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DoubleLine Yield Opportunities Fund (DLY) Institutional Ownership

DoubleLine Yield Opportunities Fund logo
$13.30 -0.07 (-0.54%)
Closing price 03:58 PM Eastern
Extended Trading
$13.30 0.00 (-0.02%)
As of 07:55 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)
60
Total
Institutional Inflows
(last 12 months)
$84.44M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$24.65M
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DLY Institutional Buying and Selling by Quarter

DoubleLine Yield Opportunities Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/11/2026 Private Advisor Group LLC23,188$310K0.0%+18.2%0.000%
11/11/2026 Atlas Wealth LLC375,478$5.02M0.7%+1,091.0%0.000%
11/10/2026 HighTower Advisors LLC555,675$7.43M0.0%-1.5%0.000%
11/6/2026 Fifth Third Bancorp29,196$390K0.0%-38.3%0.000%
11/5/2026 Lido Advisors LLC26,721$357K0.0%+25.1%0.000%
11/4/2026 Creekside Partners104,826$1.40M0.5%+3.2%0.000%
11/4/2026 Allspring Global Investments Holdings LLC38,700$517K0.0%N/A0.000%
11/2/2026 Kestra Advisory Services LLC12,825$171K0.0%-22.5%0.000%
11/2/2026 Commonwealth Equity Services LLC11,966$160K0.0%N/A0.000%
10/31/2026 Pathway Financial Advisers LLC33,812$452K0.1%+2.8%0.000%
10/30/2026 Integrity Advisory Solutions LLC19,580$262K0.0%+50.6%0.000%
10/29/2026 Aviance Capital Partners LLC39,041$522K0.1%-12.0%0.000%
10/29/2026 MGO One Seven LLC24,191$323K0.0%-10.9%0.000%
10/26/2026 Oppenheimer & Co. Inc.35,155$470K0.0%-35.4%0.000%
10/24/2026 Aries Wealth Management10,100$135K0.0%N/A0.000%
10/23/2026 Wedbush Securities Inc.80,072$1.07M0.0%-1.8%0.000%
10/14/2026 Shaker Financial Services LLC170,675$2.28M0.8%+8.1%0.000%
10/9/2026 Integrated Capital Management Inc.24,163$323K0.2%N/A0.000%
10/1/2026 Noble Wealth Management PBC117,405$1.57M0.7%+7.5%0.000%
9/9/2026Integrated Wealth Concepts LLC6,495$91K0.0%N/A0.000%
9/9/2026NewEdge Advisors LLC53,858$758K0.0%-2.4%0.000%
8/27/2026Corient Private Wealth LP14,151$199K0.0%-24.9%0.000%
8/26/2026 HighTower Advisors LLC564,166$7.94M0.0%+13.7%0.000%
8/22/2026 Rareview Capital LLC227,782$3.55M1.8%+35.3%0.000%
8/20/2026Susquehanna International Group LLP18,829$265K0.0%-28.0%0.000%
8/20/2026 IMC Chicago LLC16,709$235K0.0%N/A0.000%
8/20/2026 Wedbush Securities Inc.81,525$1.15M0.0%-6.5%0.000%
8/17/2026Corient Private Wealth LP14,151$199K0.0%N/A0.000%
8/17/2026Bank of America Corp DE303,203$4.27M0.0%N/A0.000%
8/13/2026Sanctuary Advisors LLC77,008$1.08M0.0%N/A0.000%
8/6/2026 IMC Chicago LLC16,709$235K0.0%N/A0.000%
8/6/2026Maridea Wealth Management LLC171,667$2.42M0.3%N/A0.000%
7/9/2026 Pettinga Financial Advisors LLC177,434$2.50M0.4%-3.1%0.000%
7/1/2026 Noble Wealth Management PBC109,185$1.54M0.7%+9.0%0.000%
6/3/2026NewEdge Advisors LLC55,158$768K0.0%+1.7%0.000%
5/19/2026NewEdge Advisors LLC55,158$768K0.0%+1.7%0.000%
5/19/2026Bank of America Corp DE288,949$4.02M0.0%+105.9%0.000%
5/18/2026Adalta Capital Management LLC19,684$274K0.1%+51.4%0.000%
5/18/2026Readystate Asset Management LP16,943$236K0.0%-91.3%0.000%
5/18/2026Rivernorth Capital Management LLC146,139$2.03M0.1%-73.7%0.000%
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5/18/2026Royal Bank of Canada709,243$9.87M0.0%+35.5%0.000%
5/13/2026Cetera Investment Advisers37,268$519K0.0%-7.3%0.000%
5/13/2026First Trust Advisors LP35,543$495K0.0%+7.8%0.000%
5/6/2026 Aviance Capital Partners LLC43,525$606K0.1%+31.8%0.000%
5/6/2026 Independent Financial Group LLC225,745$3.14M0.1%N/A0.000%
5/5/2026 Blackhawk Capital Partners LLC10,350$144K0.1%-17.1%0.000%
5/5/2026 Journey 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%
4/21/2026Maridea 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%
2/16/2026 Landscape 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%
2/12/2026IFC Advisors LLC24,117$351K0.1%-11.2%0.000%
2/12/2026Sit Investment Associates Inc.1,083,165$15.75M0.3%N/A0.000%
2/11/2026Janney Montgomery Scott LLC22,500$327K0.0%-6.3%0.000%
2/11/2026 LPL Financial LLC202,329$2.94M0.0%+26.3%0.000%
2/11/2026 Closed End Fund Advisors Inc.14,349$209K0.1%N/A0.000%
2/9/2026 Schwarz 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%
2/6/2026 Aviance Capital Partners LLC33,026$480K0.1%+4.2%0.000%
2/6/2026 HighTower Advisors LLC478,385$6.96M0.0%+1.9%0.000%
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2/6/2026 Pathway Financial Advisers LLC32,663$475K0.1%-8.7%0.000%
2/4/2026 Blackhawk Capital Partners LLC12,485$182K0.1%-60.8%0.000%
2/3/2026 MGO 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%
1/29/2026 UBS 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%


DLY Institutional Ownership - Frequently Asked Questions

During the previous two years, 107 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), Royal Bank of Canada ($9.87M), LeConte Wealth Management LLC ($8.12M), HighTower Advisors LLC ($7.43M), and Raymond James Financial Inc. ($5.14M).Learn more on DoubleLine Yield Opportunities Fund's institutional investors.

Of the 91 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), LeConte Wealth Management LLC ($972.94K), Wells Fargo & Company MN ($673.24K), Raymond James Financial Inc. ($605.63K), Rivernorth Capital Management LLC ($555.92K), and Gridiron Partners LLC ($499.08K).

Institutional investors have bought a total of 5,890,725 shares in the last 24 months. This purchase volume represents approximately $84.44M in transactions.

Of the 36 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), Rivernorth Capital Management LLC ($409.78K), Readystate Asset Management LP ($210.59K), Shaker Financial Services LLC ($108.93K), Royal Bank of Canada ($61.75K), Evoke Wealth LLC ($61.19K), and Balyasny Asset Management L.P. ($48.97K).

Institutional investors have sold a total of 1,724,515 shares in the last 24 months. This volume of shares sold represents approximately $24.65M in transactions.



Institutional ownership data for NYSE:DLY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/11/2026. New 13F filings are added each quarter as they're published.
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