DoubleLine Yield Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 2.42 M | $35.12 M | -0.98% | 5.05% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.37 M | $34.41 M | 20.51% | 4.95% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 1.08 M | $15.75 M | 100.00% | 2.27% |
| UBS GROUP AG | 01/29/2026 | 998.87 K | $14.52 M | -1.30% | 2.09% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 555.92 K | $8.08 M | 100.00% | 1.16% |
| ROYAL BANK OF CANADA | 02/17/2026 | 523.24 K | $7.61 M | -10.56% | 1.09% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 478.39 K | $6.96 M | 1.89% | 1.00% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 401.46 K | $5.84 M | 17.87% | 0.84% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 342.38 K | $4.98 M | 100.00% | 0.72% |
| LPL FINANCIAL LLC | 02/11/2026 | 202.33 K | $2.94 M | 26.30% | 0.42% |
| JOURNEY ADVISORY GROUP, LLC | 01/27/2026 | 196.93 K | $2.86 M | 1.86% | 0.41% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 195.66 K | $2.84 M | -14.01% | 0.41% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 185.78 K | $2.70 M | -36.96% | 0.39% |
| COHEN & STEERS, INC. | 02/13/2026 | 175.01 K | $2.55 M | 0.00% | 0.37% |
| PETTINGA FINANCIAL ADVISORS, LLC | 02/12/2026 | 173.32 K | $2.52 M | 24.40% | 0.36% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 161.11 K | $2.34 M | 100.00% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 140.33 K | $2.04 M | -10.26% | 0.29% |
| JOURNEY STRATEGIC WEALTH LLC | 02/13/2026 | 133.06 K | $1.93 M | 125.29% | 0.28% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 123.91 K | $1.93 M | 100.00% | 0.26% |
| MARIDEA WEALTH MANAGEMENT LLC | 01/08/2026 | 123.01 K | $1.79 M | -0.54% | 0.26% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 112.07 K | $1.63 M | -11.91% | 0.23% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 108.81 K | $1.58 M | 113.77% | 0.23% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 83.54 K | $1.21 M | -16.47% | 0.17% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 77.66 K | $1.13 M | -35.50% | 0.16% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 75.54 K | $1.10 M | 145.12% | 0.16% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 02/09/2026 | 72.59 K | $1.06 M | 7.14% | 0.15% |
| CREEKSIDE PARTNERS | 02/13/2026 | 69.96 K | $1.02 M | -31.26% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 63.70 K | $926.29 K | 1.85% | 0.13% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 57.92 K | $842.18 K | 22.19% | 0.12% |
| MGO ONE SEVEN LLC | 02/03/2026 | 54.56 K | $793.35 K | -13.76% | 0.11% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 54.25 K | $788.80 K | 9.05% | 0.11% |
| JANE STREET GROUP, LLC | 02/12/2026 | 53.21 K | $773.73 K | -11.15% | 0.11% |
| OPPENHEIMER & CO INC | 02/02/2026 | 51.76 K | $752.52 K | 29.86% | 0.11% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 51.29 K | $745.74 K | 100.00% | 0.11% |
| COMERICA BANK | 01/29/2026 | 47.24 K | $686.79 K | 7.06% | 0.10% |
| INVESCO LTD. | 02/19/2026 | 43.70 K | $635.37 K | 21.55% | 0.09% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 42.03 K | $611.15 K | 25.55% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 40.20 K | $584.52 K | 4.93% | 0.08% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 02/12/2026 | 40.14 K | $583.67 K | 0.00% | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 37.33 K | $542.75 K | 4.83% | 0.08% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 33.03 K | $480.19 K | 4.19% | 0.07% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 32.97 K | $479.40 K | 58.40% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 32.80 K | $476.95 K | 0.00% | 0.07% |
| PATHWAY FINANCIAL ADVISERS, LLC | 02/06/2026 | 32.66 K | $474.92 K | -8.74% | 0.07% |
| GRIDIRON PARTNERS, LLC | 01/08/2026 | 32.62 K | $474.27 K | -93.80% | 0.07% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 32.57 K | $473.58 K | 32.13% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 31.44 K | $457.12 K | 100.00% | 0.07% |
| XTX TOPCO LTD | 02/17/2026 | 25.40 K | $369.27 K | 100.00% | 0.05% |
| IFC ADVISORS LLC | 02/12/2026 | 24.12 K | $350.66 K | -11.19% | 0.05% |
| EVOKE WEALTH, LLC | 02/06/2026 | 23.00 K | $334.42 K | -72.68% | 0.05% |
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DoubleLine Yield Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 134 institutional investors and hedge funds held shares of DoubleLine Yield Opportunities Fund. The most heavily invested institutionals were:
UBS Group AG: 1.02 M
HighTower Advisors, LLC: 496,151
INDEPENDENT FINANCIAL GROUP, LLC: 225,745
Journey Advisory Group, LLC: 198,768
Pettinga Financial Advisors, LLC: 183,203
Rareview Capital LLC: 168,388
27.13% of DoubleLine Yield Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 15.08 M shares in the last 24 months. This purchase volume represents approximately $212.31 M in transactions.