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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
$32.8M +$3.77M +244,915 +14%
Wells Fargo
2
Wells Fargo
California
$21.6M +$1.81M +117,851 +10%
UBS Group
3
UBS Group
Switzerland
$19.2M +$1.04M +67,575 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.1M +$541K +35,120 +4%
HIG
5
Herr Investment Group
Texas
$9.66M -$466K -30,275 -5%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.21M +$19.4K +1,262 +0.3%
IC
7
IEQ Capital
California
$4.83M – – –
IFG
8
Independent Financial Group
California
$4.32M +$201K +13,035 +5%
Cohen & Steers
9
Cohen & Steers
New York
$4.32M – – –
Bank of America
10
Bank of America
North Carolina
$3.47M -$90.2K -5,855 -3%
CPRC
11
Consolidated Portfolio Review Corp
New York
$3.04M -$18.4K -1,198 -0.6%
PI
12
PFG Investments
New York
$3.03M +$2.93M +189,967 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.6M -$21.5K -1,396 -0.8%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.5M -$383K -24,890 -14%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$2.31M -$21K -1,364 -0.9%
Stifel Financial
16
Stifel Financial
Missouri
$1.96M +$56.7K +3,680 +3%
EW
17
Evoke Wealth
California
$1.48M +$1.43M +92,685 New
VCM
18
Vivaldi Capital Management
Illinois
$1.23M -$124K -8,083 -9%
PFA
19
Pettinga Financial Advisors
Indiana
$1.15M -$1.77M -114,892 -61%
WS
20
Wedbush Securities
California
$1.14M +$105K +6,819 +10%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$1.09M +$543K +35,255 +107%
LPL Financial
22
LPL Financial
California
$945K +$180K +11,710 +25%
SDWIA
23
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$728K +$43.3K +2,813 +7%
Invesco
24
Invesco
Georgia
$722K -$205K -13,334 -23%
AWS
25
Atria Wealth Solutions
New York
$704K +$71.2K +4,621 +12%
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