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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
13,775
shares
|
$211,997
0.01% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
13,545
shares
|
$208,457
0.14% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
12,759
shares
|
$196,361
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
12,517
shares
|
$192,636
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
12,479
shares
|
$192,051
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
11,799
shares
|
$181,586
0.09% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
10,807
shares
|
$166,319
0.03% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
10,697
shares
|
$164,626
0.12% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,459
shares
|
$145,574
0.0% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
8,452
shares
|
$130,076
0.11% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
7,652
shares
|
$117,764
0.04% of portfolio
|
Q2 2024
Added 50.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,966
shares
|
$107,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,822
shares
|
$104,990
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
4,100
shares
|
$63,099
0.01% of portfolio
|
Q4 2024
Added 57.69%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,850
shares
|
$59,251
0.02% of portfolio
|
Q1 2024
Reduced 11.49%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,753
shares
|
$57,758
0.02% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
3,100
shares
|
$47,709
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,168
shares
|
$33,365
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,000
shares
|
$30,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,944
shares
|
$29,918
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,396
shares
|
$21,484
0.0% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,045
shares
|
$16,082
0.01% of portfolio
|
Q4 2024
Added 129.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$15,390
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
726
shares
|
$11,173
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
680
shares
|
$10,465
0.0% of portfolio
|
Q4 2024
New holding
|