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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
$32.9M -$1.35M -83,346 -4%
Wells Fargo
2
Wells Fargo
California
$29.7M +$4.39M +270,439 +17%
UBS Group
3
UBS Group
Switzerland
$17.9M +$182K +11,214 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.16M -$2.67M -164,520 -24%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.22M +$138K +8,480 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$4.2M +$4.3M +265,037 New
IFG
7
Independent Financial Group
California
$3.72M -$423K -26,102 -10%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$3.11M +$56.8K +3,500 +2%
WIA
9
World Investment Advisors
California
$2.78M +$426K +26,240 +18%
Cohen & Steers
10
Cohen & Steers
New York
$2.77M -$1.23M -76,000 -30%
Bank of America
11
Bank of America
North Carolina
$2.76M -$420K -25,879 -13%
CPRC
12
Consolidated Portfolio Review Corp
New York
$2.73M +$6.47K +399 +0.2%
CP
13
Creekside Partners
California
$1.82M +$24K +1,481 +1%
MWM
14
Maridea Wealth Management
New York
$1.57M +$1.61M +99,233 New
WS
15
Wedbush Securities
California
$1.55M +$40K +2,467 +3%
EW
16
Evoke Wealth
California
$1.47M – – –
AWS
17
Atria Wealth Solutions
New York
$1.24M +$244K +15,045 +24%
Stifel Financial
18
Stifel Financial
Missouri
$1.2M -$229K -14,116 -16%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$1.18M +$10.4K +640 +0.9%
LPL Financial
20
LPL Financial
California
$1.11M +$41.6K +2,562 +4%
SDWIA
21
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$985K +$204K +12,607 +25%
ASN
22
Advisory Services Network
Georgia
$955K +$738K +45,492 +307%
Citadel Advisors
23
Citadel Advisors
Florida
$804K +$823K +50,762 New
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$777K -$81K -4,993 -9%
Osaic Holdings
25
Osaic Holdings
Arizona
$683K +$60.4K +3,726 +9%
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