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 |
|---|---|---|---|---|---|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
24,651
shares
|
$360,890
0.0% of portfolio
|
Q3 2025
Added 21.73%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
24,000
shares
|
$351,360
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
22,220
shares
|
$325,300
0.0% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
20,815
shares
|
$304,731
0.0% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$292,800
0.13% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
19,898
shares
|
$291,306
0.0% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
18,841
shares
|
$275,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
18,380
shares
|
$269,083
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
18,226
shares
|
$266,828
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
18,000
shares
|
$263,520
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
17,500
shares
|
$256,200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,243
shares
|
$223,157
0.0% of portfolio
|
Q3 2025
Reduced 20.61%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
14,990
shares
|
$219,453
0.0% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
14,317
shares
|
$209,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
14,000
shares
|
$204,960
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
13,775
shares
|
$201,666
0.01% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
13,518
shares
|
$197,903
0.12% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,815
shares
|
$187,611
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
12,815
shares
|
$187,611
0.0% of portfolio
|
Q3 2025
Added 35.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
11,401
shares
|
$166,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
11,320
shares
|
$165,724
0.02% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
10,718
shares
|
$156,911
0.11% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,521
shares
|
$154,027
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
10,397
shares
|
$152,212
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
10,212
shares
|
$149,503
0.01% of portfolio
|
Q3 2025
New holding
|
|