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DoubleLine Yield Opportunities Fund hedge fund holdings

DLYNYSE
$13.44+0.14 (+1.05%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

DLY · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-11.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252818$23.9M$13.8M78Aug 14, 2025
Q3 20254118$31.7M$23.3M87Nov 14, 2025
Q4 20253630$47.6M$24.3M97Feb 14, 2026
Q1 20262232$15.7M$14.7M92May 15, 2026
Q2 20263025$9.92M$14.5M86Aug 14, 2026

Quarterly action breakdown

Q2 2026
86 filers
New position
11
$2.46M+175K sh
Increased
19
$7.46M+530K sh
Reduced
14
-$11.3M-806K sh
Out / sold
11
-$3.17M-226K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Logan Stone Capital, LLCReduce 71.78%-$3.24M$1.28M0.27%Aug 14, 2026
Sit Investment Associates IncReduce 17.82%-$2.57M$11.8M0.22%Aug 12, 2026
Rareview Capital LLCAdded 35.27%+$926K$3.55M1.99%Jul 23, 2026
Shaker Financial Services, LLCReduce 18.86%-$516K$2.22M0.70%Jul 15, 2026
Maridea Wealth Management LLCAdded 27.01%+$514K$2.42M0.26%Aug 6, 2026
Creekside PartnersAdded 51.23%+$484K$1.43M0.52%Jul 31, 2026
1607 Capital Partners, LLCAdded 10.35%+$468K$4.99M0.43%Aug 14, 2026
Atlas Wealth LLCNew Buy+$444K$444K0.06%Jul 28, 2026
IFC Advisors LLCNew Buy+$342K$342K0.04%Aug 5, 2026
Lido Advisors, LLCNew Buy+$301K$301K0.00%Aug 7, 2026
Evoke Wealth, LLCSell 100%-$291K$00.00%Aug 10, 2026
Readystate Asset Management LPSell 100%-$236K$00.00%Aug 14, 2026
IMC-Chicago, LLCNew Buy+$235K$235K0.00%Aug 6, 2026
Independent Advisor AllianceSell 100%-$223K$00.00%Aug 12, 2026
Integrity Advisory Solutions, LLCNew Buy+$183K$183K0.02%Jul 31, 2026
Choreo, LLCNew Buy+$149K$149K0.00%Aug 4, 2026
Allie Family Office LLCSell 100%-$139K$00.00%Aug 13, 2026
Noble Wealth Management PBCAdded 9.04%+$127K$1.54M0.69%Jul 1, 2026
Guggenheim Capital LLCAdded 6.07%+$117K$2.04M0.01%Aug 12, 2026
Pettinga Financial Advisors LLCReduce 3.15%-$81.2K$2.5M0.40%Jul 9, 2026
Wedbush Securities IncReduce 6.48%-$79.5K$1.15M0.03%Jul 28, 2026
Oppenheimer & Co IncAdded 9.79%+$68.2K$765K0.01%Aug 3, 2026
Gridiron Partners, LLCAdded 15.21%+$60.8K$460K0.24%Aug 5, 2026
Closed-End Fund Advisors, Inc.Added 25.79%+$52.1K$254K0.25%Jul 27, 2026
Schwarz Dygos Wheeler Investment Advisors LLCAdded 4.52%+$47.3K$1.09M0.21%Aug 7, 2026
First Trust Advisors LPAdded 9.33%+$46.7K$547K0.00%Aug 11, 2026
Journey Advisory Group, LLCReduce 0.56%-$15.6K$2.78M0.21%Aug 4, 2026
Hollencrest Capital ManagementNew Buy+$14.1K$14.1K0.00%Aug 13, 2026
&PartnersReduce 2.23%-$13.9K$609K0.00%Aug 14, 2026
Mgo One Seven LLCReduce 3.42%-$13.5K$382K0.01%Jul 31, 2026
Aviance Capital Partners, LLCAdded 1.93%+$11.8K$624K0.06%Jul 31, 2026
Sovran Advisors, LLCAdded 5.35%+$11K$216K0.02%Jul 30, 2026
Bessemer Group IncSell 100%-$10K$00.00%Aug 12, 2026
MPWM Advisory Solutions, LLCReduce 9.76%-$9.88K$91.4K0.04%Aug 13, 2026
Independent Financial Group, LLCAdded 0.30%+$9.51K$3.19M0.06%Jul 15, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsAdded 2.20%+$3.66K$170K0.02%Jul 9, 2026
Fourth Dimension Wealth, LLCAdded 6.58%+$3.52K$57K0.02%Jul 31, 2026
Pathway Financial Advisers, LLCAdded 0.77%+$3.52K$463K0.12%Jul 30, 2026
Pinnacle Wealth Planning Services, Inc.Sell 100%-$2.2K$00.00%Aug 7, 2026
WPG Advisers, LLCSell 100%-$960$00.00%Aug 6, 2026
Redwood Park Advisors LLCAdded 0.51%+$704$137K0.09%Aug 11, 2026
Blackhawk Capital Partners, LLCReduce 0.10%-$141$145K0.05%Jul 20, 2026

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