Who Owns DOUBLELINE YIELD OPPORTUNITIES (DLY)? -- Institutional Holders (2026-06-30)
105 institutions reported holding $187.4M of DOUBLELINE YIELD OPPORTUNITIES (DLY) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($34.4M), WELLS FARGO & COMPANY/MN ($33.8M), UBS Group AG ($15.9M), SIT INVESTMENT ASSOCIATES INC ($11.8M), Royal Bank of Canada ($9.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $34.4M | 2.4M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $33.8M | 2.4M | Trimmed |
| 3 | UBS Group AG | $15.9M | 1.1M | Added |
| 4 | SIT INVESTMENT ASSOCIATES INC | $11.8M | 841,576 | Trimmed |
| 5 | Royal Bank of Canada | $9.5M | 673,695 | Trimmed |
| 6 | Penserra Capital Management LLC | $8.1M | 572,153 | Added |
| 7 | HighTower Advisors, LLC | $7.9M | 564,166 | Added |
| 8 | 1607 Capital Partners, LLC | $5.0M | 354,813 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $4.8M | 341,068 | Trimmed |
| 10 | BANK OF AMERICA CORP /DE/ | $4.3M | 303,203 | Added |
| 11 | LPL Financial LLC | $3.7M | 261,423 | Trimmed |
| 12 | Rareview Capital LLC | $3.6M | 227,782 | Added |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $3.2M | 226,421 | Added |
| 14 | Journey Advisory Group, LLC | $2.8M | 197,661 | Trimmed |
| 15 | Pettinga Financial Advisors LLC | $2.5M | 177,434 | Trimmed |
| 16 | COHEN & STEERS, INC. | $2.5M | 175,007 | Hold |
| 17 | Maridea Wealth Management LLC | $2.4M | 171,667 | Added |
| 18 | Shaker Financial Services, LLC | $2.2M | 157,923 | Trimmed |
| 19 | GUGGENHEIM CAPITAL LLC | $2.0M | 145,191 | Added |
| 20 | Noble Wealth Management PBC | $1.5M | 109,185 | Added |
| 21 | Creekside Partners | $1.4M | 101,576 | Added |
| 22 | OSAIC HOLDINGS, INC. | $1.3M | 93,230 | Added |
| 23 | Logan Stone Capital, LLC | $1.3M | 90,623 | Trimmed |
| 24 | WEDBUSH SECURITIES INC | $1.1M | 81,525 | Trimmed |
| 25 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $1.1M | 77,737 | Added |
Source: SEC Form 13F filings · as of 2026-06-30