Latest Period
Q1 2026
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 Q2 2026
Institutions Reporting
94
Shares (Excl. Options)
13,727,649
Price
$13.92
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- Security type / class
- Equity / Common Shares of Beneficial Interest
- Symbol
- DLY on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 13,727,649
- Total 13F value
- $191,388,015
- Portfolio coverage rank
- 0%
- Share change
- +621,365
- Value change
- +$8,607,983
- Number of holders
- 94
- Shares outstanding
- 48,788,280
- SEC-reported price per share
- $14.07
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- DLY - DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest is tracked under CUSIP 25862D105.
- 94 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 94 to 4 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $191,388,015 to $4,224,121.
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
Open SEC evidence
Latest holder context comes from 94 institutions filings for Q1 2026.
Security key
25862D105
Latest holder period
Q1 2026
13F holders
94
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
DLY full holder history
DoubleLine Yield Opportunities Fund SEC filings
DoubleLine Yield Opportunities Fund insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 25862D105:
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 31 Mar 2026, 94 institutional investors reported holding 13,727,649 shares of DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (DLY). This represents 28% of the company’s total 48,788,280 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
25%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 5% | 2,447,219 | +3.4% | 0.01% | $34,065,286 |
| MORGAN STANLEY | 5% | 2,435,576 | +0.83% | 0% | $33,903,224 |
| SIT INVESTMENT ASSOCIATES INC | 2.1% | 1,024,038 | -5.5% | 0.29% | $14,255,000 |
| UBS Group AG | 2.1% | 1,015,180 | +1.6% | 0% | $14,131,306 |
| ROYAL BANK OF CANADA | 1.5% | 709,243 | +36% | 0% | $9,872,000 |
| Penserra Capital Management LLC | 1.1% | 550,342 | 0.09% | $7,660,000 | |
| HighTower Advisors, LLC | 1% | 496,151 | +3.7% | 0.01% | $6,906,435 |
| RAYMOND JAMES FINANCIAL INC | 0.94% | 458,354 | +14% | 0% | $6,380,291 |
| 1607 Capital Partners, LLC | 0.66% | 321,532 | +100% | 0.32% | $4,475,725 |
| Logan Stone Capital, LLC | 0.66% | 321,148 | -6.2% | 1.2% | $4,470,380 |
| LPL Financial LLC | 0.6% | 294,469 | +46% | 0% | $4,099,012 |
| BANK OF AMERICA CORP /DE/ | 0.59% | 288,949 | +106% | 0% | $4,022,164 |
| INDEPENDENT FINANCIAL GROUP, LLC | 0.46% | 225,745 | +1.1% | 0.07% | $3,142,376 |
| Journey Advisory Group, LLC | 0.41% | 198,768 | +0.94% | 0.24% | $2,766,851 |
| Shaker Financial Services, LLC | 0.4% | 194,632 | +4.8% | 0.94% | $2,709,278 |
| Pettinga Financial Advisors LLC | 0.38% | 183,203 | +5.7% | 0.48% | $2,550,185 |
| COHEN & STEERS, INC. | 0.36% | 175,007 | 0% | 0% | $2,436,000 |
| Rareview Capital LLC | 0.35% | 168,388 | +36% | 1.5% | $2,625,169 |
| Pathstone Holdings, LLC | 0.32% | 154,770 | 0.01% | $2,154,399 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.3% | 146,139 | -74% | 0.1% | $2,034,255 |
| GUGGENHEIM CAPITAL LLC | 0.28% | 136,881 | +81% | 0.02% | $1,905,384 |
| Maridea Wealth Management LLC | 0.28% | 135,157 | +9.9% | 0.27% | $1,881,380 |
| Noble Wealth Management PBC | 0.21% | 100,135 | -8% | 0.71% | $1,393,879 |
| JOURNEY STRATEGIC WEALTH LLC | 0.18% | 89,111 | -33% | 0.03% | $1,240,419 |
| WEDBUSH SECURITIES INC | 0.18% | 87,173 | -22% | 0.04% | $1,213,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
26
Latest
Q1 2026
Rows shown
1-25 of 26
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 300,221 | $4,224,121 | +$50,343 | $14.07 | 4 |
| 2026 Q1 | 13,727,649 | $191,388,015 | +$8,607,983 | $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 |
| 2020 Q2 | 3,155,505 | $55,632,000 | +$22,096,462 | $17.63 | 17 |