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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
$33.2M -$325K -20,174 -1%
Wells Fargo
2
Wells Fargo
California
$30.5M +$243K +15,113 +0.8%
UBS Group
3
UBS Group
Switzerland
$18.2M +$12.9K +803 +0.1%
LWM
4
LeConte Wealth Management
Tennessee
$15.7M +$15.7M +972,938 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.33M +$1.04M +64,369 +12%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.32M -$17.5K -1,090 -0.2%
WIA
7
World Investment Advisors
California
$4.82M +$2M +123,980 +71%
Raymond James Financial
8
Raymond James Financial
Florida
$4.39M +$125K +7,770 +3%
IFG
9
Independent Financial Group
California
$3.66M -$123K -7,625 -3%
JAG
10
Journey Advisory Group
Kentucky
$3.18M +$3.18M +197,706 New
Cohen & Steers
11
Cohen & Steers
New York
$2.82M – – –
CPRC
12
Consolidated Portfolio Review Corp
New York
$2.73M -$53.2K -3,308 -2%
Bank of America
13
Bank of America
North Carolina
$2.61M -$200K -12,414 -7%
CP
14
Creekside Partners
California
$1.86M +$10.6K +658 +0.6%
WS
15
Wedbush Securities
California
$1.79M +$214K +13,313 +14%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.68M +$1.49M +92,412 +796%
MWM
17
Maridea Wealth Management
New York
$1.65M +$55.4K +3,443 +3%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$1.56M -$1.59M -99,067 -51%
EW
19
Evoke Wealth
California
$1.49M – – –
LPL Financial
20
LPL Financial
California
$1.43M +$303K +18,800 +27%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$1.21M +$9.62K +598 +0.8%
Stifel Financial
22
Stifel Financial
Missouri
$1.17M -$42.6K -2,647 -4%
SDWIA
23
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.06M +$56.5K +3,508 +6%
AWS
24
Atria Wealth Solutions
New York
$857K -$400K -24,878 -32%
Osaic Holdings
25
Osaic Holdings
Arizona
$803K +$108K +6,723 +16%
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