Doubleline Yield OpportDLY

13F holders, Q2 2026 (June 30)
89holders −6
11new positions
13sold out
1famous investor
$14.10avg. 13F price*

At the end of Q2 2026, 89 institutions reported holding Doubleline Yield Opport (DLY) in their 13F filings, down 6 from Q1 2026. 11 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($34.4M), Wells Fargo & Company ($33.8M) and UBS Group AG ($15.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Doubleline Yield Opport
CUSIP
25862D105
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 78Q1 2024Q2 2024: 74Q2 2024Q3 2024: 77Q3 2024Q4 2024: 82Q4 2024Q1 2025: 72Q1 2025Q2 2025: 80Q2 2025Q3 2025: 91Q3 2025Q4 2025: 100Q4 2025Q1 2026: 95Q1 2026Q2 2026: 89Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions11$2.4M
Exits13$3.1M

All 13F filers, Q1 2026 → Q2 2026: 704,093 shares bought and 1,038,460 shares sold, net −334,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 89 holders

Morgan Stanley 0.00% Add +0.3% 2,443,074 $34.4M
Wells Fargo & Company 0.01% Reduce -1.7% 2,405,028 $33.8M
UBS Group AG 0.00% Add +11.1% 1,128,211 $15.9M
Sit Investment Associates Inc. 0.22% Reduce -17.8% 841,576 $11.8M
Royal Bank of Canada 0.00% Reduce -5.0% 673,695 $9.5M
Penserra Capital Management LLC 0.06% Add +4.0% 572,153 $8.1M
HighTower Advisors, LLC 0.01% Add +13.7% 564,166 $7.9M
1607 Capital Partners, LLC 0.43% Add +10.3% 354,813 $5.0M
Raymond James Financial Inc. 0.00% Reduce -25.6% 341,068 $4.8M
Bank of America Corp. 0.00% Add +4.9% 303,203 $4.3M
LPL Financial LLC 0.00% Reduce -11.2% 261,423 $3.7M
Rareview Capital LLC 1.99% Add +35.3% 227,782 $3.6M
Independent Financial Group, LLC 0.06% Add +0.3% 226,421 $3.2M
Journey Advisory Group, LLC 0.21% Reduce -0.6% 197,661 $2.8M
Pettinga Financial Advisors LLC 0.40% Reduce -3.1% 177,434 $2.5M
Cohen & Steers, Inc. 0.00% No change 175,007 $2.5M
Maridea Wealth Management LLC 0.26% Add +27.0% 171,667 $2.4M
Shaker Financial Services, LLC 0.70% Reduce -18.9% 157,923 $2.2M
Guggenheim Capital LLC 0.01% Add +6.1% 145,191 $2.0M
Noble Wealth Management PBC 0.70% Add +9.0% 109,185 $1.5M
Creekside Partners 0.52% Add +51.2% 101,576 $1.4M
Osaic Holdings, Inc. 0.00% Add +206.5% 93,230 $1.3M
Logan Stone Capital, LLC 0.27% Reduce -71.8% 90,623 $1.3M
Wedbush Securities Inc. 0.03% Reduce -6.5% 81,525 $1.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0.21% Add +4.5% 77,737 $1.1M
Sanctuary Advisors, LLC 0.01% Add +8.7% 77,008 $1.1M
Pathstone Holdings, LLC 0.00% Reduce -60.8% 60,745 $855K
Stifel Financial Corp. 0.00% Reduce -5.6% 60,627 $853K
Oppenheimer & Co. Inc. 0.01% Add +9.8% 54,405 $765K
NewEdge Advisors, LLC 0.00% Reduce -2.4% 53,858 $758K
Fifth Third Bancorp 0.00% Reduce -5.2% 47,307 $666K
Invesco Ltd. 0.00% Add +0.8% 45,724 $643K
Aviance Capital Partners, LLC 0.06% Add +1.9% 44,367 $624K
&partners 0.00% Reduce -2.2% 41,514 $609K
Robinson Capital Management, LLC 0.26% No change 42,032 $591K
Walled Lake Planning & Wealth Management, LLC 0.14% No change 40,142 $565K
First Trust Advisors LP 0.00% Add +9.3% 38,860 $547K
Cetera Investment Advisers 0.00% Add +2.5% 38,208 $538K
Captrust Financial Advisors 0.00% No change 38,128 $536K
Jane Street Group, LLC 0.00% Add +56.9% 38,071 $536K
Pathway Financial Advisers, LLC 0.12% Add +0.8% 32,888 $463K
Gridiron Partners, LLC 0.24% Add +15.2% 32,714 $460K
Atlas Wealth LLC 0.07% New 31,526 $444K
Rockefeller Capital Management L.P. 0.00% Reduce -9.7% 28,950 $407K
Mgo One Seven LLC 0.01% Reduce -3.4% 27,143 $382K
Envestnet Asset Management Inc. 0.00% Add +11.1% 25,134 $354K
IFC Advisors LLC 0.04% New 24,280 $342K
Citadel Advisors 0.00% New 22,958 $323K
Lido Advisors, LLC 0.00% New 21,367 $301K
Janney Montgomery Scott LLC 0.00% Reduce -6.7% 21,000 $295K
MAI Capital Management 0.00% New 20,900 $294K
XTX Topco Ltd 0.00% Add +102.5% 20,804 $293K
City of London Investment Management Co. Ltd. 0.02% No change 19,957 $281K
Adalta Capital Management LLC 0.12% No change 19,684 $277K
Private Advisor Group, LLC 0.00% Add +2.2% 19,620 $276K
Susquehanna International Group, LLP 0.00% Reduce -28.0% 18,829 $265K
Closed-End Fund Advisors, Inc. 0.25% Add +25.8% 18,049 $254K
IMC-Chicago, LLC 0.00% New 16,709 $235K
Kestra Advisory Services, LLC 0.00% Reduce -4.5% 16,557 $233K
Sovran Advisors, LLC 0.02% Add +5.3% 15,552 $216K
Mercer Global Advisors Inc. 0.00% Reduce -2.5% 15,267 $215K
Corient Private Wealth LP 0.00% Reduce -24.9% 14,151 $199K
Avidian Wealth Enterprises, LLC 0.01% No change 14,000 $197K
Spirepoint Private Client, LLC 0.02% No change 13,250 $186K
Belpointe Asset Management LLC 0.01% No change 13,175 $185K
Integrity Advisory Solutions, LLC 0.02% New 13,000 $183K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Add +2.2% 12,066 $170K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.7% 11,603 $163K
CIBC Bancorp USA Inc. 0.00% No change 10,706 $151K
Choreo, LLC 0.00% New 10,557 $149K
Blackhawk Capital Partners, LLC 0.05% Reduce -0.1% 10,340 $145K
Redwood Park Advisors LLC 0.10% Add +0.5% 9,765 $137K
Arax Advisory Partners 0.00% Add +1695.3% 9,174 $129K
MPWM Advisory Solutions, LLC 0.04% Reduce -9.8% 6,494 $91K
JPMorgan Chase & Co. 0.00% New 6,221 $87K
Farther Finance Advisors, LLC 0.00% No change 4,064 $57K
Fourth Dimension Wealth, LLC 0.02% Add +6.6% 4,050 $57K
Larson Financial Group LLC 0.00% Add +0.1% 2,173 $31K
Asset Dedication, LLC 0.00% No change 1,944 $27K
Financial Management Professionals, Inc. 0.00% Add +2.5% 1,536 $22K
Northwestern Mutual Wealth Management Co. 0.00% New 1,109 $16K
Hollencrest Capital Management 0.00% New 1,000 $14K
Westend Capital Management, LLC 0.00% No change 953 $13K
St Germain D J Co. Inc. 0.00% No change 680 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 500 $7K
Geneos Wealth Management Inc. 0.00% No change 450 $6K
Allworth Financial LP 0.00% No change 385 $5K
Harbour Investments, Inc. 0.00% No change 325 $5K
Highline Wealth Partners LLC 0.00% No change 300 $4K

"% of holder's portfolio" is DLY's weight in each manager's 13F, not the share of Doubleline Yield Opport the manager owns.