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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
$32.6M +$499K +32,475 +2%
Wells Fargo
2
Wells Fargo
California
$31.2M +$1.65M +107,724 +6%
UBS Group
3
UBS Group
Switzerland
$16.3M -$1.35M -88,018 -8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.26M +$220K +14,344 +2%
LWM
5
LeConte Wealth Management
Tennessee
$8.12M -$6.94M -452,216 -46%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.22M +$134K +8,708 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$4.9M +$641K +41,746 +15%
PAMP
8
Polar Asset Management Partners
Ontario, Canada
$4.35M +$4.28M +278,950 New
IFG
9
Independent Financial Group
California
$3.41M -$133K -8,679 -4%
JAG
10
Journey Advisory Group
Kentucky
$3.07M -$15.9K -1,033 -0.5%
WIA
11
World Investment Advisors
California
$2.78M -$1.86M -120,940 -40%
CPRC
12
Consolidated Portfolio Review Corp
New York
$2.75M +$107K +6,979 +4%
Cohen & Steers
13
Cohen & Steers
New York
$2.73M – – –
Bank of America
14
Bank of America
North Carolina
$2.55M +$20.2K +1,314 +0.8%
WS
15
Wedbush Securities
California
$1.88M +$138K +8,960 +8%
CP
16
Creekside Partners
California
$1.81M +$10.8K +701 +0.6%
MWM
17
Maridea Wealth Management
New York
$1.66M +$60.1K +3,913 +4%
EW
18
Evoke Wealth
California
$1.51M +$61.4K +4,000 +4%
LPL Financial
19
LPL Financial
California
$1.45M +$56.4K +3,672 +4%
SFS
20
Shaker Financial Services
Virginia
$1.3M +$1.28M +83,413 New
RAM
21
Readystate Asset Management
Illinois
$1.23M +$1.02M +66,134 +518%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$1.17M -$1.41K -92 -0.1%
Stifel Financial
23
Stifel Financial
Missouri
$1.09M -$47.6K -3,102 -4%
SDWIA
24
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.05M +$25.2K +1,638 +2%
AWS
25
Atria Wealth Solutions
New York
$967K +$135K +8,816 +17%
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