Creekmur Asset Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Creekmur Asset Management’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$237	Buy	16 +1	+7%	+$15	﹤0.01%	694
2025 Q2	$239	Buy	+15	New	+$230	﹤0.01%	705

Other funds holding DLY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

RAM

Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Creekmur Asset Management's DLY Position: Q3 2025 in Review

Creekmur Asset Management increased its DoubleLine Yield Opportunities Fund (DLY) stake by 6.7% in Q3 2025, buying an estimated $15 and bringing the position to 16 shares worth $237. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Creekmur Asset Management first reported a position in DLY in Q2 2025 and has held it in 2 quarters since. The position peaked at $239 in Q2 2025. 91 funds tracked by Wall St. Rank hold DLY as of Q3 2025.

Creekmur Asset Management held 16 shares of DoubleLine Yield Opportunities Fund worth $237 as of Q3 2025.
Creekmur Asset Management bought 1 DoubleLine Yield Opportunities Fund share in Q3 2025, an estimated $15.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #694 holding.
Creekmur Asset Management first reported a position in DoubleLine Yield Opportunities Fund in Q2 2025 and has held it in 2 quarters since.
Creekmur Asset Management's DoubleLine Yield Opportunities Fund position peaked at $239 in Q2 2025.
91 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.