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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 +$7.67M +496,999 +17%
UBS Group
2
UBS Group
Switzerland
$31M +$2.13K +138 +0%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.1M -$954K -61,785 -6%
PCM
4
Penserra Capital Management
California
$9.07M -$162K -10,517 -2%
PFA
5
Pettinga Financial Advisors
Indiana
$8.02M -$625K -40,502 -7%
Wells Fargo
6
Wells Fargo
California
$6.61M -$391K -25,317 -5%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$6.24M +$1.26M +81,599 +23%
Cohen & Steers
8
Cohen & Steers
New York
$5.53M -$163K -10,577 -3%
LGWM
9
Litman Gregory Wealth Management
California
$5.29M -$498K -32,250 -8%
SIA
10
Sit Investment Associates
Minnesota
$4.81M +$682K +44,171 +15%
HighTower Advisors
11
HighTower Advisors
Illinois
$3.18M +$3.44M +222,580 New
PMAM
12
Penn Mutual Asset Management
Pennsylvania
$2.87M – – –
LSC
13
Logan Stone Capital
Illinois
$2.5M +$1.49M +96,587 +124%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.48M -$1.66M -107,501 -38%
Invesco
15
Invesco
Georgia
$2.38M -$408K -26,433 -14%
IFG
16
Independent Financial Group
California
$2.37M +$992K +64,290 +64%
PAIM
17
Punch & Associates Investment Management
Minnesota
$2.29M -$7.28M -471,871 -75%
GA
18
GraniteShares Advisors
New York
$2.26M +$70.1K +4,539 +3%
FM
19
Family Management
New York
$1.85M -$8.16K -529 -0.4%
RJA
20
Raymond James & Associates
Florida
$1.74M -$83.2K -5,392 -4%
Bank of America
21
Bank of America
North Carolina
$1.66M -$482K -31,209 -21%
RVPG
22
Relative Value Partners Group
$1.48M -$128K -8,267 -8%
Stifel Financial
23
Stifel Financial
Missouri
$1.31M +$148K +9,610 +12%
EW
24
Evoke Wealth
California
$929K -$10.8K -703 -1%
LCM
25
Landscape Capital Management
New Jersey
$855K +$440K +28,510 +92%
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