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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 18,841 | $262 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 27 | $381 | 0.00% | +27 | New |
| WPG Advisers, LLC | 69 | $960 | 0.00% | −173−71.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 158 | $2.20K | 0.00% | −428−73.0% | Reduced |
| Ancora Advisors, LLC | 250 | $3.48K | 0.00% | +250 | New |
| Highline Wealth Partners LLC | 300 | $4.18K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 325 | $4.52K | 0.00% | +325 | New |
| Allworth Financial LP | 385 | $5.36K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 450 | $6.26K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $6.96K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 511 | $7.11K | 0.00% | −7,042−93.2% | Reduced |
| St Germain D J Co Inc | 680 | $9.47K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 735 | $10.0K | 0.00% | +735 | New |
| Westend Capital Management, LLC | 953 | $13.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,499 | $20.9K | 0.00% | +36+2.5% | Added |
| Asset Dedication, LLC | 1,944 | $27.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,172 | $30.2K | 0.00% | +10.0% | Added |
| Sunbelt Securities, Inc. | 2,289 | $31.9K | 0.00% | +15+0.7% | Added |
| Activest Wealth Management | 2,500 | $34.8K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,360 | $46.8K | 0.00% | +3,360 | New |
| Fourth Dimension Wealth, LLC | 3,800 | $52.9K | 0.02% | +500+15.2% | Added |
| Farther Finance Advisors, LLC | 4,064 | $56.4K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 7,196 | $100.2K | 0.05% | +94+1.3% | Added |
| Redwood Park Advisors LLC | 9,715 | $135.2K | 0.10% | −1,049−9.7% | Reduced |
| Allie Family Office LLC | 10,000 | $139.2K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,271 | $143.0K | 0.00% | −15,126−59.6% | Reduced |
| Blackhawk Capital Partners LLC. | 10,350 | $144.1K | 0.05% | −2,135−17.1% | Reduced |
| CIBC Bancorp USA Inc. | 10,706 | $149.0K | 0.00% | +10,706 | New |
| Commonwealth Equity Services, LLC | 10,957 | $152.5K | 0.00% | −5,864−34.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,806 | $164.3K | 0.02% | +248+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,703 | $177.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,175 | $183.4K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 13,250 | $184.4K | 0.02% | +2,000+17.8% | Added |
| Catalina Capital Group, LLC | 13,597 | $189.3K | 0.12% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 14,000 | $194.9K | 0.01% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 14,349 | $199.7K | 0.20% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 14,762 | $210.7K | 0.02% | +4,365+42.0% | Added |
| Mercer Global Advisors Inc | 15,667 | $218.1K | 0.00% | +900+6.1% | Added |
| Independent Advisor Alliance | 16,020 | $223.0K | 0.00% | +16,020 | New |
| Readystate Asset Management LP | 16,943 | $235.8K | 0.01% | −178,716−91.3% | Reduced |
| Kestra Advisory Services, LLC | 17,346 | $241.5K | 0.00% | −1,102−6.0% | Reduced |
| Blueprint Financial Advisors LLC | 18,000 | $250.6K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 19,195 | $267.2K | 0.00% | −1,093−5.4% | Reduced |
| Adalta Capital Management LLC | 19,684 | $274.0K | 0.13% | +6,684+51.4% | Added |
| City of London Investment Management Co Ltd | 19,957 | $277.8K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 20,900 | $290.9K | 0.01% | −2,100−9.1% | Reduced |
| Janney Montgomery Scott LLC | 22,500 | $313.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 22,627 | $315.0K | 0.00% | +642+2.9% | Added |
| Jane Street Group, LLC | 24,273 | $337.9K | 0.00% | −28,941−54.4% | Reduced |
| Susquehanna International Group, LLP | 26,154 | $364.1K | 0.00% | −5,285−16.8% | Reduced |
| We Are One Seven, LLC | 28,104 | $391.2K | 0.01% | −26,459−48.5% | Reduced |
| Gridiron Partners, LLC | 28,396 | $395.3K | 0.24% | −4,222−12.9% | Reduced |
| Advisor Group Holdings, Inc. | 30,417 | $423.4K | 0.00% | −33,280−52.2% | Reduced |
| Rockefeller Capital Management L.P. | 32,052 | $446.2K | 0.00% | −750−2.3% | Reduced |
| Pathway Financial Advisers, LLC | 32,638 | $454.3K | 0.13% | −25−0.1% | Reduced |
| First Trust Advisors LP | 35,543 | $494.8K | 0.00% | +2,572+7.8% | Added |
| Cetera Investment Advisers | 37,268 | $518.8K | 0.00% | −2,933−7.3% | Reduced |
| Captrust Financial Advisors | 38,128 | $530.7K | 0.00% | +800+2.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 40,142 | $558.8K | 0.16% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 42,463 | $591.1K | 0.00% | −35,194−45.3% | Reduced |
| Robinson Capital Management, LLC | 42,032 | $599.8K | 0.27% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 43,525 | $605.9K | 0.07% | +10,499+31.8% | Added |
| Invesco Ltd. | 45,358 | $631.4K | 0.00% | +1,660+3.8% | Added |
| Oppenheimer & Co Inc | 49,555 | $689.8K | 0.01% | −2,200−4.3% | Reduced |
| Fifth Third Bancorp | 49,880 | $694.3K | 0.00% | +49,880 | New |
| GWM Advisors LLC | 55,158 | $767.8K | 0.00% | +908+1.7% | Added |
| Stifel Financial Corp | 64,212 | $893.8K | 0.00% | −19,332−23.1% | Reduced |
| Creekside Partners | 67,168 | $935.0K | 0.38% | −2,796−4.0% | Reduced |
| Sanctuary Advisors, LLC | 70,849 | $986.2K | 0.01% | +12,927+22.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 74,377 | $1.04M | 0.21% | +1,785+2.5% | Added |
| Wedbush Securities Inc | 87,173 | $1.21M | 0.04% | −24,895−22.2% | Reduced |
| Journey Strategic Wealth LLC | 89,111 | $1.24M | 0.03% | −43,950−33.0% | Reduced |
| Noble Wealth Management PBC | 100,135 | $1.39M | 0.71% | −8,672−8.0% | Reduced |
| Maridea Wealth Management LLC | 135,157 | $1.88M | 0.27% | +12,144+9.9% | Added |
| Guggenheim Capital LLC | 136,881 | $1.91M | 0.02% | +61,338+81.2% | Added |
| Rivernorth Capital Management, LLC | 146,139 | $2.03M | 0.10% | −409,778−73.7% | Reduced |
| Pathstone Holdings, LLC | 154,770 | $2.15M | 0.01% | +154,770 | New |
| Cohen & Steers, Inc. | 175,007 | $2.44M | 0.00% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 183,203 | $2.55M | 0.48% | +9,885+5.7% | Added |
| Rareview Capital LLC | 168,388 | $2.63M | 1.54% | +44,477+35.9% | Added |
| Shaker Financial Services, LLC | 194,632 | $2.71M | 0.94% | +8,851+4.8% | Added |
| Journey Advisory Group, LLC | 198,768 | $2.77M | 0.24% | +1,842+0.9% | Added |
| Independent Financial Group, LLC | 225,745 | $3.14M | 0.07% | +2,390+1.1% | Added |
| Bank of America Corp | 288,949 | $4.02M | 0.00% | +148,616+105.9% | Added |
| LPL Financial LLC | 294,469 | $4.10M | 0.00% | +92,140+45.5% | Added |
| Logan Stone Capital, LLC | 321,148 | $4.47M | 1.24% | −21,235−6.2% | Reduced |
| 1607 Capital Partners, LLC | 321,532 | $4.48M | 0.32% | +160,421+99.6% | Added |
| Raymond James Financial Inc | 458,354 | $6.38M | 0.00% | +56,894+14.2% | Added |
| HighTower Advisors, LLC | 496,151 | $6.91M | 0.01% | +17,766+3.7% | Added |
| Penserra Capital Management LLC | 550,342 | $7.66M | 0.09% | +550,342 | New |
| Royal Bank of Canada | 709,243 | $9.87M | 0.00% | +186,001+35.5% | Added |
| UBS Group AG | 1,015,180 | $14.1M | 0.00% | +16,313+1.6% | Added |
| Sit Investment Associates Inc | 1,024,038 | $14.3M | 0.29% | −59,127−5.5% | Reduced |
| Morgan Stanley | 2,435,577 | $33.9M | 0.00% | +20,015+0.8% | Added |
| Wells Fargo & Company | 2,447,219 | $34.1M | 0.01% | +80,508+3.4% | Added |
| 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 |