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

Lido 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	$301K	Buy	+21,367	New	+$300K	﹤0.01%	1753
2022 Q1	–	Sell	-149,089	Closed	-$2.79M	–	1017
2021 Q4	$2.79M	Sell	149,089 -11,029	-7%	-$210K	0.03%	223
2021 Q3	$3.06M	Buy	+160,118	New	+$3.16M	0.04%	211

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

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 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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors's DLY Position: Q2 2026 in Review

Lido Advisors opened a new position in DoubleLine Yield Opportunities Fund (DLY) in Q2 2026: 21,367 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #1753 among its holdings. This is a return to the name: Lido Advisors previously reported a position in DLY as recently as Q4 2021.

Lido Advisors first reported a position in DLY in Q3 2021 and has held it in 3 quarters since. The position peaked at $3.06M in Q3 2021. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Lido Advisors held 21,367 shares of DoubleLine Yield Opportunities Fund worth $301K as of Q2 2026.
DoubleLine Yield Opportunities Fund was a new Lido Advisors position in Q2 2026.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1753 holding.
Lido Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q3 2021 and has held it in 3 quarters since.
Lido Advisors's DoubleLine Yield Opportunities Fund position peaked at $3.06M in Q3 2021.
90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.