Doubleline Yield OpportDLY

13F holders, Q1 2026 (March 31)
95holders −5
9new positions
11sold out
$13.94avg. 13F price*

At the end of Q1 2026, 95 institutions reported holding Doubleline Yield Opport (DLY) in their 13F filings, down 5 from Q4 2025. 9 opened new positions and 11 sold out. The largest holders were Wells Fargo & Company ($34.1M), Morgan Stanley ($33.9M) and Sit Investment Associates Inc. ($14.3M).

Company
Doubleline Yield Opport
CUSIP
25862D105
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 78Q1 2024Q2 2024: 74Q2 2024Q3 2024: 77Q3 2024Q4 2024: 82Q4 2024Q1 2025: 72Q1 2025Q2 2025: 80Q2 2025Q3 2025: 91Q3 2025Q4 2025: 100Q4 2025Q1 2026: 95Q1 2026Q2 2026: 89Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions9$10.8M
Exits11$2.8M

All 13F filers, Q4 2025 → Q1 2026: 1,741,946 shares bought and 1,133,873 shares sold, net +608,073 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 95 holders

Wells Fargo & Company 0.01% Add +3.4% 2,447,219 $34.1M
Morgan Stanley 0.00% Add +0.8% 2,435,577 $33.9M
Sit Investment Associates Inc. 0.29% Reduce -5.5% 1,024,038 $14.3M
UBS Group AG 0.00% Add +1.6% 1,015,180 $14.1M
Royal Bank of Canada 0.00% Add +35.5% 709,243 $9.9M
Penserra Capital Management LLC 0.09% New 550,342 $7.7M
HighTower Advisors, LLC 0.01% Add +3.7% 496,151 $6.9M
Raymond James Financial Inc. 0.00% Add +14.2% 458,354 $6.4M
1607 Capital Partners, LLC 0.32% Add +99.6% 321,532 $4.5M
Logan Stone Capital, LLC 1.24% Reduce -6.2% 321,148 $4.5M
LPL Financial LLC 0.00% Add +45.5% 294,469 $4.1M
Bank of America Corp. 0.00% Add +105.9% 288,949 $4.0M
Independent Financial Group, LLC 0.07% Add +1.1% 225,745 $3.1M
Journey Advisory Group, LLC 0.24% Add +0.9% 198,768 $2.8M
Shaker Financial Services, LLC 0.94% Add +4.8% 194,632 $2.7M
Rareview Capital LLC 1.54% Add +35.9% 168,388 $2.6M
Pettinga Financial Advisors LLC 0.48% Add +5.7% 183,203 $2.6M
Cohen & Steers, Inc. 0.00% No change 175,007 $2.4M
Pathstone Holdings, LLC 0.01% New 154,770 $2.2M
Rivernorth Capital Management, LLC 0.10% Reduce -73.7% 146,139 $2.0M
Guggenheim Capital LLC 0.02% Add +81.2% 136,881 $1.9M
Maridea Wealth Management LLC 0.27% Add +9.9% 135,157 $1.9M
Noble Wealth Management PBC 0.71% Reduce -8.0% 100,135 $1.4M
Journey Strategic Wealth LLC 0.03% Reduce -33.0% 89,111 $1.2M
Wedbush Securities Inc. 0.04% Reduce -22.2% 87,173 $1.2M
Schwarz Dygos Wheeler Investment Advisors LLC 0.21% Add +2.5% 74,377 $1.0M
Sanctuary Advisors, LLC 0.01% Add +22.3% 70,849 $986K
Creekside Partners 0.39% Reduce -4.0% 67,168 $935K
Stifel Financial Corp. 0.00% Reduce -23.1% 64,212 $894K
NewEdge Advisors, LLC 0.00% Add +1.7% 55,158 $768K
Fifth Third Bancorp 0.00% New 49,880 $694K
Oppenheimer & Co. Inc. 0.01% Reduce -4.3% 49,555 $690K
Invesco Ltd. 0.00% Add +3.8% 45,358 $631K
Aviance Capital Partners, LLC 0.07% Add +31.8% 43,525 $606K
Robinson Capital Management, LLC 0.27% No change 42,032 $600K
&partners 0.00% Reduce -45.3% 42,463 $591K
Walled Lake Planning & Wealth Management, LLC 0.16% No change 40,142 $559K
Captrust Financial Advisors 0.00% Add +2.1% 38,128 $531K
Cetera Investment Advisers 0.00% Reduce -7.3% 37,268 $519K
First Trust Advisors LP 0.00% Add +7.8% 35,543 $495K
Pathway Financial Advisers, LLC 0.13% Reduce -0.1% 32,638 $454K
Rockefeller Capital Management L.P. 0.00% Reduce -2.3% 32,052 $446K
Osaic Holdings, Inc. 0.00% Reduce -52.3% 30,417 $423K
Gridiron Partners, LLC 0.24% Reduce -12.9% 28,396 $395K
Mgo One Seven LLC 0.01% Reduce -48.5% 28,104 $391K
Susquehanna International Group, LLP 0.00% Reduce -16.8% 26,154 $364K
Jane Street Group, LLC 0.00% Reduce -54.4% 24,273 $338K
Envestnet Asset Management Inc. 0.00% Add +2.9% 22,627 $315K
Janney Montgomery Scott LLC 0.00% No change 22,500 $313K
Evoke Wealth, LLC 0.01% Reduce -9.1% 20,900 $291K
City of London Investment Management Co. Ltd. 0.02% No change 19,957 $278K
Adalta Capital Management LLC 0.13% Add +51.4% 19,684 $274K
Private Advisor Group, LLC 0.00% Reduce -5.4% 19,195 $267K
Corient Private Wealth LP 0.00% No change 18,841 $262K
Blueprint Financial Advisors LLC 0.04% No change 18,000 $251K
Kestra Advisory Services, LLC 0.00% Reduce -6.0% 17,346 $241K
Readystate Asset Management LP 0.02% Reduce -91.3% 16,943 $236K
Independent Advisor Alliance 0.00% New 16,020 $223K
Mercer Global Advisors Inc. 0.00% Add +6.1% 15,667 $218K
Sovran Advisors, LLC 0.02% Add +42.0% 14,762 $211K
Closed-End Fund Advisors, Inc. 0.20% No change 14,349 $200K
Avidian Wealth Enterprises, LLC 0.01% No change 14,000 $195K
Catalina Capital Group, LLC 0.12% No change 13,597 $189K
Spirepoint Private Client, LLC 0.02% Add +17.8% 13,250 $184K
Belpointe Asset Management LLC 0.01% No change 13,175 $183K
Cambridge Investment Research Advisors, Inc. 0.00% No change 12,703 $177K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Add +2.1% 11,806 $164K
Commonwealth Equity Services, LLC 0.00% Reduce -34.9% 10,957 $153K
CIBC Bancorp USA Inc. 0.00% — 10,706 $149K
Blackhawk Capital Partners, LLC 0.05% Reduce -17.1% 10,350 $144K
XTX Topco Ltd 0.00% Reduce -59.6% 10,271 $143K
Allie Family Office LLC 0.06% No change 10,000 $139K
Redwood Park Advisors LLC 0.10% Reduce -9.8% 9,715 $135K
MPWM Advisory Solutions, LLC 0.05% Add +1.3% 7,196 $100K
Farther Finance Advisors, LLC 0.00% No change 4,064 $56K
Fourth Dimension Wealth, LLC 0.02% Add +15.2% 3,800 $53K
Advisory Services Network, LLC 0.00% New 3,360 $47K
Activest Wealth Management 0.01% No change 2,500 $35K
Sunbelt Securities, Inc. 0.00% Add +0.7% 2,289 $32K
Larson Financial Group LLC 0.00% Add +0.1% 2,172 $30K
Asset Dedication, LLC 0.00% No change 1,944 $27K
Financial Management Professionals, Inc. 0.00% Add +2.5% 1,499 $21K
Westend Capital Management, LLC 0.00% No change 953 $13K
Bessemer Group Inc. 0.00% New 735 $10K
St Germain D J Co. Inc. 0.00% No change 680 $9K
Arax Advisory Partners 0.00% Reduce -93.2% 511 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 500 $7K
Geneos Wealth Management Inc. 0.00% No change 450 $6K
Allworth Financial LP 0.00% No change 385 $5K
Harbour Investments, Inc. 0.00% New 325 $5K
Highline Wealth Partners LLC 0.00% No change 300 $4K
Ancora Advisors LLC 0.00% New 250 $3K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -73.0% 158 $2K
WPG Advisers, LLC 0.00% Reduce -71.5% 69 $960
BlackRock, Inc. 0.00% New 27 $381

"% of holder's portfolio" is DLY's weight in each manager's 13F, not the share of Doubleline Yield Opport the manager owns.