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
$14.54
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
11,375,786
Total reported value
$163,967,098
% of total 13F portfolios
0%
Share change
+761,197
Value change
+$11,159,052
Number of holders
90
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 30 Sep 2025, 90 institutional investors reported holding 11,375,786 shares of DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (DLY). This represents 23% 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 21% 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% 2,439,412 +17% 0% $36,786,333
WELLS FARGO & COMPANY/MN 4% 1,963,913 -1.8% 0.01% $29,615,813
UBS Group AG 2.1% 1,012,015 -3.1% 0% $15,261,186
ROYAL BANK OF CANADA 1.2% 584,989 -1.5% 0% $8,822,000
Gridiron Partners, LLC 1.1% 526,146 0% 0.55% $408,155
HighTower Advisors, LLC 0.96% 469,509 +1.3% 0.01% $7,080,202
RAYMOND JAMES FINANCIAL INC 0.7% 340,593 +8.3% 0% $5,136,139
Shaker Financial Services, LLC 0.6% 294,710 +253% 1.5% $4,444,227
Polar Asset Management Partners Inc. 0.58% 285,335 +2.3% 0.09% $4,302,852
READYSTATE ASSET MANAGEMENT LP 0.47% 227,532 +188% 0.17% $3,431,183
Journey Advisory Group, LLC 0.4% 193,322 -1.7% 0.22% $2,915,296
Consolidated Portfolio Review Corp 0.39% 191,037 +8.3% 0.36% $2,880,836
COHEN & STEERS, INC. 0.36% 175,007 0% 0% $2,639,000
LPL Financial LLC 0.33% 160,201 +73% 0% $2,415,829
BANK OF AMERICA CORP /DE/ 0.32% 156,369 -4.2% 0% $2,358,049
Pettinga Financial Advisors LLC 0.29% 139,324 0.41% $2,101,002
WEDBUSH SECURITIES INC 0.26% 127,226 +5.6% 0.06% $1,919,000
Maridea Wealth Management LLC 0.25% 123,684 +16% 0.29% $1,809,502
&PARTNERS 0.25% 120,392 0.01% $1,815,511
Creekside Partners 0.21% 101,784 -12% 0.68% $1,534,909
STIFEL FINANCIAL CORP 0.21% 100,022 +43% 0% $1,508,323
EVOKE WEALTH, LLC 0.17% 84,185 -13% 0.03% $1,269,510
Hennion & Walsh Asset Management, Inc. 0.15% 74,520 -0.53% 0.04% $1,123,762
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.14% 67,753 +0.59% 0.22% $1,021,724
Balyasny Asset Management L.P. 0.14% 66,202 +161% 0% $998,326

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 290,944 $4,230,334 -$7,538,866 $14.54 9
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