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 |
|---|---|---|---|---|---|
| Motiv8 Investments LLC | 120 | $2.00K | 0.00% | +120 | New |
| WPG Advisers, LLC | 242 | $3.52K | 0.00% | +242 | New |
| Highline Wealth Partners LLC | 300 | $4.36K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 385 | $5.60K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 450 | $6.54K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.27K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 586 | $8.52K | 0.00% | +586 | New |
| Eastern Bank | 600 | $8.72K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 680 | $9.89K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 953 | $13.9K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,000 | $14.5K | 0.01% | +1,000 | New |
| Financial Management Professionals, Inc. | 1,463 | $21.3K | 0.00% | +34+2.4% | Added |
| Global Retirement Partners, LLC | 1,519 | $22.1K | 0.00% | +1,519 | New |
| Asset Dedication, LLC | 1,944 | $28.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,171 | $31.6K | 0.00% | +10.0% | Added |
| Sunbelt Securities, Inc. | 2,274 | $33.1K | 0.00% | +15+0.7% | Added |
| Activest Wealth Management | 2,500 | $36.4K | 0.01% | −5,152−67.3% | Reduced |
| SageView Advisory Group, LLC | 2,603 | $37.8K | 0.00% | +2,603 | New |
| Fourth Dimension Wealth, LLC | 3,300 | $48.0K | 0.02% | +500+17.9% | Added |
| Farther Finance Advisors, LLC | 4,064 | $59.1K | 0.00% | +4,064 | New |
| MPWM Advisory Solutions, LLC | 7,102 | $103.3K | 0.06% | −61−0.9% | Reduced |
| SRS Capital Advisors, Inc. | 7,553 | $109.8K | 0.00% | −3,848−33.8% | Reduced |
| 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 |
| Sovran Advisors, LLC | 10,397 | $152.9K | 0.01% | 00.0% | Unchanged |
| DKM Wealth Management, Inc. | 10,556 | $153.5K | 0.11% | +10,556 | New |
| CIBC Private Wealth Group, LLC | 10,706 | $155.7K | 0.00% | −2,109−16.5% | Reduced |
| Redwood Park Advisors LLC | 10,764 | $156.5K | 0.11% | +46+0.4% | Added |
| Spirepoint Private Client, LLC | 11,250 | $163.6K | 0.02% | +11,250 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,558 | $168.0K | 0.02% | +238+2.1% | Added |
| Blackhawk Capital Partners LLC. | 12,485 | $181.5K | 0.07% | −19,350−60.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,703 | $185.0K | 0.00% | −2,540−16.7% | Reduced |
| Adalta Capital Management LLC | 13,000 | $189.0K | 0.08% | +13,000 | New |
| Belpointe Asset Management LLC | 13,175 | $191.6K | 0.01% | −600−4.4% | Reduced |
| Catalina Capital Group, LLC | 13,597 | $197.7K | 0.12% | +79+0.6% | Added |
| Avidian Wealth Solutions, LLC | 14,000 | $203.6K | 0.01% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 14,349 | $208.6K | 0.12% | +14,349 | New |
| Mercer Global Advisors Inc | 14,767 | $214.7K | 0.00% | +450+3.1% | Added |
| Commonwealth Equity Services, LLC | 16,821 | $244.6K | 0.00% | −13,283−44.1% | Reduced |
| Balyasny Asset Management LLC | 17,235 | $250.6K | 0.00% | −48,967−74.0% | Reduced |
| Kingsview Wealth Management, LLC | 17,500 | $254.4K | 0.00% | 00.0% | Unchanged |
| Blueprint Financial Advisors LLC | 18,000 | $261.7K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,448 | $268.2K | 0.00% | +222+1.2% | Added |
| CI Private Wealth, LLC | 18,841 | $273.9K | 0.00% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 19,957 | $290.2K | 0.02% | +19,957 | New |
| Private Advisor Group, LLC | 20,288 | $295.0K | 0.00% | +390+2.0% | Added |
| Envestnet Asset Management Inc | 21,985 | $319.7K | 0.00% | −235−1.1% | Reduced |
| Janney Montgomery Scott LLC | 22,500 | $327.0K | 0.00% | −1,500−6.3% | Reduced |
| Nomura Holdings Inc | 22,500 | $327.1K | 0.00% | +22,500 | New |
| Evoke Wealth, LLC | 23,000 | $334.4K | 0.01% | −61,185−72.7% | Reduced |
| IFC Advisors LLC | 24,117 | $350.7K | 0.05% | −3,038−11.2% | Reduced |
| XTX Topco Ltd | 25,397 | $369.3K | 0.01% | +25,397 | New |
| Susquehanna International Group, LLP | 31,439 | $457.1K | 0.00% | +31,439 | New |
| Calamos Advisors LLC | 32,571 | $473.6K | 0.00% | +7,920+32.1% | Added |
| Gridiron Partners, LLC | 32,618 | $474.3K | 0.27% | −493,528−93.8% | Reduced |
| Pathway Financial Advisers, LLC | 32,663 | $474.9K | 0.14% | −3,130−8.7% | Reduced |
| Rockefeller Capital Management L.P. | 32,802 | $476.9K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 32,971 | $479.4K | 0.00% | +12,156+58.4% | Added |
| Aviance Capital Partners, LLC | 33,026 | $480.2K | 0.06% | +1,328+4.2% | Added |
| Captrust Financial Advisors | 37,328 | $542.7K | 0.00% | +1,719+4.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 40,142 | $583.7K | 0.18% | 00.0% | Unchanged |
| Cetera Investment Advisers | 40,201 | $584.5K | 0.00% | +1,887+4.9% | Added |
| Robinson Capital Management, LLC | 42,032 | $611.1K | 0.26% | +8,553+25.5% | Added |
| Invesco Ltd. | 43,698 | $635.4K | 0.00% | +7,747+21.5% | Added |
| Comerica Bank | 47,235 | $686.8K | 0.00% | +3,114+7.1% | Added |
| Landscape Capital Management, L.L.C. | 51,289 | $745.7K | 0.05% | +51,289 | New |
| Oppenheimer & Co Inc | 51,755 | $752.5K | 0.01% | +11,900+29.9% | Added |
| Jane Street Group, LLC | 53,214 | $773.7K | 0.00% | −6,680−11.2% | Reduced |
| GWM Advisors LLC | 54,250 | $788.8K | 0.00% | +4,500+9.0% | Added |
| We Are One Seven, LLC | 54,563 | $793.3K | 0.02% | −8,708−13.8% | Reduced |
| Sanctuary Advisors, LLC | 57,922 | $842.2K | 0.00% | +10,518+22.2% | Added |
| Advisor Group Holdings, Inc. | 63,697 | $926.3K | 0.00% | +1,155+1.8% | Added |
| Creekside Partners | 69,964 | $1.02M | 0.43% | −31,820−31.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 72,592 | $1.06M | 0.22% | +4,839+7.1% | Added |
| Guggenheim Capital LLC | 75,543 | $1.10M | 0.01% | +44,724+145.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 77,657 | $1.13M | 0.01% | −42,735−35.5% | Reduced |
| Stifel Financial Corp | 83,544 | $1.21M | 0.00% | −16,478−16.5% | Reduced |
| Noble Wealth Management PBC | 108,807 | $1.58M | 0.79% | +57,907+113.8% | Added |
| Wedbush Securities Inc | 112,068 | $1.63M | 0.05% | −15,158−11.9% | Reduced |
| Maridea Wealth Management LLC | 123,013 | $1.79M | 0.27% | −671−0.5% | Reduced |
| Rareview Capital LLC | 123,911 | $1.93M | 1.25% | +123,911 | New |
| Journey Strategic Wealth LLC | 133,061 | $1.93M | 0.05% | +74,000+125.3% | Added |
| Bank of America Corp | 140,333 | $2.04M | 0.00% | −16,036−10.3% | Reduced |
| 1607 Capital Partners, LLC | 161,111 | $2.34M | 0.16% | +161,111 | New |
| Pettinga Financial Advisors, LLC | 173,318 | $2.52M | 0.48% | +33,994+24.4% | Added |
| Cohen & Steers, Inc. | 175,007 | $2.54M | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 185,781 | $2.70M | 0.86% | −108,929−37.0% | Reduced |
| Readystate Asset Management LP | 195,659 | $2.84M | 0.13% | −31,873−14.0% | Reduced |
| Journey Advisory Group, LLC | 196,926 | $2.86M | 0.24% | +3,604+1.9% | Added |
| LPL Financial LLC | 202,329 | $2.94M | 0.00% | +42,128+26.3% | Added |
| Independent Financial Group, LLC | 223,355 | $3.25M | 0.07% | +4,636+2.1% | Added |
| Logan Stone Capital, LLC | 342,383 | $4.98M | 1.23% | +342,383 | New |
| Raymond James Financial Inc | 401,460 | $5.84M | 0.00% | +60,867+17.9% | Added |
| HighTower Advisors, LLC | 478,385 | $6.96M | 0.01% | +8,876+1.9% | Added |
| Royal Bank of Canada | 523,242 | $7.61M | 0.00% | −61,747−10.6% | Reduced |
| Rivernorth Capital Management, LLC | 555,917 | $8.08M | 0.38% | +555,917 | New |
| UBS Group AG | 998,867 | $14.5M | 0.00% | −13,148−1.3% | Reduced |
| Sit Investment Associates Inc | 1,083,165 | $15.7M | 0.31% | +1,083,165 | New |
| Wells Fargo & Company | 2,366,711 | $34.4M | 0.01% | +402,798+20.5% | Added |
| Morgan Stanley | 2,415,562 | $35.1M | 0.00% | −23,851−1.0% | Reduced |