HighTower Advisors
DLY

HighTower Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

HighTower Advisors’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
2026
Q2 		$7.94M Buy
564,166
+68,015
+14% +$955K 0.01% 1027
2026
Q1 		$6.91M Buy
496,151
+17,766
+4% +$258K 0.01% 1043
2025
Q4 		$6.96M Buy
478,385
+8,876
+2% +$130K 0.01% 1021
2025
Q3 		$7.08M Buy
469,509
+6,106
+1% +$94.1K 0.01% 996
2025
Q2 		$7.22M Buy
463,403
+8,708
+2% +$134K 0.01% 938
2025
Q1 		$7.32M Sell
454,695
-1,090
-0.2% -$17.5K 0.01% 893
2024
Q4 		$7.22M Buy
455,785
+8,480
+2% +$138K 0.01% 894
2024
Q3 		$7.42M Buy
447,305
+12,197
+3% +$198K 0.01% 871
2024
Q2 		$6.86M Sell
435,108
-17,709
-4% -$276K 0.01% 868
2024
Q1 		$7.21M Buy
452,817
+1,262
+0.3% +$19.4K 0.01% 819
2023
Q4 		$6.7M Buy
451,555
+3,124
+0.7% +$45K 0.01% 846
2023
Q3 		$6.61M Buy
448,431
+21,228
+5% +$309K 0.01% 800
2023
Q2 		$6.21M Buy
427,203
+14,685
+4% +$206K 0.01% 813
2023
Q1 		$5.77M Buy
412,518
+109,470
+36% +$1.54M 0.01% 794
2022
Q4 		$3.96M Buy
303,048
+12,711
+4% +$171K 0.01% 950
2022
Q3 		$3.93M Buy
290,337
+67,757
+30% +$991K 0.01% 901
2022
Q2 		$3.18M Buy
+222,580
New +$3.44M 0.01% 1014
2021
Q3 		– Sell
-10,000
Closed -$200K – 3243
2021
Q2 		$200K Hold
10,000
– – ﹤0.01% 2668
2021
Q1 		$191K Sell
10,000
-11,450
-53% -$219K ﹤0.01% 2621
2020
Q4 		$397K Buy
21,450
+10,000
+87% +$179K ﹤0.01% 1751
2020
Q3 		$209K Hold
11,450
– – ﹤0.01% 2064
2020
Q2 		$202K Buy
+11,450
New +$205K ﹤0.01% 1992

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors's DLY Position: Q2 2026 in Review

HighTower Advisors increased its DoubleLine Yield Opportunities Fund (DLY) stake by 14% in Q2 2026, buying an estimated $955K and bringing the position to 564,166 shares worth $7.94M. The position accounts for 0.01% of the portfolio, ranked #1027.

HighTower Advisors first reported a position in DLY in Q2 2020 and has held it in 22 quarters since. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

  • HighTower Advisors held 564,166 shares of DoubleLine Yield Opportunities Fund worth $7.94M as of Q2 2026.
  • HighTower Advisors bought 68,015 DoubleLine Yield Opportunities Fund shares in Q2 2026, an estimated $955K.
  • DoubleLine Yield Opportunities Fund made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1027 holding.
  • HighTower Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q2 2020 and has held it in 22 quarters since.
  • 90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.