Who Owns DOUBLELINE YIELD (DLY)? -- Institutional Holders (2026-06-30)

104 institutions reported holding $187.3M of DOUBLELINE YIELD (DLY) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($34.4M), WELLS FARGO & COMPANY/MN ($33.8M), UBS Group AG ($15.9M), SIT INVESTMENT ASSOCIATES INC ($11.8M), Royal Bank of Canada ($9.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$34.4M2.4MAdded
2WELLS FARGO & COMPANY/MN$33.8M2.4MTrimmed
3UBS Group AG$15.9M1.1MAdded
4SIT INVESTMENT ASSOCIATES INC$11.8M841,576Trimmed
5Royal Bank of Canada$9.5M673,695Trimmed
6Penserra Capital Management LLC$8.1M572,153Added
7HighTower Advisors, LLC$7.9M564,166Added
81607 Capital Partners, LLC$5.0M354,813Added
9RAYMOND JAMES FINANCIAL INC$4.8M341,068Trimmed
10BANK OF AMERICA CORP /DE/$4.3M303,203Added
11LPL Financial LLC$3.7M261,423Trimmed
12Rareview Capital LLC$3.6M227,782Added
13INDEPENDENT FINANCIAL GROUP, LLC$3.2M226,421Added
14Journey Advisory Group, LLC$2.8M197,661Trimmed
15Pettinga Financial Advisors LLC$2.5M177,434Trimmed
16COHEN & STEERS, INC.$2.5M175,007Hold
17Maridea Wealth Management LLC$2.4M171,667Added
18Shaker Financial Services, LLC$2.2M157,923Trimmed
19GUGGENHEIM CAPITAL LLC$2.0M145,191Added
20Noble Wealth Management PBC$1.5M109,185Added
21Creekside Partners$1.4M101,576Added
22OSAIC HOLDINGS, INC.$1.3M93,230Added
23Logan Stone Capital, LLC$1.3M90,623Trimmed
24WEDBUSH SECURITIES INC$1.1M81,525Trimmed
25SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$1.1M77,737Added

Source: SEC Form 13F filings · as of 2026-06-30