Doubleline Yield OpportDLY
13F holders, Q3 2025 (September 30)91holders +11
18new positions
6sold out
$14.43avg. 13F price*
At the end of Q3 2025, 91 institutions reported holding Doubleline Yield Opport (DLY) in their 13F filings, up 11 from Q2 2025. 18 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($36.8M), Wells Fargo & Company ($29.6M) and UBS Group AG ($15.3M).
- Company
- Doubleline Yield Opport
- CUSIP
- 25862D105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $7.7M |
| Exits | 6 | $9.3M |
All 13F filers, Q2 2025 → Q3 2025: 2,128,718 shares bought and 909,284 shares sold, net +1,219,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Morgan Stanley | 0.00% | Add +16.5% | 2,439,413 | $36.8M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 1,963,913 | $29.6M |
| UBS Group AG | 0.00% | Reduce -3.0% | 1,012,015 | $15.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 584,989 | $8.8M |
| HighTower Advisors, LLC | 0.01% | Add +1.3% | 469,509 | $7.1M |
| Raymond James Financial Inc. | 0.00% | Add +8.3% | 340,593 | $5.1M |
| Shaker Financial Services, LLC | 1.52% | Add +253.3% | 294,710 | $4.4M |
| Polar Asset Management Partners Inc. | 0.13% | Add +2.3% | 285,335 | $4.3M |
| Readystate Asset Management LP | 0.33% | Add +188.4% | 227,532 | $3.4M |
| Independent Financial Group, LLC | 0.08% | Reduce -0.0% | 218,719 | $3.3M |
| Journey Advisory Group, LLC | 0.22% | Reduce -1.7% | 193,322 | $2.9M |
| Consolidated Portfolio Review Corp | 0.36% | Add +8.3% | 191,037 | $2.9M |
| Cohen & Steers, Inc. | 0.00% | No change | 175,007 | $2.6M |
| LPL Financial LLC | 0.00% | Add +72.8% | 160,201 | $2.4M |
| Bank of America Corp. | 0.00% | Reduce -4.2% | 156,369 | $2.4M |
| Pettinga Financial Advisors LLC | 0.41% | New | 139,324 | $2.1M |
| Wedbush Securities Inc. | 0.06% | Add +5.6% | 127,226 | $1.9M |
| &partners | 0.01% | New | 120,392 | $1.8M |
| Maridea Wealth Management LLC | 0.28% | Add +16.0% | 123,684 | $1.8M |
| Creekside Partners | 0.68% | Reduce -12.3% | 101,784 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +43.4% | 100,022 | $1.5M |
| Evoke Wealth, LLC | 0.03% | Reduce -12.9% | 84,185 | $1.3M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -0.5% | 74,520 | $1.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.22% | Add +0.6% | 67,753 | $1.0M |
| Balyasny Asset Management L.P. | 0.00% | Add +161.1% | 66,202 | $998K |
| Mgo One Seven LLC | 0.02% | Add +80.0% | 63,271 | $954K |
| Osaic Holdings, Inc. | 0.00% | Add +2.0% | 62,542 | $949K |
| Jane Street Group, LLC | 0.00% | Add +369.1% | 59,894 | $903K |
| Journey Strategic Wealth LLC | 0.03% | Add +57.2% | 59,061 | $891K |
| Noble Wealth Management PBC | 0.41% | — | 50,900 | $768K |
| NewEdge Advisors, LLC | 0.00% | Add +12.1% | 49,750 | $750K |
| Sanctuary Advisors, LLC | 0.00% | Add +94.4% | 47,404 | $715K |
| Comerica Bank | 0.00% | Add +48.0% | 44,121 | $665K |
| Walled Lake Planning & Wealth Management, LLC | 0.20% | No change | 40,142 | $605K |
| Oppenheimer & Co. Inc. | 0.01% | Add +220.6% | 39,855 | $601K |
| Cetera Investment Advisers | 0.00% | Add +50.0% | 38,314 | $578K |
| Invesco Ltd. | 0.00% | Add +17.7% | 35,951 | $542K |
| Pathway Financial Advisers, LLC | 0.16% | Reduce -4.3% | 35,793 | $539K |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 35,609 | $537K |
| World Investment Advisors | 0.01% | Reduce -80.4% | 35,005 | $528K |
| Robinson Capital Management, LLC | 0.37% | New | 33,479 | $505K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 32,802 | $495K |
| Blackhawk Capital Partners, LLC | 0.19% | New | 31,835 | $480K |
| Aviance Capital Partners, LLC | 0.06% | Add +5.7% | 31,698 | $478K |
| Guggenheim Capital LLC | 0.00% | New | 30,819 | $465K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -49.4% | 30,104 | $454K |
| IFC Advisors LLC | 0.07% | Reduce -2.6% | 27,155 | $409K |
| Gridiron Partners, LLC | 0.23% | Add +1843.9% | 526,146 | $408K |
| Calamos Advisors LLC | 0.00% | Add +21.7% | 24,651 | $372K |
| Janney Montgomery Scott LLC | 0.00% | New | 24,000 | $362K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.6% | 22,220 | $335K |
| First Trust Advisors LP | 0.00% | Add +13.7% | 20,815 | $314K |
| Allie Family Office LLC | 0.14% | No change | 20,000 | $302K |
| Private Advisor Group, LLC | 0.00% | Add +1.9% | 19,898 | $300K |
| Corient Private Wealth LP | 0.00% | No change | 18,841 | $284K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 18,380 | $277K |
| Kestra Advisory Services, LLC | 0.00% | New | 18,226 | $275K |
| Blueprint Financial Advisors LLC | 0.06% | New | 18,000 | $271K |
| Kingsview Wealth Management, LLC | 0.00% | New | 17,500 | $264K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.6% | 15,243 | $230K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -1.8% | 14,990 | $226K |
| Mercer Global Advisors Inc. | 0.00% | New | 14,317 | $216K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 14,000 | $211K |
| Belpointe Asset Management LLC | 0.01% | No change | 13,775 | $208K |
| Catalina Capital Group, LLC | 0.13% | No change | 13,518 | $204K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 12,815 | $193K |
| Arax Advisory Partners | 0.00% | New | 11,401 | $172K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +2.0% | 11,320 | $171K |
| Redwood Park Advisors LLC | 0.12% | Add +0.4% | 10,718 | $162K |
| HRT Financial LP | 0.00% | New | 10,521 | $158K |
| Moors & Cabot, Inc. | 0.01% | New | 10,212 | $154K |
| Sovran Advisors, LLC | 0.01% | New | 10,397 | $153K |
| Cerity Partners LLC | 0.00% | No change | 10,000 | $151K |
| Activest Wealth Management | 0.02% | No change | 7,652 | $115K |
| Optimum Investment Advisors | 0.05% | Reduce -4.3% | 7,636 | $115K |
| MPWM Advisory Solutions, LLC | 0.06% | Reduce -33.5% | 7,163 | $108K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 2,800 | $42K |
| Sunbelt Securities, Inc. | 0.00% | Add +125.9% | 2,259 | $34K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 2,170 | $33K |
| Asset Dedication, LLC | 0.00% | No change | 1,944 | $29K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.4% | 1,429 | $22K |
| Advisory Services Network, LLC | 0.00% | New | 1,360 | $21K |
| Tidemark, LLC | 0.00% | Reduce -72.2% | 1,045 | $16K |
| Westend Capital Management, LLC | 0.00% | Reduce -93.1% | 953 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 680 | $10K |
| Eastern Bank | 0.00% | New | 600 | $9K |
| 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 |
| Highline Wealth Partners LLC | 0.00% | New | 300 | $5K |
| Creekmur Asset Management LLC | 0.00% | Add +6.7% | 16 | $237 |
"% of holder's portfolio" is DLY's weight in each manager's 13F, not the share of Doubleline Yield Opport the manager owns.