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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
$49.8M +$795K +45,320 +2%
UBS Group
2
UBS Group
Switzerland
$36.2M -$2.7M -153,990 -7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.3M +$983K +55,990 +6%
PCM
4
Penserra Capital Management
California
$10.8M -$127K -7,242 -1%
PAIM
5
Punch & Associates Investment Management
Minnesota
$10.6M +$132K +7,547 +1%
PFA
6
Pettinga Financial Advisors
Indiana
$10M +$452K +25,753 +4%
Wells Fargo
7
Wells Fargo
California
$8.14M +$1.68M +95,713 +25%
LGWM
8
Litman Gregory Wealth Management
California
$6.72M +$305K +17,400 +5%
Cohen & Steers
9
Cohen & Steers
New York
$6.64M +$1.04M +59,040 +17%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$5.92M +$636K +36,268 +11%
SIA
11
Sit Investment Associates
Minnesota
$4.88M +$83.6K +4,765 +2%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$4.7M -$842K -48,002 -15%
PPA
13
Parametric Portfolio Associates
Washington
$4.37M +$4.58M +260,923 New
PMAM
14
Penn Mutual Asset Management
Pennsylvania
$3.35M – – –
Invesco
15
Invesco
Georgia
$3.23M +$1.47M +83,880 +77%
GA
16
GraniteShares Advisors
New York
$2.56M +$238K +13,570 +10%
Bank of America
17
Bank of America
North Carolina
$2.47M -$470K -26,783 -15%
FM
18
Family Management
New York
$2.17M -$160K -9,098 -7%
RJA
19
Raymond James & Associates
Florida
$2.12M +$1.26M +71,946 +132%
RVPG
20
Relative Value Partners Group
$1.76M +$566K +32,279 +44%
IFG
21
Independent Financial Group
California
$1.69M +$743K +42,317 +72%
Stifel Financial
22
Stifel Financial
Missouri
$1.37M -$11.7K -666 -0.8%
LSC
23
Logan Stone Capital
Illinois
$1.3M -$152K -8,646 -10%
EW
24
Evoke Wealth
California
$1.1M +$37.8K +2,154 +3%
SFS
25
Shaker Financial Services
Virginia
$759K -$876K -49,932 -52%
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