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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
$35.1M -$350K -23,851 -1%
Wells Fargo
2
Wells Fargo
California
$34.4M +$5.92M +402,798 +21%
SIA
3
Sit Investment Associates
Minnesota
$15.7M +$15.9M +1,083,165 New
UBS Group
4
UBS Group
Switzerland
$14.5M -$193K -13,148 -1%
RCM
5
Rivernorth Capital Management
Florida
$8.08M +$8.17M +555,917 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.61M -$907K -61,747 -11%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.96M +$130K +8,876 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$5.84M +$894K +60,867 +18%
LSC
9
Logan Stone Capital
Illinois
$4.98M +$5.03M +342,383 New
IFG
10
Independent Financial Group
California
$3.25M +$68.1K +4,636 +2%
LPL Financial
11
LPL Financial
California
$2.94M +$619K +42,128 +26%
JAG
12
Journey Advisory Group
Kentucky
$2.86M +$53K +3,604 +2%
RAM
13
Readystate Asset Management
Illinois
$2.84M -$468K -31,873 -14%
SFS
14
Shaker Financial Services
Virginia
$2.7M -$1.6M -108,929 -37%
Cohen & Steers
15
Cohen & Steers
New York
$2.54M – – –
PFA
16
Pettinga Financial Advisors
Indiana
$2.52M +$500K +33,994 +24%
1CP
17
1607 Capital Partners
Virginia
$2.34M +$2.37M +161,111 New
Bank of America
18
Bank of America
North Carolina
$2.04M -$236K -16,036 -10%
JSW
19
Journey Strategic Wealth
New Jersey
$1.93M +$1.09M +74,000 +125%
RC
20
Rareview Capital
Nevada
$1.93M +$1.82M +123,911 New
MWM
21
Maridea Wealth Management
New York
$1.79M -$9.86K -671 -0.5%
WS
22
Wedbush Securities
California
$1.63M -$223K -15,158 -12%
NWMP
23
Noble Wealth Management PBC
Colorado
$1.58M +$851K +57,907 +114%
Stifel Financial
24
Stifel Financial
Missouri
$1.21M -$242K -16,478 -16%
P
25
&Partners
Tennessee
$1.13M -$628K -42,735 -35%
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