TAMPA, FL
DOUBLELINE YIELD OPPORTUNITIES FUNDDLY— Latest position per institution from SEC 13F filings
15
Institutional holders
12.67M
Total shares held
157.45M
Estimated value
633.72K
Avg. position size
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.45M
Value
34.07M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
2.44M
Value
33.90M
Filed
Mar 31, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
1.02M
Value
14.26K
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
1.02M
Value
14.13M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
709.24K
Value
9.87M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
550.34K
Value
7.66K
Filed
Mar 31, 2026
LECONTE WEALTH MANAGEMENT, LLC
CIK 2060443
Shares
520.72K
Value
8.12M
Filed
Jun 30, 2025
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
496.15K
Value
6.91M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
458.35K
Value
6.38M
Filed
Mar 31, 2026
HERR INVESTMENT GROUP LLC
CIK 1922235
Shares
382.78K
Value
6.04M
Filed
Jun 30, 2024
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
321.53K
Value
4.48M
Filed
Mar 31, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
321.15K
Value
4.47M
Filed
Mar 31, 2026
IEQ CAPITAL, LLC
CIK 1779789
Shares
304.28K
Value
5.05M
Filed
Sep 30, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
294.47K
Value
4.10M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
288.95K
Value
4.02M
Filed
Mar 31, 2026
POLAR ASSET MANAGEMENT PARTNERS INC.
CIK 1326389
Shares
285.33K
Value
4.30M
Filed
Sep 30, 2025
INDEPENDENT FINANCIAL GROUP, LLC
CIK 275484
Shares
225.75K
Value
3.14M
Filed
Mar 31, 2026
PENN MUTUAL ASSET MANAGEMENT
CIK 855702
Shares
199.84K
Value
2.97M
Filed
Dec 31, 2023
JOURNEY ADVISORY GROUP, LLC
CIK 1840085
Shares
198.77K
Value
2.77M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
194.63K
Value
2.71M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 72971 | 2.45M | 34.07M | Mar 31, 2026 |
| 2 | MORGAN STANLEY | 895421 | 2.44M | 33.90M | Mar 31, 2026 |
| 3 | SIT INVESTMENT ASSOCIATES INC | 769317 | 1.02M | 14.26K | Mar 31, 2026 |
| 4 | UBS GROUP AG | 1610520 | 1.02M | 14.13M | Mar 31, 2026 |
| 5 | ROYAL BANK OF CANADA | 1000275 | 709.24K | 9.87M | Mar 31, 2026 |
| 6 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 550.34K | 7.66K | Mar 31, 2026 |
| 7 | LECONTE WEALTH MANAGEMENT, LLC | 2060443 | 520.72K | 8.12M | Jun 30, 2025 |
| 8 | HIGHTOWER ADVISORS, LLC | 1462245 | 496.15K | 6.91M | Mar 31, 2026 |
| 9 | RAYMOND JAMES FINANCIAL INC | 720005 | 458.35K | 6.38M | Mar 31, 2026 |
| 10 | HERR INVESTMENT GROUP LLC | 1922235 | 382.78K | 6.04M | Jun 30, 2024 |
| 11 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 321.53K | 4.48M | Mar 31, 2026 |
| 12 | LOGAN STONE CAPITAL, LLC | 1535521 | 321.15K | 4.47M | Mar 31, 2026 |
| 13 | IEQ CAPITAL, LLC | 1779789 | 304.28K | 5.05M | Sep 30, 2024 |
| 14 | LPL FINANCIAL LLC | 1403438 | 294.47K | 4.10M | Mar 31, 2026 |
| 15 | BANK OF AMERICA CORP /DE/ | 70858 | 288.95K | 4.02M | Mar 31, 2026 |
| 16 | POLAR ASSET MANAGEMENT PARTNERS INC. | 1326389 | 285.33K | 4.30M | Sep 30, 2025 |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | 275484 | 225.75K | 3.14M | Mar 31, 2026 |
| 18 | PENN MUTUAL ASSET MANAGEMENT | 855702 | 199.84K | 2.97M | Dec 31, 2023 |
| 19 | JOURNEY ADVISORY GROUP, LLC | 1840085 | 198.77K | 2.77M | Mar 31, 2026 |
| 20 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 194.63K | 2.71M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.