Doubleline Yield OpportDLY
13F holders, Q4 2025 (December 31)100holders +9
20new positions
10sold out
$14.55avg. 13F price*
At the end of Q4 2025, 100 institutions reported holding Doubleline Yield Opport (DLY) in their 13F filings, up 9 from Q3 2025. 20 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($35.1M), Wells Fargo & Company ($34.4M) and Sit Investment Associates Inc. ($15.7M).
- Company
- Doubleline Yield Opport
- CUSIP
- 25862D105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $35.9M |
| Exits | 10 | $9.7M |
All 13F filers, Q3 2025 → Q4 2025: 3,274,854 shares bought and 1,688,765 shares sold, net +1,586,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Morgan Stanley | 0.00% | Reduce -1.0% | 2,415,562 | $35.1M |
| Wells Fargo & Company | 0.01% | Add +20.5% | 2,366,711 | $34.4M |
| Sit Investment Associates Inc. | 0.31% | New | 1,083,165 | $15.7M |
| UBS Group AG | 0.00% | Reduce -1.3% | 998,867 | $14.5M |
| Rivernorth Capital Management, LLC | 0.38% | New | 555,917 | $8.1M |
| Royal Bank of Canada | 0.00% | Reduce -10.6% | 523,242 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Add +1.9% | 478,385 | $7.0M |
| Raymond James Financial Inc. | 0.00% | Add +17.9% | 401,460 | $5.8M |
| Logan Stone Capital, LLC | 1.23% | New | 342,383 | $5.0M |
| Independent Financial Group, LLC | 0.07% | Add +2.1% | 223,355 | $3.2M |
| LPL Financial LLC | 0.00% | Add +26.3% | 202,329 | $2.9M |
| Journey Advisory Group, LLC | 0.24% | Add +1.9% | 196,926 | $2.9M |
| Readystate Asset Management LP | 0.22% | Reduce -14.0% | 195,659 | $2.8M |
| Shaker Financial Services, LLC | 0.86% | Reduce -37.0% | 185,781 | $2.7M |
| Cohen & Steers, Inc. | 0.00% | No change | 175,007 | $2.5M |
| Pettinga Financial Advisors LLC | 0.48% | Add +24.4% | 173,318 | $2.5M |
| 1607 Capital Partners, LLC | 0.16% | New | 161,111 | $2.3M |
| Bank of America Corp. | 0.00% | Reduce -10.3% | 140,333 | $2.0M |
| Journey Strategic Wealth LLC | 0.05% | Add +125.3% | 133,061 | $1.9M |
| Rareview Capital LLC | 1.25% | New | 123,911 | $1.9M |
| Maridea Wealth Management LLC | 0.27% | Reduce -0.5% | 123,013 | $1.8M |
| Wedbush Securities Inc. | 0.05% | Reduce -11.9% | 112,068 | $1.6M |
| Noble Wealth Management PBC | 0.79% | Add +113.8% | 108,807 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -16.5% | 83,544 | $1.2M |
| &partners | 0.01% | Reduce -35.5% | 77,657 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Add +145.1% | 75,543 | $1.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.22% | Add +7.1% | 72,592 | $1.1M |
| Creekside Partners | 0.43% | Reduce -31.3% | 69,964 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +1.9% | 63,697 | $926K |
| Sanctuary Advisors, LLC | 0.00% | Add +22.2% | 57,922 | $842K |
| Mgo One Seven LLC | 0.02% | Reduce -13.8% | 54,563 | $793K |
| NewEdge Advisors, LLC | 0.00% | Add +9.1% | 54,250 | $789K |
| Jane Street Group, LLC | 0.00% | Reduce -11.2% | 53,214 | $774K |
| Oppenheimer & Co. Inc. | 0.01% | Add +29.9% | 51,755 | $753K |
| Landscape Capital Management, L.L.C. | 0.05% | New | 51,289 | $746K |
| Comerica Bank | 0.00% | Add +7.1% | 47,235 | $687K |
| Invesco Ltd. | 0.00% | Add +21.6% | 43,698 | $635K |
| Robinson Capital Management, LLC | 0.26% | Add +25.6% | 42,032 | $611K |
| Cetera Investment Advisers | 0.00% | Add +4.9% | 40,201 | $585K |
| Walled Lake Planning & Wealth Management, LLC | 0.18% | No change | 40,142 | $584K |
| Captrust Financial Advisors | 0.00% | Add +4.8% | 37,328 | $543K |
| Aviance Capital Partners, LLC | 0.06% | Add +4.2% | 33,026 | $480K |
| First Trust Advisors LP | 0.00% | Add +58.4% | 32,971 | $479K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 32,802 | $477K |
| Pathway Financial Advisers, LLC | 0.14% | Reduce -8.7% | 32,663 | $475K |
| Gridiron Partners, LLC | 0.27% | Reduce -93.8% | 32,618 | $474K |
| Calamos Advisors LLC | 0.00% | Add +32.1% | 32,571 | $474K |
| Susquehanna International Group, LLP | 0.00% | New | 31,439 | $457K |
| XTX Topco Ltd | 0.01% | New | 25,397 | $369K |
| IFC Advisors LLC | 0.05% | Reduce -11.2% | 24,117 | $351K |
| Evoke Wealth, LLC | 0.01% | Reduce -72.7% | 23,000 | $334K |
| Nomura Holdings Inc. | 0.00% | New | 22,500 | $327K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.3% | 22,500 | $327K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.1% | 21,985 | $320K |
| Private Advisor Group, LLC | 0.00% | Add +2.0% | 20,288 | $295K |
| City of London Investment Management Co. Ltd. | 0.02% | New | 19,957 | $290K |
| Corient Private Wealth LP | 0.00% | No change | 18,841 | $274K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.2% | 18,448 | $268K |
| Blueprint Financial Advisors LLC | 0.04% | No change | 18,000 | $262K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 17,500 | $254K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -74.0% | 17,235 | $251K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -44.1% | 16,821 | $245K |
| Mercer Global Advisors Inc. | 0.00% | Add +3.1% | 14,767 | $215K |
| Closed-End Fund Advisors, Inc. | 0.12% | — | 14,349 | $209K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 14,000 | $204K |
| Catalina Capital Group, LLC | 0.12% | Add +0.6% | 13,597 | $198K |
| Belpointe Asset Management LLC | 0.01% | Reduce -4.4% | 13,175 | $192K |
| Adalta Capital Management LLC | 0.08% | New | 13,000 | $189K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.7% | 12,703 | $185K |
| Blackhawk Capital Partners, LLC | 0.07% | Reduce -60.8% | 12,485 | $182K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +2.1% | 11,558 | $168K |
| Spirepoint Private Client, LLC | 0.02% | New | 11,250 | $164K |
| Redwood Park Advisors LLC | 0.11% | Add +0.4% | 10,764 | $157K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.5% | 10,706 | $156K |
| DKM Wealth Management, Inc. | 0.11% | New | 10,556 | $153K |
| Sovran Advisors, LLC | 0.01% | No change | 10,397 | $153K |
| Allie Family Office LLC | 0.07% | Reduce -50.0% | 10,000 | $145K |
| Cerity Partners LLC | 0.00% | No change | 10,000 | $145K |
| Arax Advisory Partners | 0.00% | Reduce -33.8% | 7,553 | $110K |
| MPWM Advisory Solutions, LLC | 0.06% | Reduce -0.8% | 7,102 | $103K |
| Farther Finance Advisors, LLC | 0.00% | New | 4,064 | $59K |
| Fourth Dimension Wealth, LLC | 0.02% | Add +17.9% | 3,300 | $48K |
| SageView Advisory Group, LLC | 0.00% | New | 2,603 | $38K |
| Activest Wealth Management | 0.01% | Reduce -67.3% | 2,500 | $36K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.7% | 2,274 | $33K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 2,171 | $32K |
| Asset Dedication, LLC | 0.00% | No change | 1,944 | $28K |
| Global Retirement Partners, LLC | 0.00% | New | 1,519 | $22K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.4% | 1,463 | $21K |
| Camelot Portfolios, LLC | 0.01% | New | 1,000 | $15K |
| Westend Capital Management, LLC | 0.00% | No change | 953 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 680 | $10K |
| Eastern Bank | 0.00% | No change | 600 | $9K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 586 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 500 | $7K |
| 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% | No change | 300 | $4K |
| WPG Advisers, LLC | 0.00% | New | 242 | $4K |
| Motiv8 Investments LLC | 0.00% | New | 120 | $2K |
"% of holder's portfolio" is DLY's weight in each manager's 13F, not the share of Doubleline Yield Opport the manager owns.