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, Q1 2026
Institutional positions in DoubleLine Yield Opportunities Fund as of Mar 31, 2026. 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
- 95
- −1 vs. Q4 2025
- Shares held
- 13.7M
- +618.8K (+4.7%) vs. Q4 2025
- Total value
- $191.4M
- +$379.4K (+0.2%) vs. Q4 2025
- New holders
- 10
- 34 more added
- Sold out
- 11
- 29 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 2,447,219 | $34.1M | 0.01% | +80,508+3.4% | Added |
| Morgan Stanley | 2,435,577 | $33.9M | 0.00% | +20,015+0.8% | Added |
| Sit Investment Associates Inc | 1,024,038 | $14.3M | 0.29% | −59,127−5.5% | Reduced |
| UBS Group AG | 1,015,180 | $14.1M | 0.00% | +16,313+1.6% | Added |
| Royal Bank of Canada | 709,243 | $9.87M | 0.00% | +186,001+35.5% | Added |
| Penserra Capital Management LLC | 550,342 | $7.66M | 0.09% | +550,342 | New |
| HighTower Advisors, LLC | 496,151 | $6.91M | 0.01% | +17,766+3.7% | Added |
| Raymond James Financial Inc | 458,354 | $6.38M | 0.00% | +56,894+14.2% | Added |
| 1607 Capital Partners, LLC | 321,532 | $4.48M | 0.32% | +160,421+99.6% | Added |
| Logan Stone Capital, LLC | 321,148 | $4.47M | 1.24% | −21,235−6.2% | Reduced |
| LPL Financial LLC | 294,469 | $4.10M | 0.00% | +92,140+45.5% | Added |
| Bank of America Corp | 288,949 | $4.02M | 0.00% | +148,616+105.9% | Added |
| Independent Financial Group, LLC | 225,745 | $3.14M | 0.07% | +2,390+1.1% | Added |
| Journey Advisory Group, LLC | 198,768 | $2.77M | 0.24% | +1,842+0.9% | Added |
| Shaker Financial Services, LLC | 194,632 | $2.71M | 0.94% | +8,851+4.8% | Added |
| Rareview Capital LLC | 168,388 | $2.63M | 1.54% | +44,477+35.9% | Added |
| Pettinga Financial Advisors, LLC | 183,203 | $2.55M | 0.48% | +9,885+5.7% | Added |
| Cohen & Steers, Inc. | 175,007 | $2.44M | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 154,770 | $2.15M | 0.01% | +154,770 | New |
| Rivernorth Capital Management, LLC | 146,139 | $2.03M | 0.10% | −409,778−73.7% | Reduced |
| Guggenheim Capital LLC | 136,881 | $1.91M | 0.02% | +61,338+81.2% | Added |
| Maridea Wealth Management LLC | 135,157 | $1.88M | 0.27% | +12,144+9.9% | Added |
| Noble Wealth Management PBC | 100,135 | $1.39M | 0.71% | −8,672−8.0% | Reduced |
| Journey Strategic Wealth LLC | 89,111 | $1.24M | 0.03% | −43,950−33.0% | Reduced |
| Wedbush Securities Inc | 87,173 | $1.21M | 0.04% | −24,895−22.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 74,377 | $1.04M | 0.21% | +1,785+2.5% | Added |
| Sanctuary Advisors, LLC | 70,849 | $986.2K | 0.01% | +12,927+22.3% | Added |
| Creekside Partners | 67,168 | $935.0K | 0.38% | −2,796−4.0% | Reduced |
| Stifel Financial Corp | 64,212 | $893.8K | 0.00% | −19,332−23.1% | Reduced |
| GWM Advisors LLC | 55,158 | $767.8K | 0.00% | +908+1.7% | Added |
| Fifth Third Bancorp | 49,880 | $694.3K | 0.00% | +49,880 | New |
| Oppenheimer & Co Inc | 49,555 | $689.8K | 0.01% | −2,200−4.3% | Reduced |
| Invesco Ltd. | 45,358 | $631.4K | 0.00% | +1,660+3.8% | Added |
| Aviance Capital Partners, LLC | 43,525 | $605.9K | 0.07% | +10,499+31.8% | Added |
| Robinson Capital Management, LLC | 42,032 | $599.8K | 0.27% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 42,463 | $591.1K | 0.00% | −35,194−45.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 40,142 | $558.8K | 0.16% | 00.0% | Unchanged |
| Captrust Financial Advisors | 38,128 | $530.7K | 0.00% | +800+2.1% | Added |
| Cetera Investment Advisers | 37,268 | $518.8K | 0.00% | −2,933−7.3% | Reduced |
| First Trust Advisors LP | 35,543 | $494.8K | 0.00% | +2,572+7.8% | Added |
| Pathway Financial Advisers, LLC | 32,638 | $454.3K | 0.13% | −25−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 32,052 | $446.2K | 0.00% | −750−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 30,417 | $423.4K | 0.00% | −33,280−52.2% | Reduced |
| Gridiron Partners, LLC | 28,396 | $395.3K | 0.24% | −4,222−12.9% | Reduced |
| We Are One Seven, LLC | 28,104 | $391.2K | 0.01% | −26,459−48.5% | Reduced |
| Susquehanna International Group, LLP | 26,154 | $364.1K | 0.00% | −5,285−16.8% | Reduced |
| Jane Street Group, LLC | 24,273 | $337.9K | 0.00% | −28,941−54.4% | Reduced |
| Envestnet Asset Management Inc | 22,627 | $315.0K | 0.00% | +642+2.9% | Added |
| Janney Montgomery Scott LLC | 22,500 | $313.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 20,900 | $290.9K | 0.01% | −2,100−9.1% | Reduced |
| City of London Investment Management Co Ltd | 19,957 | $277.8K | 0.02% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 19,684 | $274.0K | 0.13% | +6,684+51.4% | Added |
| Private Advisor Group, LLC | 19,195 | $267.2K | 0.00% | −1,093−5.4% | Reduced |
| Blueprint Financial Advisors LLC | 18,000 | $250.6K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,346 | $241.5K | 0.00% | −1,102−6.0% | Reduced |
| Readystate Asset Management LP | 16,943 | $235.8K | 0.01% | −178,716−91.3% | Reduced |
| Independent Advisor Alliance | 16,020 | $223.0K | 0.00% | +16,020 | New |
| Mercer Global Advisors Inc | 15,667 | $218.1K | 0.00% | +900+6.1% | Added |
| Sovran Advisors, LLC | 14,762 | $210.7K | 0.02% | +4,365+42.0% | Added |
| Closed-End Fund Advisors, Inc. | 14,349 | $199.7K | 0.20% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 14,000 | $194.9K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,597 | $189.3K | 0.12% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 13,250 | $184.4K | 0.02% | +2,000+17.8% | Added |
| Belpointe Asset Management LLC | 13,175 | $183.4K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,703 | $177.0K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,806 | $164.3K | 0.02% | +248+2.1% | Added |
| Commonwealth Equity Services, LLC | 10,957 | $152.5K | 0.00% | −5,864−34.9% | Reduced |
| CIBC Bancorp USA Inc. | 10,706 | $149.0K | 0.00% | +10,706 | New |
| Blackhawk Capital Partners LLC. | 10,350 | $144.1K | 0.05% | −2,135−17.1% | Reduced |
| XTX Topco Ltd | 10,271 | $143.0K | 0.00% | −15,126−59.6% | Reduced |
| Allie Family Office LLC | 10,000 | $139.2K | 0.06% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 9,715 | $135.2K | 0.10% | −1,049−9.7% | Reduced |
| MPWM Advisory Solutions, LLC | 7,196 | $100.2K | 0.05% | +94+1.3% | Added |
| Farther Finance Advisors, LLC | 4,064 | $56.4K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 3,800 | $52.9K | 0.02% | +500+15.2% | Added |
| Advisory Services Network, LLC | 3,360 | $46.8K | 0.00% | +3,360 | New |
| Activest Wealth Management | 2,500 | $34.8K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,289 | $31.9K | 0.00% | +15+0.7% | Added |
| Larson Financial Group LLC | 2,172 | $30.2K | 0.00% | +10.0% | Added |
| Asset Dedication, LLC | 1,944 | $27.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,499 | $20.9K | 0.00% | +36+2.5% | Added |
| Westend Capital Management, LLC | 953 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 735 | $10.0K | 0.00% | +735 | New |
| St Germain D J Co Inc | 680 | $9.47K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 511 | $7.11K | 0.00% | −7,042−93.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.96K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 450 | $6.26K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 385 | $5.36K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 325 | $4.52K | 0.00% | +325 | New |
| Highline Wealth Partners LLC | 300 | $4.18K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 250 | $3.48K | 0.00% | +250 | New |
| Pinnacle Wealth Planning Services, Inc. | 158 | $2.20K | 0.00% | −428−73.0% | Reduced |
| WPG Advisers, LLC | 69 | $960 | 0.00% | −173−71.5% | Reduced |
| BlackRock, Inc. | 27 | $381 | 0.00% | +27 | New |
| CI Private Wealth, LLC | 18,841 | $262 | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −51,289−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −32,571−100.0% | Sold out |
| IFC Advisors LLC | 0 | $0 | 0.00% | −24,117−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |