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, Q4 2025
Institutional positions in DoubleLine Yield Opportunities Fund as of Dec 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
- 100
- +11 vs. Q3 2025
- Shares held
- 13.2M
- +1.60M (+13.8%) vs. Q3 2025
- Total value
- $191.9M
- +$24.7M (+14.8%) vs. Q3 2025
- New holders
- 21
- 33 more added
- Sold out
- 10
- 29 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,415,562 | $35.1M | 0.00% | −23,851−1.0% | Reduced |
| Wells Fargo & Company | 2,366,711 | $34.4M | 0.01% | +402,798+20.5% | Added |
| Sit Investment Associates Inc | 1,083,165 | $15.7M | 0.31% | +1,083,165 | New |
| UBS Group AG | 998,867 | $14.5M | 0.00% | −13,148−1.3% | Reduced |
| Rivernorth Capital Management, LLC | 555,917 | $8.08M | 0.38% | +555,917 | New |
| Royal Bank of Canada | 523,242 | $7.61M | 0.00% | −61,747−10.6% | Reduced |
| HighTower Advisors, LLC | 478,385 | $6.96M | 0.01% | +8,876+1.9% | Added |
| Raymond James Financial Inc | 401,460 | $5.84M | 0.00% | +60,867+17.9% | Added |
| Logan Stone Capital, LLC | 342,383 | $4.98M | 1.23% | +342,383 | New |
| Independent Financial Group, LLC | 223,355 | $3.25M | 0.07% | +4,636+2.1% | Added |
| LPL Financial LLC | 202,329 | $2.94M | 0.00% | +42,128+26.3% | Added |
| Journey Advisory Group, LLC | 196,926 | $2.86M | 0.24% | +3,604+1.9% | Added |
| Readystate Asset Management LP | 195,659 | $2.84M | 0.13% | −31,873−14.0% | Reduced |
| Shaker Financial Services, LLC | 185,781 | $2.70M | 0.86% | −108,929−37.0% | Reduced |
| Cohen & Steers, Inc. | 175,007 | $2.54M | 0.00% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 173,318 | $2.52M | 0.48% | +33,994+24.4% | Added |
| 1607 Capital Partners, LLC | 161,111 | $2.34M | 0.16% | +161,111 | New |
| Bank of America Corp | 140,333 | $2.04M | 0.00% | −16,036−10.3% | Reduced |
| Journey Strategic Wealth LLC | 133,061 | $1.93M | 0.05% | +74,000+125.3% | Added |
| Rareview Capital LLC | 123,911 | $1.93M | 1.25% | +123,911 | New |
| Maridea Wealth Management LLC | 123,013 | $1.79M | 0.27% | −671−0.5% | Reduced |
| Wedbush Securities Inc | 112,068 | $1.63M | 0.05% | −15,158−11.9% | Reduced |
| Noble Wealth Management PBC | 108,807 | $1.58M | 0.79% | +57,907+113.8% | Added |
| Stifel Financial Corp | 83,544 | $1.21M | 0.00% | −16,478−16.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 77,657 | $1.13M | 0.01% | −42,735−35.5% | Reduced |
| Guggenheim Capital LLC | 75,543 | $1.10M | 0.01% | +44,724+145.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 72,592 | $1.06M | 0.22% | +4,839+7.1% | Added |
| Creekside Partners | 69,964 | $1.02M | 0.43% | −31,820−31.3% | Reduced |
| Advisor Group Holdings, Inc. | 63,697 | $926.3K | 0.00% | +1,155+1.8% | Added |
| Sanctuary Advisors, LLC | 57,922 | $842.2K | 0.00% | +10,518+22.2% | Added |
| We Are One Seven, LLC | 54,563 | $793.3K | 0.02% | −8,708−13.8% | Reduced |
| GWM Advisors LLC | 54,250 | $788.8K | 0.00% | +4,500+9.0% | Added |
| Jane Street Group, LLC | 53,214 | $773.7K | 0.00% | −6,680−11.2% | Reduced |
| Oppenheimer & Co Inc | 51,755 | $752.5K | 0.01% | +11,900+29.9% | Added |
| Landscape Capital Management, L.L.C. | 51,289 | $745.7K | 0.05% | +51,289 | New |
| Comerica Bank | 47,235 | $686.8K | 0.00% | +3,114+7.1% | Added |
| Invesco Ltd. | 43,698 | $635.4K | 0.00% | +7,747+21.5% | Added |
| Robinson Capital Management, LLC | 42,032 | $611.1K | 0.26% | +8,553+25.5% | Added |
| Cetera Investment Advisers | 40,201 | $584.5K | 0.00% | +1,887+4.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 40,142 | $583.7K | 0.18% | 00.0% | Unchanged |
| Captrust Financial Advisors | 37,328 | $542.7K | 0.00% | +1,719+4.8% | Added |
| Aviance Capital Partners, LLC | 33,026 | $480.2K | 0.06% | +1,328+4.2% | Added |
| First Trust Advisors LP | 32,971 | $479.4K | 0.00% | +12,156+58.4% | Added |
| Rockefeller Capital Management L.P. | 32,802 | $476.9K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 32,663 | $474.9K | 0.14% | −3,130−8.7% | Reduced |
| Gridiron Partners, LLC | 32,618 | $474.3K | 0.27% | −493,528−93.8% | Reduced |
| Calamos Advisors LLC | 32,571 | $473.6K | 0.00% | +7,920+32.1% | Added |
| Susquehanna International Group, LLP | 31,439 | $457.1K | 0.00% | +31,439 | New |
| XTX Topco Ltd | 25,397 | $369.3K | 0.01% | +25,397 | New |
| IFC Advisors LLC | 24,117 | $350.7K | 0.05% | −3,038−11.2% | Reduced |
| Evoke Wealth, LLC | 23,000 | $334.4K | 0.01% | −61,185−72.7% | Reduced |
| Nomura Holdings Inc | 22,500 | $327.1K | 0.00% | +22,500 | New |
| Janney Montgomery Scott LLC | 22,500 | $327.0K | 0.00% | −1,500−6.3% | Reduced |
| Envestnet Asset Management Inc | 21,985 | $319.7K | 0.00% | −235−1.1% | Reduced |
| Private Advisor Group, LLC | 20,288 | $295.0K | 0.00% | +390+2.0% | Added |
| City of London Investment Management Co Ltd | 19,957 | $290.2K | 0.02% | +19,957 | New |
| CI Private Wealth, LLC | 18,841 | $273.9K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,448 | $268.2K | 0.00% | +222+1.2% | Added |
| Blueprint Financial Advisors LLC | 18,000 | $261.7K | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 17,500 | $254.4K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 17,235 | $250.6K | 0.00% | −48,967−74.0% | Reduced |
| Commonwealth Equity Services, LLC | 16,821 | $244.6K | 0.00% | −13,283−44.1% | Reduced |
| Mercer Global Advisors Inc | 14,767 | $214.7K | 0.00% | +450+3.1% | Added |
| Closed-End Fund Advisors, Inc. | 14,349 | $208.6K | 0.12% | +14,349 | New |
| Avidian Wealth Solutions, LLC | 14,000 | $203.6K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,597 | $197.7K | 0.12% | +79+0.6% | Added |
| Belpointe Asset Management LLC | 13,175 | $191.6K | 0.01% | −600−4.4% | Reduced |
| Adalta Capital Management LLC | 13,000 | $189.0K | 0.08% | +13,000 | New |
| Cambridge Investment Research Advisors, Inc. | 12,703 | $185.0K | 0.00% | −2,540−16.7% | Reduced |
| Blackhawk Capital Partners LLC. | 12,485 | $181.5K | 0.07% | −19,350−60.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,558 | $168.0K | 0.02% | +238+2.1% | Added |
| Spirepoint Private Client, LLC | 11,250 | $163.6K | 0.02% | +11,250 | New |
| Redwood Park Advisors LLC | 10,764 | $156.5K | 0.11% | +46+0.4% | Added |
| CIBC Private Wealth Group, LLC | 10,706 | $155.7K | 0.00% | −2,109−16.5% | Reduced |
| DKM Wealth Management, Inc. | 10,556 | $153.5K | 0.11% | +10,556 | New |
| Sovran Advisors, LLC | 10,397 | $152.9K | 0.01% | 00.0% | Unchanged |
| Allie Family Office LLC | 10,000 | $145.4K | 0.07% | −10,000−50.0% | Reduced |
| Cerity Partners LLC | 10,000 | $145.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,553 | $109.8K | 0.00% | −3,848−33.8% | Reduced |
| MPWM Advisory Solutions, LLC | 7,102 | $103.3K | 0.06% | −61−0.9% | Reduced |
| Farther Finance Advisors, LLC | 4,064 | $59.1K | 0.00% | +4,064 | New |
| Fourth Dimension Wealth, LLC | 3,300 | $48.0K | 0.02% | +500+17.9% | Added |
| SageView Advisory Group, LLC | 2,603 | $37.8K | 0.00% | +2,603 | New |
| Activest Wealth Management | 2,500 | $36.4K | 0.01% | −5,152−67.3% | Reduced |
| Sunbelt Securities, Inc. | 2,274 | $33.1K | 0.00% | +15+0.7% | Added |
| Larson Financial Group LLC | 2,171 | $31.6K | 0.00% | +10.0% | Added |
| Asset Dedication, LLC | 1,944 | $28.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,519 | $22.1K | 0.00% | +1,519 | New |
| Financial Management Professionals, Inc. | 1,463 | $21.3K | 0.00% | +34+2.4% | Added |
| Camelot Portfolios, LLC | 1,000 | $14.5K | 0.01% | +1,000 | New |
| Westend Capital Management, LLC | 953 | $13.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 680 | $9.89K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 600 | $8.72K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 586 | $8.52K | 0.00% | +586 | New |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.27K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 450 | $6.54K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 385 | $5.60K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $4.36K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 242 | $3.52K | 0.00% | +242 | New |
| Motiv8 Investments LLC | 120 | $2.00K | 0.00% | +120 | New |