Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / Common Shares of Beneficial Interest
-
Shares outstanding
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48.8M
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Number of holders
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71
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Total 13F shares, excl. options
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10.1M
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Shares change
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+230K
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Total reported value, excl. options
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$162M
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Value change
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+$3.75M
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Number of buys
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33
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Number of sells
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-32
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Price
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$16.10
Significant Holders of DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (DLY) as of Q1 2025
87 filings reported holding DLY - DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest as of Q1 2025.
DoubleLine Yield Opportunities Fund - Common Shares of Beneficial Interest (DLY) has 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.1M shares
of 48.8M outstanding shares and own 20.63% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (2.06M shares), WELLS FARGO & COMPANY/MN (1.89M shares), UBS Group AG (1.13M shares), LeConte Wealth Management, LLC (973K shares), ROYAL BANK OF CANADA (580K shares), HighTower Advisors, LLC (455K shares), World Investment Advisors (299K shares), RAYMOND JAMES FINANCIAL INC (273K shares), Journey Advisory Group, LLC (198K shares), and COHEN & STEERS, INC. (175K shares).
This table shows the top 71 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.