Doubleline Yield Opport (DLY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Rareview Capital LLC

INCREASED

Shares248,002 from 227,782

Change+20,220 (+9%)

Value$3.3M (-$235.3K)

Filed 2026-11-05

Independent Financial Group, LLC

DECREASED

Shares210,885 from 226,421

Change-15,536 (-7%)

Value$2.8M (-$366.2K)

Filed 2026-10-13

Journey Advisory Group, LLC

DECREASED

Shares193,162 from 197,661

Change-4,499 (-2%)

Value$2.6M (-$198.5K)

Filed 2026-11-04

Pettinga Financial Advisors LLC

DECREASED

Shares172,040 from 177,434

Change-5,394 (-3%)

Value$2.3M (-$196.3K)

Filed 2026-10-13

Shaker Financial Services, LLC

INCREASED

Shares170,675 from 157,923

Change+12,752 (+8%)

Value$2.3M (+$59.9K)

Filed 2026-10-14

Sovran Advisors, LLC

INCREASED

Shares148,769 from 15,552

Change+133,217 (+857%)

Value$2.0M (+$1.8M)

Filed 2026-11-02

Noble Wealth Management PBC

INCREASED

Shares117,405 from 109,185

Change+8,220 (+8%)

Value$1.6M (+$33.5K)

Filed 2026-10-01

LPL Financial LLC

DECREASED

Shares111,572 from 261,423

Change-149,851 (-57%)

Value$1.5M (-$2.2M)

Filed 2026-11-06

Creekside Partners

INCREASED

Shares104,826 from 101,576

Change+3,250 (+3%)

Value$1.4M (-$27.6K)

Filed 2026-11-04

Wedbush Securities Inc

DECREASED

Shares80,072 from 81,525

Change-1,453 (-2%)

Value$1.1M (-$76.0K)

Filed 2026-10-22

Walled Lake Planning & Wealth Management, LLC

UNCHANGED

Shares40,142 from 40,142

Change0 (0%)

Value$536.7K (-$28.1K)

Filed 2026-10-29

Aviance Capital Partners, LLC

DECREASED

Shares39,041 from 44,367

Change-5,326 (-12%)

Value$522.0K (-$102.3K)

Filed 2026-10-29

Allspring Global Investments Holdings, LLC

NEW

Shares38,700

Change+38,700

Value$517.4K

Filed 2026-11-04

Oppenheimer & Co Inc

DECREASED

Shares35,155 from 54,405

Change-19,250 (-35%)

Value$470.0K (-$295.5K)

Filed 2026-10-26

Pathway Financial Advisers, LLC

INCREASED

Shares33,812 from 32,888

Change+924 (+3%)

Value$452.1K (-$10.7K)

Filed 2026-10-27

Gridiron Partners, LLC

UNCHANGED

Shares32,714 from 32,714

Change0 (0%)

Value$437.4K (-$22.9K)

Filed 2026-10-08

Fifth Third Bancorp

DECREASED

Shares29,196 from 47,307

Change-18,111 (-38%)

Value$390.4K (-$275.3K)

Filed 2026-11-05

Lido Advisors, LLC

INCREASED

Shares26,721 from 21,367

Change+5,354 (+25%)

Value$357.3K (+$56.6K)

Filed 2026-11-04

Closed-End Fund Advisors, Inc.

INCREASED

Shares25,238 from 18,049

Change+7,189 (+40%)

Value$337.4K (+$83.5K)

Filed 2026-11-04

MGO One Seven LLC

DECREASED

Shares24,191 from 27,143

Change-2,952 (-11%)

Value$323.4K (-$58.5K)

Filed 2026-10-28

Integrated Capital Management, Inc.

NEW

Shares24,163

Change+24,163

Value$323.1K

Filed 2026-10-09

City of London Investment Management Co LTD

UNCHANGED

Shares19,957 from 19,957

Change0 (0%)

Value$266.8K (-$14.0K)

Filed 2026-10-30

Integrity Advisory Solutions, LLC

INCREASED

Shares19,580 from 13,000

Change+6,580 (+51%)

Value$261.8K (+$78.9K)

Filed 2026-10-29

Avidian Wealth Enterprises, LLC

UNCHANGED

Shares14,000 from 14,000

Change0 (0%)

Value$187.2K (-$9.8K)

Filed 2026-10-08

Kestra Advisory Services, LLC

DECREASED

Shares12,825 from 16,557

Change-3,732 (-23%)

Value$171.5K (-$61.5K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

NEW

Shares11,966

Change+11,966

Value$160.0K

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares11,756 from 11,603

Change+153 (+1%)

Value$157.0K (-$6.0K)

Filed 2026-11-02

Choreo, LLC

INCREASED

Shares10,806 from 10,557

Change+249 (+2%)

Value$144.5K (-$4.1K)

Filed 2026-10-28

Aries Wealth Management

NEW

Shares10,100

Change+10,100

Value$135.0K

Filed 2026-10-23

Redwood Park Advisors LLC

INCREASED

Shares9,819 from 9,765

Change+54 (+1%)

Value$131.3K (-$6.1K)

Filed 2026-11-02

Farther Finance Advisors, LLC

UNCHANGED

Shares4,064 from 4,064

Change0 (0%)

Value$54.3K (-$2.8K)

Filed 2026-10-08

Larson Financial Group LLC

INCREASED

Shares2,174 from 2,173

Change+1 (+0%)

Value$29.1K (-$1.5K)

Filed 2026-11-05

Asset Dedication, LLC

UNCHANGED

Shares1,944 from 1,944

Change0 (0%)

Value$26.0K (-$1.4K)

Filed 2026-11-03

Financial Management Professionals, Inc.

INCREASED

Shares1,576 from 1,536

Change+40 (+3%)

Value$21.1K (-$545)

Filed 2026-10-23

United Community Bank

NEW

Shares785

Change+785

Value$10.5K

Filed 2026-10-28

Wolff Wiese Magana LLC

NEW

Shares741

Change+741

Value$9.9K

Filed 2026-10-15

Moisand Fitzgerald Tamayo, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$6.7K (-$350)

Filed 2026-10-15

Allworth Financial LP

UNCHANGED

Shares385 from 385

Change0 (0%)

Value$5.4K ($0)

Filed 2026-11-06

Highline Wealth Partners LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$4.0K (-$210)

Filed 2026-10-19

Imc-Chicago, LLC

CLOSED

Shares0 from 16,709

Change-16,709 (-100%)

Value$0 (-$235.1K)

Filed 2026-11-05

Morgan Stanley

N/A

Shares— from 2,443,074

Change-2,443,074 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,405,028

Change-2,405,028 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,128,211

Change-1,128,211 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 841,576

Change-841,576 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 709,626

Change-709,626 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 673,695

Change-673,695 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 572,153

Change-572,153 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 564,166

Change-564,166 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 341,068

Change-341,068 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 303,203

Change-303,203 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 175,007

Change-175,007 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 171,667

Change-171,667 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 145,191

Change-145,191 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 93,230

Change-93,230 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 90,623

Change-90,623 (-100%)

Value—

Schwarz Dygos Wheeler Investment Advisors LLC

N/A

Shares— from 77,737

Change-77,737 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 77,008

Change-77,008 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 60,745

Change-60,745 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 60,627

Change-60,627 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 53,858

Change-53,858 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 45,724

Change-45,724 (-100%)

Value—

Robinson Capital Management, LLC

N/A

Shares— from 42,032

Change-42,032 (-100%)

Value—

&partners

N/A

Shares— from 41,514

Change-41,514 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 38,860

Change-38,860 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 38,208

Change-38,208 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 38,128

Change-38,128 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 38,071

Change-38,071 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 31,526

Change-31,526 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 28,950

Change-28,950 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 25,134

Change-25,134 (-100%)

Value—

IFC Advisors LLC

N/A

Shares— from 24,280

Change-24,280 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 22,958

Change-22,958 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 21,000

Change-21,000 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 20,900

Change-20,900 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 20,804

Change-20,804 (-100%)

Value—

Adalta Capital Management LLC

N/A

Shares— from 19,684

Change-19,684 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 19,620

Change-19,620 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 18,829

Change-18,829 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 15,267

Change-15,267 (-100%)

Value—

Spirepoint Private Client, LLC

N/A

Shares— from 13,250

Change-13,250 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 13,175

Change-13,175 (-100%)

Value—

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

N/A

Shares— from 12,066

Change-12,066 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 10,706

Change-10,706 (-100%)

Value—

Blackhawk Capital Partners, LLC

N/A

Shares— from 10,340

Change-10,340 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 9,174

Change-9,174 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 7,327

Change-7,327 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 7,327

Change-7,327 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 6,494

Change-6,494 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 6,221

Change-6,221 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 4,050

Change-4,050 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,109

Change-1,109 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Westend Capital Management, LLC

N/A

Shares— from 953

Change-953 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 680

Change-680 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 450

Change-450 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 325

Change-325 (-100%)

Value—

	Status
Rareview Capital LLC	INCREASED	248,002	227,782	+20,220	+9%	$3.6M	$3.3M	-$235.3K	2026-11-05
Independent Financial Group, LLC	DECREASED	210,885	226,421	-15,536	-7%	$3.2M	$2.8M	-$366.2K	2026-10-13
Journey Advisory Group, LLC	DECREASED	193,162	197,661	-4,499	-2%	$2.8M	$2.6M	-$198.5K	2026-11-04
Pettinga Financial Advisors LLC	DECREASED	172,040	177,434	-5,394	-3%	$2.5M	$2.3M	-$196.3K	2026-10-13
Shaker Financial Services, LLC	INCREASED	170,675	157,923	+12,752	+8%	$2.2M	$2.3M	+$59.9K	2026-10-14
Sovran Advisors, LLC	INCREASED	148,769	15,552	+133,217	+857%	$215.7K	$2.0M	+$1.8M	2026-11-02
Noble Wealth Management PBC	INCREASED	117,405	109,185	+8,220	+8%	$1.5M	$1.6M	+$33.5K	2026-10-01
LPL Financial LLC	DECREASED	111,572	261,423	-149,851	-57%	$3.7M	$1.5M	-$2.2M	2026-11-06
Creekside Partners	INCREASED	104,826	101,576	+3,250	+3%	$1.4M	$1.4M	-$27.6K	2026-11-04
Wedbush Securities Inc	DECREASED	80,072	81,525	-1,453	-2%	$1.1M	$1.1M	-$76.0K	2026-10-22
Walled Lake Planning & Wealth Management, LLC	UNCHANGED	40,142	40,142	0	0%	$564.8K	$536.7K	-$28.1K	2026-10-29
Aviance Capital Partners, LLC	DECREASED	39,041	44,367	-5,326	-12%	$624.2K	$522.0K	-$102.3K	2026-10-29
Allspring Global Investments Holdings, LLC	NEW	38,700	—	+38,700	—	—	$517.4K	—	2026-11-04
Oppenheimer & Co Inc	DECREASED	35,155	54,405	-19,250	-35%	$765.5K	$470.0K	-$295.5K	2026-10-26
Pathway Financial Advisers, LLC	INCREASED	33,812	32,888	+924	+3%	$462.7K	$452.1K	-$10.7K	2026-10-27
Gridiron Partners, LLC	UNCHANGED	32,714	32,714	0	0%	$460.3K	$437.4K	-$22.9K	2026-10-08
Fifth Third Bancorp	DECREASED	29,196	47,307	-18,111	-38%	$665.6K	$390.4K	-$275.3K	2026-11-05
Lido Advisors, LLC	INCREASED	26,721	21,367	+5,354	+25%	$300.6K	$357.3K	+$56.6K	2026-11-04
Closed-End Fund Advisors, Inc.	INCREASED	25,238	18,049	+7,189	+40%	$253.9K	$337.4K	+$83.5K	2026-11-04
MGO One Seven LLC	DECREASED	24,191	27,143	-2,952	-11%	$381.9K	$323.4K	-$58.5K	2026-10-28
Integrated Capital Management, Inc.	NEW	24,163	—	+24,163	—	—	$323.1K	—	2026-10-09
City of London Investment Management Co LTD	UNCHANGED	19,957	19,957	0	0%	$280.8K	$266.8K	-$14.0K	2026-10-30
Integrity Advisory Solutions, LLC	INCREASED	19,580	13,000	+6,580	+51%	$182.9K	$261.8K	+$78.9K	2026-10-29
Avidian Wealth Enterprises, LLC	UNCHANGED	14,000	14,000	0	0%	$197.0K	$187.2K	-$9.8K	2026-10-08
Kestra Advisory Services, LLC	DECREASED	12,825	16,557	-3,732	-23%	$233.0K	$171.5K	-$61.5K	2026-11-02
Commonwealth Equity Services, LLC	NEW	11,966	—	+11,966	—	—	$160.0K	—	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	11,756	11,603	+153	+1%	$163.0K	$157.0K	-$6.0K	2026-11-02
Choreo, LLC	INCREASED	10,806	10,557	+249	+2%	$148.5K	$144.5K	-$4.1K	2026-10-28
Aries Wealth Management	NEW	10,100	—	+10,100	—	—	$135.0K	—	2026-10-23
Redwood Park Advisors LLC	INCREASED	9,819	9,765	+54	+1%	$137.4K	$131.3K	-$6.1K	2026-11-02
Farther Finance Advisors, LLC	UNCHANGED	4,064	4,064	0	0%	$57.2K	$54.3K	-$2.8K	2026-10-08
Larson Financial Group LLC	INCREASED	2,174	2,173	+1	+0%	$30.6K	$29.1K	-$1.5K	2026-11-05
Asset Dedication, LLC	UNCHANGED	1,944	1,944	0	0%	$27.4K	$26.0K	-$1.4K	2026-11-03
Financial Management Professionals, Inc.	INCREASED	1,576	1,536	+40	+3%	$21.6K	$21.1K	-$545	2026-10-23
United Community Bank	NEW	785	—	+785	—	—	$10.5K	—	2026-10-28
Wolff Wiese Magana LLC	NEW	741	—	+741	—	—	$9.9K	—	2026-10-15
Moisand Fitzgerald Tamayo, LLC	UNCHANGED	500	500	0	0%	$7.0K	$6.7K	-$350	2026-10-15
Allworth Financial LP	UNCHANGED	385	385	0	0%	$5.4K	$5.4K	$0	2026-11-06
Highline Wealth Partners LLC	UNCHANGED	300	300	0	0%	$4.2K	$4.0K	-$210	2026-10-19
Imc-Chicago, LLC	CLOSED	0	16,709	-16,709	-100%	$235.1K	$0	-$235.1K	2026-11-05
Morgan Stanley	N/A	—	2,443,074	-2,443,074	-100%	$34.4M	—	—	—
Wells Fargo & Company	N/A	—	2,405,028	-2,405,028	-100%	$33.8M	—	—	—
UBS Group AG	N/A	—	1,128,211	-1,128,211	-100%	$15.9M	—	—	—
SIT Investment Associates Inc	N/A	—	841,576	-841,576	-100%	$11.8M	—	—	—
1607 Capital Partners, LLC	N/A	—	709,626	-709,626	-100%	$10.0M	—	—	—
Royal Bank of Canada	N/A	—	673,695	-673,695	-100%	$9.5M	—	—	—
Penserra Capital Management LLC	N/A	—	572,153	-572,153	-100%	$8.1M	—	—	—
HighTower Advisors, LLC	N/A	—	564,166	-564,166	-100%	$7.9M	—	—	—
Raymond James Financial Inc	N/A	—	341,068	-341,068	-100%	$4.8M	—	—	—
Bank of America Corp	N/A	—	303,203	-303,203	-100%	$4.3M	—	—	—
Cohen & Steers, Inc.	N/A	—	175,007	-175,007	-100%	$2.5M	—	—	—
Maridea Wealth Management LLC	N/A	—	171,667	-171,667	-100%	$2.4M	—	—	—
Guggenheim Capital LLC	N/A	—	145,191	-145,191	-100%	$2.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	93,230	-93,230	-100%	$1.3M	—	—	—
Logan Stone Capital, LLC	N/A	—	90,623	-90,623	-100%	$1.3M	—	—	—
Schwarz Dygos Wheeler Investment Advisors LLC	N/A	—	77,737	-77,737	-100%	$1.1M	—	—	—
Sanctuary Advisors, LLC	N/A	—	77,008	-77,008	-100%	$1.1M	—	—	—
Pathstone Holdings, LLC	N/A	—	60,745	-60,745	-100%	$854.7K	—	—	—
Stifel Financial Corp	N/A	—	60,627	-60,627	-100%	$853.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	53,858	-53,858	-100%	$757.8K	—	—	—
Invesco Ltd.	N/A	—	45,724	-45,724	-100%	$643.3K	—	—	—
Robinson Capital Management, LLC	N/A	—	42,032	-42,032	-100%	$591.4K	—	—	—
&partners	N/A	—	41,514	-41,514	-100%	$609.4K	—	—	—
First Trust Advisors LP	N/A	—	38,860	-38,860	-100%	$546.8K	—	—	—
Cetera Investment Advisers	N/A	—	38,208	-38,208	-100%	$537.6K	—	—	—
Captrust Financial Advisors	N/A	—	38,128	-38,128	-100%	$536.5K	—	—	—
Jane Street Group, LLC	N/A	—	38,071	-38,071	-100%	$535.7K	—	—	—
Atlas Wealth LLC	N/A	—	31,526	-31,526	-100%	$443.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	28,950	-28,950	-100%	$407.3K	—	—	—
Envestnet Asset Management Inc	N/A	—	25,134	-25,134	-100%	$353.6K	—	—	—
IFC Advisors LLC	N/A	—	24,280	-24,280	-100%	$341.6K	—	—	—
Citadel Advisors LLC	N/A	—	22,958	-22,958	-100%	$323.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	21,000	-21,000	-100%	$295.0K	—	—	—
MAI Capital Management	N/A	—	20,900	-20,900	-100%	$294.1K	—	—	—
XTX Topco Ltd	N/A	—	20,804	-20,804	-100%	$292.7K	—	—	—
Adalta Capital Management LLC	N/A	—	19,684	-19,684	-100%	$277.0K	—	—	—
Private Advisor Group, LLC	N/A	—	19,620	-19,620	-100%	$276.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	18,829	-18,829	-100%	$264.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	15,267	-15,267	-100%	$214.8K	—	—	—
Spirepoint Private Client, LLC	N/A	—	13,250	-13,250	-100%	$186.4K	—	—	—
Belpointe Asset Management LLC	N/A	—	13,175	-13,175	-100%	$185.4K	—	—	—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	N/A	—	12,066	-12,066	-100%	$169.8K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	10,706	-10,706	-100%	$150.6K	—	—	—
Blackhawk Capital Partners, LLC	N/A	—	10,340	-10,340	-100%	$145.5K	—	—	—
Arax Advisory Partners	N/A	—	9,174	-9,174	-100%	$129.1K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	7,327	-7,327	-100%	$103.1K	—	—	—
BFC Planning, Inc.	N/A	—	7,327	-7,327	-100%	$103.1K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	6,494	-6,494	-100%	$91.4K	—	—	—
JPMorgan Chase & Co	N/A	—	6,221	-6,221	-100%	$87.1K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	4,050	-4,050	-100%	$57.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,109	-1,109	-100%	$15.6K	—	—	—
Hollencrest Capital Management	N/A	—	1,000	-1,000	-100%	$14.1K	—	—	—
Westend Capital Management, LLC	N/A	—	953	-953	-100%	$13.4K	—	—	—
ST Germain D J Co Inc	N/A	—	680	-680	-100%	$9.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	450	-450	-100%	$6.3K	—	—	—
Harbour Investments, Inc.	N/A	—	325	-325	-100%	$4.6K	—	—	—

Showing 96 of 96 institutions