We are live on ! Find out more
DLY icon

DoubleLine Yield Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
51
Empirical Asset Management
Massachusetts
$184K +$180K +11,079 New
BCA
52
Bay Colony Advisors
Massachusetts
$180K +$3.18K +196 +2%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$172K +$49K +3,019 +41%
AWM
54
Activest Wealth Management
Florida
$127K – – –
WCM
55
Westend Capital Management
California
$114K +$112K +6,877 New
T
56
Tidemark
California
$65.3K +$65 +4 +0.1%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$50K +$48.7K +3,000 New
LC
58
Lindbrook Capital
California
$43.1K – – –
LFG
59
Larson Financial Group
Missouri
$39.2K – – –
PFA
60
Pathway Financial Advisers
Indiana
$36.5K -$552K -34,049 -94%
ADL
61
Asset Dedication LLC
California
$32.3K – – –
FWM
62
FSA Wealth Management
Massachusetts
$26.3K +$25.7K +1,583 New
JIP
63
Jaffetilchin Investment Partners
Florida
$26.1K +$25.5K +1,573 New
FMP
64
Financial Management Professionals
Texas
$22K +$438 +27 +2%
JPWM
65
Jamison Private Wealth Management
Georgia
$16.6K – – –
SS
66
Sunbelt Securities
Texas
$16.6K – – –
RCM
67
Raleigh Capital Management
North Carolina
$14.5K – – –
FCA
68
FinTrust Capital Advisors
South Carolina
$12K +$11.8K +726 New
HI
69
Harbour Investments
Wisconsin
$9.72K +$3.37K +208 +55%
MFT
70
Moisand Fitzgerald Tamayo
Florida
$8.29K – – –
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$7.55K – – –
GWM
72
Geneos Wealth Management
Colorado
$7.47K – – –
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$7.23K +$7.07K +436 New
AF
74
Allworth Financial
California
$6.39K – – –
GRP
75
Global Retirement Partners
California
$1.18K +$1.15K +71 New