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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
$38.4M +$16.6M +927,389 +81%
UBS Group
2
UBS Group
Switzerland
$26.6M +$5.02M +279,756 +24%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.5M +$8.19M +456,793 +166%
Wells Fargo
4
Wells Fargo
California
$8.09M +$3.17M +176,568 +68%
Bank of America
5
Bank of America
North Carolina
$7.45M -$3.41M -190,004 -32%
LGWM
6
Litman Gregory Wealth Management
California
$5.5M +$1.61M +89,650 +43%
PAIM
7
Punch & Associates Investment Management
Minnesota
$5.17M +$5.01M +279,435 New
Millennium Management
8
Millennium Management
New York
$4.85M +$4.7M +262,116 New
PMAM
9
Penn Mutual Asset Management
Pennsylvania
$4.63M – – –
PFA
10
Pettinga Financial Advisors
Indiana
$4.29M +$2.37M +132,209 +133%
FM
11
Family Management
New York
$2.53M +$523K +29,159 +27%
RVPG
12
Relative Value Partners Group
$2.42M +$2.35M +130,825 New
UR
13
USCA RIA
Texas
$1.64M +$483K +26,955 +44%
EW
14
Evoke Wealth
California
$1.31M +$217K +12,080 +21%
JG
15
Jefferies Group
New York
$1.28M -$4.23K -236 -0.3%
MIG
16
Mariner Investment Group
New York
$1.22M +$1.18M +66,000 New
RCM
17
Robinson Capital Management
Michigan
$964K +$926K +51,674 New
Stifel Financial
18
Stifel Financial
Missouri
$880K +$13.5K +753 +2%
WS
19
Wedbush Securities
California
$858K +$40.3K +2,250 +5%
OMC
20
Old Mission Capital
Illinois
$484K +$470K +26,200 New
HighTower Advisors
21
HighTower Advisors
Illinois
$397K +$179K +10,000 +87%
OIA
22
Optimum Investment Advisors
Illinois
$296K +$176K +9,804 +158%
Truist Financial
23
Truist Financial
North Carolina
$267K +$305 +17 +0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$210K -$98.8K -5,508 -33%
TCA
25
Transcend Capital Advisors
New Jersey
$194K +$188K +10,496 New
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