DLYDOUBLELINE YIELD OPPORTUNITI
CUSIP 25862D105 · Yahoo Finance ↗ · Google Finance ↗
Doubleline Yield Opportuniti (DLY) has 94 institutional holders in Filings Flow’s 13F database, together reporting 13.73M shares worth $166M as of Q1 2026. The largest reported holders are Morgan Stanley, Wells Fargo & Company/Mn, and Ubs Group AG.
Institutional Holders
94
Q1 2026
Reported Value
$166M
Ticker
DLY
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Rareview Capital LLC$171M AUM | 1.54% | $3M | 168.4K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 1.24% | $4M | 321.1K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.94% | $3M | 194.6K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.69% | $2M | 109.2K | Q2 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 0.40% | $2M | 177.4K | Q2 2026 |
| Creekside Partners$243M AUM | 0.38% | $934,976 | 67.2K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.36% | $3M | 191.0K | Q3 2025OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.32% | $4M | 321.5K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.27% | $2M | 135.2K | Q1 2026OLDER |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 0.25% | $599,797 | 42.0K | Q1 2026OLDER |
| Gridiron Partners, LLC$164M AUM | 0.24% | $395,272 | 28.4K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.24% | $3M | 198.8K | Q1 2026OLDER |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM | 0.21% | $1M | 74.4K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.16% | $558,777 | 40.1K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 0.13% | $274,001 | 19.7K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.13% | $454,319 | 32.6K | Q1 2026OLDER |
| DKM Wealth Management, Inc.$139M AUM | 0.11% | $153,485 | 10.6K | Q4 2025OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.11% | $189,270 | 13.6K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.10% | $2M | 146.1K | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.09% | $135,230 | 9.7K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.07% | $605,862 | 43.5K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.06% | $139,200 | 10.0K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.06% | $3M | 226.4K | Q2 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.05% | $100,170 | 7.2K | Q1 2026OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 0.05% | $144,072 | 10.3K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 0.05% | $350,661 | 24.1K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.05% | $745,742 | 51.3K | Q4 2025OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.05% | $4M | 285.3K | Q3 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.05% | $115,154 | 7.6K | Q3 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.04% | $1M | 74.5K | Q3 2025OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.04% | $250,560 | 18.0K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.03% | $1M | 89.1K | Q1 2026OLDER |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.02% | $277,801 | 20.0K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.02% | $52,896 | 3.8K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.02% | $169,770 | 12.1K | Q2 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.02% | $184,440 | 13.3K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $210,654 | 14.8K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $2M | 136.9K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.01% | $277,170 | 18.4K | Q3 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $527,880 | 35.0K | Q3 2025OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.01% | $235,847 | 16.9K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.01% | $14,540 | 1.0K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 154.8K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $689,806 | 49.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $391,208 | 28.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $7M | 496.2K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $154,001 | 10.2K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $183,396 | 13.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $34M | 2.45M | Q2 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $194,880 | 14.0K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.01% | $34,800 | 2.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $986,225 | 70.8K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $290,928 | 20.9K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $226,049 | 15.0K | Q3 2025OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $15,759 | 1.0K | Q3 2025OLDER |
| Westend Capital Management, LLC$333M AUM | 0.00% | $13,266 | 953 | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $254,450 | 17.5K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $591,091 | 42.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $767,799 | 55.2K | Q2 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $686,790 | 47.2K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $142,972 | 10.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $222,999 | 16.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14M | 1.02M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $35M | 2.42M | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $21,614 | 1.5K | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $31,867 | 2.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 458.4K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $27,061 | 1.9K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $473,582 | 32.6K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 709.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $37,846 | 2.6K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $694,331 | 49.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $267,192 | 19.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 294.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $30,234 | 2.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $530,742 | 38.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $241,461 | 17.3K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $4,221 | 300 | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $893,814 | 64.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $446,168 | 32.1K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $6,960 | 500 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $960 | 69 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $46,771 | 3.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $423,398 | 30.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $518,772 | 37.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $56,449 | 4.1K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $327,150 | 22.5K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $22,086 | 1.5K | Q4 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $9,466 | 680 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $494,758 | 35.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $218,080 | 15.7K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $250,597 | 17.2K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 288.9K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $155,665 | 10.7K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $2,199 | 158 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $152,520 | 11.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $145,400 | 10.0K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $7,113 | 511 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $149,028 | 10.7K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $8,724 | 600 | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $6,264 | 450 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $631,383 | 45.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $314,966 | 22.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $4,524 | 325 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $337,880 | 24.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $364,064 | 26.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $5,360 | 385 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $262 | 18.8K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $381 | 27 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.