DoubleLine Opportunistic Credit Fund
DBL- Exchange
- NYSE
- SEC CIK
- 0001525201
No open-market purchases or sales by DoubleLine Opportunistic Credit Fund insiders were filed in the last 90 days; 78 institutions reported holding it in 13F filings for Q2 2026, worth $157.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in DoubleLine Opportunistic Credit Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 78
- +4 vs. Q1 2026
- Shares held
- 11.0M
- +287.8K (+2.7%) vs. Q1 2026
- Total value
- $157.9M
- +$1.78M (+1.1%) vs. Q1 2026
- New holders
- 11
- 25 more added
- Sold out
- 7
- 28 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DBL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 78 | $157.9M |
| Q1 2026 | 75 | $156.3M |
| Q4 2025 | 67 | $156.5M |
| Q3 2025 | 70 | $164.9M |
| Q2 2025 | 73 | $165.6M |
| Q1 2025 | 69 | $157.8M |
| Q4 2024 | 76 | $130.2M |
| Q3 2024 | 66 | $272.1M |
| Q2 2024 | 62 | $124.1M |
| Q1 2024 | 62 | $147.7M |
| Q4 2023 | 62 | $134.5M |
| Q3 2023 | 60 | $101.1M |
| Q2 2023 | 62 | $98.7M |
| Q1 2023 | 65 | $95.6M |
| Q4 2022 | 62 | $96.3M |
| Q3 2022 | 59 | $82.7M |
| Q2 2022 | 70 | $90.9M |
| Q1 2022 | 66 | $98.4M |
| Q4 2021 | 69 | $122.2M |
| Q3 2021 | 72 | $116.1M |
| Q2 2021 | 73 | $114.0M |
| Q1 2021 | 74 | $114.1M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 3,125,689 | $44.9M | 0.85% | +21,281+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 596,287 | $8.57M | 0.23% | +22,321+3.9% | Added |
| UBS Group AG | 580,219 | $8.34M | 0.00% | +11,003+1.9% | Added |
| Evergreen Capital Management LLC | 560,669 | $8.06M | 0.14% | +11,917+2.2% | Added |
| Morgan Stanley | 530,776 | $7.63M | 0.00% | −31,759−5.6% | Reduced |
| Royal Bank of Canada | 439,900 | $6.33M | 0.00% | +64,077+17.0% | Added |
| Twelve Points Wealth Management LLC | 405,759 | $5.83M | 1.17% | +41,955+11.5% | Added |
| Ameriprise Financial Inc | 350,374 | $5.04M | 0.00% | +38,089+12.2% | Added |
| Gridiron Partners, LLC | 346,451 | $4.98M | 2.62% | +191,741+123.9% | Added |
| Stratos Wealth Advisors, LLC | 326,385 | $4.69M | 0.26% | +37,744+13.1% | Added |
| Intellectus Partners, LLC | 295,245 | $4.25M | 0.73% | +13,396+4.8% | Added |
| Wells Fargo & Company | 263,521 | $3.79M | 0.00% | −11,269−4.1% | Reduced |
| R.P. Boggs & Co. | 259,396 | $3.73M | 1.67% | −3,081−1.2% | Reduced |
| LPL Financial LLC | 234,708 | $3.38M | 0.00% | +3,949+1.7% | Added |
| Shaker Financial Services, LLC | 210,544 | $3.03M | 0.95% | +195,812+1,329.2% | Added |
| Journey Advisory Group, LLC | 171,944 | $2.47M | 0.19% | −1,430−0.8% | Reduced |
| Invesco Ltd. | 162,442 | $2.34M | 0.00% | +4,132+2.6% | Added |
| Independent Financial Group, LLC | 139,250 | $2.00M | 0.04% | −3,650−2.6% | Reduced |
| Stifel Financial Corp | 133,785 | $1.92M | 0.00% | −41,513−23.7% | Reduced |
| Guggenheim Capital LLC | 133,104 | $1.91M | 0.01% | −53,938−28.8% | Reduced |
| Raymond James Financial Inc | 125,315 | $1.80M | 0.00% | −10,467−7.7% | Reduced |
| Ignite Planners, LLC | 112,190 | $1.61M | 0.22% | −2,627−2.3% | Reduced |
| Aviance Capital Partners, LLC | 111,297 | $1.60M | 0.17% | +16,225+17.1% | Added |
| Envestnet Asset Management Inc | 106,773 | $1.54M | 0.00% | +75,190+238.1% | Added |
| Berger Financial Group, Inc | 103,409 | $1.49M | 0.08% | −2,255−2.1% | Reduced |
| Botty Investors LLC | 100,964 | $1.45M | 0.31% | 00.0% | Unchanged |
| Thompson David Blair | 97,976 | $1.41M | 0.70% | −16,483−14.4% | Reduced |
| Bank of America Corp | 91,187 | $1.31M | 0.00% | −54,664−37.5% | Reduced |
| Absolute Investment Advisers LLC | 64,644 | $929.6K | 0.09% | −128,538−66.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 64,160 | $922.6K | 0.06% | −24,156−27.4% | Reduced |
| Park Avenue Securities LLC | 60,607 | $872.0K | 0.01% | +60,607 | New |
| Rockefeller Capital Management L.P. | 59,287 | $852.5K | 0.00% | +13,629+29.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 58,036 | $834.0K | 0.00% | +29,018+100.0% | Added |
| Janney Montgomery Scott LLC | 38,495 | $554.0K | 0.00% | −167,900−81.3% | Reduced |
| Marex Group plc | 28,906 | $415.7K | 0.00% | +28,906 | New |
| Baird Financial Group, Inc. | 25,750 | $370.3K | 0.00% | +6,000+30.4% | Added |
| Quarry LP | 25,427 | $365.6K | 0.06% | −50,559−66.5% | Reduced |
| Verus Capital Partners, LLC | 25,204 | $362.4K | 0.02% | +24+0.1% | Added |
| Wedbush Securities Inc | 24,540 | $353.0K | 0.01% | −2,942−10.7% | Reduced |
| United Advisor Group, LLC | 24,141 | $347.1K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 22,649 | $325.7K | 0.00% | −1,600−6.6% | Reduced |
| Pettinga Financial Advisors, LLC | 20,592 | $296.1K | 0.05% | +20,592 | New |
| Ashton Thomas Private Wealth, LLC | 20,441 | $293.9K | 0.01% | 00.0% | Unchanged |
| Apriem Advisors | 20,110 | $289.2K | 0.03% | −4,000−16.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 19,047 | $273.9K | 0.00% | −1,424−7.0% | Reduced |
| Maridea Wealth Management LLC | 18,740 | $269.5K | 0.03% | +6,584+54.2% | Added |
| Blueprint Investment Partners LLC | 17,500 | $251.7K | 0.02% | −4,300−19.7% | Reduced |
| World Equity Group, Inc. | 16,600 | $238.7K | 0.05% | +5,500+49.5% | Added |
| Commonwealth Equity Services, LLC | 15,960 | $229.5K | 0.00% | −647−3.9% | Reduced |
| SRS Capital Advisors, Inc. | 15,861 | $228.1K | 0.00% | +15,861 | New |
| Fort Sheridan Advisors LLC | 15,781 | $226.9K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,551 | $194.9K | 0.00% | −12,399−47.8% | Reduced |
| Mallini Complete Financial Planning LLC | 13,206 | $189.9K | 0.14% | +132+1.0% | Added |
| Kestra Advisory Services, LLC | 13,123 | $188.7K | 0.00% | −617−4.5% | Reduced |
| Integrated Capital Management, Inc. | 12,932 | $186.0K | 0.13% | +12,932 | New |
| Citadel Advisors LLC | 12,703 | $182.7K | 0.00% | +12,703 | New |
| Melfa Wealth Management, LLC | 12,570 | $180.8K | 0.10% | −3,039−19.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 12,350 | $177.6K | 0.01% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 11,900 | $171.1K | 0.05% | +30.0% | Added |
| Colony Group, LLC | 11,464 | $164.9K | 0.00% | +664+6.1% | Added |
| SkyOak Wealth, LLC | 10,385 | $149.3K | 0.02% | −1,052−9.2% | Reduced |
| Nomura Holdings Inc | 10,000 | $143.8K | 0.00% | +10,000 | New |
| Advisor Group Holdings, Inc. | 7,065 | $101.6K | 0.00% | −5,889−45.5% | Reduced |
| TD Waterhouse Canada Inc. | 5,487 | $78.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,750 | $53.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 3,652 | $52.5K | 0.00% | +3,652 | New |
| Morse Asset Management, Inc | 1,865 | $26.8K | 0.00% | +42+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,203 | $17.3K | 0.00% | +1,203 | New |
| Harbour Investments, Inc. | 1,065 | $15.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,059 | $15.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 503 | $7.23K | 0.00% | +503 | New |
| CoreCap Advisors, LLC | 500 | $7.19K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 426 | $6.13K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $5.75K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 400 | $5.71K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 156 | $2.24K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 138 | $1.98K | 0.00% | −2,111−93.9% | Reduced |
| JFS Wealth Advisors, LLC | 95 | $1.37K | 0.00% | +95 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,291−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −10,907−100.0% | Sold out |
| Papamarkou Wellner Asset Management inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −7,377−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |