DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (DLY) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2020 to Q4 2025

Type / Class
Equity / Common Shares of Beneficial Interest
Symbol
DLY on NYSE
Shares outstanding
48,788,280
Price per share
$14.85
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
10,032,446
Total reported value
$146,003,778
% of total 13F portfolios
0%
Share change
+791,718
Value change
+$11,450,298
Number of holders
72
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (DLY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 5% $36,786,363 2,439,414 Morgan Stanley 30 Sep 2025

As of 31 Dec 2025, 72 institutional investors reported holding 10,032,446 shares of DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (DLY). This represents 21% of the company’s total 48,788,280 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (DLY) together control 19% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 5% 2,415,562 -0.98% 0% $35,122,286
WELLS FARGO & COMPANY/MN 4.9% 2,366,711 +21% 0.01% $34,411,985
SIT INVESTMENT ASSOCIATES INC 2.2% 1,083,165 0.32% $15,749,000
UBS Group AG 2% 998,867 -1.3% 0% $14,523,526
HighTower Advisors, LLC 0.98% 478,385 +1.9% 0.01% $6,955,720
LPL Financial LLC 0.41% 202,329 +26% 0% $2,941,858
Journey Advisory Group, LLC 0.4% 196,926 +1.9% 0.24% $2,863,304
Shaker Financial Services, LLC 0.38% 185,781 -37% 0.86% $2,701,256
COHEN & STEERS, INC. 0.36% 175,007 0% 0% $2,545,000
Pettinga Financial Advisors LLC 0.36% 173,318 +24% 0.48% $2,520,049
JOURNEY STRATEGIC WEALTH LLC 0.27% 133,061 +125% 0.05% $1,934,701
Rareview Capital LLC 0.25% 123,911 1.3% $1,931,772
Maridea Wealth Management LLC 0.25% 123,013 -0.54% 0.27% $1,788,616
WEDBUSH SECURITIES INC 0.23% 112,068 -12% 0.05% $1,629,000
Noble Wealth Management PBC 0.22% 108,807 +114% 0.79% $1,582,054
STIFEL FINANCIAL CORP 0.17% 83,544 -16% 0% $1,214,741
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.15% 72,592 +7.1% 0.22% $1,055,496
Creekside Partners 0.14% 69,964 -31% 0.43% $1,017,272
Sanctuary Advisors, LLC 0.12% 57,922 +22% 0% $842,183
MGO ONE SEVEN LLC 0.11% 54,563 -14% 0.02% $793,346
JANE STREET GROUP, LLC 0.11% 53,214 -11% 0% $773,731
OPPENHEIMER & CO INC 0.11% 51,755 +30% 0.01% $752,518
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.11% 51,289 0.05% $745,742
COMERICA BANK 0.1% 47,235 +7.1% 0% $686,790
ROBINSON CAPITAL MANAGEMENT, LLC 0.09% 42,032 +26% 0.26% $611,145

Institutional Holders of DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (DLY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 10,032,446 $146,003,778 +$11,450,298 $14.54 72
2025 Q3 11,375,786 $163,967,098 +$11,159,052 $15.08 90
2025 Q2 10,153,176 $158,287,716 +$1,075,427 $15.59 78
2025 Q1 10,065,829 $162,041,228 +$3,751,671 $16.10 71
2024 Q4 8,883,677 $140,635,113 -$1,819,796 $15.83 81
2024 Q3 8,762,529 $145,339,386 -$1,853,564 $16.59 75
2024 Q2 9,301,858 $146,775,965 -$6,125,360 $15.78 73
2024 Q1 9,580,246 $152,697,056 -$352,332 $15.94 77
2023 Q4 9,657,959 $143,653,553 -$10,256,822 $14.87 72
2023 Q3 10,266,383 $151,225,185 -$10,683,589 $14.73 62
2023 Q2 10,954,970 $159,164,404 -$8,048,559 $14.53 51
2023 Q1 11,552,690 $161,616,244 -$5,526,328 $13.99 53
2022 Q4 11,811,909 $155,022,625 -$8,823,004 $13.12 57
2022 Q3 11,586,042 $156,291,033 -$7,309,370 $13.49 51
2022 Q2 12,102,273 $217,138,033 +$3,612,626 $14.34 52
2022 Q1 12,102,392 $202,728,650 +$3,592,523 $16.75 47
2021 Q4 11,878,627 $222,125,940 +$16,028,887 $18.70 47
2021 Q3 10,447,856 $199,662,432 +$20,983,138 $19.11 39
2021 Q2 9,346,603 $236,734,792 +$18,992,238 $20.00 36
2021 Q1 8,740,153 $215,089,458 +$77,408,665 $19.14 35
2020 Q4 7,228,916 $133,812,487 +$51,133,552 $18.51 31
2020 Q3 4,437,577 $81,164,000 +$23,425,061 $18.29 22
2020 Q2 3,155,505 $55,632,000 +$22,096,462 $17.63 17
2020 Q1 1,898,170 $36,066,925 +$36,066,925 $19.00 14