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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
$38.6M -$918K -65,308 -2%
UBS Group
2
UBS Group
Switzerland
$24.2M -$864K -61,432 -4%
Wells Fargo
3
Wells Fargo
California
$11.7M +$3.34M +237,720 +42%
PCM
4
Penserra Capital Management
California
$11.6M +$698K +49,654 +7%
HIG
5
Herr Investment Group
Texas
$10.1M -$156K -11,106 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.9M +$95.3K +6,774 +1%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.21M +$206K +14,685 +4%
IC
8
IEQ Capital
California
$4.41M – – –
PFA
9
Pettinga Financial Advisors
Indiana
$4.01M -$518K -36,861 -12%
Cohen & Steers
10
Cohen & Steers
New York
$3.94M – – –
IFG
11
Independent Financial Group
California
$3.54M -$32.5K -2,308 -0.9%
Bank of America
12
Bank of America
North Carolina
$3.44M -$564K -40,103 -14%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$2.97M -$2.64M -187,547 -48%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$2.94M -$3.47M -247,057 -55%
PMAM
15
Penn Mutual Asset Management
Pennsylvania
$2.9M – – –
CPRC
16
Consolidated Portfolio Review Corp
New York
$2.45M +$127K +9,029 +6%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$2.3M +$50.1K +3,564 +2%
AW
18
Atlas Wealth
Ohio
$2.11M -$882K -62,707 -30%
SIA
19
Sit Investment Associates
Minnesota
$1.93M -$261K -18,540 -12%
Invesco
20
Invesco
Georgia
$1.56M -$251K -17,823 -14%
Stifel Financial
21
Stifel Financial
Missouri
$1.49M +$204K +14,542 +17%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.47M +$7.41K +527 +0.5%
ACMA
23
Arbor Capital Management (Alaska)
Alaska
$988K -$77.5K -5,514 -8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$818K -$28.2K -2,002 -3%
WS
25
Wedbush Securities
California
$735K +$103K +7,317 +17%
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