OPTIMUM INVESTMENT ADVISORS - DOUBLELINE YIELD OPPORTUNITI ownership

DOUBLELINE YIELD OPPORTUNITI's ticker is DLY and the CUSIP is 25862D105. A total of 40 filers reported holding DOUBLELINE YIELD OPPORTUNITI in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of DOUBLELINE YIELD OPPORTUNITI
ValueSharesWeighting
Q4 2023$241,886
-4.9%
16,267
-5.7%
0.12%
-6.2%
Q3 2023$254,229
+1.4%
17,259
+0.0%
0.13%
+5.7%
Q2 2023$250,687
+3.9%
17,253
+0.0%
0.12%
-2.4%
Q1 2023$241,283
+33.8%
17,247
+25.5%
0.13%
+28.6%
Q4 2022$180,279
-15.0%
13,741
-12.7%
0.10%
-14.0%
Q3 2022$212,000
-6.2%
15,735
+0.0%
0.11%
+0.9%
Q2 2022$226,000
-11.4%
15,729
+3.3%
0.11%
+5.6%
Q1 2022$255,000
-34.4%
15,224
-26.9%
0.11%
-29.1%
Q4 2021$389,000
-2.3%
20,819
+0.0%
0.15%
-10.1%
Q3 2021$398,000
+0.5%
20,815
+5.1%
0.17%
+35.5%
Q2 2021$396,000
+16.1%
19,811
+11.2%
0.12%
+24.0%
Q1 2021$341,000
+15.2%
17,808
+11.3%
0.10%
+11.1%
Q4 2020$296,000
+161.9%
16,004
+158.1%
0.09%
+136.8%
Q3 2020$113,0006,2000.04%
Other shareholders
DOUBLELINE YIELD OPPORTUNITI shareholders Q3 2021
NameSharesValueWeighting ↓
Penn Mutual Asset Management, LLC 199,841$2,795,7762.65%
Pettinga Financial Advisors, LLC 312,988$4,378,7041.36%
ARBOR CAPITAL MANAGEMENT INC /ADV 73,450$1,027,5660.83%
Herr Investment Group LLC 703,573$9,842,9860.71%
Consolidated Portfolio Review Corp 159,596$2,232,7480.60%
Atlas Wealth LLC 210,151$2,940,0120.58%
Penserra Capital Management LLC 746,986$10,4500.22%
Allie Family Office LLC 20,000$279,8000.21%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 32,572$455,6820.16%
ROBINSON CAPITAL MANAGEMENT, LLC 24,938$346,9180.16%
View complete list of DOUBLELINE YIELD OPPORTUNITI shareholders