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DLY

DoubleLine Yield Opportunities Fund
$14.10 +0.04 (+0.28%) At close · Jul 2
Market Cap
$684.40M
Shares
48,539,058

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 95
Total Value: $191,493,464
Total Shares: 13,755,541

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 95 13F filers
Top Holder
17.8%
Jun 2023 → Mar 2026 · range 17.8% – 24.2%
of institutional value
Top 5
55.5%
Jun 2023 → Mar 2026 · range 55.5% – 66.5%
of institutional value
Top 10
71.1%
Jun 2023 → Mar 2026 · range 70.2% – 79.8%
of institutional value
HHI
848
Jun 2023 → Mar 2026 · range 831 – 1,201
Broadly held
Showing 95 of 95
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega WELLS FARGO & COMPANY/MN $34,065,288 17.79% 2,447,219
Mega MORGAN STANLEY $33,903,229 17.70% 2,435,577
Mid SIT INVESTMENT ASSOCIATES INC $14,254,608 7.44% 1,024,038
Mega UBS Group AG $14,131,305 7.38% 1,015,180
Mega ROYAL BANK OF CANADA Bank $9,872,662 5.16% 709,243
Mid Penserra Capital Management LLC $7,660,760 4.00% 550,342
Large HighTower Advisors, LLC $6,906,421 3.61% 496,151
Mega RAYMOND JAMES FINANCIAL INC $6,380,286 3.33% 458,354
Small 1607 Capital Partners, LLC $4,475,725 2.34% 321,532
Small Logan Stone Capital, LLC $4,470,380 2.33% 321,148
Mega LPL Financial LLC $4,099,008 2.14% 294,469
Mega BANK OF AMERICA CORP /DE/ Bank $4,022,170 2.10% 288,949
Mid INDEPENDENT FINANCIAL GROUP, LLC $3,142,370 1.64% 225,745
Small Journey Advisory Group, LLC $2,766,850 1.44% 198,768
Small Shaker Financial Services, LLC $2,709,277 1.41% 194,632
Small Pettinga Financial Advisors LLC $2,550,185 1.33% 183,203
Large COHEN & STEERS, INC. $2,436,097 1.27% 175,007
Small Rareview Capital LLC $2,343,960 1.22% 168,388
Large Pathstone Holdings, LLC $2,154,398 1.13% 154,770
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $2,034,254 1.06% 146,139
Large GUGGENHEIM CAPITAL LLC $1,905,383 1.00% 136,881
Small Maridea Wealth Management LLC $1,881,385 0.98% 135,157
Small Noble Wealth Management PBC $1,536,232 0.80% 109,185
Mid JOURNEY STRATEGIC WEALTH LLC $1,240,425 0.65% 89,111
Mid WEDBUSH SECURITIES INC Broker-Dealer $1,213,448 0.63% 87,173
Small SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC $1,035,327 0.54% 74,377
Mid Sanctuary Advisors, LLC $986,218 0.52% 70,849
Micro Creekside Partners $934,978 0.49% 67,168
Large STIFEL FINANCIAL CORP $893,831 0.47% 64,212
Large NewEdge Advisors, LLC $767,799 0.40% 55,158
Large FIFTH THIRD BANCORP Bank $694,329 0.36% 49,880
Mid OPPENHEIMER & CO INC $689,805 0.36% 49,555
Mega Invesco Ltd. $631,383 0.33% 45,358
Small Aviance Capital Partners, LLC $605,868 0.32% 43,525
Large &PARTNERS $591,084 0.31% 42,463
Small ROBINSON CAPITAL MANAGEMENT, LLC $585,085 0.31% 42,032
Small WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC $558,776 0.29% 40,142
Large CAPTRUST FINANCIAL ADVISORS $530,741 0.28% 38,128
Large Cetera Investment Advisers $518,770 0.27% 37,268
Mega FIRST TRUST ADVISORS LP $494,758 0.26% 35,543
Small Pathway Financial Advisers, LLC $454,320 0.24% 32,638
Large Rockefeller Capital Management L.P. $446,163 0.23% 32,052
Large OSAIC HOLDINGS, INC. $423,404 0.22% 30,417
Micro Gridiron Partners, LLC $395,272 0.21% 28,396
Mid MGO ONE SEVEN LLC $391,207 0.20% 28,104
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $364,063 0.19% 26,154
Mega JANE STREET GROUP, LLC $337,879 0.18% 24,273
Mega ENVESTNET ASSET MANAGEMENT INC $314,967 0.16% 22,627
Large Janney Montgomery Scott LLC $313,200 0.16% 22,500
Mid EVOKE WEALTH, LLC $290,928 0.15% 20,900
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $277,801 0.15% 19,957
Small Adalta Capital Management LLC $274,001 0.14% 19,684
Mid Private Advisor Group, LLC $267,194 0.14% 19,195
Large Corient Private Wealth LLC $262,266 0.14% 18,841
Small Blueprint Financial Advisors LLC $250,560 0.13% 18,000
Large Kestra Advisory Services, LLC $241,456 0.13% 17,346
Mid READYSTATE ASSET MANAGEMENT LP $235,846 0.12% 16,943
Mid Independent Advisor Alliance $222,998 0.12% 16,020
Large MERCER GLOBAL ADVISORS INC /ADV $218,084 0.11% 15,667
Small Sovran Advisors, LLC $205,487 0.11% 14,762
Micro Closed-End Fund Advisors, Inc. $199,738 0.10% 14,349
Small Avidian Wealth Enterprises, LLC $194,880 0.10% 14,000
Micro Catalina Capital Group, LLC $189,270 0.10% 13,597
Small SPIREPOINT PRIVATE CLIENT, LLC $184,440 0.10% 13,250
Mid Belpointe Asset Management LLC $183,396 0.10% 13,175
Large Cambridge Investment Research Advisors, Inc. $176,825 0.09% 12,703
Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $164,339 0.09% 11,806
Large COMMONWEALTH EQUITY SERVICES, LLC $152,521 0.08% 10,957
Large CIBC Bancorp USA Inc. Bank $149,027 0.08% 10,706
Small Blackhawk Capital Partners, LLC $144,072 0.08% 10,350
Mid XTX Topco Ltd $142,972 0.07% 10,271
Micro Allie Family Office LLC Family Office $139,200 0.07% 10,000
Micro Redwood Park Advisors LLC $135,232 0.07% 9,715
Micro MPWM ADVISORY SOLUTIONS, LLC $100,168 0.05% 7,196
Mid Farther Finance Advisors, LLC $56,570 0.03% 4,064
Micro Fourth Dimension Wealth, LLC $52,896 0.03% 3,800
Mid Advisory Services Network, LLC $46,771 0.02% 3,360
Small Activest Wealth Management $34,800 0.02% 2,500
Small Sunbelt Securities, Inc. Broker-Dealer $31,862 0.02% 2,289
Mid Larson Financial Group LLC $30,234 0.02% 2,172
Small Asset Dedication, LLC $27,060 0.01% 1,944
Small Financial Management Professionals, Inc. $20,866 0.01% 1,499
Small Westend Capital Management, LLC $13,265 0.01% 953
Large BESSEMER GROUP INC $10,231 0.01% 735
Mid ST GERMAIN D J CO INC $9,465 0.00% 680
Mid Arax Advisory Partners $7,113 0.00% 511
Micro Moisand Fitzgerald Tamayo, LLC $6,960 0.00% 500
Mid Geneos Wealth Management Inc. $6,264 0.00% 450
Mid Allworth Financial LP $5,359 0.00% 385
Mid HARBOUR INVESTMENTS, INC. $4,524 0.00% 325
Small HIGHLINE WEALTH PARTNERS LLC $4,176 0.00% 300
Mid Ancora Advisors LLC $3,480 0.00% 250
Small Pinnacle Wealth Planning Services, Inc. $2,199 0.00% 158
Micro WPG Advisers, LLC $960 0.00% 69
Mega BlackRock, Inc. $375 0.00% 27
Key facts CIK 1788399 CUSIP 25862D105 13F (30d) 16 filings 2 filers

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