SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - DOUBLELINE YIELD OPPORTUNITI ownership

DOUBLELINE YIELD OPPORTUNITI's ticker is DLY and the CUSIP is 25862D105. A total of 72 filers reported holding DOUBLELINE YIELD OPPORTUNITI in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC ownership history of DOUBLELINE YIELD OPPORTUNITI
ValueSharesWeighting
Q2 2024$781,588
+7.3%
49,530
+8.4%
0.21%
+2.9%
Q1 2024$728,283
+14.2%
45,689
+6.6%
0.20%
+4.1%
Q4 2023$637,566
+1.6%
42,876
+0.7%
0.20%
-8.0%
Q3 2023$627,365
+29.7%
42,591
+27.9%
0.21%
+34.0%
Q2 2023$483,762
+6.2%
33,294
+2.2%
0.16%
-3.6%
Q1 2023$455,682
+25.3%
32,572
+17.5%
0.16%
+15.4%
Q4 2022$363,75227,7250.14%
Other shareholders
DOUBLELINE YIELD OPPORTUNITI shareholders Q2 2024
NameSharesValueWeighting ↓
Pettinga Financial Advisors LLC 400,134$8,003,0002.14%
Penn Mutual Asset Management 67,612$1,352,0001.69%
Litman Gregory Wealth Management LLC 7,792$7,792,0001.45%
MARINER INVESTMENT GROUP LLC 21,469$429,0000.93%
Family Management Corp 155,159$3,103,0000.82%
ROBINSON CAPITAL MANAGEMENT, LLC 51,674$1,037,0000.56%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 460,260$9,205,0000.52%
Penserra Capital Management LLC 872,169$17,443,0000.32%
OPTIMUM INVESTMENT ADVISORS 19,811$396,0000.12%
Westside Investment Management, Inc. 2,500$50,000,0000.12%
View complete list of DOUBLELINE YIELD OPPORTUNITI shareholders