DoubleLine Yield Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.45 M | $34.07 M | 3.40% | 5.12% |
| MORGAN STANLEY | 05/15/2026 | 2.44 M | $33.90 M | 0.83% | 5.10% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 1.02 M | $14.26 M | -5.46% | 2.14% |
| UBS GROUP AG | 05/05/2026 | 1.02 M | $14.13 M | 1.63% | 2.12% |
| ROYAL BANK OF CANADA | 05/15/2026 | 709.24 K | $9.87 M | 35.55% | 1.48% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 550.34 K | $7.66 M | 100.00% | 1.15% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 496.15 K | $6.91 M | 3.71% | 1.04% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 458.35 K | $6.38 M | 14.17% | 0.96% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 321.53 K | $4.48 M | 99.57% | 0.67% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 321.15 K | $4.47 M | -6.20% | 0.67% |
| LPL FINANCIAL LLC | 05/06/2026 | 294.47 K | $4.10 M | 45.54% | 0.62% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 288.95 K | $4.02 M | 105.90% | 0.60% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 225.75 K | $3.14 M | 1.07% | 0.47% |
| JOURNEY ADVISORY GROUP, LLC | 05/05/2026 | 198.77 K | $2.77 M | 0.94% | 0.42% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 194.63 K | $2.71 M | 4.76% | 0.41% |
| PETTINGA FINANCIAL ADVISORS, LLC | 04/13/2026 | 183.20 K | $2.55 M | 5.70% | 0.38% |
| COHEN & STEERS, INC. | 05/15/2026 | 175.01 K | $2.44 M | 0.00% | 0.37% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 168.39 K | $2.63 M | 35.89% | 0.35% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 154.77 K | $2.15 M | 100.00% | 0.32% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 146.14 K | $2.03 M | -73.71% | 0.31% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 136.88 K | $1.91 M | 81.20% | 0.29% |
| MARIDEA WEALTH MANAGEMENT LLC | 04/21/2026 | 135.16 K | $1.88 M | 9.87% | 0.28% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 100.14 K | $1.39 M | -7.97% | 0.21% |
| JOURNEY STRATEGIC WEALTH LLC | 04/15/2026 | 89.11 K | $1.24 M | -33.03% | 0.19% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 87.17 K | $1.21 M | -22.21% | 0.18% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 05/08/2026 | 74.38 K | $1.04 M | 2.46% | 0.16% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 70.85 K | $986.23 K | 22.32% | 0.15% |
| CREEKSIDE PARTNERS | 04/22/2026 | 67.17 K | $934.98 K | -4.00% | 0.14% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 64.21 K | $893.81 K | -23.14% | 0.13% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 55.16 K | $767.80 K | 1.67% | 0.12% |
| FIFTH THIRD BANCORP | 05/01/2026 | 49.88 K | $694.33 K | 100.00% | 0.10% |
| OPPENHEIMER & CO INC | 04/24/2026 | 49.56 K | $689.81 K | -4.25% | 0.10% |
| INVESCO LTD. | 05/12/2026 | 45.36 K | $631.38 K | 3.80% | 0.09% |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 43.53 K | $605.86 K | 31.79% | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 42.46 K | $591.09 K | -45.32% | 0.09% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 42.03 K | $599.80 K | 0.00% | 0.09% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 04/30/2026 | 40.14 K | $558.78 K | 0.00% | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 38.13 K | $530.74 K | 2.14% | 0.08% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 37.27 K | $518.77 K | -7.30% | 0.08% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 35.54 K | $494.76 K | 7.80% | 0.07% |
| PATHWAY FINANCIAL ADVISERS, LLC | 04/23/2026 | 32.64 K | $454.32 K | -0.08% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 32.05 K | $446.17 K | -2.29% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 30.42 K | $423.40 K | -52.25% | 0.06% |
| GRIDIRON PARTNERS, LLC | 04/13/2026 | 28.40 K | $395.27 K | -12.94% | 0.06% |
| MGO ONE SEVEN LLC | 05/14/2026 | 28.10 K | $391.21 K | -48.49% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 26.15 K | $364.06 K | -16.81% | 0.05% |
| JANE STREET GROUP, LLC | 05/12/2026 | 24.27 K | $337.88 K | -54.39% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 22.63 K | $314.97 K | 2.92% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 22.50 K | $313.00 K | 0.00% | 0.05% |
| EVOKE WEALTH, LLC | 05/15/2026 | 20.90 K | $290.93 K | -9.13% | 0.04% |
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DoubleLine Yield Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 126 institutional investors and hedge funds held shares of DoubleLine Yield Opportunities Fund. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 2.45 M
MORGAN STANLEY: 2.44 M
SIT INVESTMENT ASSOCIATES INC: 1.02 M
UBS Group AG: 1.02 M
ROYAL BANK OF CANADA: 709,243
Penserra Capital Management LLC: 550,342
28.77% of DoubleLine Yield Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.87 M shares in the last 24 months. This purchase volume represents approximately $209.32 M in transactions.