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DoubleLine Yield Opportunities Fund (DLY) Institutional Ownership

DoubleLine Yield Opportunities Fund logo
$14.20 -0.02 (-0.11%)
Closing price 03:59 PM Eastern
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$14.20 0.00 (0.00%)
As of 04:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for DoubleLine Yield Opportunities Fund (NYSE:DLY)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$100.69M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$28.45M
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Skip Chart & View Institutional Buying and Selling Data

DLY Institutional Buying and Selling by Quarter

DoubleLine Yield Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Blackhawk Capital Partners LLC10,350$144K0.1%-17.1%0.000%
5/5/2026Journey Advisory Group LLC198,768$2.77M0.2%+0.9%0.000%
5/5/2026Sanctuary Advisors LLC70,849$986K0.0%+22.3%0.000%
5/1/2026 Fifth Third Bancorp49,880$694K0.0%N/A0.000%
5/1/2026 Sovran Advisors LLC14,762$211K0.0%+42.0%0.000%
4/30/2026 Kestra Advisory Services LLC17,346$241K0.0%-6.0%0.000%
4/28/2026 Rareview Capital LLC168,388$2.34M1.4%+35.9%0.000%
4/27/2026 Private Advisor Group LLC19,195$267K0.0%-5.4%0.000%
4/21/2026 Maridea Wealth Management LLC135,157$1.88M0.3%+9.9%0.000%
2/25/2026Sit Investment Associates Inc.1,083,165$15.75M0.3%N/A0.000%
2/19/2026Invesco Ltd.43,698$635K0.0%+21.5%0.000%
2/18/2026NewEdge Advisors LLC54,250$789K0.0%+9.0%0.000%
2/18/2026XTX Topco Ltd25,397$369K0.0%N/A0.000%
2/18/2026Readystate Asset Management LP195,659$2.85M0.1%-14.0%0.000%
2/18/2026Rivernorth Capital Management LLC555,917$8.08M0.4%N/A0.000%
2/18/2026Balyasny Asset Management L.P.17,235$251K0.0%-74.0%0.000%
2/18/20261607 Capital Partners LLC161,111$2.34M0.2%N/A0.000%
2/17/2026Guggenheim Capital LLC75,543$1.10M0.0%+145.1%0.000%
2/17/2026Cetera Investment Advisers40,201$585K0.0%+4.9%0.000%
2/17/2026Osaic Holdings Inc.63,697$926K0.0%+1.8%0.000%
2/17/2026Captrust Financial Advisors37,328$543K0.0%+4.8%0.000%
2/17/2026&PARTNERS77,657$1.13M0.0%-35.5%0.000%
2/17/2026Royal Bank of Canada523,242$7.61M0.0%-10.6%0.000%
2/17/2026Adalta Capital Management LLC13,000$189K0.1%N/A0.000%
2/16/2026Landscape Capital Management L.L.C.51,289$746K0.1%N/A0.000%
2/16/2026Arax Advisory Partners7,553$110K0.0%-33.8%0.000%
2/13/2026Stifel Financial Corp83,544$1.22M0.0%-16.5%0.000%
2/13/2026 Creekside Partners69,964$1.02M0.4%-31.3%0.000%
2/13/2026First Trust Advisors LP32,971$479K0.0%+58.4%0.000%
2/13/2026Allie Family Office LLC10,000$145K0.1%-50.0%0.000%
2/13/2026Wells Fargo & Company MN2,366,711$34.41M0.0%+20.5%0.000%
2/12/2026Jane Street Group LLC53,214$774K0.0%-11.2%0.000%
2/12/2026 Commonwealth Equity Services LLC16,821$245K0.0%-44.1%0.000%
2/12/2026 Pettinga Financial Advisors LLC173,318$2.52M0.5%+24.4%0.000%
2/12/2026CIBC Private Wealth Group LLC10,706$156K0.0%-16.5%0.000%
2/12/2026 Wedbush Securities Inc.112,068$1.63M0.0%-11.9%0.000%
2/12/2026 IFC Advisors LLC24,117$351K0.1%-11.2%0.000%
2/12/2026Sit Investment Associates Inc.1,083,165$15.75M0.3%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC22,500$327K0.0%-6.3%0.000%
2/11/2026LPL Financial LLC202,329$2.94M0.0%+26.3%0.000%
2/11/2026Closed End Fund Advisors Inc.14,349$209K0.1%N/A0.000%
2/9/2026Schwarz Dygos Wheeler Investment Advisors LLC72,592$1.06M0.2%+7.1%0.000%
2/6/2026Evoke Wealth LLC23,000$334K0.0%-72.7%0.000%
2/6/2026Aviance Capital Partners LLC33,026$480K0.1%+4.2%0.000%
2/6/2026HighTower Advisors LLC478,385$6.96M0.0%+1.9%0.000%
2/6/2026 Pathway Financial Advisers LLC32,663$475K0.1%-8.7%0.000%
2/4/2026Blackhawk Capital Partners LLC12,485$182K0.1%-60.8%0.000%
2/3/2026MGO One Seven LLC54,563$793K0.0%-13.8%0.000%
2/2/2026 Oppenheimer & Co. Inc.51,755$753K0.0%+29.9%0.000%
1/30/2026 Activest Wealth Management2,500$36K0.0%-67.3%0.000%
1/29/2026 Rareview Capital LLC123,911$1.93M1.2%N/A0.000%
1/29/2026Comerica Bank47,235$687K0.0%+7.1%0.000%
1/29/2026UBS Group AG998,867$14.52M0.0%-1.3%0.000%
1/29/2026Sanctuary Advisors LLC57,922$842K0.0%+22.2%0.000%
1/29/2026 Calamos Advisors LLC32,571$474K0.0%+32.1%0.000%
1/27/2026Journey Advisory Group LLC196,926$2.86M0.2%+1.9%0.000%
1/26/2026Shaker Financial Services LLC185,781$2.70M0.9%-37.0%0.000%
1/23/2026 Farther Finance Advisors LLC4,064$59K0.0%N/A0.000%
1/22/2026 Spirepoint Private Client LLC11,250$164K0.0%N/A0.000%
1/12/2026 DKM Wealth Management Inc.10,556$153K0.1%N/A0.000%
1/8/2026 Gridiron Partners LLC32,618$474K0.3%-93.8%0.000%
1/5/2026 Noble Wealth Management PBC108,807$1.58M0.8%+113.8%0.000%
12/1/2025Polar Asset Management Partners Inc.285,335$4.30M0.0%+2.3%0.000%
11/21/2025CIBC Bancorp USA Inc.12,815$193K0.0%N/A0.000%
11/19/2025Sunbelt Securities Inc.2,259$34K0.0%+125.9%0.000%
11/17/2025NewEdge Advisors LLC49,750$750K0.0%+12.1%0.000%
11/17/2025Moors & Cabot Inc.10,212$154K0.0%N/A0.000%
11/17/2025Mercer Global Advisors Inc. ADV14,317$216K0.0%N/A0.000%
11/17/2025Bank of America Corp DE156,369$2.36M0.0%-4.2%0.000%
11/14/2025Polar Asset Management Partners Inc.285,335$4.30M0.0%+2.3%0.000%
11/14/2025Raymond James Financial Inc.340,593$5.14M0.0%+8.3%0.000%
11/14/2025Mpwm Advisory Solutions LLC7,163$108K0.1%-33.5%0.000%
11/14/2025Comerica Bank44,121$665K0.0%+48.0%0.000%
11/13/2025UBS Group AG1,012,015$15.26M0.0%-3.1%0.000%
11/13/2025First Trust Advisors LP20,815$314K0.0%+13.7%0.000%
11/12/2025 Consolidated Portfolio Review Corp191,037$2.88M0.4%+8.3%0.000%
11/12/2025Blueprint Financial Advisors LLC18,000$271K0.1%N/A0.000%
11/12/2025Kingsview Wealth Management LLC17,500$264K0.0%N/A0.000%
11/12/2025 Journey Strategic Wealth LLC59,061$891K0.0%+57.2%0.000%
11/10/2025Journey Advisory Group LLC193,322$2.92M0.2%-1.7%0.000%
11/7/2025Readystate Asset Management LP227,532$3.43M0.1%+188.4%0.000%
11/7/2025 Maridea Wealth Management LLC123,684$1.81M0.3%+16.0%0.000%
11/7/2025HighTower Advisors LLC469,509$7.08M0.0%+1.3%0.000%
11/6/2025 Wedbush Securities Inc.127,226$1.92M0.1%+5.6%0.000%
11/6/2025 Oppenheimer & Co. Inc.39,855$601K0.0%+220.6%0.000%
11/5/2025Lowe Brockenbrough & Co. Inc.18,380$277K0.0%N/A0.000%
11/5/2025 Envestnet Asset Management Inc.22,220$335K0.0%-6.6%0.000%
11/3/2025 IFC Advisors LLC27,155$409K0.1%-2.6%0.000%
10/31/2025 Sovran Advisors LLC10,397$153K0.0%N/A0.000%
10/31/2025Blackhawk Capital Partners LLC31,835$480K0.2%N/A0.000%
10/29/2025Aviance Capital Partners LLC31,698$478K0.1%+5.7%0.000%
10/27/2025 Creekside Partners101,784$1.54M0.7%-12.3%0.000%
10/24/2025MGO One Seven LLC63,271$954K0.0%+80.0%0.000%
10/22/2025Shaker Financial Services LLC294,710$4.44M1.5%+253.3%0.000%
10/21/2025 Pettinga Financial Advisors LLC139,324$2.10M0.4%N/A0.000%
10/20/2025 Calamos Advisors LLC24,651$372K0.0%+21.7%0.000%
10/15/2025 World Investment Advisors35,005$528K0.0%-80.4%0.000%
10/14/2025 Gridiron Partners LLC526,146$79K0.0%+1,843.9%0.000%
9/26/2025Corient Private Wealth LLC18,841$294K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.61,319$956K0.0%+22.9%0.000%


DLY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DLY shares?

During the previous two years, 100 institutional investors and hedge funds held shares of DoubleLine Yield Opportunities Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($34.41M), Sit Investment Associates Inc. ($15.75M), UBS Group AG ($14.52M), LeConte Wealth Management LLC ($8.12M), Rivernorth Capital Management LLC ($8.08M), Royal Bank of Canada ($7.61M), and HighTower Advisors LLC ($6.96M).Learn more on DoubleLine Yield Opportunities Fund's institutional investors.

Which institutional investors have been buying DoubleLine Yield Opportunities Fund's stock?

Of the 83 institutional investors that purchased DoubleLine Yield Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: World Investment Advisors LLC ($2.62M), Sit Investment Associates Inc. ($2.17M), Pathway Financial Advisers LLC ($1.17M), LeConte Wealth Management LLC ($972.94K), Wells Fargo & Company MN ($673.24K), Raymond James Financial Inc. ($605.63K), and Rivernorth Capital Management LLC ($555.92K).

How much institutional buying is happening at DoubleLine Yield Opportunities Fund?

Institutional investors have bought a total of 6,732,591 shares in the last 24 months. This purchase volume represents approximately $100.69M in transactions.

Which of DoubleLine Yield Opportunities Fund's major shareholders have been selling company stock?

Of the 37 institutional investors that sold DoubleLine Yield Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gridiron Partners LLC ($493.53K), LeConte Wealth Management LLC ($452.22K), World Investment Advisors ($264.35K), Shaker Financial Services LLC ($108.93K), Royal Bank of Canada ($61.75K), Captrust Financial Advisors ($61.51K), and Evoke Wealth LLC ($61.19K).

How much institutional selling is happening at DoubleLine Yield Opportunities Fund?

Institutional investors have sold a total of 1,898,849 shares in the last 24 months. This volume of shares sold represents approximately $28.45M in transactions.


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This page (NYSE:DLY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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