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DLY

DoubleLine Yield Opportunities Fund
DLY

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.4M +$105K +7,497 +0.3%
Wells Fargo
2
Wells Fargo
California
$33.8M -$592K -42,191 -2%
UBS Group
3
UBS Group
Switzerland
$15.9M +$1.59M +113,031 +11%
SIA
4
Sit Investment Associates
Minnesota
$11.8M -$2.56M -182,462 -18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.48M -$499K -35,548 -5%
PCM
6
Penserra Capital Management
California
$8.05M +$306K +21,811 +4%
HighTower Advisors
7
HighTower Advisors
Illinois
$7.94M +$955K +68,015 +14%
1CP
8
1607 Capital Partners
Virginia
$4.99M +$467K +33,281 +10%
Raymond James Financial
9
Raymond James Financial
Florida
$4.8M -$1.65M -117,286 -26%
Bank of America
10
Bank of America
North Carolina
$4.27M +$200K +14,254 +5%
LPL Financial
11
LPL Financial
California
$3.68M -$464K -33,046 -11%
RC
12
Rareview Capital
Nevada
$3.55M +$834K +59,394 +35%
IFG
13
Independent Financial Group
California
$3.19M +$9.49K +676 +0.3%
JAG
14
Journey Advisory Group
Kentucky
$2.78M -$15.5K -1,107 -0.6%
PFA
15
Pettinga Financial Advisors
Indiana
$2.5M -$81K -5,769 -3%
Cohen & Steers
16
Cohen & Steers
New York
$2.46M – – –
MWM
17
Maridea Wealth Management
New York
$2.42M +$513K +36,510 +27%
SFS
18
Shaker Financial Services
Virginia
$2.22M -$515K -36,709 -19%
GC
19
Guggenheim Capital
Illinois
$2.04M +$117K +8,310 +6%
NWMP
20
Noble Wealth Management PBC
Colorado
$1.54M +$127K +9,050 +9%
CP
21
Creekside Partners
California
$1.43M +$483K +34,408 +51%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.31M +$882K +62,813 +207%
LSC
23
Logan Stone Capital
Illinois
$1.28M -$3.24M -230,525 -72%
WS
24
Wedbush Securities
California
$1.15M -$79.3K -5,648 -6%
SDWIA
25
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.09M +$47.2K +3,360 +5%
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