DOUBLELINE YIELD OPPORT (DLY) Institutional Ownership Changes & 13F Activity

DOUBLELINE YIELD OPPORT (DLY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Logan Stone Capital, Llc, Sit Investment Associates Inc, Raymond James Financial Inc, Ubs Group Ag, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
1607 Capital Partners, LlcBuy+33,281+10.4%354,813$4.99MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+22,95822,958$323.02KQ2 2026Sep 02, 2026
Allie Family Office LlcSell-10,000-100.0%0$0.00Q2 2026Sep 01, 2026
Corient Private Wealth LlcSell-4,690-24.9%14,151$199.10KQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-400-2.6%15,267$214.80KQ2 2026Aug 19, 2026
Logan Stone Capital, LlcSell-230,525-71.8%90,623$1.28MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-117,286-25.6%341,068$4.80MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+62,813+206.5%93,230$1.31MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+45,72445,724$643.34KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-42,191-1.7%2,405,028$33.84MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-35,548-5.0%673,695$9.48MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+20,90020,900$294.06KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+14,254+4.9%303,203$4.27MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+13,798+56.8%38,071$535.66KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+10,533+102.6%20,804$292.71KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-7,325-28.0%18,829$264.92KQ2 2026Aug 14, 2026
&PartnersSell-949-2.2%41,514$609.42KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+1+0.0%2,173$30.58KQ2 2026Aug 14, 2026
Ubs Group AgBuy+113,031+11.1%1,128,211$15.87MQ2 2026Aug 13, 2026
Penserra Capital Management LlcBuy+21,811+4.0%572,153$8.05MQ2 2026Aug 13, 2026
Morgan StanleyBuy+7,497+0.3%2,443,074$34.37MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+6,159+8.7%77,008$1.08MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-3,102-9.7%28,950$407.33KQ2 2026Aug 13, 2026
Hollencrest Capital ManagementBuy+1,0001,000$14.07KQ2 2026Aug 13, 2026
Mpwm Advisory Solutions, LlcSell-702-9.8%6,494$91.37KQ2 2026Aug 13, 2026
Sit Investment Associates IncSell-182,462-17.8%841,576$11.84MQ2 2026Aug 12, 2026
Guggenheim Capital LlcBuy+8,310+6.1%145,191$2.04MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+6,2216,221$87.09KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-3,585-5.6%60,627$853.03KQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-1,300-2.4%53,858$757.78KQ2 2026Aug 12, 2026
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Frequently asked questions about DLY activity

  • Which institutional owners are buying DLY?

    Institutional owners buying DLY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DLY activity?

    "Buy" means an investor increased their reported position in DLY compared to the prior reporting period. This reflects growing exposure to DOUBLELINE YIELD OPPORT (DLY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DLY increasing?

    Institutional interest in DLY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.