Filing Research | DOUBLELINE YIELD OPPORTUNITI Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Rareview Capital LLC	Shares	227.8KSH	$3.6M
2	INDEPENDENT FINANCIAL GROUP, LLC	Shares	226.4KSH	$3.2M
3	Pettinga Financial Advisors LLC	Shares	177.4KSH	$2.5M
4	Shaker Financial Services, LLC	Shares	157.9KSH	$2.2M
5	Noble Wealth Management PBC	Shares	109.2KSH	$1.5M
6	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	40.1KSH	$564.8K
7	Avidian Wealth Enterprises, LLC	Shares	14.0KSH	$197.0K
8	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	12.1KSH	$169.8K
9	Blackhawk Capital Partners, LLC	Shares	10.3KSH	$145.5K
10	Farther Finance Advisors, LLC	Shares	4.1KSH	$57.2K
11	Financial Management Professionals, Inc.	Shares	1.5KSH	$21.6K
12	ST GERMAIN D J CO INC	Shares	680SH	$9.6K
13	Moisand Fitzgerald Tamayo, LLC	Shares	500SH	$7.0K
14	HIGHLINE WEALTH PARTNERS LLC	Shares	300SH	$4.2K

Manager changes2026-06-30 vs 2026-03-31

15 / 15 loaded

#		Instrument
1	Rareview Capital LLC added	Shares	+59.4K	+$926.0K	$3.6M
2	Noble Wealth Management PBC added	Shares	+9.1K	+$142.4K	$1.5M
3	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+676	+$43.4K	$3.2M
4	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$6.0K	$564.8K
5	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+260	+$5.4K	$169.8K
6	Avidian Wealth Enterprises, LLC unchanged	Shares	0	+$2.1K	$197.0K
7	Blackhawk Capital Partners, LLC trimmed	Shares	-10	+$1.4K	$145.5K
8	Financial Management Professionals, Inc. added	Shares	+37	+$751	$21.6K
9	Farther Finance Advisors, LLC unchanged	Shares	0	+$731	$57.2K
10	ST GERMAIN D J CO INC unchanged	Shares	0	+$102	$9.6K
11	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$75	$7.0K
12	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$45	$4.2K
13	Activest Wealth Management exited	Shares	-2.5K	-$34.8K	$0
14	Pettinga Financial Advisors LLC trimmed	Shares	-5.8K	-$53.7K	$2.5M
15	Shaker Financial Services, LLC trimmed	Shares	-36.7K	-$487.3K	$2.2M

Filing Research | DOUBLELINE YIELD OPPORTUNITI Institutional Holdings