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, Q2 2026
Institutional positions in DoubleLine Yield Opportunities Fund as of Jun 30, 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
- 89
- −3 vs. Q1 2026
- Shares held
- 13.3M
- −355.3K (−2.6%) vs. Q1 2026
- Total value
- $187.3M
- −$2.62M (−1.4%) vs. Q1 2026
- New holders
- 11
- 34 more added
- Sold out
- 14
- 25 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 300 | $4.22K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 325 | $4.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 385 | $5.42K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 450 | $6.33K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.04K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 680 | $9.57K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 953 | $13.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $14.1K | 0.00% | +1,000 | New |
| Northwestern Mutual Wealth Management Co | 1,109 | $15.6K | 0.00% | +1,109 | New |
| Financial Management Professionals, Inc. | 1,536 | $21.6K | 0.00% | +37+2.5% | Added |
| Asset Dedication, LLC | 1,944 | $27.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,173 | $30.6K | 0.00% | +10.0% | Added |
| Fourth Dimension Wealth, LLC | 4,050 | $57.0K | 0.02% | +250+6.6% | Added |
| Farther Finance Advisors, LLC | 4,064 | $57.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,221 | $87.1K | 0.00% | +6,221 | New |
| MPWM Advisory Solutions, LLC | 6,494 | $91.4K | 0.04% | −702−9.8% | Reduced |
| SRS Capital Advisors, Inc. | 9,174 | $129.1K | 0.00% | +8,663+1,695.3% | Added |
| Redwood Park Advisors LLC | 9,765 | $137.4K | 0.10% | +50+0.5% | Added |
| Blackhawk Capital Partners LLC. | 10,340 | $145.5K | 0.05% | −10−0.1% | Reduced |
| RSM US Wealth Management LLC | 10,557 | $148.5K | 0.00% | +10,557 | New |
| CIBC Bancorp USA Inc. | 10,706 | $150.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,603 | $163.0K | 0.00% | −1,100−8.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,066 | $169.8K | 0.02% | +260+2.2% | Added |
| Integrity Advisory Solutions, LLC | 13,000 | $182.9K | 0.02% | +13,000 | New |
| Belpointe Asset Management LLC | 13,175 | $185.4K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 13,250 | $186.4K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 14,000 | $197.0K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 14,151 | $199.1K | 0.00% | −4,690−24.9% | Reduced |
| Mercer Global Advisors Inc | 15,267 | $214.8K | 0.00% | −400−2.6% | Reduced |
| Sovran Advisors, LLC | 15,552 | $215.7K | 0.02% | +790+5.4% | Added |
| Kestra Advisory Services, LLC | 16,557 | $233.0K | 0.00% | −789−4.5% | Reduced |
| IMC-Chicago, LLC | 16,709 | $235.1K | 0.00% | +16,709 | New |
| Closed-End Fund Advisors, Inc. | 18,049 | $253.9K | 0.25% | +3,700+25.8% | Added |
| Susquehanna International Group, LLP | 18,829 | $264.9K | 0.00% | −7,325−28.0% | Reduced |
| Private Advisor Group, LLC | 19,620 | $276.1K | 0.00% | +425+2.2% | Added |
| Adalta Capital Management LLC | 19,684 | $277.0K | 0.12% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 19,957 | $280.8K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 20,804 | $292.7K | 0.00% | +10,533+102.6% | Added |
| MAI Capital Management | 20,900 | $294.1K | 0.00% | +20,900 | New |
| Janney Montgomery Scott LLC | 21,000 | $295.0K | 0.00% | −1,500−6.7% | Reduced |
| Lido Advisors, LLC | 21,367 | $300.6K | 0.00% | +21,367 | New |
| Citadel Advisors LLC | 22,958 | $323.0K | 0.00% | +22,958 | New |
| IFC Advisors LLC | 24,280 | $341.6K | 0.04% | +24,280 | New |
| Envestnet Asset Management Inc | 25,134 | $353.6K | 0.00% | +2,507+11.1% | Added |
| We Are One Seven, LLC | 27,143 | $381.9K | 0.01% | −961−3.4% | Reduced |
| Rockefeller Capital Management L.P. | 28,950 | $407.3K | 0.00% | −3,102−9.7% | Reduced |
| Atlas Wealth LLC | 31,526 | $443.6K | 0.06% | +31,526 | New |
| Gridiron Partners, LLC | 32,714 | $460.3K | 0.24% | +4,318+15.2% | Added |
| Pathway Financial Advisers, LLC | 32,888 | $462.7K | 0.12% | +250+0.8% | Added |
| Jane Street Group, LLC | 38,071 | $535.7K | 0.00% | +13,798+56.8% | Added |
| Captrust Financial Advisors | 38,128 | $536.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 38,208 | $537.6K | 0.00% | +940+2.5% | Added |
| First Trust Advisors LP | 38,860 | $546.8K | 0.00% | +3,317+9.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 40,142 | $564.8K | 0.14% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 42,032 | $591.4K | 0.26% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 41,514 | $609.4K | 0.00% | −949−2.2% | Reduced |
| Aviance Capital Partners, LLC | 44,367 | $624.2K | 0.06% | +842+1.9% | Added |
| Invesco Ltd. | 45,724 | $643.3K | 0.00% | +366+0.8% | Added |
| Fifth Third Bancorp | 47,307 | $665.6K | 0.00% | −2,573−5.2% | Reduced |
| GWM Advisors LLC | 53,858 | $757.8K | 0.00% | −1,300−2.4% | Reduced |
| Oppenheimer & Co Inc | 54,405 | $765.5K | 0.01% | +4,850+9.8% | Added |
| Stifel Financial Corp | 60,627 | $853.0K | 0.00% | −3,585−5.6% | Reduced |
| Pathstone Holdings, LLC | 60,745 | $854.7K | 0.00% | −94,025−60.8% | Reduced |
| Sanctuary Advisors, LLC | 77,008 | $1.08M | 0.01% | +6,159+8.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 77,737 | $1.09M | 0.21% | +3,360+4.5% | Added |
| Wedbush Securities Inc | 81,525 | $1.15M | 0.03% | −5,648−6.5% | Reduced |
| Logan Stone Capital, LLC | 90,623 | $1.28M | 0.27% | −230,525−71.8% | Reduced |
| Advisor Group Holdings, Inc. | 93,230 | $1.31M | 0.00% | +62,813+206.5% | Added |
| Creekside Partners | 101,576 | $1.43M | 0.52% | +34,408+51.2% | Added |
| Noble Wealth Management PBC | 109,185 | $1.54M | 0.70% | +9,050+9.0% | Added |
| Guggenheim Capital LLC | 145,191 | $2.04M | 0.01% | +8,310+6.1% | Added |
| Shaker Financial Services, LLC | 157,923 | $2.22M | 0.70% | −36,709−18.9% | Reduced |
| Maridea Wealth Management LLC | 171,667 | $2.42M | 0.26% | +36,510+27.0% | Added |
| Cohen & Steers, Inc. | 175,007 | $2.46M | 0.00% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 177,434 | $2.50M | 0.40% | −5,769−3.1% | Reduced |
| Journey Advisory Group, LLC | 197,661 | $2.78M | 0.21% | −1,107−0.6% | Reduced |
| Independent Financial Group, LLC | 226,421 | $3.19M | 0.06% | +676+0.3% | Added |
| Rareview Capital LLC | 227,782 | $3.55M | 1.99% | +59,394+35.3% | Added |
| LPL Financial LLC | 261,423 | $3.68M | 0.00% | −33,046−11.2% | Reduced |
| Bank of America Corp | 303,203 | $4.27M | 0.00% | +14,254+4.9% | Added |
| Raymond James Financial Inc | 341,068 | $4.80M | 0.00% | −117,286−25.6% | Reduced |
| 1607 Capital Partners, LLC | 354,813 | $4.99M | 0.43% | +33,281+10.4% | Added |
| HighTower Advisors, LLC | 564,166 | $7.94M | 0.01% | +68,015+13.7% | Added |
| Penserra Capital Management LLC | 572,153 | $8.05M | 0.06% | +21,811+4.0% | Added |
| Royal Bank of Canada | 673,695 | $9.48M | 0.00% | −35,548−5.0% | Reduced |
| Sit Investment Associates Inc | 841,576 | $11.8M | 0.22% | −182,462−17.8% | Reduced |
| UBS Group AG | 1,128,211 | $15.9M | 0.00% | +113,031+11.1% | Added |
| Wells Fargo & Company | 2,405,028 | $33.8M | 0.01% | −42,191−1.7% | Reduced |
| Morgan Stanley | 2,443,074 | $34.4M | 0.00% | +7,497+0.3% | Added |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −146,139−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −20,900−100.0% | Sold out |
| Blueprint Financial Advisors LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −16,943−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −16,020−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,957−100.0% | Sold out |
| Allie Family Office LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,360−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |