Doubleline Yield OpportDLY
13F holders, Q1 2025 (March 31)72holders −10
6new positions
15sold out
$16.10avg. 13F price*
At the end of Q1 2025, 72 institutions reported holding Doubleline Yield Opport (DLY) in their 13F filings, down 10 from Q4 2024. 6 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($33.2M), Wells Fargo & Company ($30.5M) and UBS Group AG ($18.2M).
- Company
- Doubleline Yield Opport
- CUSIP
- 25862D105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.0M |
| Exits | 15 | $3.1M |
All 13F filers, Q4 2024 → Q1 2025: 631,785 shares bought and 411,280 shares sold, net +220,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Morgan Stanley | 0.00% | Reduce -1.0% | 2,061,175 | $33.2M |
| Wells Fargo & Company | 0.01% | Add +0.8% | 1,892,618 | $30.5M |
| UBS Group AG | 0.00% | Add +0.1% | 1,131,885 | $18.2M |
| LeConte Wealth Management, LLC | 9.98% | — | 972,938 | $15.7M |
| Royal Bank of Canada | 0.00% | Add +12.5% | 579,578 | $9.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.2% | 454,695 | $7.3M |
| World Investment Advisors | 0.13% | Add +70.7% | 299,350 | $4.8M |
| Raymond James Financial Inc. | 0.00% | Add +2.9% | 272,807 | $4.4M |
| Independent Financial Group, LLC | 0.13% | Reduce -3.2% | 227,429 | $3.7M |
| Journey Advisory Group, LLC | 0.26% | New | 197,706 | $3.2M |
| Cohen & Steers, Inc. | 0.01% | No change | 175,007 | $2.8M |
| Consolidated Portfolio Review Corp | 0.44% | Reduce -1.9% | 169,426 | $2.7M |
| Bank of America Corp. | 0.00% | Reduce -7.1% | 161,933 | $2.6M |
| Creekside Partners | 0.97% | Add +0.6% | 115,358 | $1.9M |
| Wedbush Securities Inc. | 0.07% | Add +13.6% | 111,508 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +796.0% | 104,022 | $1.7M |
| Maridea Wealth Management LLC | 0.54% | Add +3.5% | 102,676 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -50.5% | 97,104 | $1.6M |
| Evoke Wealth, LLC | 0.04% | No change | 92,685 | $1.5M |
| LPL Financial LLC | 0.00% | Add +26.8% | 89,016 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +0.8% | 75,012 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -3.5% | 72,861 | $1.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.25% | Add +5.6% | 65,720 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -31.9% | 53,239 | $857K |
| Osaic Holdings, Inc. | 0.00% | Add +15.6% | 49,876 | $803K |
| Walled Lake Planning & Wealth Management, LLC | 0.23% | No change | 40,142 | $646K |
| Pathway Financial Advisers, LLC | 0.21% | Add +0.3% | 37,738 | $608K |
| Journey Strategic Wealth LLC | 0.02% | Add +9.0% | 35,196 | $567K |
| NewEdge Advisors, LLC | 0.00% | Add +18.6% | 35,150 | $566K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -29.1% | 34,778 | $560K |
| Comerica Bank | 0.00% | Add +93.8% | 29,769 | $479K |
| Invesco Ltd. | 0.00% | Reduce -28.6% | 29,027 | $467K |
| Gridiron Partners, LLC | 0.28% | No change | 27,066 | $436K |
| Aviance Capital Partners, LLC | 0.06% | Add +23.4% | 25,580 | $412K |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 23,587 | $380K |
| Moors & Cabot, Inc. | 0.02% | No change | 22,800 | $367K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +2.5% | 20,843 | $336K |
| Allie Family Office LLC | 0.18% | No change | 20,000 | $322K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.9% | 19,431 | $313K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -2.4% | 18,980 | $306K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 17,588 | $283K |
| Summit X, LLC | 0.06% | Reduce -33.9% | 17,475 | $281K |
| First Trust Advisors LP | 0.00% | Reduce -1.9% | 16,685 | $269K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -13.7% | 14,950 | $241K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 14,000 | $225K |
| Belpointe Asset Management LLC | 0.01% | No change | 13,775 | $222K |
| Total Clarity Wealth Management, Inc. | 0.07% | No change | 13,932 | $221K |
| Catalina Capital Group, LLC | 0.15% | No change | 13,545 | $218K |
| Westend Capital Management, LLC | 0.08% | Add +10.0% | 13,541 | $218K |
| Readystate Asset Management LP | 0.02% | New | 12,759 | $205K |
| LM Advisors LLC | 0.04% | New | 12,517 | $202K |
| Precedent Wealth Partners, LLC | 0.06% | New | 12,479 | $201K |
| Optimum Investment Advisors | 0.09% | Reduce -11.2% | 11,799 | $190K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +1.3% | 10,807 | $174K |
| MPWM Advisory Solutions, LLC | 0.13% | Add +0.7% | 10,697 | $172K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 9,459 | $138K |
| Redwood Park Advisors LLC | 0.11% | Add +10.3% | 8,452 | $136K |
| Activest Wealth Management | 0.03% | No change | 7,652 | $123K |
| JPMorgan Chase & Co. | 0.00% | New | 6,966 | $112K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,822 | $110K |
| Lindbrook Capital, LLC | 0.01% | No change | 4,100 | $66K |
| Tidemark, LLC | 0.02% | Reduce -4.8% | 3,753 | $60K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 3,100 | $50K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 2,168 | $35K |
| Asset Dedication, LLC | 0.00% | No change | 1,944 | $31K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.2% | 1,365 | $22K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,045 | $17K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $16K |
| St Germain D J Co. Inc. | 0.00% | No change | 680 | $11K |
| 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 |
"% of holder's portfolio" is DLY's weight in each manager's 13F, not the share of Doubleline Yield Opport the manager owns.