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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
$54.8M -$1.51M -79,116 -3%
UBS Group
2
UBS Group
Switzerland
$43.3M +$5.78M +302,727 +15%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17.2M -$1.24M -65,045 -7%
PCM
4
Penserra Capital Management
California
$12.2M +$172K +9,015 +1%
PAIM
5
Punch & Associates Investment Management
Minnesota
$11.7M +$2.15M +112,881 +22%
PFA
6
Pettinga Financial Advisors
Indiana
$10.7M +$177K +9,272 +2%
Wells Fargo
7
Wells Fargo
California
$7.3M -$3.93M -206,001 -35%
LGWM
8
Litman Gregory Wealth Management
California
$7.18M -$168K -8,785 -2%
Cohen & Steers
9
Cohen & Steers
New York
$6.31M +$493K +25,853 +8%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$6.15M -$583K -30,585 -9%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$5.93M +$6.05M +317,376 New
SIA
12
Sit Investment Associates
Minnesota
$5.36M +$5.46M +286,385 New
PMAM
13
Penn Mutual Asset Management
Pennsylvania
$3.74M +$2.52M +132,229 +196%
Bank of America
14
Bank of America
North Carolina
$3.25M +$191K +10,017 +6%
Lido Advisors
15
Lido Advisors
California
$2.79M -$210K -11,029 -7%
GA
16
GraniteShares Advisors
New York
$2.61M +$2.66M +139,414 New
FM
17
Family Management
New York
$2.6M -$292K -15,313 -10%
LCM
18
Landscape Capital Management
New Jersey
$2.25M +$2.3M +120,389 New
Invesco
19
Invesco
Georgia
$2.03M +$1.01M +53,107 +95%
SFS
20
Shaker Financial Services
Virginia
$1.78M +$1.82M +95,247 New
LSC
21
Logan Stone Capital
Illinois
$1.62M +$1.65M +86,502 New
Stifel Financial
22
Stifel Financial
Missouri
$1.54M +$312K +16,374 +25%
RVPG
23
Relative Value Partners Group
$1.36M +$1.39M +72,712 New
EW
24
Evoke Wealth
California
$1.18M +$935 +49 +0.1%
IFG
25
Independent Financial Group
California
$1.1M +$1.12M +58,700 New
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