DoubleLine Yield Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 2.44 M | $34.37 M | 0.31% | 5.11% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.41 M | $33.84 M | -1.72% | 5.03% |
| UBS GROUP AG | 08/13/2026 | 1.13 M | $15.87 M | 11.13% | 2.36% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 841.58 K | $11.84 M | -17.82% | 1.76% |
| ROYAL BANK OF CANADA | 08/14/2026 | 673.70 K | $9.48 M | -5.01% | 1.41% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 572.15 K | $8.05 M | 3.96% | 1.20% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 564.17 K | $7.94 M | 13.71% | 1.18% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 354.81 K | $4.99 M | 10.35% | 0.74% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 341.07 K | $4.80 M | -25.59% | 0.71% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 303.20 K | $4.27 M | 4.93% | 0.63% |
| LPL FINANCIAL LLC | 08/07/2026 | 261.42 K | $3.68 M | -11.22% | 0.55% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 227.78 K | $3.55 M | 35.27% | 0.48% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 226.42 K | $3.19 M | 0.30% | 0.47% |
| JOURNEY ADVISORY GROUP, LLC | 08/04/2026 | 197.66 K | $2.78 M | -0.56% | 0.41% |
| PETTINGA FINANCIAL ADVISORS, LLC | 07/09/2026 | 177.43 K | $2.50 M | -3.15% | 0.37% |
| COHEN & STEERS, INC. | 08/14/2026 | 175.01 K | $2.46 M | 0.00% | 0.37% |
| MARIDEA WEALTH MANAGEMENT LLC | 08/06/2026 | 171.67 K | $2.42 M | 27.01% | 0.36% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 157.92 K | $2.22 M | -18.86% | 0.33% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 145.19 K | $2.04 M | 6.07% | 0.30% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 109.19 K | $1.54 M | 9.04% | 0.23% |
| CREEKSIDE PARTNERS | 07/31/2026 | 101.58 K | $1.43 M | 51.23% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 93.23 K | $1.31 M | 206.51% | 0.20% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 90.62 K | $1.28 M | -71.78% | 0.19% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 81.53 K | $1.15 M | -6.48% | 0.17% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 08/07/2026 | 77.74 K | $1.09 M | 4.52% | 0.16% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 77.01 K | $1.08 M | 8.69% | 0.16% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 60.75 K | $854.68 K | -60.75% | 0.13% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 60.63 K | $853.03 K | -5.58% | 0.13% |
| OPPENHEIMER & CO INC | 08/03/2026 | 54.41 K | $765.48 K | 9.79% | 0.11% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 53.86 K | $757.78 K | -2.36% | 0.11% |
| FIFTH THIRD BANCORP | 08/05/2026 | 47.31 K | $665.61 K | -5.16% | 0.10% |
| INVESCO LTD. | 08/14/2026 | 45.72 K | $643.34 K | 0.81% | 0.10% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 44.37 K | $624.24 K | 1.93% | 0.09% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 42.03 K | $591.39 K | 0.00% | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 41.51 K | $609.42 K | -2.23% | 0.09% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 07/20/2026 | 40.14 K | $564.80 K | 0.00% | 0.08% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 38.86 K | $546.76 K | 9.33% | 0.08% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 38.21 K | $537.58 K | 2.52% | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 38.13 K | $536.46 K | 0.00% | 0.08% |
| JANE STREET GROUP, LLC | 08/14/2026 | 38.07 K | $535.66 K | 56.85% | 0.08% |
| PATHWAY FINANCIAL ADVISERS, LLC | 07/30/2026 | 32.89 K | $462.73 K | 0.77% | 0.07% |
| GRIDIRON PARTNERS, LLC | 08/05/2026 | 32.71 K | $460.29 K | 15.21% | 0.07% |
| ATLAS WEALTH LLC | 07/28/2026 | 31.53 K | $443.57 K | 100.00% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 28.95 K | $407.33 K | -9.68% | 0.06% |
| MGO ONE SEVEN LLC | 07/31/2026 | 27.14 K | $381.90 K | -3.42% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 25.13 K | $353.64 K | 11.08% | 0.05% |
| IFC ADVISORS LLC | 08/05/2026 | 24.28 K | $341.62 K | 100.00% | 0.05% |
| CITADEL ADVISORS LLC | 09/02/2026 | 22.96 K | $323.02 K | 100.00% | 0.05% |
| LIDO ADVISORS, LLC | 08/07/2026 | 21.37 K | $300.63 K | 100.00% | 0.04% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 21.00 K | $295.00 K | -6.67% | 0.04% |
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DoubleLine Yield Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 128 institutional investors and hedge funds held shares of DoubleLine Yield Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.44 M
WELLS FARGO & COMPANY/MN: 2.41 M
UBS Group AG: 1.13 M
SIT INVESTMENT ASSOCIATES INC: 841,576
ROYAL BANK OF CANADA: 673,695
Penserra Capital Management LLC: 572,153
27.82% of DoubleLine Yield Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.54 M shares in the last 24 months. This purchase volume represents approximately $204.70 M in transactions.