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

CUSIP: 25862D105

Q4 2024 13F Holders as of 31 Dec 2024

Holder snapshot 6 signals
Share change
-99,400
SEC-reported price per share
$15.83
Number of holders
81
Value change
-$1,819,796
Number of buys
44
Number of sells
23
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
48,788,280

Security key

25862D105

Report period

Q4 2024

Institutions

81

Top holders

10

Ownership snapshot

Top reported holders of DLY - DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/15
Latest evidence
30 Sep 2024
13F Highest disclosed value: $35,912,297 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

MORGAN STANLEY has the largest disclosed position value at $35.91M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens MORGAN STANLEY's linked filing trail.
Disclosed position value Top 5
MORGAN STANLEY $35.91M
WELLS FARGO & COMPANY/MN $26.66M
UBS Group AG $18.58M
ROYAL BANK OF CANADA $11.28M
HighTower Advisors, LLC $7.42M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F
Company
13F
—
denominator unverified
$35,912,297
2,164,695 shares
— 30 Sep 2024
WELLS FARGO & COMPANY/MN
13F
Company
13F
—
denominator unverified
$26,661,213
1,607,066 shares
— 30 Sep 2024
UBS Group AG
13F
Company
13F
—
denominator unverified
$18,578,610
1,119,868 shares
— 30 Sep 2024
ROYAL BANK OF CANADA
13F
Company
13F
—
denominator unverified
$11,277,000
679,729 shares
— 30 Sep 2024
HighTower Advisors, LLC
13F
Company
13F
—
denominator unverified
$7,424,000
447,305 shares
— 30 Sep 2024
IEQ CAPITAL, LLC
13F
Company
13F
—
denominator unverified
$5,048,061
304,283 shares
— 30 Sep 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
81
Shares
8,883,677
Rows available
81
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2024 vs Q2 2026 Across Filers

Q2 2026 holders
89
Q4 2024 holders
81
Holder diff
-8
Investor Q2 2026 Shares Q4 2024 Shares Share Diff Share Chg % Q2 2026 value Q4 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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