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Global Retirement Partners’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Global Retirement Partners’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
Q4 		$22.1K Buy
+1,519
New +$22.3K ﹤0.01% 2826
2024
Q4 		$1.15K Buy
73
+2
+3% +$32 ﹤0.01% 3243
2024
Q3 		$1.18K Buy
+71
New +$1.15K ﹤0.01% 3100

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Global Retirement Partners's DLY Position: Q4 2025 in Review

Global Retirement Partners opened a new position in DoubleLine Yield Opportunities Fund (DLY) in Q4 2025: 1,519 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #2826 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DLY as recently as Q4 2024.

Global Retirement Partners first reported a position in DLY in Q3 2024 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold DLY as of Q4 2025.

  • Global Retirement Partners held 1,519 shares of DoubleLine Yield Opportunities Fund worth $22.1K as of Q4 2025.
  • DoubleLine Yield Opportunities Fund was a new Global Retirement Partners position in Q4 2025.
  • DoubleLine Yield Opportunities Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2826 holding.
  • Global Retirement Partners first reported a position in DoubleLine Yield Opportunities Fund in Q3 2024 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.