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 86 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
62,055
shares
|
$966,816
0.02% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
61,319
shares
|
$955,350
0.0% of portfolio
|
Q2 2025
Added 45.32%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
59,504
shares
|
$927,072
0.0% of portfolio
|
Q2 2025
Reduced 42.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,344
shares
|
$722,039
0.0% of portfolio
|
Q3 2024
Added 76.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
44,365
shares
|
$691,206
0.0% of portfolio
|
Q2 2025
Added 26.22%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
40,142
shares
|
$625,412
0.24% of portfolio
|
Q3 2024
Added 18.27%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
37,561
shares
|
$585,200
0.02% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
37,394
shares
|
$582,598
0.19% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
35,599
shares
|
$554,632
0.0% of portfolio
|
Q2 2025
Reduced 63.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
35,149
shares
|
$547,621
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
32,802
shares
|
$511,055
0.0% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
32,447
shares
|
$505,524
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
30,552
shares
|
$476,000
0.0% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
29,978
shares
|
$467,057
0.06% of portfolio
|
Q2 2025
Added 17.19%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
29,816
shares
|
$464,533
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
27,883
shares
|
$434,417
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
27,066
shares
|
$421,688
0.26% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
25,535
shares
|
$397,835
0.0% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
25,354
shares
|
$395,015
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
24,933
shares
|
$388,456
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
23,784
shares
|
$370,554
0.0% of portfolio
|
Q2 2025
Added 35.23%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
20,251
shares
|
$315,510
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
20,000
shares
|
$311,600
0.14% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
19,532
shares
|
$304,308
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
19,200
shares
|
$299,136
0.0% of portfolio
|
Q2 2025
New holding
|