Doubleline Yield OpportDLY
13F holders, Q2 2025 (June 30)80holders +8
15new positions
7sold out
$15.59avg. 13F price*
At the end of Q2 2025, 80 institutions reported holding Doubleline Yield Opport (DLY) in their 13F filings, up 8 from Q1 2025. 15 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($32.6M), Wells Fargo & Company ($31.2M) and UBS Group AG ($16.3M).
- Company
- Doubleline Yield Opport
- CUSIP
- 25862D105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $9.6M |
| Exits | 7 | $1.3M |
All 13F filers, Q1 2025 → Q2 2025: 973,755 shares bought and 885,442 shares sold, net +88,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Morgan Stanley | 0.00% | Add +1.6% | 2,093,650 | $32.6M |
| Wells Fargo & Company | 0.01% | Add +5.7% | 2,000,342 | $31.2M |
| UBS Group AG | 0.00% | Reduce -7.8% | 1,043,867 | $16.3M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 593,922 | $9.3M |
| LeConte Wealth Management, LLC | 5.49% | Reduce -46.5% | 520,722 | $8.1M |
| HighTower Advisors, LLC | 0.01% | Add +1.9% | 463,403 | $7.2M |
| Raymond James Financial Inc. | 0.00% | Add +15.3% | 314,553 | $4.9M |
| Polar Asset Management Partners Inc. | 0.15% | New | 278,950 | $4.3M |
| Independent Financial Group, LLC | 0.09% | Reduce -3.8% | 218,750 | $3.4M |
| Journey Advisory Group, LLC | 0.24% | Reduce -0.5% | 196,673 | $3.1M |
| World Investment Advisors | 0.06% | Reduce -40.4% | 178,410 | $2.8M |
| Consolidated Portfolio Review Corp | 0.38% | Add +4.1% | 176,405 | $2.8M |
| Cohen & Steers, Inc. | 0.01% | No change | 175,007 | $2.7M |
| Bank of America Corp. | 0.00% | Add +0.8% | 163,247 | $2.5M |
| Wedbush Securities Inc. | 0.07% | Add +8.0% | 120,468 | $1.9M |
| Creekside Partners | 0.86% | Add +0.6% | 116,059 | $1.8M |
| Maridea Wealth Management LLC | 0.43% | Add +3.8% | 106,589 | $1.7M |
| Evoke Wealth, LLC | 0.04% | Add +4.3% | 96,685 | $1.5M |
| LPL Financial LLC | 0.00% | Add +4.1% | 92,688 | $1.4M |
| Shaker Financial Services, LLC | 0.47% | New | 83,413 | $1.3M |
| Readystate Asset Management LP | 0.09% | Add +518.3% | 78,893 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -0.1% | 74,920 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -4.3% | 69,759 | $1.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.24% | Add +2.5% | 67,358 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +16.6% | 62,055 | $967K |
| Osaic Holdings, Inc. | 0.00% | Add +22.9% | 61,319 | $956K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -42.8% | 59,504 | $928K |
| NewEdge Advisors, LLC | 0.00% | Add +26.2% | 44,365 | $692K |
| Walled Lake Planning & Wealth Management, LLC | 0.20% | No change | 40,142 | $626K |
| Journey Strategic Wealth LLC | 0.02% | Add +6.7% | 37,561 | $586K |
| Pathway Financial Advisers, LLC | 0.19% | Reduce -0.9% | 37,394 | $583K |
| Captrust Financial Advisors | 0.00% | Reduce -63.3% | 35,599 | $555K |
| Mgo One Seven LLC | 0.02% | New | 35,149 | $548K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.7% | 32,802 | $511K |
| Susquehanna International Group, LLP | 0.00% | New | 32,447 | $506K |
| Invesco Ltd. | 0.00% | Add +5.3% | 30,552 | $476K |
| Aviance Capital Partners, LLC | 0.06% | Add +17.2% | 29,978 | $467K |
| Comerica Bank | 0.00% | Add +0.2% | 29,816 | $465K |
| IFC Advisors LLC | 0.08% | New | 27,883 | $435K |
| Gridiron Partners, LLC | 0.26% | No change | 27,066 | $422K |
| Cetera Investment Advisers | 0.00% | Add +8.3% | 25,535 | $398K |
| Balyasny Asset Management L.P. | 0.00% | New | 25,354 | $395K |
| Sanctuary Advisors, LLC | 0.00% | New | 24,388 | $380K |
| Envestnet Asset Management Inc. | 0.00% | Add +35.2% | 23,784 | $371K |
| Calamos Advisors LLC | 0.00% | New | 20,251 | $316K |
| Allie Family Office LLC | 0.15% | No change | 20,000 | $312K |
| Private Advisor Group, LLC | 0.00% | Add +0.5% | 19,532 | $305K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 19,200 | $299K |
| Corient Private Wealth LP | 0.00% | New | 18,841 | $294K |
| First Trust Advisors LP | 0.00% | Add +9.8% | 18,311 | $285K |
| Elequin Capital, LP | 0.09% | New | 17,451 | $272K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.1% | 15,265 | $238K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 14,000 | $218K |
| Westend Capital Management, LLC | 0.07% | Add +2.0% | 13,807 | $215K |
| Belpointe Asset Management LLC | 0.01% | No change | 13,775 | $215K |
| Catalina Capital Group, LLC | 0.14% | Reduce -0.2% | 13,518 | $211K |
| CIBC Private Wealth Group LLC | 0.00% | Add +35.5% | 12,815 | $200K |
| Jane Street Group, LLC | 0.00% | New | 12,767 | $199K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -34.5% | 12,430 | $194K |
| Precedent Wealth Partners, LLC | 0.05% | Reduce -5.2% | 11,828 | $184K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +2.7% | 11,098 | $173K |
| Integrated Wealth Concepts LLC | 0.00% | New | 11,095 | $173K |
| MPWM Advisory Solutions, LLC | 0.11% | Add +0.8% | 10,778 | $168K |
| Redwood Park Advisors LLC | 0.13% | Add +26.3% | 10,674 | $166K |
| Summit X, LLC | 0.03% | Reduce -42.3% | 10,087 | $157K |
| Cerity Partners LLC | 0.00% | New | 10,000 | $156K |
| Optimum Investment Advisors | 0.05% | Reduce -32.3% | 7,983 | $124K |
| Activest Wealth Management | 0.03% | No change | 7,652 | $119K |
| Tidemark, LLC | 0.02% | No change | 3,753 | $59K |
| Fourth Dimension Wealth, LLC | 0.02% | Reduce -9.7% | 2,800 | $44K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 2,169 | $34K |
| Asset Dedication, LLC | 0.00% | No change | 1,944 | $30K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.3% | 1,396 | $22K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $16K |
| St Germain D J Co. Inc. | 0.00% | No change | 680 | $11K |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.8% | 638 | $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 |
| Creekmur Asset Management LLC | 0.00% | New | 15 | $239 |
"% of holder's portfolio" is DLY's weight in each manager's 13F, not the share of Doubleline Yield Opport the manager owns.