HRT Financial’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

HRT Financial’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	–	Sell	-10,521	Closed	-$158K	–	3337
2025 Q3	$158K	Buy	+10,521	New	+$162K	﹤0.01%	2457
2025 Q1	–	Sell	-11,458	Closed	-$181K	–	2687
2024 Q4	$181K	Buy	+11,458	New	+$186K	﹤0.01%	1960

Other funds holding DLY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 $5.35B AUM 43.78% 1-Year Est. Return

HRT Financial's DLY Position: Q4 2025 in Review

HRT Financial sold out of DoubleLine Yield Opportunities Fund (DLY) in Q4 2025, closing a stake of 10,521 shares — an estimated $158K sold.

HRT Financial first reported a position in DLY in Q4 2024 and held it in 2 quarters. The position peaked at $181K in Q4 2024. 100 funds tracked by Wall St. Rank hold DLY as of Q4 2025.

HRT Financial reported no remaining DoubleLine Yield Opportunities Fund position as of Q4 2025 after selling out during the quarter.
HRT Financial sold 10,521 DoubleLine Yield Opportunities Fund shares in Q4 2025, an estimated $158K.
HRT Financial first reported a position in DoubleLine Yield Opportunities Fund in Q4 2024 and held it in 2 quarters.
HRT Financial's DoubleLine Yield Opportunities Fund position peaked at $181K in Q4 2024.
100 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.