Doubleline Yield OpportDLY
13F holders, Q3 2024 (September 30)77holders +3
13new positions
11sold out
$15.55avg. 13F price*
At the end of Q3 2024, 77 institutions reported holding Doubleline Yield Opport (DLY) in their 13F filings, up 3 from Q2 2024. 13 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($35.9M), Wells Fargo & Company ($26.7M) and UBS Group AG ($18.6M).
- Company
- Doubleline Yield Opport
- CUSIP
- 25862D105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.8M |
| Exits | 11 | $3.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,046,668 shares bought and 605,188 shares sold, net +441,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Morgan Stanley | 0.00% | Add +0.5% | 2,164,695 | $35.9M |
| Wells Fargo & Company | 0.01% | Add +4.6% | 1,607,066 | $26.7M |
| UBS Group AG | 0.01% | Reduce -7.0% | 1,119,868 | $18.6M |
| Royal Bank of Canada | 0.00% | Reduce -20.8% | 679,729 | $11.3M |
| HighTower Advisors, LLC | 0.01% | Add +2.8% | 447,305 | $7.4M |
| Ieq Capital, LLC | 0.06% | Add +0.4% | 304,283 | $5.0M |
| Independent Financial Group, LLC | 0.16% | Reduce -2.1% | 261,156 | $4.3M |
| Cohen & Steers, Inc. | 0.01% | Reduce -7.4% | 251,007 | $4.2M |
| Bank of America Corp. | 0.00% | Reduce -10.3% | 200,226 | $3.3M |
| Captrust Financial Advisors | 0.01% | No change | 192,671 | $3.2M |
| Consolidated Portfolio Review Corp | 0.64% | Reduce -0.3% | 172,335 | $2.9M |
| World Investment Advisors | 0.08% | New | 149,130 | $2.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.1% | 144,563 | $2.4M |
| Creekside Partners | 0.97% | Add +0.6% | 113,219 | $1.9M |
| Wedbush Securities Inc. | 0.06% | Reduce -0.2% | 95,728 | $1.6M |
| Evoke Wealth, LLC | 0.04% | Add +479.3% | 92,685 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -12.1% | 89,624 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Reduce -1.1% | 73,774 | $1.2M |
| LPL Financial LLC | 0.00% | Add +10.1% | 67,654 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +40.1% | 63,072 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -50.2% | 54,051 | $897K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | Add +0.1% | 49,605 | $823K |
| Raymond James & Associates | 0.00% | Add +76.4% | 46,344 | $769K |
| Walled Lake Planning & Wealth Management, LLC | 0.25% | Add +18.3% | 40,142 | $666K |
| Osaic Holdings, Inc. | 0.00% | Add +4.2% | 39,427 | $654K |
| Gridiron Partners, LLC | 0.27% | No change | 27,066 | $449K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -8.6% | 26,613 | $442K |
| Summit X, LLC | 0.11% | No change | 27,525 | $434K |
| Cetera Investment Advisers | 0.00% | Add +10.1% | 23,563 | $391K |
| Moors & Cabot, Inc. | 0.02% | Add +4.6% | 22,800 | $378K |
| Allie Family Office LLC | 0.18% | No change | 20,000 | $332K |
| Aviance Capital Partners, LLC | 0.04% | Reduce -18.3% | 19,085 | $317K |
| Invesco Ltd. | 0.00% | Reduce -34.6% | 18,559 | $308K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 17,136 | $284K |
| First Trust Advisors LP | 0.00% | Reduce -4.0% | 16,915 | $281K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +38.0% | 16,715 | $277K |
| Private Advisor Group, LLC | 0.00% | Add +13.9% | 16,691 | $277K |
| Optimum Investment Advisors | 0.11% | Add +0.0% | 15,685 | $260K |
| NewEdge Advisors, LLC | 0.00% | New | 15,450 | $256K |
| Comerica Bank | 0.00% | Reduce -1.6% | 15,365 | $255K |
| Envestnet Asset Management Inc. | 0.00% | Add +14.0% | 15,177 | $252K |
| Advisory Services Network, LLC | 0.00% | No change | 14,815 | $234K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 14,000 | $232K |
| Belpointe Asset Management LLC | 0.01% | No change | 13,775 | $229K |
| Catalina Capital Group, LLC | 0.08% | Reduce -0.1% | 13,545 | $225K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.1% | 13,420 | $223K |
| Total Clarity Wealth Management, Inc. | 0.07% | Add +7.6% | 12,982 | $215K |
| LM Advisors LLC | 0.04% | New | 12,517 | $208K |
| Commonwealth Equity Services, LLC | 0.00% | New | 11,879 | $197K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.7% | 11,400 | $189K |
| Empirical Asset Management, LLC | 0.07% | New | 11,079 | $184K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +1.8% | 10,853 | $180K |
| CIBC Private Wealth Group LLC | 0.00% | Add +41.1% | 10,369 | $172K |
| Activest Wealth Management | 0.04% | No change | 7,652 | $127K |
| Westend Capital Management, LLC | 0.04% | New | 6,877 | $114K |
| Tidemark, LLC | 0.03% | Add +0.1% | 3,937 | $65K |
| Cwm, LLC | 0.00% | New | 3,000 | $50K |
| Lindbrook Capital, LLC | 0.00% | No change | 2,600 | $43K |
| Larson Financial Group LLC | 0.00% | No change | 2,363 | $39K |
| Pathway Financial Advisers, LLC | 0.02% | Add +1569.8% | 605,257 | $36K |
| Asset Dedication, LLC | 0.00% | No change | 1,944 | $32K |
| FSA Wealth Management LLC | 0.01% | — | 1,583 | $26K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 1,573 | $26K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.1% | 1,307 | $22K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 1,000 | $17K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $17K |
| Raleigh Capital Management Inc. | 0.01% | No change | 875 | $15K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 726 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +55.0% | 586 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 500 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 455 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 450 | $7K |
| Fifth Third Bancorp | 0.00% | New | 436 | $7K |
| Allworth Financial LP | 0.00% | No change | 385 | $6K |
| Global Retirement Partners, LLC | 0.00% | New | 71 | $1K |
| Parallel Advisors, LLC | 0.00% | Add +4.0% | 26 | $431 |
| FMR LLC | 0.00% | New | 1 | $17 |
"% of holder's portfolio" is DLY's weight in each manager's 13F, not the share of Doubleline Yield Opport the manager owns.