DLY Institutional Ownership & Shareholders
DOUBLELINE YIELD OPPORT (DLY) is currently held by 95 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $182.20M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $32.30M, representing an estimated loss of -6.04% 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
95
Total Reported Value
$182.20M
Largest Holder
Morgan Stanley
Largest Position
$34.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
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 | $32,297,438 | -$2,076,614 | -6.04% | |
| Wells Fargo & Company/Mn | 0.01% | 2,405,028 | $33,838,744 | $31,794,470 | -$2,044,274 | -6.04% | |
| Ubs Group Ag | 0.00% | 1,128,211 | $15,873,929 | $14,914,949 | -$958,980 | -6.04% | |
| Sit Investment Associates Inc | 0.22% | 841,576 | $11,841,000 | $11,125,635 | -$715,365 | -6.04% | |
| Royal Bank Of Canada | 0.00% | 673,695 | $9,480,000 | $8,906,248 | -$573,752 | -6.05% | |
| Penserra Capital Management Llc | 0.06% | 572,153 | $8,050,000 | $7,563,863 | -$486,137 | -6.04% | |
| 1607 Capital Partners, Llc | 0.43% | 354,813 | $4,992,219 | $4,690,628 | -$301,591 | -6.04% | |
| Raymond James Financial Inc | 0.00% | 341,068 | $4,798,826 | $4,508,919 | -$289,907 | -6.04% | |
| Bank Of America Corp | 0.00% | 303,203 | $4,266,073 | $4,008,344 | -$257,729 | -6.04% | |
| Lpl Financial Llc | 0.00% | 261,423 | $3,678,214 | $3,456,012 | -$222,202 | -6.04% | |
| Rareview Capital Llc | 1.99% | 227,782 | $3,551,121 | $3,011,278 | -$539,843 | -15.20% | |
| Independent Financial Group, Llc | 0.05% | 210,885 | $2,819,537 | $2,787,900 | -$31,637 | -1.12% | |
| Journey Advisory Group, Llc | 0.21% | 197,661 | $2,781,090 | $2,613,078 | -$168,012 | -6.04% | |
| Cohen & Steers, Inc. | 0.00% | 175,007 | $2,462,000 | $2,313,593 | -$148,407 | -6.03% | |
| Maridea Wealth Management Llc | 0.26% | 171,667 | $2,415,353 | $2,269,438 | -$145,915 | -6.04% | |
| Pettinga Financial Advisors Llc | 0.38% | 172,040 | $2,300,169 | $2,274,369 | -$25,800 | -1.12% | |
| Shaker Financial Services, Llc | 0.75% | 170,675 | $2,281,925 | $2,256,324 | -$25,602 | -1.12% | |
| Pathstone Holdings, Llc | 0.01% | 154,770 | $2,154,399 | $2,046,059 | -$108,340 | -5.03% | |
| Guggenheim Capital Llc | 0.01% | 145,191 | $2,042,837 | $1,919,425 | -$123,412 | -6.04% | |
| Sovran Advisors, Llc | 0.14% | 148,769 | $1,977,150 | $1,966,726 | -$10,424 | -0.53% | |
| Noble Wealth Management Pbc | 0.72% | 117,405 | $1,569,705 | $1,552,094 | -$17,611 | -1.12% | |
| Creekside Partners | 0.52% | 101,576 | $1,429,168 | $1,342,835 | -$86,333 | -6.04% | |
| Osaic Holdings, Inc. | 0.00% | 93,230 | $1,311,784 | $1,232,501 | -$79,283 | -6.04% | |
| Logan Stone Capital, Llc | 0.27% | 90,623 | $1,275,066 | $1,198,036 | -$77,030 | -6.04% | |
| Journey Strategic Wealth Llc | 0.03% | 89,111 | $1,240,419 | $1,178,047 | -$62,372 | -5.03% | |
| Schwarz Dygos Wheeler Investment Advisors Llc | 0.21% | 77,737 | $1,093,768 | $1,027,683 | -$66,085 | -6.04% | |
| Sanctuary Advisors, Llc | 0.01% | 77,008 | $1,083,508 | $1,018,046 | -$65,462 | -6.04% | |
| Stifel Financial Corp | 0.00% | 60,627 | $853,034 | $801,489 | -$51,545 | -6.04% | |
| Newedge Advisors, Llc | 0.00% | 53,858 | $757,782 | $712,003 | -$45,779 | -6.04% | |
| Fifth Third Bancorp | 0.00% | 47,307 | $665,610 | $625,399 | -$40,211 | -6.04% | |
| Invesco Ltd. | 0.00% | 45,724 | $643,337 | $604,471 | -$38,866 | -6.04% | |
| &Partners | 0.00% | 41,514 | $609,424 | $548,815 | -$60,609 | -9.95% | |
| Robinson Capital Management, Llc | 0.26% | 42,032 | $591,390 | $555,663 | -$35,727 | -6.04% | |
| First Trust Advisors Lp | 0.00% | 38,860 | $546,760 | $513,729 | -$33,031 | -6.04% | |
| Cetera Investment Advisers | 0.00% | 38,208 | $537,584 | $505,110 | -$32,474 | -6.04% | |
| Walled Lake Planning & Wealth Management, Llc | 0.13% | 40,142 | $536,699 | $530,677 | -$6,022 | -1.12% | |
| Captrust Financial Advisors | 0.00% | 38,128 | $536,461 | $504,052 | -$32,409 | -6.04% | |
| Jane Street Group, Llc | 0.00% | 38,071 | $535,659 | $503,299 | -$32,360 | -6.04% | |
| Aviance Capital Partners, Llc | 0.05% | 39,041 | $521,974 | $516,122 | -$5,852 | -1.12% | |
| Oppenheimer & Co Inc | 0.00% | 35,155 | $470,022 | $464,749 | -$5,273 | -1.12% | |
| Pathway Financial Advisers, Llc | 0.11% | 33,812 | $452,062 | $446,995 | -$5,067 | -1.12% | |
| Atlas Wealth Llc | 0.06% | 31,526 | $443,571 | $416,774 | -$26,797 | -6.04% | |
| Gridiron Partners, Llc | 0.22% | 32,714 | $437,386 | $432,479 | -$4,907 | -1.12% | |
| Rockefeller Capital Management L.P. | 0.00% | 28,950 | $407,327 | $382,719 | -$24,608 | -6.04% | |
| Envestnet Asset Management Inc | 0.00% | 25,134 | $353,642 | $332,271 | -$21,371 | -6.04% | |
| Ifc Advisors Llc | 0.04% | 24,280 | $341,620 | $320,982 | -$20,638 | -6.04% | |
| Mgo One Seven Llc | 0.01% | 24,191 | $323,434 | $319,805 | -$3,629 | -1.12% | |
| Integrated Capital Management, Inc. | 0.23% | 24,163 | $323,059 | $319,435 | -$3,624 | -1.12% | |
| Citadel Advisors Llc | 0.00% | 22,958 | $323,019 | $303,505 | -$19,514 | -6.04% | |
| Lido Advisors, Llc | 0.00% | 21,367 | $300,634 | $282,472 | -$18,162 | -6.04% |
Frequently asked questions about DLY
Who are the largest institutional holders of DLY?
The largest institutional holders of DLY reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Ubs Group Ag, Sit Investment Associates Inc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported DLY position.
What is DLY institutional ownership?
This page tracks DLY positions reported by institutional investment managers through SEC Form 13F. DOUBLELINE YIELD OPPORT (DLY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DLY?
InsiderSet currently tracks 95 institutional managers reporting DLY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DLY shareholders.
How much DLY stock do institutions own?
Institutional investment managers disclosed approximately $182.20M in DLY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DLY institutional ownership last updated?
The latest DLY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DLY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DLY position after the reporting date.
Are institutions buying or selling DLY?
Institutional buying and selling can be analyzed by comparing DLY positions across consecutive 13F reporting periods. InsiderSet's DLY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DLY ownership changes.
How has DLY institutional ownership changed over time?
InsiderSet tracks DLY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.