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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
$35.9M +$188K +11,619 +0.5%
Wells Fargo
2
Wells Fargo
California
$26.7M +$1.15M +71,207 +5%
UBS Group
3
UBS Group
Switzerland
$18.6M -$1.36M -83,663 -7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.3M -$2.9M -178,624 -21%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.42M +$198K +12,197 +3%
IC
6
IEQ Capital
California
$5.05M +$18K +1,108 +0.4%
IFG
7
Independent Financial Group
California
$4.33M -$91.6K -5,647 -2%
Cohen & Steers
8
Cohen & Steers
New York
$4.16M -$324K -20,000 -7%
Bank of America
9
Bank of America
North Carolina
$3.32M -$373K -23,016 -10%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$3.2M – – –
CPRC
11
Consolidated Portfolio Review Corp
New York
$2.86M -$8.5K -524 -0.3%
WIA
12
World Investment Advisors
California
$2.47M +$2.42M +149,130 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.4M +$92.4K +5,697 +4%
CP
14
Creekside Partners
California
$1.88M +$10.1K +623 +0.6%
WS
15
Wedbush Securities
California
$1.59M -$2.5K -154 -0.2%
EW
16
Evoke Wealth
California
$1.54M +$1.24M +76,685 +479%
Stifel Financial
17
Stifel Financial
Missouri
$1.49M -$200K -12,330 -12%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$1.22M -$13K -802 -1%
LPL Financial
19
LPL Financial
California
$1.12M +$101K +6,201 +10%
AWS
20
Atria Wealth Solutions
New York
$1.05M +$293K +18,055 +40%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$897K -$884K -54,477 -50%
SDWIA
22
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$823K +$1.22K +75 +0.2%
RJA
23
Raymond James & Associates
Florida
$769K +$326K +20,078 +76%
WLPWM
24
Walled Lake Planning & Wealth Management
Illinois
$666K +$101K +6,200 +18%
Osaic Holdings
25
Osaic Holdings
Arizona
$654K +$25.9K +1,596 +4%
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