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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
$36.8M +$5.33M +345,763 +17%
Wells Fargo
2
Wells Fargo
California
$29.6M -$561K -36,429 -2%
UBS Group
3
UBS Group
Switzerland
$15.3M -$491K -31,852 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.82M -$138K -8,933 -2%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.08M +$94.1K +6,106 +1%
Raymond James Financial
6
Raymond James Financial
Florida
$5.14M +$401K +26,040 +8%
SFS
7
Shaker Financial Services
Virginia
$4.44M +$3.26M +211,297 +253%
PAMP
8
Polar Asset Management Partners
Ontario, Canada
$4.3M +$98.4K +6,385 +2%
RAM
9
Readystate Asset Management
Illinois
$3.43M +$2.29M +148,639 +188%
IFG
10
Independent Financial Group
California
$3.3M -$478 -31 -0%
JAG
11
Journey Advisory Group
Kentucky
$2.92M -$51.6K -3,351 -2%
CPRC
12
Consolidated Portfolio Review Corp
New York
$2.88M +$225K +14,632 +8%
Cohen & Steers
13
Cohen & Steers
New York
$2.64M – – –
LPL Financial
14
LPL Financial
California
$2.42M +$1.04M +67,513 +73%
Bank of America
15
Bank of America
North Carolina
$2.36M -$106K -6,878 -4%
PFA
16
Pettinga Financial Advisors
Indiana
$2.1M +$2.15M +139,324 New
WS
17
Wedbush Securities
California
$1.92M +$104K +6,758 +6%
P
18
&Partners
Tennessee
$1.82M +$1.85M +120,392 New
MWM
19
Maridea Wealth Management
New York
$1.81M +$263K +17,095 +16%
CP
20
Creekside Partners
California
$1.53M -$220K -14,275 -12%
Stifel Financial
21
Stifel Financial
Missouri
$1.51M +$466K +30,263 +43%
EW
22
Evoke Wealth
California
$1.27M -$193K -12,500 -13%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$1.12M -$6.16K -400 -0.5%
SDWIA
24
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.02M +$6.09K +395 +0.6%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$998K +$629K +40,848 +161%
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