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DLY

DoubleLine Yield Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
26
Walled Lake Planning & Wealth Management
Illinois
$536K
JSW
27
Journey Strategic Wealth
New Jersey
$459K -$39K -2,500 -8%
Invesco
28
Invesco
Georgia
$448K -$263K -16,886 -37%
SXL
29
Summit X LLC
Missouri
$434K +$140 +9 +0%
GP
30
Gridiron Partners
Pennsylvania
$427K -$42.9K -2,751 -9%
RJA
31
Raymond James & Associates
Florida
$414K -$27.8K -1,783 -6%
CFA
32
Capstone Financial Advisors
Illinois
$381K
ACP
33
Aviance Capital Partners
Florida
$368K -$5.47K -351 -1%
MC
34
Moors & Cabot
Massachusetts
$344K
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$338K +$45.4K +2,914 +16%
AFO
36
Allie Family Office
Florida
$316K
GC
37
Guggenheim Capital
Illinois
$311K -$18.7K -1,200 -6%
Walleye Capital
38
Walleye Capital
New York
$281K +$277K +17,789 New
First Trust Advisors
39
First Trust Advisors
Illinois
$278K -$1.26K -81 -0.5%
RIA
40
Realta Investment Advisors
Delaware
$256K -$16.4K -1,049 -6%
EW
41
Evoke Wealth
California
$252K -$1.2M -76,685 -83%
OIA
42
Optimum Investment Advisors
Illinois
$247K -$12.4K -794 -5%
Comerica Bank
43
Comerica Bank
Texas
$246K -$80.2K -5,148 -25%
ASN
44
Advisory Services Network
Georgia
$234K +$231K +14,815 New
PAG
45
Private Advisor Group
New Jersey
$231K +$4.99K +320 +2%
AWE
46
Avidian Wealth Enterprises
Texas
$221K
BAM
47
Belpointe Asset Management
Nevada
$217K +$1.56K +100 +0.7%
CCG
48
Catalina Capital Group
California
$214K
SFS
49
Shaker Financial Services
Virginia
$212K +$28.5K +1,831 +16%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$210K -$23.4K -1,503 -10%