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DLY

DoubleLine Yield Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EW
26
Evoke Wealth
California
$681K
JSW
27
Journey Strategic Wealth
New Jersey
$665K +$320K +22,000 +95%
SDWIA
28
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$627K +$135K +9,297 +28%
LPL Financial
29
LPL Financial
California
$623K +$20.4K +1,400 +3%
PFA
30
Pathway Financial Advisers
Indiana
$540K +$534K +36,679 New
JP Morgan Chase
31
JP Morgan Chase
New York
$513K +$339K +23,338 +203%
MC
32
Moors & Cabot
Massachusetts
$492K +$2.91K +200 +0.6%
AWS
33
Atria Wealth Solutions
New York
$432K -$166K -11,437 -28%
ACP
34
Aviance Capital Partners
Florida
$374K +$369K +25,358 New
PFO
35
Pathstone Family Office
New Jersey
$367K +$363K +24,933 New
SXL
36
Summit X LLC
Missouri
$360K -$50.8K -3,490 -13%
Millennium Management
37
Millennium Management
New York
$359K +$355K +24,370 New
CFA
38
Capstone Financial Advisors
Illinois
$356K +$351K +24,144 New
RJA
39
Raymond James & Associates
Florida
$325K +$15.4K +1,057 +5%
GC
40
Guggenheim Capital
Illinois
$309K +$61.4K +4,224 +25%
AFO
41
Allie Family Office
Florida
$295K
OIA
42
Optimum Investment Advisors
Illinois
$254K +$87 +6 +0%
WLPWM
43
Walled Lake Planning & Wealth Management
Illinois
$252K +$249K +17,137 New
OC
44
Oppenheimer & Co
New York
$217K -$153K -10,500 -42%
AWE
45
Avidian Wealth Enterprises
Texas
$206K
PAG
46
Private Advisor Group
New Jersey
$201K +$6.12K +421 +3%
IWC
47
Integrated Wealth Concepts
Massachusetts
$184K +$182K +12,502 New
Comerica Bank
48
Comerica Bank
Texas
$149K +$147K +10,126 New
AWM
49
Activest Wealth Management
Florida
$71K +$1.67K +115 +2%
HCM
50
Highlander Capital Management
New Jersey
$64K +$14.5K +1,000 +30%