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 |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 15 | $239 | 0.00% | +15 | New |
| Allworth Financial LP | 385 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 450 | $7.02K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.79K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 638 | $9.95K | 0.00% | −6,328−90.8% | Reduced |
| St Germain D J Co Inc | 680 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,396 | $21.8K | 0.00% | +31+2.3% | Added |
| Asset Dedication, LLC | 1,944 | $30.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,169 | $33.8K | 0.00% | +10.0% | Added |
| Fourth Dimension Wealth, LLC | 2,800 | $43.7K | 0.02% | −300−9.7% | Reduced |
| Tidemark, LLC | 3,753 | $58.5K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 7,652 | $119.3K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 7,983 | $124.5K | 0.05% | −3,816−32.3% | Reduced |
| Cerity Partners LLC | 10,000 | $155.9K | 0.00% | +10,000 | New |
| Summit X, LLC | 10,087 | $157.3K | 0.03% | −7,388−42.3% | Reduced |
| Redwood Park Advisors LLC | 10,674 | $166.4K | 0.13% | +2,222+26.3% | Added |
| MPWM Advisory Solutions, LLC | 10,778 | $168.0K | 0.11% | +81+0.8% | Added |
| Integrated Wealth Concepts LLC | 11,095 | $173.0K | 0.00% | +11,095 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,098 | $173.0K | 0.02% | +291+2.7% | Added |
| Precedent Wealth Partners, LLC | 11,828 | $184.4K | 0.05% | −651−5.2% | Reduced |
| Oppenheimer & Co Inc | 12,430 | $193.8K | 0.00% | −6,550−34.5% | Reduced |
| Jane Street Group, LLC | 12,767 | $199.0K | 0.00% | +12,767 | New |
| CIBC Private Wealth Group, LLC | 12,815 | $199.8K | 0.00% | +3,356+35.5% | Added |
| Catalina Capital Group, LLC | 13,518 | $210.7K | 0.14% | −27−0.2% | Reduced |
| Belpointe Asset Management LLC | 13,775 | $214.8K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 13,807 | $215.3K | 0.07% | +266+2.0% | Added |
| Avidian Wealth Solutions, LLC | 14,000 | $218.3K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 15,265 | $238.0K | 0.01% | +315+2.1% | Added |
| Elequin Capital LP | 17,451 | $272.1K | 0.04% | +17,451 | New |
| First Trust Advisors LP | 18,311 | $285.5K | 0.00% | +1,626+9.7% | Added |
| CI Private Wealth, LLC | 18,841 | $293.7K | 0.00% | +18,841 | New |
| Cambridge Investment Research Advisors, Inc. | 19,200 | $299.0K | 0.00% | +19,200 | New |
| Private Advisor Group, LLC | 19,532 | $304.5K | 0.00% | +101+0.5% | Added |
| Allie Family Office LLC | 20,000 | $311.8K | 0.15% | 00.0% | Unchanged |
| Calamos Advisors LLC | 20,251 | $315.7K | 0.00% | +20,251 | New |
| Envestnet Asset Management Inc | 23,784 | $370.8K | 0.00% | +6,196+35.2% | Added |
| Sanctuary Advisors, LLC | 24,388 | $380.2K | 0.00% | +24,388 | New |
| Balyasny Asset Management LLC | 25,354 | $395.3K | 0.00% | +25,354 | New |
| Cetera Investment Advisers | 25,535 | $398.1K | 0.00% | +1,948+8.3% | Added |
| Gridiron Partners, LLC | 27,066 | $422.0K | 0.26% | 00.0% | Unchanged |
| IFC Advisors LLC | 27,883 | $434.7K | 0.08% | +27,883 | New |
| Comerica Bank | 29,816 | $464.8K | 0.00% | +47+0.2% | Added |
| Aviance Capital Partners, LLC | 29,978 | $467.4K | 0.06% | +4,398+17.2% | Added |
| Invesco Ltd. | 30,552 | $476.3K | 0.00% | +1,525+5.3% | Added |
| Susquehanna International Group, LLP | 32,447 | $505.8K | 0.00% | +32,447 | New |
| Rockefeller Capital Management L.P. | 32,802 | $511.4K | 0.00% | −1,976−5.7% | Reduced |
| We Are One Seven, LLC | 35,149 | $548.0K | 0.02% | +35,149 | New |
| Captrust Financial Advisors | 35,599 | $555.0K | 0.00% | −61,505−63.3% | Reduced |
| Pathway Financial Advisers, LLC | 37,394 | $583.0K | 0.19% | −344−0.9% | Reduced |
| Journey Strategic Wealth LLC | 37,561 | $585.6K | 0.02% | +2,365+6.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 40,142 | $625.8K | 0.20% | 00.0% | Unchanged |
| GWM Advisors LLC | 44,365 | $691.6K | 0.00% | +9,215+26.2% | Added |
| Commonwealth Equity Services, LLC | 59,504 | $928.0K | 0.00% | −44,518−42.8% | Reduced |
| Advisor Group Holdings, Inc. | 61,319 | $956.1K | 0.00% | +11,443+22.9% | Added |
| Atria Wealth Solutions, Inc. | 62,055 | $967.4K | 0.02% | +8,816+16.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 67,358 | $1.05M | 0.24% | +1,638+2.5% | Added |
| Stifel Financial Corp | 69,759 | $1.09M | 0.00% | −3,102−4.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 74,920 | $1.17M | 0.05% | −92−0.1% | Reduced |
| Readystate Asset Management LP | 78,893 | $1.23M | 0.05% | +66,134+518.3% | Added |
| Shaker Financial Services, LLC | 83,413 | $1.30M | 0.47% | +83,413 | New |
| LPL Financial LLC | 92,688 | $1.45M | 0.00% | +3,672+4.1% | Added |
| Evoke Wealth, LLC | 96,685 | $1.51M | 0.04% | +4,000+4.3% | Added |
| Maridea Wealth Management LLC | 106,589 | $1.66M | 0.43% | +3,913+3.8% | Added |
| Creekside Partners | 116,059 | $1.81M | 0.86% | +701+0.6% | Added |
| Wedbush Securities Inc | 120,468 | $1.88M | 0.07% | +8,960+8.0% | Added |
| Bank of America Corp | 163,247 | $2.55M | 0.00% | +1,314+0.8% | Added |
| Cohen & Steers, Inc. | 175,007 | $2.73M | 0.01% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 176,405 | $2.75M | 0.38% | +6,979+4.1% | Added |
| Pensionmark Financial Group, LLC | 178,410 | $2.78M | 0.06% | −120,940−40.4% | Reduced |
| Journey Advisory Group, LLC | 196,673 | $3.07M | 0.24% | −1,033−0.5% | Reduced |
| Independent Financial Group, LLC | 218,750 | $3.41M | 0.09% | −8,679−3.8% | Reduced |
| Polar Asset Management Partners Inc. | 278,950 | $4.35M | 0.11% | +278,950 | New |
| Raymond James Financial Inc | 314,553 | $4.90M | 0.00% | +41,746+15.3% | Added |
| HighTower Advisors, LLC | 463,403 | $7.22M | 0.01% | +8,708+1.9% | Added |
| LeConte Wealth Management, LLC | 520,722 | $8.12M | 5.49% | −452,216−46.5% | Reduced |
| Royal Bank of Canada | 593,922 | $9.26M | 0.00% | +14,344+2.5% | Added |
| UBS Group AG | 1,043,867 | $16.3M | 0.00% | −88,018−7.8% | Reduced |
| Wells Fargo & Company | 2,000,342 | $31.2M | 0.01% | +107,724+5.7% | Added |
| Morgan Stanley | 2,093,650 | $32.6M | 0.00% | +32,475+1.6% | Added |
| 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 |