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DLY

DoubleLine Yield Opportunities Fund
DLY

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$34.1M +$1.17M +80,508 +3%
Morgan Stanley
2
Morgan Stanley
New York
$33.9M +$290K +20,015 +0.8%
SIA
3
Sit Investment Associates
Minnesota
$14.3M -$858K -59,127 -5%
UBS Group
4
UBS Group
Switzerland
$14.1M +$237K +16,313 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.87M +$2.7M +186,001 +36%
PCM
6
Penserra Capital Management
California
$7.66M +$7.99M +550,342 New
HighTower Advisors
7
HighTower Advisors
Illinois
$6.91M +$258K +17,766 +4%
Raymond James Financial
8
Raymond James Financial
Florida
$6.38M +$826K +56,894 +14%
1CP
9
1607 Capital Partners
Virginia
$4.48M +$2.33M +160,421 +100%
LSC
10
Logan Stone Capital
Illinois
$4.47M -$308K -21,235 -6%
LPL Financial
11
LPL Financial
California
$4.1M +$1.34M +92,140 +46%
Bank of America
12
Bank of America
North Carolina
$4.02M +$2.16M +148,616 +106%
IFG
13
Independent Financial Group
California
$3.14M +$34.7K +2,390 +1%
JAG
14
Journey Advisory Group
Kentucky
$2.77M +$26.7K +1,842 +0.9%
SFS
15
Shaker Financial Services
Virginia
$2.71M +$128K +8,851 +5%
RC
16
Rareview Capital
Nevada
$2.63M +$645K +44,477 +36%
PFA
17
Pettinga Financial Advisors
Indiana
$2.55M +$143K +9,885 +6%
Cohen & Steers
18
Cohen & Steers
New York
$2.44M – – –
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$2.15M +$2.25M +154,770 New
RCM
20
Rivernorth Capital Management
Florida
$2.03M -$5.95M -409,778 -74%
GC
21
Guggenheim Capital
Illinois
$1.91M +$890K +61,338 +81%
MWM
22
Maridea Wealth Management
New York
$1.88M +$176K +12,144 +10%
NWMP
23
Noble Wealth Management PBC
Colorado
$1.39M -$126K -8,672 -8%
JSW
24
Journey Strategic Wealth
New Jersey
$1.24M -$638K -43,950 -33%
WS
25
Wedbush Securities
California
$1.21M -$361K -24,895 -22%
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