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 |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 16 | $237 | 0.00% | +1+6.7% | Added |
| Highline Wealth Partners LLC | 300 | $4.52K | 0.00% | +300 | New |
| Allworth Financial LP | 385 | $5.81K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 450 | $6.79K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.54K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 600 | $9.05K | 0.00% | +600 | New |
| St Germain D J Co Inc | 680 | $10.3K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 953 | $14.4K | 0.00% | −12,854−93.1% | Reduced |
| Tidemark, LLC | 1,045 | $15.8K | 0.00% | −2,708−72.2% | Reduced |
| Advisory Services Network, LLC | 1,360 | $20.5K | 0.00% | +1,360 | New |
| Financial Management Professionals, Inc. | 1,429 | $21.5K | 0.00% | +33+2.4% | Added |
| Asset Dedication, LLC | 1,944 | $29.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,170 | $32.7K | 0.00% | +10.0% | Added |
| Sunbelt Securities, Inc. | 2,259 | $34.1K | 0.00% | +1,259+125.9% | Added |
| Fourth Dimension Wealth, LLC | 2,800 | $42.2K | 0.02% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 7,163 | $108.0K | 0.06% | −3,615−33.5% | Reduced |
| Optimum Investment Advisors | 7,636 | $115.2K | 0.05% | −347−4.3% | Reduced |
| Activest Wealth Management | 7,652 | $115.4K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,000 | $150.8K | 0.00% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 10,397 | $153.4K | 0.01% | +10,397 | New |
| Moors & Cabot, Inc. | 10,212 | $154.0K | 0.01% | +10,212 | New |
| HRT Financial LP | 10,521 | $158.0K | 0.00% | +10,521 | New |
| Redwood Park Advisors LLC | 10,718 | $161.6K | 0.12% | +44+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,320 | $170.7K | 0.02% | +222+2.0% | Added |
| SRS Capital Advisors, Inc. | 11,401 | $171.9K | 0.00% | +11,401 | New |
| CIBC Private Wealth Group, LLC | 12,815 | $193.3K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,518 | $203.9K | 0.13% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,775 | $207.7K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 14,000 | $211.1K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,317 | $215.9K | 0.00% | +14,317 | New |
| Wealthcare Advisory Partners LLC | 14,990 | $226.0K | 0.00% | −275−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,243 | $230.0K | 0.00% | −3,957−20.6% | Reduced |
| Kingsview Wealth Management, LLC | 17,500 | $263.9K | 0.00% | +17,500 | New |
| Blueprint Financial Advisors LLC | 18,000 | $271.4K | 0.06% | +18,000 | New |
| Kestra Advisory Services, LLC | 18,226 | $274.9K | 0.00% | +18,226 | New |
| Lowe Brockenbrough & Co Inc | 18,380 | $277.2K | 0.01% | +18,380 | New |
| CI Private Wealth, LLC | 18,841 | $284.1K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 19,898 | $300.1K | 0.00% | +366+1.9% | Added |
| Allie Family Office LLC | 20,000 | $301.6K | 0.14% | 00.0% | Unchanged |
| First Trust Advisors LP | 20,815 | $313.9K | 0.00% | +2,504+13.7% | Added |
| Envestnet Asset Management Inc | 22,220 | $335.1K | 0.00% | −1,564−6.6% | Reduced |
| Janney Montgomery Scott LLC | 24,000 | $362.0K | 0.00% | +24,000 | New |
| Calamos Advisors LLC | 24,651 | $371.7K | 0.00% | +4,400+21.7% | Added |
| Gridiron Partners, LLC | 526,146 | $408.2K | 0.23% | +499,080+1,843.9% | Added |
| IFC Advisors LLC | 27,155 | $409.5K | 0.08% | −728−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 30,104 | $454.0K | 0.00% | −29,400−49.4% | Reduced |
| Guggenheim Capital LLC | 30,819 | $464.8K | 0.00% | +30,819 | New |
| Aviance Capital Partners, LLC | 31,698 | $478.0K | 0.06% | +1,720+5.7% | Added |
| Blackhawk Capital Partners LLC. | 31,835 | $480.1K | 0.19% | +31,835 | New |
| Rockefeller Capital Management L.P. | 32,802 | $494.7K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 33,479 | $504.9K | 0.36% | +33,479 | New |
| Pensionmark Financial Group, LLC | 35,005 | $527.9K | 0.01% | −143,405−80.4% | Reduced |
| Captrust Financial Advisors | 35,609 | $537.0K | 0.00% | +100.0% | Added |
| Pathway Financial Advisers, LLC | 35,793 | $539.5K | 0.16% | −1,601−4.3% | Reduced |
| Invesco Ltd. | 35,951 | $542.1K | 0.00% | +5,399+17.7% | Added |
| Cetera Investment Advisers | 38,314 | $577.8K | 0.00% | +12,779+50.0% | Added |
| Oppenheimer & Co Inc | 39,855 | $601.0K | 0.01% | +27,425+220.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 40,142 | $605.3K | 0.20% | 00.0% | Unchanged |
| Comerica Bank | 44,121 | $665.3K | 0.00% | +14,305+48.0% | Added |
| Sanctuary Advisors, LLC | 47,404 | $714.9K | 0.00% | +23,016+94.4% | Added |
| GWM Advisors LLC | 49,750 | $750.2K | 0.00% | +5,385+12.1% | Added |
| Noble Wealth Management PBC | 50,900 | $767.6K | 0.41% | +50,900 | New |
| Journey Strategic Wealth LLC | 59,061 | $890.6K | 0.03% | +21,500+57.2% | Added |
| Jane Street Group, LLC | 59,894 | $903.2K | 0.00% | +47,127+369.1% | Added |
| Advisor Group Holdings, Inc. | 62,542 | $948.6K | 0.00% | +1,223+2.0% | Added |
| We Are One Seven, LLC | 63,271 | $954.1K | 0.02% | +28,122+80.0% | Added |
| Balyasny Asset Management LLC | 66,202 | $998.3K | 0.00% | +40,848+161.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 67,753 | $1.02M | 0.22% | +395+0.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 74,520 | $1.12M | 0.04% | −400−0.5% | Reduced |
| Evoke Wealth, LLC | 84,185 | $1.27M | 0.03% | −12,500−12.9% | Reduced |
| Stifel Financial Corp | 100,022 | $1.51M | 0.00% | +30,263+43.4% | Added |
| Creekside Partners | 101,784 | $1.53M | 0.68% | −14,275−12.3% | Reduced |
| Maridea Wealth Management LLC | 123,684 | $1.81M | 0.28% | +17,095+16.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 120,392 | $1.82M | 0.01% | +120,392 | New |
| Wedbush Securities Inc | 127,226 | $1.92M | 0.06% | +6,758+5.6% | Added |
| Pettinga Financial Advisors, LLC | 139,324 | $2.10M | 0.41% | +139,324 | New |
| Bank of America Corp | 156,369 | $2.36M | 0.00% | −6,878−4.2% | Reduced |
| LPL Financial LLC | 160,201 | $2.42M | 0.00% | +67,513+72.8% | Added |
| Cohen & Steers, Inc. | 175,007 | $2.64M | 0.00% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 191,037 | $2.88M | 0.36% | +14,632+8.3% | Added |
| Journey Advisory Group, LLC | 193,322 | $2.92M | 0.22% | −3,351−1.7% | Reduced |
| Independent Financial Group, LLC | 218,719 | $3.30M | 0.08% | −310.0% | Reduced |
| Readystate Asset Management LP | 227,532 | $3.43M | 0.17% | +148,639+188.4% | Added |
| Polar Asset Management Partners Inc. | 285,335 | $4.30M | 0.09% | +6,385+2.3% | Added |
| Shaker Financial Services, LLC | 294,710 | $4.44M | 1.52% | +211,297+253.3% | Added |
| Raymond James Financial Inc | 340,593 | $5.14M | 0.00% | +26,040+8.3% | Added |
| HighTower Advisors, LLC | 469,509 | $7.08M | 0.01% | +6,106+1.3% | Added |
| Royal Bank of Canada | 584,989 | $8.82M | 0.00% | −8,933−1.5% | Reduced |
| UBS Group AG | 1,012,015 | $15.3M | 0.00% | −31,852−3.1% | Reduced |
| Wells Fargo & Company | 1,963,913 | $29.6M | 0.01% | −36,429−1.8% | Reduced |
| Morgan Stanley | 2,439,413 | $36.8M | 0.00% | +345,763+16.5% | 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 |