TAMPA, FL
DOUBLELINE YIELD OPPORTUNITIES FUNDDLY— Latest position per institution from SEC 13F filings
15
Institutional holders
12.42M
Total shares held
158.14M
Estimated value
621.21K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
2.44M
Value
34.37M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.41M
Value
33.84M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
1.13M
Value
15.87M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
841.58K
Value
11.84K
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
673.70K
Value
9.48M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
572.15K
Value
8.05K
Filed
Jun 30, 2026
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
564.17K
Value
7.94M
Filed
Jun 30, 2026
LECONTE WEALTH MANAGEMENT, LLC
CIK 2060443
Shares
520.72K
Value
8.12M
Filed
Jun 30, 2025
HERR INVESTMENT GROUP LLC
CIK 1922235
Shares
382.78K
Value
6.04M
Filed
Jun 30, 2024
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
354.81K
Value
4.99M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
341.07K
Value
4.80M
Filed
Jun 30, 2026
IEQ CAPITAL, LLC
CIK 1779789
Shares
304.28K
Value
5.05M
Filed
Sep 30, 2024
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
303.20K
Value
4.27M
Filed
Jun 30, 2026
POLAR ASSET MANAGEMENT PARTNERS INC.
CIK 1326389
Shares
285.33K
Value
4.30M
Filed
Sep 30, 2025
LPL FINANCIAL LLC
CIK 1403438
Shares
261.42K
Value
3.68M
Filed
Jun 30, 2026
RAREVIEW CAPITAL LLC
CIK 2044533
Shares
227.78K
Value
3.55M
Filed
Jun 30, 2026
INDEPENDENT FINANCIAL GROUP, LLC
CIK 275484
Shares
226.42K
Value
3.19M
Filed
Jun 30, 2026
PENN MUTUAL ASSET MANAGEMENT
CIK 855702
Shares
199.84K
Value
2.97M
Filed
Dec 31, 2023
JOURNEY ADVISORY GROUP, LLC
CIK 1840085
Shares
197.66K
Value
2.78M
Filed
Jun 30, 2026
CONSOLIDATED PORTFOLIO REVIEW CORP
CIK 1972835
Shares
191.04K
Value
2.88M
Filed
Sep 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 2.44M | 34.37M | Jun 30, 2026 |
| 2 | WELLS FARGO & COMPANY/MN | 72971 | 2.41M | 33.84M | Jun 30, 2026 |
| 3 | UBS GROUP AG | 1610520 | 1.13M | 15.87M | Jun 30, 2026 |
| 4 | SIT INVESTMENT ASSOCIATES INC | 769317 | 841.58K | 11.84K | Jun 30, 2026 |
| 5 | ROYAL BANK OF CANADA | 1000275 | 673.70K | 9.48M | Jun 30, 2026 |
| 6 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 572.15K | 8.05K | Jun 30, 2026 |
| 7 | HIGHTOWER ADVISORS, LLC | 1462245 | 564.17K | 7.94M | Jun 30, 2026 |
| 8 | LECONTE WEALTH MANAGEMENT, LLC | 2060443 | 520.72K | 8.12M | Jun 30, 2025 |
| 9 | HERR INVESTMENT GROUP LLC | 1922235 | 382.78K | 6.04M | Jun 30, 2024 |
| 10 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 354.81K | 4.99M | Jun 30, 2026 |
| 11 | RAYMOND JAMES FINANCIAL INC | 720005 | 341.07K | 4.80M | Jun 30, 2026 |
| 12 | IEQ CAPITAL, LLC | 1779789 | 304.28K | 5.05M | Sep 30, 2024 |
| 13 | BANK OF AMERICA CORP /DE/ | 70858 | 303.20K | 4.27M | Jun 30, 2026 |
| 14 | POLAR ASSET MANAGEMENT PARTNERS INC. | 1326389 | 285.33K | 4.30M | Sep 30, 2025 |
| 15 | LPL FINANCIAL LLC | 1403438 | 261.42K | 3.68M | Jun 30, 2026 |
| 16 | RAREVIEW CAPITAL LLC | 2044533 | 227.78K | 3.55M | Jun 30, 2026 |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | 275484 | 226.42K | 3.19M | Jun 30, 2026 |
| 18 | PENN MUTUAL ASSET MANAGEMENT | 855702 | 199.84K | 2.97M | Dec 31, 2023 |
| 19 | JOURNEY ADVISORY GROUP, LLC | 1840085 | 197.66K | 2.78M | Jun 30, 2026 |
| 20 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1972835 | 191.04K | 2.88M | Sep 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.