Doubleline Yield OpportDLY
13F holders, Q4 2024 (December 31)82holders +5
12new positions
9sold out
1famous investor
$15.83avg. 13F price*
At the end of Q4 2024, 82 institutions reported holding Doubleline Yield Opport (DLY) in their 13F filings, up 5 from Q3 2024. 12 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($32.9M), Wells Fargo & Company ($29.7M) and UBS Group AG ($17.9M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.9M |
| Exits | 9 | $5.5M |
All 13F filers, Q3 2024 → Q4 2024: 598,310 shares bought and 1,302,538 shares sold, net −704,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Morgan Stanley | 0.00% | Reduce -3.9% | 2,081,349 | $32.9M |
| Wells Fargo & Company | 0.01% | Add +16.8% | 1,877,505 | $29.7M |
| UBS Group AG | 0.00% | Add +1.0% | 1,131,082 | $17.9M |
| Royal Bank of Canada | 0.00% | Reduce -24.2% | 515,209 | $8.2M |
| HighTower Advisors, LLC | 0.01% | Add +1.9% | 455,785 | $7.2M |
| Raymond James Financial Inc. | 0.00% | — | 265,037 | $4.2M |
| Independent Financial Group, LLC | 0.12% | Reduce -10.0% | 235,054 | $3.7M |
| Captrust Financial Advisors | 0.01% | Add +1.8% | 196,171 | $3.1M |
| World Investment Advisors | 0.08% | Add +17.6% | 175,370 | $2.8M |
| Cohen & Steers, Inc. | 0.01% | Reduce -30.3% | 175,007 | $2.8M |
| Bank of America Corp. | 0.00% | Reduce -12.9% | 174,347 | $2.8M |
| Consolidated Portfolio Review Corp | 0.43% | Add +0.2% | 172,734 | $2.7M |
| Creekside Partners | 0.94% | Add +1.3% | 114,700 | $1.8M |
| Maridea Wealth Management LLC | 0.51% | — | 99,233 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Add +2.6% | 98,195 | $1.6M |
| Evoke Wealth, LLC | 0.04% | No change | 92,685 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +23.9% | 78,117 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -15.8% | 75,508 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +0.9% | 74,414 | $1.2M |
| LPL Financial LLC | 0.00% | Add +3.8% | 70,216 | $1.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.24% | Add +25.4% | 62,212 | $985K |
| Advisory Services Network, LLC | 0.02% | Add +307.1% | 60,307 | $955K |
| Citadel Advisors | 0.00% | New | 50,762 | $804K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.2% | 49,058 | $777K |
| Osaic Holdings, Inc. | 0.00% | Add +9.4% | 43,153 | $683K |
| Invesco Ltd. | 0.00% | Add +119.1% | 40,670 | $644K |
| Walled Lake Planning & Wealth Management, LLC | 0.24% | No change | 40,142 | $635K |
| Pathway Financial Advisers, LLC | 0.20% | Reduce -93.8% | 37,610 | $595K |
| Journey Strategic Wealth LLC | 0.02% | Add +21.4% | 32,296 | $511K |
| NewEdge Advisors, LLC | 0.00% | Add +91.9% | 29,650 | $469K |
| Gridiron Partners, LLC | 0.27% | No change | 27,066 | $428K |
| Summit X, LLC | 0.09% | Reduce -3.9% | 26,445 | $419K |
| Cetera Investment Advisers | 0.00% | Reduce -1.2% | 23,279 | $369K |
| Moors & Cabot, Inc. | 0.02% | No change | 22,800 | $361K |
| Shaker Financial Services, LLC | 0.13% | New | 20,884 | $331K |
| Private Advisor Group, LLC | 0.00% | Add +25.0% | 20,868 | $330K |
| Aviance Capital Partners, LLC | 0.05% | Add +8.7% | 20,735 | $328K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +18.7% | 20,337 | $322K |
| Allie Family Office LLC | 0.18% | No change | 20,000 | $317K |
| Oppenheimer & Co. Inc. | 0.00% | Add +70.6% | 19,450 | $308K |
| Virtu Financial LLC | 0.02% | New | 18,482 | $293K |
| Envestnet Asset Management Inc. | 0.00% | Add +14.7% | 17,404 | $276K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +3.7% | 17,330 | $274K |
| First Trust Advisors LP | 0.00% | Add +0.6% | 17,017 | $269K |
| Comerica Bank | 0.00% | No change | 15,365 | $243K |
| Belpointe Asset Management LLC | 0.01% | No change | 13,775 | $225K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 14,000 | $222K |
| Total Clarity Wealth Management, Inc. | 0.07% | Add +7.3% | 13,932 | $221K |
| Catalina Capital Group, LLC | 0.07% | No change | 13,545 | $214K |
| Optimum Investment Advisors | 0.09% | Reduce -15.3% | 13,292 | $210K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.5% | 13,220 | $209K |
| Westend Capital Management, LLC | 0.06% | Add +79.0% | 12,311 | $195K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.3% | 11,610 | $184K |
| HRT Financial LP | 0.00% | New | 11,458 | $181K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -1.7% | 10,665 | $169K |
| MPWM Advisory Solutions, LLC | 0.12% | — | 10,621 | $168K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,453 | $165K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.8% | 9,459 | $150K |
| Redwood Park Advisors LLC | 0.10% | — | 7,659 | $121K |
| Activest Wealth Management | 0.03% | No change | 7,652 | $121K |
| Elequin Capital, LP | 0.01% | New | 5,208 | $82K |
| Lindbrook Capital, LLC | 0.01% | Add +57.7% | 4,100 | $65K |
| Tidemark, LLC | 0.02% | Add +0.1% | 3,942 | $62K |
| Harbour Investments, Inc. | 0.00% | Add +564.5% | 3,894 | $62K |
| Fourth Dimension Wealth, LLC | 0.03% | — | 3,100 | $49K |
| Larson Financial Group LLC | 0.00% | Reduce -8.3% | 2,167 | $34K |
| Asset Dedication, LLC | 0.00% | No change | 1,944 | $31K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.2% | 1,336 | $21K |
| FSA Wealth Management LLC | 0.01% | Reduce -31.6% | 1,083 | $17K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +129.7% | 1,045 | $17K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $16K |
| Raleigh Capital Management Inc. | 0.01% | No change | 875 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 850 | $13K |
| St Germain D J Co. Inc. | 0.00% | New | 680 | $11K |
| Kestra Investment Management, LLC | 0.00% | New | 610 | $10K |
| Hollencrest Capital Management | 0.00% | New | 609 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 500 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 450 | $7K |
| Allworth Financial LP | 0.00% | No change | 385 | $6K |
| Lee Danner & Bass Inc. | 0.00% | New | 150 | $2K |
| Global Retirement Partners, LLC | 0.00% | Add +2.8% | 73 | $1K |
| Synergy Asset Management, LLC | 0.00% | New | 38 | $630 |
"% of holder's portfolio" is DLY's weight in each manager's 13F, not the share of Doubleline Yield Opport the manager owns.