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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
$33.6M -$5.51M -378,448 -14%
UBS Group
2
UBS Group
Switzerland
$24.2M -$382K -26,276 -2%
Wells Fargo
3
Wells Fargo
California
$14.3M +$2.41M +165,835 +21%
HIG
4
Herr Investment Group
Texas
$10.2M +$19.1K +1,316 +0.2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.1M +$56.3K +3,873 +0.6%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.61M +$309K +21,228 +5%
PCM
7
Penserra Capital Management
California
$6.12M -$5.54M -380,985 -48%
IC
8
IEQ Capital
California
$4.47M – – –
Cohen & Steers
9
Cohen & Steers
New York
$3.99M – – –
IFG
10
Independent Financial Group
California
$3.68M +$87.4K +6,005 +2%
Bank of America
11
Bank of America
North Carolina
$3.5M +$11.6K +794 +0.3%
PFA
12
Pettinga Financial Advisors
Indiana
$3.02M -$1.04M -71,170 -26%
PMAM
13
Penn Mutual Asset Management
Pennsylvania
$2.94M – – –
CPRC
14
Consolidated Portfolio Review Corp
New York
$2.6M +$117K +8,040 +5%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$2.39M +$52.5K +3,608 +2%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$2.2M -$798K -54,845 -27%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.19M +$687K +47,197 +47%
SIA
18
Sit Investment Associates
Minnesota
$1.96M – – –
Invesco
19
Invesco
Georgia
$1.7M +$116K +7,997 +7%
Stifel Financial
20
Stifel Financial
Missouri
$1.49M -$16.9K -1,163 -1%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$1.35M -$1.61M -110,561 -55%
WS
22
Wedbush Securities
California
$922K +$174K +11,951 +24%
Osaic Holdings
23
Osaic Holdings
Arizona
$807K +$213K +14,661 +37%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$774K -$54.7K -3,757 -7%
AW
25
Atlas Wealth
Ohio
$756K -$1.4M -96,148 -65%
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