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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
49,876
shares
|
$767,591
0.0% of portfolio
|
Q4 2024
Reduced 13.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,344
shares
|
$713,234
0.0% of portfolio
|
Q3 2024
Added 76.44%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
40,142
shares
|
$617,785
0.25% of portfolio
|
Q3 2024
Added 18.27%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
37,738
shares
|
$580,787
0.21% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
35,196
shares
|
$541,666
0.02% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
35,150
shares
|
$540,958
0.0% of portfolio
|
Q1 2025
Added 18.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
34,778
shares
|
$535,233
0.0% of portfolio
|
Q1 2025
Reduced 29.11%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
29,769
shares
|
$458,144
0.0% of portfolio
|
Q1 2025
Added 93.75%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
29,027
shares
|
$446,725
0.0% of portfolio
|
Q1 2025
Reduced 28.63%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
27,066
shares
|
$416,545
0.26% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
25,580
shares
|
$393,676
0.06% of portfolio
|
Q1 2025
Added 23.37%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
24,933
shares
|
$383,718
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
23,587
shares
|
$363,003
0.0% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
22,800
shares
|
$350,892
0.02% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,337
shares
|
$312,986
0.01% of portfolio
|
Q4 2024
Added 18.68%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
20,000
shares
|
$307,800
0.18% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
19,431
shares
|
$299,043
0.0% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
18,980
shares
|
$292,102
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
17,588
shares
|
$270,679
0.0% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
17,475
shares
|
$268,940
0.06% of portfolio
|
Q1 2025
Reduced 33.92%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
16,685
shares
|
$256,782
0.0% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
14,950
shares
|
$230,080
0.01% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
14,000
shares
|
$215,460
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
13,932
shares
|
$214,413
0.08% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
13,807
shares
|
$212,489
0.07% of portfolio
|
Q2 2025
Added 1.96%
|