$DLY

$13.02 -$0.09 (0.69%) Close

$DLY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 48.5M shares outstanding

Who owns DLY?

By type of holder

Institutions 27.3% Insiders 0.0% Everyone else 72.7%

Concentration Top 10 holders own 19.4%

Wells Fargo & Company/mn 5.0% · Morgan Stanley 5.0%

Institutional ownership

27.3%

-1.0 pts vs last qtr

Institutional holders

-6 vs last qtr

Net shares bought

−478.8K

by institutions in Q2 2026

New / sold out

11 / 17

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

UBS Group AG +113.0K
HighTower Advisors, LLC +68.0K

Biggest sellers in Q2 2026

Logan Stone Capital, LLC −230.5K
Sit Investment Associates Inc −182.5K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for DoubleLine Yield Opportunities Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for DoubleLine Yield Opportunities Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years58% 3–5 years8% 1–3 years11% Under 1 year23%

Quarterly turnover

6.9%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting DLY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
WF Wells Fargo & Company/mn	2.4M	4.95%	−42.2K (−1.7%)	≤2021	0.0%
Shares held by quarter Peak holding2.4M (Q1'26) Change over 8 quarters+798.0K Share of the company4.950% Wells Fargo & Company/mn's full portfolio →
MS Morgan Stanley	2.4M	5.03%	+7.5K (+0.3%)	≤2021	0.0%
Shares held by quarter Peak holding2.4M (Q2'26) Change over 8 quarters+278.4K Share of the company5.030% Morgan Stanley's full portfolio →

Wells Fargo & Company/mn

2.4M

% of company

4.95%

Change vs last qtr

−42.2K (−1.7%)

Held since

≤2021

Morgan Stanley

2.4M

% of company

5.03%

Change vs last qtr

+7.5K (+0.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding DoubleLine Yield Opportunities Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting DLY on Form N-PORT; together they hold 2.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AC Amplify CEF High Income ETF Amplify ETF Trust	$8.01M	569.4K	1.17%	1.11%	June 30, 2026
RD Rareview Dynamic Fixed Income ETF Collaborative Investment Series Trust	$3.2M	227.8K	0.47%	3.84%	June 30, 2026

Amplify CEF High Income ETF

Amplify ETF Trust

Position value

$8.01M

% of company

1.17%

% of the fund

1.11%

As of

June 30, 2026

Rareview Dynamic Fixed Income ETF

Collaborative Investment Series Trust

Position value

$3.2M

% of company

0.47%

% of the fund

3.84%

As of

June 30, 2026

7 more funds behind a free account

See every fund holding DoubleLine Yield Opportunities Fund and how much of the fund the position is.

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