Who owns DoubleLine Yield Opportunities Fund?
Institutional ownership of DLY from SEC Form 13F filings across 62 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
62
13F holders
$135.0M
value, 2026 filers
21.6%
of shares outstanding (10.5M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DLY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2.4M | $34.4M | 0.0% | 5% | +0.3% |
| 2 | WELLS FARGO & COMPANY/MN | 2.4M | $33.8M | 0.0% | 5% | -1.7% |
| 3 | UBS Group AG | 1.1M | $15.9M | 0.0% | 2.3% | +11.1% |
| 4 | ROYAL BANK OF CANADA | 673,695 | $9.5M | 0.0% | 1.4% | -5.0% |
| 5 | Penserra Capital Management LLC | 572,153 | $8,050 | 0.1% | 1.2% | +4.0% |
| 6 | HighTower Advisors, LLC | 564,166 | $7.9M | 0.0% | 1.2% | +13.7% |
| 7 | RAYMOND JAMES FINANCIAL INC | 341,068 | $4.8M | 0.0% | 0.7% | -25.6% |
| 8 | BANK OF AMERICA CORP /DE/ | 303,203 | $4.3M | 0.0% | 0.6% | +4.9% |
| 9 | LPL Financial LLC | 261,423 | $3.7M | 0.0% | 0.5% | -11.2% |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | 226,421 | $3.2M | 0.1% | 0.5% | -49.9% |
| 11 | COHEN & STEERS, INC. | 175,007 | $2,462 | 0.0% | 0.4% | 0.0% |
| 12 | Maridea Wealth Management LLC | 171,667 | $2.4M | 0.3% | 0.4% | +27.0% |
| 13 | OSAIC HOLDINGS, INC. | 93,230 | $1.3M | 0.0% | 0.2% | +206.5% |
| 14 | WEDBUSH SECURITIES INC | 81,525 | $1,147 | 0.0% | 0.2% | -6.5% |
| 15 | Sanctuary Advisors, LLC | 77,008 | $1.1M | 0.0% | 0.2% | +8.7% |
| 16 | Pathstone Holdings, LLC | 60,745 | $854,682 | 0.0% | 0.1% | -60.8% |
| 17 | STIFEL FINANCIAL CORP | 60,627 | $853,034 | 0.0% | 0.1% | -5.6% |
| 18 | OPPENHEIMER & CO INC | 54,405 | $765,478 | 0.0% | 0.1% | +9.8% |
| 19 | NewEdge Advisors, LLC | 53,858 | $757,782 | 0.0% | 0.1% | -2.4% |
| 20 | FIFTH THIRD BANCORP | 47,307 | $665,610 | 0.0% | 0.1% | -5.2% |
| 21 | Invesco Ltd. | 45,724 | $643,337 | 0.0% | 0.1% | +0.8% |
| 22 | &PARTNERS | 41,514 | $609,424 | 0.0% | 0.1% | -2.2% |
| 23 | FIRST TRUST ADVISORS LP | 38,860 | $546,760 | 0.0% | 0.1% | +9.3% |
| 24 | Cetera Investment Advisers | 38,208 | $537,584 | 0.0% | 0.1% | +2.5% |
| 25 | CAPTRUST FINANCIAL ADVISORS | 38,128 | $536,461 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.