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 79 institutions that hold shares in the stock, with a total of 9.78 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
39,427
shares
|
$624,129
0.0% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
27,525
shares
|
$435,720
0.11% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
27,066
shares
|
$428,454
0.27% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
26,613
shares
|
$421,283
0.02% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
24,933
shares
|
$394,689
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
23,563
shares
|
$373,002
0.0% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
22,800
shares
|
$360,924
0.02% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
20,000
shares
|
$316,600
0.18% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
19,085
shares
|
$302,115
0.04% of portfolio
|
Q3 2024
Reduced 18.25%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
18,559
shares
|
$293,788
0.0% of portfolio
|
Q3 2024
Reduced 34.6%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
17,330
shares
|
$274,333
0.01% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
17,136
shares
|
$271,262
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
16,915
shares
|
$267,764
0.0% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
16,691
shares
|
$264,218
0.0% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
15,685
shares
|
$248,293
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
15,450
shares
|
$244,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
15,365
shares
|
$243,227
0.0% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
15,177
shares
|
$240,251
0.0% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
14,815
shares
|
$234,521
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
14,000
shares
|
$221,620
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
13,775
shares
|
$218,058
0.02% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
13,545
shares
|
$214,417
0.08% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
13,420
shares
|
$212,438
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
12,982
shares
|
$205,505
0.07% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
12,517
shares
|
$198,144
0.04% of portfolio
|
Q3 2024
New holding
|