Institutional Ownership Double Line Yield Opportunities Fund (DLY)
This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,061,175
shares
|
$31.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,892,618
shares
|
$29.1 Million
0.01% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,131,885
shares
|
$17.4 Million
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
579,578
shares
|
$8.92 Million
0.0% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
520,722
shares
|
$8.01 Million
5.49% of portfolio
|
Q2 2025
Reduced 46.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
454,695
shares
|
$7 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
382,782
shares
|
$5.89 Million
0.41% of portfolio
|
Q2 2024
Reduced 36.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
299,350
shares
|
$4.61 Million
0.13% of portfolio
|
Q1 2025
Added 70.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
272,807
shares
|
$4.2 Million
0.0% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
197,706
shares
|
$3.04 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
176,405
shares
|
$2.71 Million
0.38% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
175,007
shares
|
$2.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 30.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
161,933
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
144,563
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
115,358
shares
|
$1.78 Million
0.97% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
111,508
shares
|
$1.72 Million
0.07% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
106,589
shares
|
$1.64 Million
0.43% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
104,022
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Added 795.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
97,104
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 50.5%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
92,685
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2024
Added 479.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
89,016
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Added 26.77%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
75,012
shares
|
$1.15 Million
0.06% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
72,861
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
65,720
shares
|
$1.01 Million
0.26% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
53,239
shares
|
$819,348
0.01% of portfolio
|
Q1 2025
Reduced 31.85%
|