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DoubleLine Yield Opportunities Fund (DLY) Institutional Ownership

DoubleLine Yield Opportunities Fund logo
$14.10 -0.01 (-0.04%)
Closing price 07/2/2026 03:58 PM Eastern
Extended Trading
$14.10 +0.01 (+0.07%)
As of 07/2/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
$90.94M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$36.07M
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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
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%
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%
5/6/2026Aviance Capital Partners LLC43,525$606K0.1%+31.8%0.000%
5/6/2026Independent Financial Group LLC225,745$3.14M0.1%N/A0.000%
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%
5/1/2026Fifth Third Bancorp49,880$694K0.0%N/A0.000%
5/1/2026Sovran Advisors LLC14,762$211K0.0%+42.0%0.000%
4/30/2026Kestra Advisory Services LLC17,346$241K0.0%-6.0%0.000%
4/28/2026Rareview Capital LLC168,388$2.34M1.4%+35.9%0.000%
4/27/2026Private 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%
2/16/2026Landscape 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%
2/13/2026Creekside Partners69,964$1.02M0.4%-31.3%0.000%
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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%
2/12/2026Commonwealth Equity Services LLC16,821$245K0.0%-44.1%0.000%
2/12/2026Pettinga 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%
2/12/2026Wedbush 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%
2/11/2026LPL 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%
2/6/2026Pathway 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%
2/2/2026Oppenheimer & Co. Inc.51,755$753K0.0%+29.9%0.000%
1/30/2026Activest Wealth Management2,500$36K0.0%-67.3%0.000%
1/29/2026Rareview 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%
1/29/2026Calamos 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%
1/23/2026Farther Finance Advisors LLC4,064$59K0.0%N/A0.000%
1/22/2026Spirepoint Private Client LLC11,250$164K0.0%N/A0.000%
1/12/2026DKM Wealth Management Inc.10,556$153K0.1%N/A0.000%
1/8/2026Gridiron 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%
11/12/2025Consolidated 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%
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11/12/2025Journey 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%
11/7/2025Maridea Wealth Management LLC123,684$1.81M0.3%+16.0%0.000%
11/7/2025HighTower Advisors LLC469,509$7.08M0.0%+1.3%0.000%
11/6/2025Wedbush Securities Inc.127,226$1.92M0.1%+5.6%0.000%
11/6/2025Oppenheimer & Co. Inc.39,855$601K0.0%+220.6%0.000%
11/5/2025Lowe Brockenbrough & Co. Inc.18,380$277K0.0%N/A0.000%
11/5/2025Envestnet Asset Management Inc.22,220$335K0.0%-6.6%0.000%
11/3/2025IFC Advisors LLC27,155$409K0.1%-2.6%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 ($6.96M), and Herr Investment Group LLC ($6.04M).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 6,205,927 shares in the last 24 months. This purchase volume represents approximately $90.94M 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), LeConte Wealth Management LLC ($452.22K), Rivernorth Capital Management LLC ($409.78K), World Investment Advisors ($264.35K), Readystate Asset Management LP ($210.59K), Shaker Financial Services LLC ($108.93K), and Royal Bank of Canada ($61.75K).

Institutional investors have sold a total of 2,452,665 shares in the last 24 months. This volume of shares sold represents approximately $36.07M in transactions.


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This page (NYSE:DLY) was last updated on 7/5/2026 by MarketBeat.com Staff.
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