DaveManuel.com · Institutional Ownership · Who Owns It
DOUBLELINE YIELD OPPORTUNITI (DLY)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
90
Reporting holders
$187.6M
Reported value
0.0%
Calls
0.0%
Puts
-5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $34.4M | 2,443,074 | 0.00% | 26q | HELD |
| WELLS FARGO & COMPANY/MN | $33.8M | 2,405,028 | 0.01% | 26q | -1.7%-$593.6K |
| UBS Group AG | $15.9M | 1,128,211 | 0.00% | 26q | +11.1%+$1.6M |
| SIT INVESTMENT ASSOCIATES INC | $11.8M | 841,576 | 0.22% | 3q | -17.8%-$2.6M |
| ROYAL BANK OF CANADA | $9.5M | 673,695 | 0.00% | 26q | -5.0%-$500.2K |
| Penserra Capital Management LLC | $8.1M | 572,153 | 0.06% | 2q | +4.0%+$306.9K |
| HighTower Advisors, LLC | $7.9M | 564,166 | 0.01% | 17q | +13.7%+$957.0K |
| 1607 Capital Partners, LLC | $5.0M | 354,813 | 0.43% | 3q | +10.4%+$468.3K |
| RAYMOND JAMES FINANCIAL INC | $4.8M | 341,068 | 0.00% | 7q | -25.6%-$1.7M |
| BANK OF AMERICA CORP /DE/ | $4.3M | 303,203 | 0.00% | 26q | +4.9%+$200.6K |
| LPL Financial LLC | $3.7M | 261,423 | 0.00% | 21q | -11.2%-$465.0K |
| Rareview Capital LLC | $3.6M | 227,782 | 1.99% | 3q | +35.3%+$926.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.2M | 226,421 | 0.06% | 19q | HELD |
| Journey Advisory Group, LLC | $2.8M | 197,661 | 0.21% | 6q | -0.6%-$15.6K |
| Pettinga Financial Advisors LLC | $2.5M | 177,434 | 0.40% | 4q | -3.1%-$81.2K |
| COHEN & STEERS, INC. | $2.5M | 175,007 | 0.00% | 21q | HELD |
| Maridea Wealth Management LLC | $2.4M | 171,667 | 0.26% | 7q | +27.0%+$513.7K |
| Shaker Financial Services, LLC | $2.2M | 157,923 | 0.70% | 5q | -18.9%-$516.5K |
| GUGGENHEIM CAPITAL LLC | $2.0M | 145,191 | 0.01% | 4q | +6.1%+$116.9K |
| Noble Wealth Management PBC | $1.5M | 109,185 | 0.69% | 4q | +9.0%+$127.3K |
| Creekside Partners | $1.4M | 101,576 | 0.52% | 9q | +51.2%+$484.1K |
| OSAIC HOLDINGS, INC. | $1.3M | 93,230 | 0.00% | 25q | +206.5%+$883.8K |
| Logan Stone Capital, LLC | $1.3M | 90,623 | 0.27% | 3q | -71.8%-$3.2M |
| WEDBUSH SECURITIES INC | $1.1M | 81,525 | 0.03% | 26q | -6.5%-$79.5K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $1.1M | 77,737 | 0.21% | 15q | +4.5%+$47.3K |
| Sanctuary Advisors, LLC | $1.1M | 77,008 | 0.01% | 5q | +8.7%+$86.7K |
| Pathstone Holdings, LLC | $854.7K | 60,745 | 0.00% | 2q | -60.8%-$1.3M |
| STIFEL FINANCIAL CORP | $853.0K | 60,627 | 0.00% | 26q | -5.6%-$50.4K |
| OPPENHEIMER & CO INC | $765.5K | 54,405 | 0.01% | 15q | +9.8%+$68.2K |
| NewEdge Advisors, LLC | $757.8K | 53,858 | 0.00% | 8q | -2.4%-$18.3K |
| FIFTH THIRD BANCORP | $665.6K | 47,307 | 0.00% | 2q | -5.2%-$36.2K |
| Invesco Ltd. | $643.3K | 45,724 | 0.00% | 21q | +0.8%+$5.1K |
| Aviance Capital Partners, LLC | $624.2K | 44,367 | 0.06% | 12q | +1.9%+$11.8K |
| &PARTNERS | $609.4K | 41,514 | 0.00% | 4q | -2.2%-$13.9K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $591.4K | 42,032 | 0.26% | 4q | HELD |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $564.8K | 40,142 | 0.14% | 12q | HELD |
| FIRST TRUST ADVISORS LP | $546.8K | 38,860 | 0.00% | 10q | +9.3%+$46.7K |
| Cetera Investment Advisers | $537.6K | 38,208 | 0.00% | 10q | +2.5%+$13.2K |
| CAPTRUST FINANCIAL ADVISORS | $536.5K | 38,128 | 0.00% | 16q | HELD |
| JANE STREET GROUP, LLC | $535.7K | 38,071 | 0.00% | 5q | +56.8%+$194.1K |
| Pathway Financial Advisers, LLC | $462.7K | 32,888 | 0.12% | 10q | +0.8%+$3.5K |
| Gridiron Partners, LLC | $460.3K | 32,714 | 0.24% | 11q | +15.2%+$60.8K |
| Atlas Wealth LLC | $443.6K | 31,526 | 0.06% | new | NEW |
| Rockefeller Capital Management L.P. | $407.3K | 28,950 | 0.00% | 23q | -9.7%-$43.6K |
| MGO ONE SEVEN LLC | $381.9K | 27,143 | 0.01% | 5q | -3.4%-$13.5K |
| ENVESTNET ASSET MANAGEMENT INC | $353.6K | 25,134 | 0.00% | 10q | +11.1%+$35.3K |
| IFC Advisors LLC | $341.6K | 24,280 | 0.04% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $326.0K | 23,206 | 0.00% | 5q | +82.7%+$147.5K |
| CITADEL ADVISORS LLC | $323.0K | 22,958 | 0.00% | new | NEW |
| Lido Advisors, LLC | $300.6K | 21,367 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $295.0K | 21,000 | 0.00% | 4q | -6.7%-$21.1K |
| MAI Capital Management | $294.1K | 20,900 | 0.00% | new | NEW |
| XTX Topco Ltd | $292.7K | 20,804 | 0.00% | 3q | +102.6%+$148.2K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $280.8K | 19,957 | 0.02% | 3q | HELD |
| Adalta Capital Management LLC | $277.0K | 19,684 | 0.12% | 3q | HELD |
| Private Advisor Group, LLC | $276.1K | 19,620 | 0.00% | 15q | +2.2%+$6.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $264.9K | 18,829 | 0.00% | 3q | -28.0%-$103.1K |
| Closed-End Fund Advisors, Inc. | $253.9K | 18,049 | 0.25% | 3q | +25.8%+$52.1K |
| IMC-Chicago, LLC | $235.1K | 16,709 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $233.0K | 16,557 | 0.00% | 4q | -4.5%-$11.1K |
| Sovran Advisors, LLC | $215.7K | 15,552 | 0.02% | 4q | +5.4%+$11.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $214.8K | 15,267 | 0.00% | 4q | -2.6%-$5.6K |
| Corient Private Wealth LP | $199.1K | 14,151 | 0.00% | 5q | -24.9%-$66.0K |
| Avidian Wealth Enterprises, LLC | $197.0K | 14,000 | 0.01% | 14q | HELD |
| SPIREPOINT PRIVATE CLIENT, LLC | $186.4K | 13,250 | 0.02% | 3q | HELD |
| Belpointe Asset Management LLC | $185.4K | 13,175 | 0.01% | 10q | HELD |
| Integrity Advisory Solutions, LLC | $182.9K | 13,000 | 0.02% | new | NEW |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $169.8K | 12,066 | 0.02% | 10q | +2.2%+$3.7K |
| CIBC Bancorp USA Inc. | $150.6K | 10,706 | 0.00% | 2q | HELD |
| CHOREO, LLC | $148.5K | 10,557 | 0.00% | new | NEW |
| Blackhawk Capital Partners, LLC | $145.5K | 10,340 | 0.05% | 4q | HELD |
| Redwood Park Advisors LLC | $137.4K | 9,765 | 0.09% | 7q | +0.5% |
| Arax Advisory Partners | $129.1K | 9,174 | 0.00% | 4q | +1695.3%+$121.9K |
| BFC Planning, Inc. | $103.1K | 7,327 | 0.00% | 7q | HELD |
| MPWM ADVISORY SOLUTIONS, LLC | $91.4K | 6,494 | 0.04% | 7q | -9.8%-$9.9K |
| JPMORGAN CHASE & CO | $87.1K | 6,221 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $57.2K | 4,064 | 0.00% | 3q | HELD |
| Fourth Dimension Wealth, LLC | $57.0K | 4,050 | 0.02% | 7q | +6.6%+$3.5K |
| Larson Financial Group LLC | $30.6K | 2,173 | 0.00% | 19q | HELD |
| Asset Dedication, LLC | $27.4K | 1,944 | 0.00% | 9q | HELD |
| Financial Management Professionals, Inc. | $21.6K | 1,536 | 0.00% | 19q | +2.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.6K | 1,109 | 0.00% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $14.1K | 1,000 | 0.00% | new | NEW |
| Westend Capital Management, LLC | $13.4K | 953 | 0.00% | 8q | HELD |
| ST GERMAIN D J CO INC | $9.6K | 680 | 0.00% | 7q | HELD |
| Moisand Fitzgerald Tamayo, LLC | $7.0K | 500 | 0.00% | 20q | HELD |
| Geneos Wealth Management Inc. | $6.3K | 450 | 0.00% | 17q | HELD |
| Allworth Financial LP | $5.4K | 385 | 0.00% | 10q | HELD |
| HARBOUR INVESTMENTS, INC. | $4.6K | 325 | 0.00% | 2q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $4.2K | 300 | 0.00% | 4q | HELD |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-24 | Sherman Jeffrey J. | Vice President | Bought | 10,000 | $130.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 22 | $13.9M | 1,042,747 | 4 | 6 | 6 | 0.0% |
| Q2 2026 | 90 | $187.6M | 13,305,157 | 11 | 32 | 23 | 0.0% |
| Q1 2026 | 95 | $191.5M | 13,734,976 | 10 | 33 | 28 | 0.0% |
| Q4 2025 | 101 | $192.3M | 13,213,460 | 20 | 32 | 30 | 0.0% |
| Q3 2025 | 91 | $167.0M | 11,075,744 | 19 | 32 | 20 | 0.0% |
| Q2 2025 | 81 | $172.0M | 11,030,363 | 15 | 33 | 16 | 0.0% |
| Q1 2025 | 74 | $166.2M | 10,321,790 | 7 | 26 | 16 | 0.0% |
| Q4 2024 | 83 | $144.5M | 9,125,875 | 12 | 30 | 18 | 0.0% |
| Q3 2024 | 76 | $150.0M | 9,043,685 | 13 | 23 | 14 | 0.0% |
| Q2 2024 | 74 | $151.3M | 9,588,661 | 5 | 19 | 25 | 0.0% |
| Q1 2024 | 79 | $223.2M | 14,003,282 | 19 | 27 | 19 | 0.0% |
| Q4 2023 | 73 | $174.5M | 11,729,139 | 16 | 26 | 14 | 0.0% |
| Q3 2023 | 63 | $154.9M | 10,516,348 | 10 | 22 | 13 | 0.0% |
| Q2 2023 | 52 | $162.7M | 11,198,930 | 3 | 18 | 20 | 0.0% |
| Q1 2023 | 54 | $165.1M | 11,798,960 | 7 | 23 | 14 | 0.0% |
| Q4 2022 | 57 | $158.2M | 12,051,506 | 13 | 15 | 16 | 0.0% |
| Q3 2022 | 51 | $159.4M | 11,812,948 | 9 | 17 | 15 | 0.0% |
| Q2 2022 | 53 | $181.2M | 12,628,879 | 12 | 16 | 16 | 0.0% |
| Q1 2022 | 47 | $224.5M | 13,399,709 | 7 | 20 | 14 | 0.0% |
| Q4 2021 | 47 | $245.6M | 13,133,627 | 13 | 12 | 11 | 0.0% |
| Q3 2021 | 38 | $222.5M | 11,644,156 | 6 | 19 | 7 | 0.0% |
| Q2 2021 | 36 | $187.0M | 9,351,031 | 8 | 13 | 8 | 0.0% |
| Q1 2021 | 35 | $167.4M | 8,747,835 | 9 | 13 | 9 | 0.0% |
| Q4 2020 | 31 | $133.8M | 7,228,916 | 10 | 14 | 2 | 0.0% |
| Q3 2020 | 22 | $81.2M | 4,437,577 | 5 | 11 | 2 | 0.0% |
| Q2 2020 | 17 | $55.6M | 3,155,505 | 5 | 8 | 3 | 0.0% |
| Q1 2020 | 14 | $350.7M | 18,456,595 | 14 | 0 | 0 | 0.0% |