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DoubleLine Yield Opportunities Fund (DLY) Institutional Ownership

DoubleLine Yield Opportunities Fund logo
$13.83 -0.02 (-0.14%)
As of 03:58 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)
56
Total
Institutional Inflows
(last 12 months)
$95.74M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$26.30M
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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
8/27/2026 Corient 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%
8/20/2026 Susquehanna 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%
8/17/2026 Corient Private Wealth LP14,151$199K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE303,203$4.27M0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC77,008$1.08M0.0%N/A0.000%
8/6/2026 IMC Chicago LLC16,709$235K0.0%N/A0.000%
8/6/2026 Maridea 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%
6/3/2026 NewEdge Advisors LLC55,158$768K0.0%+1.7%0.000%
5/19/2026 NewEdge Advisors LLC55,158$768K0.0%+1.7%0.000%
5/19/2026 Bank of America Corp DE288,949$4.02M0.0%+105.9%0.000%
5/18/2026 Adalta Capital Management LLC19,684$274K0.1%+51.4%0.000%
5/18/2026 Readystate Asset Management LP16,943$236K0.0%-91.3%0.000%
5/18/2026 Rivernorth Capital Management LLC146,139$2.03M0.1%-73.7%0.000%
5/18/2026 Royal Bank of Canada709,243$9.87M0.0%+35.5%0.000%
5/13/2026 Cetera Investment Advisers37,268$519K0.0%-7.3%0.000%
5/13/2026 First 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%
5/5/2026 Sanctuary 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%
2/25/2026 Sit Investment Associates Inc.1,083,165$15.75M0.3%N/A0.000%
2/19/2026 Invesco Ltd.43,698$635K0.0%+21.5%0.000%
2/18/2026 NewEdge Advisors LLC54,250$789K0.0%+9.0%0.000%
2/18/2026 XTX Topco Ltd25,397$369K0.0%N/A0.000%
2/18/2026 Readystate Asset Management LP195,659$2.85M0.1%-14.0%0.000%
2/18/2026 Rivernorth Capital Management LLC555,917$8.08M0.4%N/A0.000%
2/18/2026 Balyasny Asset Management L.P.17,235$251K0.0%-74.0%0.000%
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2/18/2026 1607 Capital Partners LLC161,111$2.34M0.2%N/A0.000%
2/17/2026 Guggenheim Capital LLC75,543$1.10M0.0%+145.1%0.000%
2/17/2026 Cetera Investment Advisers40,201$585K0.0%+4.9%0.000%
2/17/2026 Osaic Holdings Inc.63,697$926K0.0%+1.8%0.000%
2/17/2026 Captrust Financial Advisors37,328$543K0.0%+4.8%0.000%
2/17/2026 &PARTNERS77,657$1.13M0.0%-35.5%0.000%
2/17/2026 Royal Bank of Canada523,242$7.61M0.0%-10.6%0.000%
2/17/2026 Adalta 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%
2/16/2026 Arax Advisory Partners7,553$110K0.0%-33.8%0.000%
2/13/2026 Stifel Financial Corp83,544$1.22M0.0%-16.5%0.000%
2/13/2026 Creekside Partners69,964$1.02M0.4%-31.3%0.000%
2/13/2026 First Trust Advisors LP32,971$479K0.0%+58.4%0.000%
2/13/2026 Allie Family Office LLC10,000$145K0.1%-50.0%0.000%
2/13/2026 Wells Fargo & Company MN2,366,711$34.41M0.0%+20.5%0.000%
2/12/2026 Jane 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%
2/12/2026 Sit 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%
2/11/2026 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%
2/6/2026 Evoke 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%
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%
1/29/2026 Sanctuary Advisors LLC57,922$842K0.0%+22.2%0.000%
1/29/2026 Calamos Advisors LLC32,571$474K0.0%+32.1%0.000%
1/27/2026 Journey Advisory Group LLC196,926$2.86M0.2%+1.9%0.000%
1/26/2026 Shaker 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%
12/1/2025 Polar Asset Management Partners Inc.285,335$4.30M0.0%+2.3%0.000%
11/21/2025 CIBC Bancorp USA Inc.12,815$193K0.0%N/A0.000%
11/19/2025Sunbelt Securities Inc.2,259$34K0.0%+125.9%0.000%
11/17/2025 NewEdge Advisors LLC49,750$750K0.0%+12.1%0.000%
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11/17/2025 Moors & Cabot Inc.10,212$154K0.0%N/A0.000%
11/17/2025 Mercer Global Advisors Inc. ADV14,317$216K0.0%N/A0.000%
11/17/2025 Bank of America Corp DE156,369$2.36M0.0%-4.2%0.000%
11/14/2025 Polar Asset Management Partners Inc.285,335$4.30M0.0%+2.3%0.000%
11/14/2025 Raymond James Financial Inc.340,593$5.14M0.0%+8.3%0.000%
11/14/2025 Mpwm Advisory Solutions LLC7,163$108K0.1%-33.5%0.000%
11/14/2025Comerica Bank44,121$665K0.0%+48.0%0.000%
11/13/2025 UBS Group AG1,012,015$15.26M0.0%-3.1%0.000%
11/13/2025 First 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%


DLY Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 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 ($7.94M), and Raymond James Financial Inc. ($5.14M).Learn more on DoubleLine Yield Opportunities Fund's institutional investors.

Of the 84 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 ($1.14M), 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).

Institutional investors have bought a total of 6,584,120 shares in the last 24 months. This purchase volume represents approximately $95.74M in transactions.

Of the 34 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), World Investment Advisors ($143.41K), Shaker Financial Services LLC ($108.93K), Royal Bank of Canada ($61.75K), and Evoke Wealth LLC ($61.19K).

Institutional investors have sold a total of 1,827,223 shares in the last 24 months. This volume of shares sold represents approximately $26.30M in transactions.


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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 8/27/2026. New 13F filings are added each quarter as they're published.
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