DOUBLELINE YIELD OPPORT (DLY) Institutional Shareholders
DOUBLELINE YIELD OPPORT (DLY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $182.42M in DLY holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of DLY tracked by InsiderSet, reporting ownership valued at approximately $34.37M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $32.71M, representing an estimated loss of -4.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed DLY value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Ubs Group Ag, and several other long-term asset managers with concentrated positions in DOUBLELINE YIELD OPPORT (DLY).
This page ranks the largest institutional DLY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
92
Total Reported Value
$182.42M
Largest Holder
Morgan Stanley
Largest Position
$34.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 2,443,074 | $34,374,052 | $32,712,761 | -$1,661,291 | -4.83% | |
| Wells Fargo & Company/Mn | 0.01% | 2,405,028 | $33,838,744 | $32,203,325 | -$1,635,419 | -4.83% | |
| Ubs Group Ag | 0.00% | 1,128,211 | $15,873,929 | $15,106,745 | -$767,184 | -4.83% | |
| Sit Investment Associates Inc | 0.22% | 841,576 | $11,841,000 | $11,268,703 | -$572,297 | -4.83% | |
| Royal Bank Of Canada | 0.00% | 673,695 | $9,480,000 | $9,020,776 | -$459,224 | -4.84% | |
| Penserra Capital Management Llc | 0.06% | 572,153 | $8,050,000 | $7,661,129 | -$388,871 | -4.83% | |
| 1607 Capital Partners, Llc | 0.43% | 354,813 | $4,992,219 | $4,750,946 | -$241,273 | -4.83% | |
| Raymond James Financial Inc | 0.00% | 341,068 | $4,798,826 | $4,566,901 | -$231,925 | -4.83% | |
| Bank Of America Corp | 0.00% | 303,203 | $4,266,073 | $4,059,888 | -$206,185 | -4.83% | |
| Lpl Financial Llc | 0.00% | 261,423 | $3,678,214 | $3,500,454 | -$177,760 | -4.83% | |
| Rareview Capital Llc | 1.99% | 227,782 | $3,551,121 | $3,050,001 | -$501,120 | -14.11% | |
| Independent Financial Group, Llc | 0.06% | 226,421 | $3,185,750 | $3,031,777 | -$153,973 | -4.83% | |
| Journey Advisory Group, Llc | 0.21% | 197,661 | $2,781,090 | $2,646,681 | -$134,409 | -4.83% | |
| Pettinga Financial Advisors Llc | 0.40% | 177,434 | $2,496,504 | $2,375,841 | -$120,663 | -4.83% | |
| Cohen & Steers, Inc. | 0.00% | 175,007 | $2,462,000 | $2,343,344 | -$118,656 | -4.82% | |
| Maridea Wealth Management Llc | 0.26% | 171,667 | $2,415,353 | $2,298,621 | -$116,732 | -4.83% | |
| Shaker Financial Services, Llc | 0.70% | 157,923 | $2,221,977 | $2,114,589 | -$107,388 | -4.83% | |
| Pathstone Holdings, Llc | 0.01% | 154,770 | $2,154,399 | $2,072,370 | -$82,029 | -3.81% | |
| Guggenheim Capital Llc | 0.01% | 145,191 | $2,042,837 | $1,944,107 | -$98,730 | -4.83% | |
| Noble Wealth Management Pbc | 0.70% | 109,185 | $1,536,233 | $1,461,987 | -$74,246 | -4.83% | |
| Creekside Partners | 0.52% | 101,576 | $1,429,168 | $1,360,103 | -$69,065 | -4.83% | |
| Osaic Holdings, Inc. | 0.00% | 93,230 | $1,311,784 | $1,248,350 | -$63,434 | -4.84% | |
| Logan Stone Capital, Llc | 0.27% | 90,623 | $1,275,066 | $1,213,442 | -$61,624 | -4.83% | |
| Journey Strategic Wealth Llc | 0.03% | 89,111 | $1,240,419 | $1,193,196 | -$47,223 | -3.81% | |
| Wedbush Securities Inc | 0.03% | 81,525 | $1,147,000 | $1,091,620 | -$55,380 | -4.83% | |
| Schwarz Dygos Wheeler Investment Advisors Llc | 0.21% | 77,737 | $1,093,768 | $1,040,898 | -$52,870 | -4.83% | |
| Sanctuary Advisors, Llc | 0.01% | 77,008 | $1,083,508 | $1,031,137 | -$52,371 | -4.83% | |
| Stifel Financial Corp | 0.00% | 60,627 | $853,034 | $811,796 | -$41,238 | -4.83% | |
| Oppenheimer & Co Inc | 0.01% | 54,405 | $765,478 | $728,483 | -$36,995 | -4.83% | |
| Newedge Advisors, Llc | 0.00% | 53,858 | $757,782 | $721,159 | -$36,623 | -4.83% | |
| Fifth Third Bancorp | 0.00% | 47,307 | $665,610 | $633,441 | -$32,169 | -4.83% | |
| Invesco Ltd. | 0.00% | 45,724 | $643,337 | $612,244 | -$31,093 | -4.83% | |
| Aviance Capital Partners, Llc | 0.06% | 44,367 | $624,242 | $594,074 | -$30,168 | -4.83% | |
| &Partners | 0.00% | 41,514 | $609,424 | $555,872 | -$53,552 | -8.79% | |
| Robinson Capital Management, Llc | 0.26% | 42,032 | $591,390 | $562,808 | -$28,582 | -4.83% | |
| Walled Lake Planning & Wealth Management, Llc | 0.14% | 40,142 | $564,798 | $537,501 | -$27,297 | -4.83% | |
| First Trust Advisors Lp | 0.00% | 38,860 | $546,760 | $520,335 | -$26,425 | -4.83% | |
| Cetera Investment Advisers | 0.00% | 38,208 | $537,584 | $511,605 | -$25,979 | -4.83% | |
| Captrust Financial Advisors | 0.00% | 38,128 | $536,461 | $510,534 | -$25,927 | -4.83% | |
| Jane Street Group, Llc | 0.00% | 38,071 | $535,659 | $509,771 | -$25,888 | -4.83% | |
| Pathway Financial Advisers, Llc | 0.12% | 32,888 | $462,727 | $440,370 | -$22,357 | -4.83% | |
| Gridiron Partners, Llc | 0.24% | 32,714 | $460,286 | $438,040 | -$22,246 | -4.83% | |
| Atlas Wealth Llc | 0.06% | 31,526 | $443,571 | $422,133 | -$21,438 | -4.83% | |
| Rockefeller Capital Management L.P. | 0.00% | 28,950 | $407,327 | $387,641 | -$19,687 | -4.83% | |
| Mgo One Seven Llc | 0.01% | 27,143 | $381,902 | $363,445 | -$18,457 | -4.83% | |
| Envestnet Asset Management Inc | 0.00% | 25,134 | $353,642 | $336,544 | -$17,098 | -4.83% | |
| Ifc Advisors Llc | 0.04% | 24,280 | $341,620 | $325,109 | -$16,511 | -4.83% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 20,843 | $335,576 | $279,088 | -$56,488 | -16.83% | |
| Citadel Advisors Llc | 0.00% | 22,958 | $323,019 | $307,408 | -$15,611 | -4.83% | |
| Lido Advisors, Llc | 0.00% | 21,367 | $300,634 | $286,104 | -$14,530 | -4.83% |
Frequently asked questions about DLY
Who owns the most DLY stock?
The largest holders of DLY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DOUBLELINE YIELD OPPORT (DLY).
Is DLY widely held by superinvestors?
Many widely followed stocks like DLY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DLY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.