 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,093,650 | $32.6M | 0.00% | +32,475+1.6% | Added |
| Wells Fargo & Company | 2,000,342 | $31.2M | 0.01% | +107,724+5.7% | Added |
| UBS Group AG | 1,043,867 | $16.3M | 0.00% | −88,018−7.8% | Reduced |
| Royal Bank of Canada | 593,922 | $9.26M | 0.00% | +14,344+2.5% | Added |
| LeConte Wealth Management, LLC | 520,722 | $8.12M | 5.49% | −452,216−46.5% | Reduced |
| HighTower Advisors, LLC | 463,403 | $7.22M | 0.01% | +8,708+1.9% | Added |
| Raymond James Financial Inc | 314,553 | $4.90M | 0.00% | +41,746+15.3% | Added |
| Polar Asset Management Partners Inc. | 278,950 | $4.35M | 0.11% | +278,950 | New |
| Independent Financial Group, LLC | 218,750 | $3.41M | 0.09% | −8,679−3.8% | Reduced |
| Journey Advisory Group, LLC | 196,673 | $3.07M | 0.24% | −1,033−0.5% | Reduced |
| Pensionmark Financial Group, LLC | 178,410 | $2.78M | 0.06% | −120,940−40.4% | Reduced |
| Consolidated Portfolio Review Corp | 176,405 | $2.75M | 0.38% | +6,979+4.1% | Added |
| Cohen & Steers, Inc. | 175,007 | $2.73M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 163,247 | $2.55M | 0.00% | +1,314+0.8% | Added |
| Wedbush Securities Inc | 120,468 | $1.88M | 0.07% | +8,960+8.0% | Added |
| Creekside Partners | 116,059 | $1.81M | 0.86% | +701+0.6% | Added |
| Maridea Wealth Management LLC | 106,589 | $1.66M | 0.43% | +3,913+3.8% | Added |
| Evoke Wealth, LLC | 96,685 | $1.51M | 0.04% | +4,000+4.3% | Added |
| LPL Financial LLC | 92,688 | $1.45M | 0.00% | +3,672+4.1% | Added |
| Shaker Financial Services, LLC | 83,413 | $1.30M | 0.47% | +83,413 | New |
| Readystate Asset Management LP | 78,893 | $1.23M | 0.05% | +66,134+518.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 74,920 | $1.17M | 0.05% | −92−0.1% | Reduced |
| Stifel Financial Corp | 69,759 | $1.09M | 0.00% | −3,102−4.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 67,358 | $1.05M | 0.24% | +1,638+2.5% | Added |
| Atria Wealth Solutions, Inc. | 62,055 | $967.4K | 0.02% | +8,816+16.6% | Added |
| Advisor Group Holdings, Inc. | 61,319 | $956.1K | 0.00% | +11,443+22.9% | Added |
| Commonwealth Equity Services, LLC | 59,504 | $928.0K | 0.00% | −44,518−42.8% | Reduced |
| GWM Advisors LLC | 44,365 | $691.6K | 0.00% | +9,215+26.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 40,142 | $625.8K | 0.20% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 37,561 | $585.6K | 0.02% | +2,365+6.7% | Added |
| Pathway Financial Advisers, LLC | 37,394 | $583.0K | 0.19% | −344−0.9% | Reduced |
| Captrust Financial Advisors | 35,599 | $555.0K | 0.00% | −61,505−63.3% | Reduced |
| We Are One Seven, LLC | 35,149 | $548.0K | 0.02% | +35,149 | New |
| Rockefeller Capital Management L.P. | 32,802 | $511.4K | 0.00% | −1,976−5.7% | Reduced |
| Susquehanna International Group, LLP | 32,447 | $505.8K | 0.00% | +32,447 | New |
| Invesco Ltd. | 30,552 | $476.3K | 0.00% | +1,525+5.3% | Added |
| Aviance Capital Partners, LLC | 29,978 | $467.4K | 0.06% | +4,398+17.2% | Added |
| Comerica Bank | 29,816 | $464.8K | 0.00% | +47+0.2% | Added |
| IFC Advisors LLC | 27,883 | $434.7K | 0.08% | +27,883 | New |
| Gridiron Partners, LLC | 27,066 | $422.0K | 0.26% | 00.0% | Unchanged |
| Cetera Investment Advisers | 25,535 | $398.1K | 0.00% | +1,948+8.3% | Added |
| Balyasny Asset Management LLC | 25,354 | $395.3K | 0.00% | +25,354 | New |
| Sanctuary Advisors, LLC | 24,388 | $380.2K | 0.00% | +24,388 | New |
| Envestnet Asset Management Inc | 23,784 | $370.8K | 0.00% | +6,196+35.2% | Added |
| Calamos Advisors LLC | 20,251 | $315.7K | 0.00% | +20,251 | New |
| Allie Family Office LLC | 20,000 | $311.8K | 0.15% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 19,532 | $304.5K | 0.00% | +101+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,200 | $299.0K | 0.00% | +19,200 | New |
| CI Private Wealth, LLC | 18,841 | $293.7K | 0.00% | +18,841 | New |
| First Trust Advisors LP | 18,311 | $285.5K | 0.00% | +1,626+9.7% | Added |
| Elequin Capital LP | 17,451 | $272.1K | 0.04% | +17,451 | New |
| Wealthcare Advisory Partners LLC | 15,265 | $238.0K | 0.01% | +315+2.1% | Added |
| Avidian Wealth Solutions, LLC | 14,000 | $218.3K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 13,807 | $215.3K | 0.07% | +266+2.0% | Added |
| Belpointe Asset Management LLC | 13,775 | $214.8K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,518 | $210.7K | 0.14% | −27−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 12,815 | $199.8K | 0.00% | +3,356+35.5% | Added |
| Jane Street Group, LLC | 12,767 | $199.0K | 0.00% | +12,767 | New |
| Oppenheimer & Co Inc | 12,430 | $193.8K | 0.00% | −6,550−34.5% | Reduced |
| Precedent Wealth Partners, LLC | 11,828 | $184.4K | 0.05% | −651−5.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,098 | $173.0K | 0.02% | +291+2.7% | Added |
| Integrated Wealth Concepts LLC | 11,095 | $173.0K | 0.00% | +11,095 | New |
| MPWM Advisory Solutions, LLC | 10,778 | $168.0K | 0.11% | +81+0.8% | Added |
| Redwood Park Advisors LLC | 10,674 | $166.4K | 0.13% | +2,222+26.3% | Added |
| Summit X, LLC | 10,087 | $157.3K | 0.03% | −7,388−42.3% | Reduced |
| Cerity Partners LLC | 10,000 | $155.9K | 0.00% | +10,000 | New |
| Optimum Investment Advisors | 7,983 | $124.5K | 0.05% | −3,816−32.3% | Reduced |
| Activest Wealth Management | 7,652 | $119.3K | 0.03% | 00.0% | Unchanged |
| Tidemark, LLC | 3,753 | $58.5K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 2,800 | $43.7K | 0.02% | −300−9.7% | Reduced |
| Larson Financial Group LLC | 2,169 | $33.8K | 0.00% | +10.0% | Added |
| Asset Dedication, LLC | 1,944 | $30.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,396 | $21.8K | 0.00% | +31+2.3% | Added |
| Sunbelt Securities, Inc. | 1,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 680 | $10.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 638 | $9.95K | 0.00% | −6,328−90.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.79K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 450 | $7.02K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 385 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 15 | $239 | 0.00% | +15 | New |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −20,843−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −13,932−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −12,517−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −6,822−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |