Doubleline Yield OpportDLY
13F holders, Q1 2024 (March 31)78holders
1famous investor
$15.94avg. 13F price*
At the end of Q1 2024, 78 institutions reported holding Doubleline Yield Opport (DLY) in their 13F filings. The largest holders were Morgan Stanley ($32.8M), Wells Fargo & Company ($21.6M) and UBS Group AG ($19.2M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Doubleline Yield Opport
- CUSIP
- 25862D105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $7.9M |
| Exits | 13 | $12.3M |
Ownership 78 holders
| Morgan Stanley | 0.00% | Add +13.5% | 2,057,898 | $32.8M |
| Wells Fargo & Company | 0.01% | Add +9.6% | 1,352,246 | $21.6M |
| UBS Group AG | 0.01% | Add +5.9% | 1,205,495 | $19.2M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 882,081 | $14.1M |
| Herr Investment Group LLC | 3.00% | Reduce -4.8% | 606,087 | $9.7M |
| HighTower Advisors, LLC | 0.01% | Add +0.3% | 452,817 | $7.2M |
| Ieq Capital, LLC | 0.07% | No change | 303,175 | $4.8M |
| Independent Financial Group, LLC | 0.20% | Add +5.0% | 271,230 | $4.3M |
| Cohen & Steers, Inc. | 0.01% | No change | 271,007 | $4.3M |
| Bank of America Corp. | 0.00% | Reduce -2.6% | 217,380 | $3.5M |
| Consolidated Portfolio Review Corp | 0.80% | Reduce -0.6% | 190,566 | $3.0M |
| PFG Investments, LLC | 0.18% | New | 189,967 | $3.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.8% | 162,860 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -13.7% | 156,614 | $2.5M |
| Captrust Financial Advisors | 0.01% | Reduce -0.9% | 144,701 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +3.1% | 122,691 | $2.0M |
| Evoke Wealth, LLC | 0.04% | New | 92,685 | $1.5M |
| Debussy Capital Management LP | 0.36% | Reduce -9.4% | 77,438 | $1.2M |
| Pettinga Financial Advisors LLC | 0.29% | Reduce -61.5% | 71,963 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +10.5% | 71,766 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +106.7% | 68,306 | $1.1M |
| LPL Financial LLC | 0.00% | Add +24.6% | 59,289 | $945K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | Add +6.6% | 45,689 | $728K |
| Invesco Ltd. | 0.00% | Reduce -22.8% | 45,265 | $722K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +11.7% | 44,151 | $704K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.8% | 37,882 | $604K |
| Pathway Financial Advisers, LLC | 0.21% | New | 35,973 | $573K |
| Walled Lake Planning & Wealth Management, LLC | 0.22% | Add +40.4% | 33,942 | $541K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -23.1% | 31,613 | $504K |
| Gridiron Partners, LLC | 0.30% | Reduce -61.1% | 29,817 | $475K |
| Raymond James & Associates | 0.00% | Add +29.0% | 28,049 | $447K |
| Summit X, LLC | 0.11% | Add +4.5% | 27,516 | $439K |
| Integrated Wealth Concepts LLC | 0.01% | New | 25,035 | $399K |
| Capstone Financial Advisors, Inc. | 0.03% | No change | 24,144 | $385K |
| Aviance Capital Partners, LLC | 0.06% | Reduce -1.8% | 23,696 | $378K |
| Millennium Management | 0.00% | New | 22,839 | $364K |
| Moors & Cabot, Inc. | 0.02% | Reduce -23.2% | 21,800 | $347K |
| Guggenheim Capital LLC | 0.00% | Add +0.6% | 20,887 | $333K |
| Comerica Bank | 0.00% | Add +77.8% | 20,760 | $331K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -58.9% | 20,639 | $329K |
| Allie Family Office LLC | 0.19% | No change | 20,000 | $319K |
| Cetera Investment Advisers | 0.00% | New | 18,485 | $295K |
| First Trust Advisors LP | 0.00% | New | 17,707 | $282K |
| Realta Investment Advisors | 0.06% | Add +13.2% | 17,244 | $275K |
| Optimum Investment Advisors | 0.12% | Add +1.3% | 16,473 | $263K |
| LM Advisors LLC | 0.05% | Reduce -14.3% | 16,217 | $258K |
| Envestnet Asset Management Inc. | 0.00% | New | 14,821 | $236K |
| Private Advisor Group, LLC | 0.00% | Add +2.2% | 14,334 | $228K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -11.3% | 14,200 | $226K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 14,000 | $223K |
| Belpointe Asset Management LLC | 0.02% | New | 13,675 | $218K |
| Catalina Capital Group, LLC | 0.09% | Reduce -3.7% | 13,563 | $216K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 11,847 | $189K |
| Shaker Financial Services, LLC | 0.07% | New | 11,600 | $185K |
| Hartline Investment Corp./ | 0.03% | New | 10,438 | $166K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 10,438 | $166K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 10,305 | $164K |
| CIBC Private Wealth Group LLC | 0.00% | New | 7,350 | $117K |
| Activest Wealth Management | 0.04% | Add +2.3% | 5,074 | $81K |
| Tidemark, LLC | 0.04% | Add +0.2% | 4,144 | $66K |
| Highlander Capital Management, LLC | 0.02% | Reduce -11.5% | 3,850 | $61K |
| Lindbrook Capital, LLC | 0.00% | No change | 2,600 | $41K |
| Larson Financial Group LLC | 0.00% | Add +10.4% | 2,362 | $38K |
| Spire Wealth Management | 0.00% | Add +1.5% | 1,730 | $28K |
| Hollencrest Capital Management | 0.00% | Add +48.2% | 1,666 | $27K |
| FSA Wealth Management LLC | 0.01% | No change | 1,583 | $25K |
| Laffer Tengler Investments, Inc. | 0.01% | New | 1,300 | $21K |
| Financial Management Professionals, Inc. | 0.00% | Add +3.1% | 1,252 | $20K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 1,000 | $16K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $16K |
| Raleigh Capital Management Inc. | 0.01% | No change | 875 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 500 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 455 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 450 | $7K |
| Allworth Financial LP | 0.00% | New | 385 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +3.1% | 369 | $6K |
| US Bancorp \de | 0.00% | New | 200 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +4.2% | 25 | $397 |
"% of holder's portfolio" is DLY's weight in each manager's 13F, not the share of Doubleline Yield Opport the manager owns.