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 89 institutions that hold shares in the stock, with a total of 9.49 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
13,775
shares
|
$203,181
0.01% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
13,545
shares
|
$199,788
0.07% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
13,292
shares
|
$196,057
0.09% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
13,220
shares
|
$194,995
0.0% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
12,479
shares
|
$184,065
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
12,311
shares
|
$181,587
0.06% of portfolio
|
Q4 2024
Added 79.02%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,610
shares
|
$171,247
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,458
shares
|
$169,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
10,665
shares
|
$157,308
0.03% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
10,621
shares
|
$156,659
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
10,453
shares
|
$154,181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
9,459
shares
|
$139,520
0.0% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
7,659
shares
|
$112,970
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
7,652
shares
|
$112,867
0.04% of portfolio
|
Q2 2024
Added 50.81%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,208
shares
|
$76,818
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
4,100
shares
|
$60,475
0.01% of portfolio
|
Q4 2024
Added 57.69%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
3,942
shares
|
$58,144
0.02% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,894
shares
|
$57,436
0.0% of portfolio
|
Q4 2024
Added 564.51%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,850
shares
|
$56,787
0.02% of portfolio
|
Q1 2024
Reduced 11.49%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
3,100
shares
|
$45,725
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,167
shares
|
$31,963
0.0% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,944
shares
|
$28,674
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
1,365
shares
|
$20,133
0.0% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,083
shares
|
$15,974
0.01% of portfolio
|
Q4 2024
Reduced 31.59%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,045
shares
|
$15,413
0.01% of portfolio
|
Q4 2024
Added 129.67%
|