Security Snapshot

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

CUSIP: 25862D105

13F Institutional Holders and Ownership History from Q1 2020 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

54

Shares (Excl. Options)

6.37MFull value: 6,372,678 · shares · 30 Sep 2026

Price

$13.37

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class
Equity / Common Shares of Beneficial Interest
Symbol
DLY on NYSE
All holders as of 30 Sep 2026
Q3 2026
Total 13F shares
6,372,678
Latest holder snapshot 5 signals
Total 13F value
$85,191,251
Portfolio coverage rank
0%
Share change
+390,401
Value change
+$5,132,736
Number of holders
54
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
48,788,280
SEC-reported price per share
$13.24
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • DLY - DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest is tracked under CUSIP 25862D105.
  • 54 institutions reported positions in Q3 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 89 to 54 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $187.31MFull value: $187,305,113 · USD · 30 Jun 2026
    to
    $85.19MFull value: $85,191,251 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 54 institutions filings for Q3 2026.

Open SEC evidence

Security key

25862D105

13F reference period

Q3 2026

13F holders

54

13D/G owners

1

CIK / CUSIP context first

Open Q3 2026 holders DLY full holder history DoubleLine Yield Opportunities Fund SEC filings DoubleLine Yield Opportunities Fund insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
DLY
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 30 Sep 2026, 54 institutional investors reported holding
6.37MFull value: 6,372,678 · shares · 30 Sep 2026
shares of DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (DLY). This represents 13% of the company’s total
48.79MFull value: 48,788,280 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
12%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 5.3% 2,581,535 +5.7% 0% $34,515,128
HighTower Advisors, LLC 1.1% 555,675 -1.5% 0.01% $7,429,370
Atlas Wealth LLC 0.77% 375,478 +1091% 0.7% $5,020,141
Rareview Capital LLC 0.51% 248,002 +8.9% 1.6% $3,315,787
INDEPENDENT FINANCIAL GROUP, LLC 0.43% 210,885 -6.9% 0.05% $2,819,537
Journey Advisory Group, LLC 0.4% 193,162 -2.3% 0.19% $2,582,576
RAYMOND JAMES FINANCIAL INC 0.38% 183,815 -46% 0% $2,457,613
Pettinga Financial Advisors LLC 0.35% 172,040 -3% 0.38% $2,300,169
Shaker Financial Services, LLC 0.35% 170,675 +8.1% 0.75% $2,281,925
Sovran Advisors, LLC 0.3% 148,769 +857% 0.14% $1,977,150
Cetera Investment Advisers 0.3% 146,157 +283% 0% $1,954,122
Maridea Wealth Management LLC 0.3% 146,103 -15% 0.19% $1,953,397
Noble Wealth Management PBC 0.24% 117,405 +7.5% 0.72% $1,569,705
LPL Financial LLC 0.23% 111,572 -57% 0% $1,491,717
Creekside Partners 0.21% 104,826 +3.2% 0.52% $1,401,520
Sanctuary Advisors, LLC 0.16% 80,380 +4.4% 0% $1,074,683
WEDBUSH SECURITIES INC 0.16% 80,072 -1.8% 0.03% $1,071,000
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.16% 78,869 +1.5% 0.2% $1,054,487
STIFEL FINANCIAL CORP 0.13% 61,085 +0.76% 0% $816,709
NewEdge Advisors, LLC 0.11% 54,358 +0.93% 0% $726,767
Invesco Ltd. 0.09% 46,169 +0.97% 0% $617,280
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.08% 40,142 0% 0.13% $536,699
Aviance Capital Partners, LLC 0.08% 39,041 -12% 0.05% $521,974
OPPENHEIMER & CO INC 0.07% 35,155 0% $470,022
Gridiron Partners, LLC 0.07% 32,714 0% 0.22% $437,386

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
27
Headline period
Q3 2026
Rows shown
1-25 of 27
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 6,372,678 $85,191,251 +$5,132,736 $13.37 54
2026 Q2 13,286,227 $187,305,113 -$4,828,431 $14.07 89
2026 Q1 13,727,649 $191,388,015 +$8,570,137 $13.92 94
2025 Q4 13,187,292 $191,875,427 +$22,845,643 $14.54 100
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
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