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, Q3 2025
Institutional positions in DoubleLine Yield Opportunities Fund as of Sep 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
- 91
- +12 vs. Q2 2025
- Shares held
- 11.6M
- +1.26M (+12.2%) vs. Q2 2025
- Total value
- $167.3M
- +$6.15M (+3.8%) vs. Q2 2025
- New holders
- 19
- 35 more added
- Sold out
- 7
- 20 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,439,413 | $36.8M | 0.00% | +345,763+16.5% | Added |
| Wells Fargo & Company | 1,963,913 | $29.6M | 0.01% | −36,429−1.8% | Reduced |
| UBS Group AG | 1,012,015 | $15.3M | 0.00% | −31,852−3.1% | Reduced |
| Royal Bank of Canada | 584,989 | $8.82M | 0.00% | −8,933−1.5% | Reduced |
| HighTower Advisors, LLC | 469,509 | $7.08M | 0.01% | +6,106+1.3% | Added |
| Raymond James Financial Inc | 340,593 | $5.14M | 0.00% | +26,040+8.3% | Added |
| Shaker Financial Services, LLC | 294,710 | $4.44M | 1.52% | +211,297+253.3% | Added |
| Polar Asset Management Partners Inc. | 285,335 | $4.30M | 0.09% | +6,385+2.3% | Added |
| Readystate Asset Management LP | 227,532 | $3.43M | 0.17% | +148,639+188.4% | Added |
| Independent Financial Group, LLC | 218,719 | $3.30M | 0.08% | −310.0% | Reduced |
| Journey Advisory Group, LLC | 193,322 | $2.92M | 0.22% | −3,351−1.7% | Reduced |
| Consolidated Portfolio Review Corp | 191,037 | $2.88M | 0.36% | +14,632+8.3% | Added |
| Cohen & Steers, Inc. | 175,007 | $2.64M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 160,201 | $2.42M | 0.00% | +67,513+72.8% | Added |
| Bank of America Corp | 156,369 | $2.36M | 0.00% | −6,878−4.2% | Reduced |
| Pettinga Financial Advisors, LLC | 139,324 | $2.10M | 0.41% | +139,324 | New |
| Wedbush Securities Inc | 127,226 | $1.92M | 0.06% | +6,758+5.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 120,392 | $1.82M | 0.01% | +120,392 | New |
| Maridea Wealth Management LLC | 123,684 | $1.81M | 0.28% | +17,095+16.0% | Added |
| Creekside Partners | 101,784 | $1.53M | 0.68% | −14,275−12.3% | Reduced |
| Stifel Financial Corp | 100,022 | $1.51M | 0.00% | +30,263+43.4% | Added |
| Evoke Wealth, LLC | 84,185 | $1.27M | 0.03% | −12,500−12.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 74,520 | $1.12M | 0.04% | −400−0.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 67,753 | $1.02M | 0.22% | +395+0.6% | Added |
| Balyasny Asset Management LLC | 66,202 | $998.3K | 0.00% | +40,848+161.1% | Added |
| We Are One Seven, LLC | 63,271 | $954.1K | 0.02% | +28,122+80.0% | Added |
| Advisor Group Holdings, Inc. | 62,542 | $948.6K | 0.00% | +1,223+2.0% | Added |
| Jane Street Group, LLC | 59,894 | $903.2K | 0.00% | +47,127+369.1% | Added |
| Journey Strategic Wealth LLC | 59,061 | $890.6K | 0.03% | +21,500+57.2% | Added |
| Noble Wealth Management PBC | 50,900 | $767.6K | 0.41% | +50,900 | New |
| GWM Advisors LLC | 49,750 | $750.2K | 0.00% | +5,385+12.1% | Added |
| Sanctuary Advisors, LLC | 47,404 | $714.9K | 0.00% | +23,016+94.4% | Added |
| Comerica Bank | 44,121 | $665.3K | 0.00% | +14,305+48.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 40,142 | $605.3K | 0.20% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 39,855 | $601.0K | 0.01% | +27,425+220.6% | Added |
| Cetera Investment Advisers | 38,314 | $577.8K | 0.00% | +12,779+50.0% | Added |
| Invesco Ltd. | 35,951 | $542.1K | 0.00% | +5,399+17.7% | Added |
| Pathway Financial Advisers, LLC | 35,793 | $539.5K | 0.16% | −1,601−4.3% | Reduced |
| Captrust Financial Advisors | 35,609 | $537.0K | 0.00% | +100.0% | Added |
| Pensionmark Financial Group, LLC | 35,005 | $527.9K | 0.01% | −143,405−80.4% | Reduced |
| Robinson Capital Management, LLC | 33,479 | $504.9K | 0.36% | +33,479 | New |
| Rockefeller Capital Management L.P. | 32,802 | $494.7K | 0.00% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 31,835 | $480.1K | 0.19% | +31,835 | New |
| Aviance Capital Partners, LLC | 31,698 | $478.0K | 0.06% | +1,720+5.7% | Added |
| Guggenheim Capital LLC | 30,819 | $464.8K | 0.00% | +30,819 | New |
| Commonwealth Equity Services, LLC | 30,104 | $454.0K | 0.00% | −29,400−49.4% | Reduced |
| IFC Advisors LLC | 27,155 | $409.5K | 0.08% | −728−2.6% | Reduced |
| Gridiron Partners, LLC | 526,146 | $408.2K | 0.23% | +499,080+1,843.9% | Added |
| Calamos Advisors LLC | 24,651 | $371.7K | 0.00% | +4,400+21.7% | Added |
| Janney Montgomery Scott LLC | 24,000 | $362.0K | 0.00% | +24,000 | New |
| Envestnet Asset Management Inc | 22,220 | $335.1K | 0.00% | −1,564−6.6% | Reduced |
| First Trust Advisors LP | 20,815 | $313.9K | 0.00% | +2,504+13.7% | Added |
| Allie Family Office LLC | 20,000 | $301.6K | 0.14% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 19,898 | $300.1K | 0.00% | +366+1.9% | Added |
| CI Private Wealth, LLC | 18,841 | $284.1K | 0.00% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 18,380 | $277.2K | 0.01% | +18,380 | New |
| Kestra Advisory Services, LLC | 18,226 | $274.9K | 0.00% | +18,226 | New |
| Blueprint Financial Advisors LLC | 18,000 | $271.4K | 0.06% | +18,000 | New |
| Kingsview Wealth Management, LLC | 17,500 | $263.9K | 0.00% | +17,500 | New |
| Cambridge Investment Research Advisors, Inc. | 15,243 | $230.0K | 0.00% | −3,957−20.6% | Reduced |
| Wealthcare Advisory Partners LLC | 14,990 | $226.0K | 0.00% | −275−1.8% | Reduced |
| Mercer Global Advisors Inc | 14,317 | $215.9K | 0.00% | +14,317 | New |
| Avidian Wealth Solutions, LLC | 14,000 | $211.1K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,775 | $207.7K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,518 | $203.9K | 0.13% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 12,815 | $193.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11,401 | $171.9K | 0.00% | +11,401 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,320 | $170.7K | 0.02% | +222+2.0% | Added |
| Redwood Park Advisors LLC | 10,718 | $161.6K | 0.12% | +44+0.4% | Added |
| HRT Financial LP | 10,521 | $158.0K | 0.00% | +10,521 | New |
| Moors & Cabot, Inc. | 10,212 | $154.0K | 0.01% | +10,212 | New |
| Sovran Advisors, LLC | 10,397 | $153.4K | 0.01% | +10,397 | New |
| Cerity Partners LLC | 10,000 | $150.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7,652 | $115.4K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 7,636 | $115.2K | 0.05% | −347−4.3% | Reduced |
| MPWM Advisory Solutions, LLC | 7,163 | $108.0K | 0.06% | −3,615−33.5% | Reduced |
| Fourth Dimension Wealth, LLC | 2,800 | $42.2K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,259 | $34.1K | 0.00% | +1,259+125.9% | Added |
| Larson Financial Group LLC | 2,170 | $32.7K | 0.00% | +10.0% | Added |
| Asset Dedication, LLC | 1,944 | $29.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,429 | $21.5K | 0.00% | +33+2.4% | Added |
| Advisory Services Network, LLC | 1,360 | $20.5K | 0.00% | +1,360 | New |
| Tidemark, LLC | 1,045 | $15.8K | 0.00% | −2,708−72.2% | Reduced |
| Westend Capital Management, LLC | 953 | $14.4K | 0.00% | −12,854−93.1% | Reduced |
| St Germain D J Co Inc | 680 | $10.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 600 | $9.05K | 0.00% | +600 | New |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.54K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 450 | $6.79K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 385 | $5.81K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $4.52K | 0.00% | +300 | New |
| Creekmur Asset Management LLC | 16 | $237 | 0.00% | +1+6.7% | Added |
| LeConte Wealth Management, LLC | 0 | $0 | 0.00% | −520,722−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −32,447−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −17,451−100.0% | Sold out |
| Precedent Wealth Partners, LLC | 0 | $0 | 0.00% | −11,828−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −11,095−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −10,087−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |