Who owns DoubleLine Yield Opportunities Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DLY from SEC Form 13F filings across 89 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.
As of the 2026-06-30 reporting period, 89 institutions disclosed 13.3M shares of DoubleLine Yield Opportunities Fund worth $187.3M — about 27.4% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
89
13F holders
$187.3M
value, 2026 filers
27.4%
of shares outstanding (13.3M sh)
11
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 | SIT INVESTMENT ASSOCIATES INC | 841,576 | $11.8M | 0.2% | 1.7% | -17.8% |
| 5 | ROYAL BANK OF CANADA | 673,695 | $9.5M | 0.0% | 1.4% | -5.0% |
| 6 | Penserra Capital Management LLC | 572,153 | $8.1M | 0.1% | 1.2% | +4.0% |
| 7 | HighTower Advisors, LLC | 564,166 | $7.9M | 0.0% | 1.2% | +13.7% |
| 8 | 1607 Capital Partners, LLC | 354,813 | $5.0M | 0.4% | 0.7% | +10.4% |
| 9 | RAYMOND JAMES FINANCIAL INC | 341,068 | $4.8M | 0.0% | 0.7% | -25.6% |
| 10 | BANK OF AMERICA CORP /DE/ | 303,203 | $4.3M | 0.0% | 0.6% | +4.9% |
| 11 | LPL Financial LLC | 261,423 | $3.7M | 0.0% | 0.5% | -11.2% |
| 12 | Rareview Capital LLC | 227,782 | $3.6M | 2.0% | 0.5% | +35.3% |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | 226,421 | $3.2M | 0.1% | 0.5% | +0.3% |
| 14 | Journey Advisory Group, LLC | 197,661 | $2.8M | 0.2% | 0.4% | -0.6% |
| 15 | Pettinga Financial Advisors LLC | 177,434 | $2.5M | 0.4% | 0.4% | -3.1% |
| 16 | COHEN & STEERS, INC. | 175,007 | $2.5M | 0.0% | 0.4% | 0.0% |
| 17 | Maridea Wealth Management LLC | 171,667 | $2.4M | 0.3% | 0.4% | +27.0% |
| 18 | Shaker Financial Services, LLC | 157,923 | $2.2M | 0.7% | 0.3% | -18.9% |
| 19 | GUGGENHEIM CAPITAL LLC | 145,191 | $2.0M | 0.0% | 0.3% | +6.1% |
| 20 | Noble Wealth Management PBC | 109,185 | $1.5M | 0.7% | 0.2% | +9.0% |
| 21 | Creekside Partners | 101,576 | $1.4M | 0.5% | 0.2% | +51.2% |
| 22 | OSAIC HOLDINGS, INC. | 93,230 | $1.3M | 0.0% | 0.2% | +206.5% |
| 23 | Logan Stone Capital, LLC | 90,623 | $1.3M | 0.3% | 0.2% | -71.8% |
| 24 | WEDBUSH SECURITIES INC | 81,525 | $1.1M | 0.0% | 0.2% | -6.5% |
| 25 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 77,737 | $1.1M | 0.2% | 0.2% | +4.5% |
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.