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 98 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,439,413
shares
|
$35.7 Million
0.0% of portfolio
|
Q3 2025
Added 16.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,963,913
shares
|
$28.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,012,015
shares
|
$14.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
584,989
shares
|
$8.56 Million
0.0% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
526,146
shares
|
$7.7 Million
0.23% of portfolio
|
Q3 2025
Added 1843.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
469,509
shares
|
$6.87 Million
0.01% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
382,782
shares
|
$5.6 Million
0.41% of portfolio
|
Q2 2024
Reduced 36.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
340,593
shares
|
$4.99 Million
0.0% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
294,710
shares
|
$4.31 Million
1.58% of portfolio
|
Q3 2025
Added 253.31%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Dec 01, 2025 Q3 2025 |
285,335
shares
|
$4.18 Million
0.07% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
227,532
shares
|
$3.33 Million
0.15% of portfolio
|
Q3 2025
Added 188.41%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
193,322
shares
|
$2.83 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
191,037
shares
|
$2.8 Million
0.36% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
175,007
shares
|
$2.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
160,201
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2025
Added 72.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
156,369
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
144,563
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
139,324
shares
|
$2.04 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
127,226
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
123,684
shares
|
$1.81 Million
0.28% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
120,392
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
101,784
shares
|
$1.49 Million
0.68% of portfolio
|
Q3 2025
Reduced 12.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
100,022
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Added 43.38%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
84,185
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
74,520
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.53%
|
|