Doubleline Yield OpportDLY
13F holders, Q2 2024 (June 30)74holders −4
5new positions
7sold out
$15.78avg. 13F price*
At the end of Q2 2024, 74 institutions reported holding Doubleline Yield Opport (DLY) in their 13F filings, down 4 from Q1 2024. 5 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($34.0M), Wells Fargo & Company ($24.2M) and UBS Group AG ($19.0M).
- Company
- Doubleline Yield Opport
- CUSIP
- 25862D105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $596K |
| Exits | 7 | $4.2M |
All 13F filers, Q1 2024 → Q2 2024: 417,933 shares bought and 807,911 shares sold, net −389,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Morgan Stanley | 0.00% | Add +4.6% | 2,153,076 | $34.0M |
| Wells Fargo & Company | 0.01% | Add +13.6% | 1,535,859 | $24.2M |
| UBS Group AG | 0.01% | Reduce -0.2% | 1,203,531 | $19.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 858,353 | $13.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.9% | 435,108 | $6.9M |
| Herr Investment Group LLC | 1.79% | Reduce -36.8% | 382,782 | $6.0M |
| Ieq Capital, LLC | 0.06% | No change | 303,175 | $4.8M |
| Cohen & Steers, Inc. | 0.01% | No change | 271,007 | $4.3M |
| Independent Financial Group, LLC | 0.17% | Reduce -1.6% | 266,803 | $4.2M |
| Bank of America Corp. | 0.00% | Add +2.7% | 223,242 | $3.5M |
| Captrust Financial Advisors | 0.01% | Add +33.1% | 192,671 | $3.0M |
| Consolidated Portfolio Review Corp | 0.64% | Reduce -9.3% | 172,859 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -14.7% | 138,866 | $2.2M |
| Creekside Partners | 0.98% | — | 112,596 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -30.7% | 108,528 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -16.9% | 101,954 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +33.6% | 95,882 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +9.2% | 74,576 | $1.2M |
| Debussy Capital Management LP | 0.30% | Reduce -13.0% | 67,349 | $1.1M |
| LPL Financial LLC | 0.00% | Add +3.6% | 61,453 | $970K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.22% | Add +8.4% | 49,530 | $782K |
| Pettinga Financial Advisors LLC | 0.18% | Reduce -37.3% | 45,102 | $712K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.0% | 45,017 | $710K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.1% | 37,831 | $597K |
| Pathway Financial Advisers, LLC | 0.21% | Add +0.8% | 36,248 | $572K |
| Walled Lake Planning & Wealth Management, LLC | 0.22% | No change | 33,942 | $536K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -7.9% | 29,113 | $459K |
| Invesco Ltd. | 0.00% | Reduce -37.3% | 28,379 | $448K |
| Summit X, LLC | 0.10% | Add +0.0% | 27,525 | $434K |
| Gridiron Partners, LLC | 0.27% | Reduce -9.2% | 27,066 | $427K |
| Raymond James & Associates | 0.00% | Reduce -6.4% | 26,266 | $414K |
| Capstone Financial Advisors, Inc. | 0.03% | No change | 24,144 | $381K |
| Aviance Capital Partners, LLC | 0.05% | Reduce -1.5% | 23,345 | $368K |
| Moors & Cabot, Inc. | 0.02% | No change | 21,800 | $344K |
| Cetera Investment Advisers | 0.00% | Add +15.8% | 21,399 | $338K |
| Allie Family Office LLC | 0.19% | No change | 20,000 | $316K |
| Guggenheim Capital LLC | 0.00% | Reduce -5.8% | 19,687 | $311K |
| Walleye Capital LLC | 0.00% | New | 17,789 | $281K |
| First Trust Advisors LP | 0.00% | Reduce -0.5% | 17,626 | $278K |
| Realta Investment Advisors | 0.05% | Reduce -6.1% | 16,195 | $256K |
| Evoke Wealth, LLC | 0.37% | Reduce -82.7% | 16,000 | $252K |
| Optimum Investment Advisors | 0.11% | Reduce -4.8% | 15,679 | $247K |
| Comerica Bank | 0.00% | Reduce -24.8% | 15,612 | $246K |
| Advisory Services Network, LLC | 0.00% | New | 14,815 | $234K |
| Private Advisor Group, LLC | 0.00% | Add +2.2% | 14,654 | $231K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 14,000 | $221K |
| Belpointe Asset Management LLC | 0.02% | Add +0.7% | 13,775 | $217K |
| Catalina Capital Group, LLC | 0.08% | No change | 13,563 | $214K |
| Shaker Financial Services, LLC | 0.09% | Add +15.8% | 13,431 | $212K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.1% | 13,318 | $210K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -48.0% | 13,020 | $205K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +17.5% | 12,110 | $191K |
| Total Clarity Wealth Management, Inc. | 0.07% | Add +1.8% | 12,065 | $190K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -18.3% | 11,600 | $183K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +2.1% | 10,657 | $168K |
| Activest Wealth Management | 0.04% | Add +50.8% | 7,652 | $121K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 7,350 | $118K |
| Tidemark, LLC | 0.03% | Reduce -5.1% | 3,933 | $62K |
| Lindbrook Capital, LLC | 0.00% | No change | 2,600 | $41K |
| Larson Financial Group LLC | 0.00% | Add +0.0% | 2,363 | $37K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,198 | $35K |
| Asset Dedication, LLC | 0.00% | New | 1,944 | $31K |
| Laffer Tengler Investments, Inc. | 0.01% | No change | 1,300 | $21K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.2% | 1,280 | $20K |
| Camelot Portfolios, LLC | 0.01% | New | 1,000 | $16K |
| 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% | No change | 385 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +2.4% | 378 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 25 | $402 |
"% of holder's portfolio" is DLY's weight in each manager's 13F, not the share of Doubleline Yield Opport the manager owns.