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DLY

DoubleLine Yield Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$335K -$24.1K -1,564 -7%
First Trust Advisors
52
First Trust Advisors
Illinois
$314K +$38.6K +2,504 +14%
AFO
53
Allie Family Office
Florida
$302K
PAG
54
Private Advisor Group
New Jersey
$300K +$5.64K +366 +2%
Corient Private Wealth
55
Corient Private Wealth
Florida
$284K
LBC
56
Lowe Brockenbrough & Co
Virginia
$277K +$283K +18,380 New
KAS
57
Kestra Advisory Services
Texas
$275K +$281K +18,226 New
BFA
58
Blueprint Financial Advisors
North Carolina
$271K +$277K +18,000 New
KWM
59
Kingsview Wealth Management
Oregon
$264K +$270K +17,500 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$230K -$61K -3,957 -21%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$226K -$4.24K -275 -2%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$216K +$221K +14,317 New
AWE
63
Avidian Wealth Enterprises
Texas
$211K
BAM
64
Belpointe Asset Management
Nevada
$208K
CCG
65
Catalina Capital Group
California
$204K
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$193K
AAP
67
Arax Advisory Partners
Colorado
$172K +$176K +11,401 New
BCA
68
Bay Colony Advisors
Massachusetts
$171K +$3.42K +222 +2%
RPA
69
Redwood Park Advisors
California
$162K +$678 +44 +0.4%
HF
70
HRT Financial
New York
$158K +$162K +10,521 New
MC
71
Moors & Cabot
Massachusetts
$154K +$157K +10,212 New
SA
72
Sovran Advisors
California
$153K +$160K +10,397 New
Cerity Partners
73
Cerity Partners
New York
$151K
AWM
74
Activest Wealth Management
Florida
$115K
OIA
75
Optimum Investment Advisors
Illinois
$115K -$5.35K -347 -4%