DOUBLELINE YIELD OPPORTUNITI shareholder history

Current and past DOUBLELINE YIELD OPPORTUNITI shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 15150.00%0.01%0.01%Q1 2020Q3 202315
WEDBUSH SECURITIES INC 15150.02%0.04%0.09%Q1 2020Q3 202315
ROYAL BANK OF CANADA 15150.00%0.00%0.01%Q1 2020Q3 202315
BANK OF AMERICA CORP /DE/ 15150.00%0.00%0.00%Q1 2020Q3 202315
WELLS FARGO & COMPANY/MN 15150.00%0.00%0.00%Q1 2020Q3 202315
Penn Mutual Asset Management, LLC 15151.69%3.59%6.45%Q1 2020Q3 202315
UBS Group AG 15150.01%0.01%0.01%Q1 2020Q3 202315
EVOKE WEALTH, LLC 15150.02%0.04%0.09%Q1 2020Q3 202315
STIFEL FINANCIAL CORP 15150.00%0.00%0.00%Q1 2020Q3 202315
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
OPTIMUM INVESTMENT ADVISORS 14140.04%0.11%0.17%Q3 2020Q4 202314
OSAIC HOLDINGS, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
Pettinga Financial Advisors LLC 13130.77%1.79%2.75%Q3 2020Q3 202313
Rockefeller Capital Management L.P. 12120.00%0.01%0.04%Q4 2020Q3 202312
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
HighTower Advisors, LLC 650.00%0.01%0.01%Q2 2020Q3 202311
Penserra Capital Management LLC 11110.13%0.23%0.32%Q1 2021Q3 202311
Family Management Corp 11110.28%0.66%0.93%Q2 2020Q4 202211
ROBINSON CAPITAL MANAGEMENT, LLC 10100.15%0.37%0.56%Q4 2020Q1 202310
LPL Financial LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Invesco Ltd. 10100.00%0.00%0.00%Q2 2021Q3 202310
Litman Gregory Wealth Management LLC 10100.01%0.93%1.45%Q1 2020Q2 202210
COHEN & STEERS, INC. 10100.01%0.01%0.01%Q2 2021Q3 202310
Moisand Fitzgerald Tamayo, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Relative Value Partners Group, LLC 530.04%0.12%0.23%Q4 2020Q4 20228
Larson Financial Group LLC 880.00%0.00%0.00%Q4 2021Q3 20238
RAYMOND JAMES & ASSOCIATES 880.00%0.00%0.00%Q4 2021Q3 20238
Activest Wealth Management 880.02%0.05%0.14%Q4 2021Q3 20238
SIT INVESTMENT ASSOCIATES INC 880.05%0.10%0.15%Q4 2021Q3 20238
Parallel Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Financial Management Professionals, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 770.16%0.48%0.61%Q4 2020Q2 20227
Westside Investment Management, Inc. 770.08%0.11%0.13%Q1 2021Q3 20227
Atria Wealth Solutions, Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
TRANSCEND CAPITAL ADVISORS, LLC 660.02%0.02%0.03%Q4 2020Q1 20226
Allie Family Office LLC 660.12%0.20%0.24%Q2 2022Q3 20236
Geneos Wealth Management Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 660.00%0.00%0.00%Q2 2022Q3 20236
Moors & Cabot, Inc. 550.01%0.03%0.03%Q3 2022Q3 20235
FourThought Financial, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Logan Stone Capital, LLC 550.36%1.07%1.84%Q4 2021Q4 20225
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Jefferies Group LLC 550.01%0.01%0.01%Q1 2020Q1 20215
Private Advisor Group, LLC 410.00%0.00%0.00%Q2 2020Q3 20235
JPMORGAN CHASE & CO 320.00%0.00%0.00%Q2 2021Q3 20235
PATHSTONE FAMILY OFFICE, LLC 410.00%0.01%0.01%Q1 2020Q3 20235
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 550.03%0.12%0.32%Q4 2021Q4 20225
CAPTRUST FINANCIAL ADVISORS 550.01%0.01%0.02%Q3 2022Q3 20235
Summit X, LLC 310.06%0.10%0.11%Q3 2022Q3 20234
IEQ CAPITAL, LLC 440.09%0.10%0.12%Q4 2022Q3 20234
USCA RIA LLC 440.09%0.11%0.12%Q3 2020Q2 20214
GraniteShares Advisors LLC 441.21%1.49%1.70%Q4 2021Q3 20224
Shaker Financial Services, LLC 440.25%0.38%0.63%Q4 2021Q3 20224
FMR LLC 310.00%0.00%0.00%Q4 2021Q1 20234
Herr Investment Group LLC 440.52%0.69%0.78%Q4 2022Q3 20234
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 440.14%0.17%0.21%Q4 2022Q3 20234
OPPENHEIMER & CO INC 440.00%0.01%0.01%Q4 2022Q3 20234
Raymond James Financial Services Advisors, Inc. 310.00%0.00%0.00%Q3 2020Q3 20234
FNY Investment Advisers, LLC 440.03%0.05%0.06%Q4 2020Q3 20214
Atlas Wealth LLC 440.14%0.45%0.70%Q4 2022Q3 20234
JOURNEY STRATEGIC WEALTH LLC 440.02%0.03%0.03%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Lindbrook Capital, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
BLUEFIN CAPITAL MANAGEMENT, LLC 330.02%0.04%0.06%Q4 2021Q2 20223
U.S. Capital Wealth Advisors, LLC 210.00%0.03%0.07%Q3 2021Q4 20223
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
IFP Advisors, Inc 330.00%0.00%0.00%Q1 2022Q3 20223
CX Institutional 210.00%0.00%0.01%Q2 2021Q2 20223
Highlander Capital Management, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Avidian Wealth Solutions, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.58%0.61%0.63%Q1 2023Q3 20233
PSI Advisors, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.01%0.02%Q1 2021Q3 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
ARBOR CAPITAL MANAGEMENT INC /ADV 330.77%0.82%0.85%Q4 2022Q2 20233
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 330.15%0.24%0.29%Q3 2022Q1 20233
ENVESTNET ASSET MANAGEMENT INC 210.00%0.00%0.00%Q1 2021Q4 20213
MARINER INVESTMENT GROUP LLC 330.93%1.99%2.55%Q4 2020Q2 20213
Integrated Wealth Concepts LLC 110.00%0.01%0.01%Q2 2022Q3 20232
GUGGENHEIM CAPITAL LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Hudock, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q3 20232
Lido Advisors, LLC 220.03%0.04%0.04%Q3 2021Q4 20212
Belpointe Asset Management LLC 110.00%0.01%0.02%Q1 2022Q4 20222
Quantedge Capital Pte Ltd 220.08%0.11%0.15%Q2 2022Q3 20222
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Glass Jacobson Investment Advisors llc 220.00%0.00%0.00%Q2 2023Q3 20232
Raleigh Capital Management Inc. 220.00%0.00%0.01%Q2 2023Q3 20232
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2021Q2 20222
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Allworth Financial LP 220.00%0.00%0.00%Q2 2021Q3 20212
B. Riley Wealth Management, Inc. 110.02%0.02%0.02%Q1 2021Q3 20212
Walleye Capital LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Newbridge Financial Services Group, Inc. 110.01%0.03%0.05%Q3 2020Q2 20212
Matisse Capital 110.55%0.55%0.55%Q3 2022Q3 20221
Ground Swell Capital, LLC 110.87%0.87%0.87%Q4 2022Q4 20221
CITIGROUP INC 110.00%0.00%0.00%Q1 2020Q1 20201
American Portfolios Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2021Q1 20211
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
D.A. DAVIDSON & CO. 110.01%0.01%0.01%Q1 2021Q1 20211
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
TIEDEMANN ADVISORS, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Astoria Portfolio Advisors LLC. 110.38%0.38%0.38%Q4 2021Q4 20211
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2021Q3 20211
Crewe Advisors LLC 110.04%0.04%0.04%Q1 2021Q1 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Quent Capital, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Hudson Bay Capital Management LP 110.02%0.02%0.02%Q1 2020Q1 20201
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
CWM, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Aviance Capital Partners, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Hightower 6M Holding, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CATALYST PRIVATE WEALTH, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Ellsworth Advisors, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Weiss Asset Management LP 110.02%0.02%0.02%Q4 2022Q4 20221
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
tru Independence LLC 110.00%0.00%0.00%Q2 2020Q2 20201
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2022Q3 20221
Elequin Capital, LP 110.14%0.14%0.14%Q4 2022Q4 20221
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2022Q2 20221
CFS Investment Advisory Services, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q2 2022Q2 20221
Capstone Financial Advisors, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
TFO Wealth Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
External links

This page lists all the filers that currently own DOUBLELINE YIELD OPPORTUNITI or have owned DOUBLELINE YIELD OPPORTUNITI in the past.