Doubleline Yield Opportuniti (DLY): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it. 1 officer or director bought in 6 months.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of DLY (all 13F filers)
- Morgan Stanley2.4 MBank or trading desk+7,497
- Wells Fargo2.4 MBank or trading desk−42 K
- UBS Group1.1 MBank or trading desk+113 K
- SIT Investment Associates842 KType not verified−182 K
- Royal Bank of Canada674 KBank or trading desk−36 K
- Penserra Capital Management572 KType not verified+22 K
- HighTower Advisors564 KWealth adviser+68 K
- 1607 Capital Partners355 KType not verified+33 K
- Raymond James Financial341 KWealth adviser−117 K
- Bank of America303 KBank or trading desk+14 K
- Shares
- 2.4 M
- Change
- +7,497
See more
- Type
- Bank or trading desk
- Value
- $34.4M
- Shares
- 2.4 M
- Change
- −42 K
See more
- Type
- Bank or trading desk
- Value
- $33.8M
- Shares
- 1.1 M
- Change
- +113 K
See more
- Type
- Bank or trading desk
- Value
- $15.9M
- Shares
- 842 K
- Change
- −182 K
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- Type
- Type not verified
- Value
- $11.8M
- Shares
- 674 K
- Change
- −36 K
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- Type
- Bank or trading desk
- Value
- $9.5M
- Shares
- 572 K
- Change
- +22 K
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- Type
- Type not verified
- Value
- $8.1M
- Shares
- 564 K
- Change
- +68 K
See more
- Type
- Wealth adviser
- Value
- $7.9M
- Shares
- 355 K
- Change
- +33 K
See more
- Type
- Type not verified
- Value
- $5.0M
- Shares
- 341 K
- Change
- −117 K
See more
- Type
- Wealth adviser
- Value
- $4.8M
- Shares
- 303 K
- Change
- +14 K
See more
- Type
- Bank or trading desk
- Value
- $4.3M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Morgan Stanley5%13Gfiling ↗Event: Sep 30, 2025 · filed: Nov 7, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗