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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 $157.5M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in DoubleLine Opportunistic Credit Fund as of Mar 31, 2021. 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
74
No complete 13F data for Q4 2020
Shares held
5.78M
No complete 13F data for Q4 2020
Total value
$114.1M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 74 institutions
Q1 2021: 74 institutionsQ2 2021: 73 institutionsQ3 2021: 72 institutionsQ4 2021: 69 institutionsQ1 2022: 66 institutionsQ2 2022: 70 institutionsQ3 2022: 59 institutionsQ4 2022: 62 institutionsQ1 2023: 65 institutionsQ2 2023: 62 institutionsQ3 2023: 60 institutionsQ4 2023: 62 institutionsQ1 2024: 62 institutionsQ2 2024: 62 institutionsQ3 2024: 66 institutionsQ4 2024: 76 institutionsQ1 2025: 69 institutionsQ2 2025: 73 institutionsQ3 2025: 70 institutionsQ4 2025: 67 institutionsQ1 2026: 75 institutionsQ2 2026: 78 institutions
Value heldQ1 2021: $114.1M
Q1 2021: $114.1MQ2 2021: $114.0MQ3 2021: $116.1MQ4 2021: $122.2MQ1 2022: $98.4MQ2 2022: $90.9MQ3 2022: $82.7MQ4 2022: $96.3MQ1 2023: $95.6MQ2 2023: $98.6MQ3 2023: $101.1MQ4 2023: $119.7MQ1 2024: $121.4MQ2 2024: $124.1MQ3 2024: $126.8MQ4 2024: $130.2MQ1 2025: $157.8MQ2 2025: $161.2MQ3 2025: $164.9MQ4 2025: $156.5MQ1 2026: $156.3MQ2 2026: $157.5M
Institutions holding DBL and their total value by quarter
QuarterHoldersValue
Q2 202678$157.5M
Q1 202675$156.3M
Q4 202567$156.5M
Q3 202570$164.9M
Q2 202573$161.2M
Q1 202569$157.8M
Q4 202476$130.2M
Q3 202466$126.8M
Q2 202462$124.1M
Q1 202462$121.4M
Q4 202362$119.7M
Q3 202360$101.1M
Q2 202362$98.6M
Q1 202365$95.6M
Q4 202262$96.3M
Q3 202259$82.7M
Q2 202270$90.9M
Q1 202266$98.4M
Q4 202169$122.2M
Q3 202172$116.1M
Q2 202173$114.0M
Q1 202174$114.1M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding DBL in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sit Investment Associates Inc1,935,980$38.2M1.00%––
Aviance Capital Partners, LLC300,012$5.92M1.14%––
R.P. Boggs & Co.276,574$5.46M3.66%––
Horizon Kinetics Asset Management LLC266,048$5.25M0.12%––
Morgan Stanley242,863$4.79M0.00%––
Family Management Corp208,976$4.13M1.30%––
Bank of America Corp184,568$3.64M0.00%––
UBS Group AG179,445$3.54M0.00%––
First Foundation Advisors176,751$3.49M0.15%––
Spire Wealth Management165,143$3.26M0.09%––
Intellectus Partners, LLC154,799$3.06M0.84%––
Invesco Ltd.152,025$3.00M0.00%––
Botty Investors LLC144,645$2.85M0.81%––
Wells Fargo & Company103,344$2.04M0.00%––
Litman Gregory Asset Management LLC93,300$1.84M0.36%––
Hennion & Walsh Asset Management, Inc.73,758$1.46M0.09%––
Kercheville Advisors, LLC72,292$1.43M0.72%––
Ameriprise Financial Inc71,504$1.41M0.00%––
Guggenheim Capital LLC68,996$1.36M0.01%––
Cambridge Investment Research Advisors, Inc.57,986$1.15M0.01%––
Raymond James & Associates50,955$1.01M0.00%––
Usca Ria LLC50,545$998.0K0.07%––
Shaker Financial Services, LLC48,420$956.0K0.38%––
LPL Financial LLC48,276$953.0K0.00%––
Northwestern Mutual Wealth Management Co47,921$946.0K0.00%––
Measured Wealth Private Client Group, LLC45,674$902.0K0.32%––
Envestnet Asset Management Inc44,066$870.0K0.00%––
Park Avenue Securities LLC39,683$783.0K0.02%––
Apriem Advisors35,900$709.0K0.11%––
HighTower Advisors, LLC30,950$610.0K0.00%––
Mid Atlantic Financial Management Inc29,800$588.0K0.04%––
Van Hulzen Asset Management, LLC29,722$587.0K0.09%––
Secure Asset Management, LLC28,089$554.0K0.31%––
Baird Financial Group, Inc.22,651$447.0K0.00%––
Royal Bank of Canada21,336$421.0K0.00%––
Beacon Harbor Wealth Advisors, Inc.20,300$401.0K0.16%––
Janney Montgomery Scott LLC18,856$372.0K0.00%––
Mutual Advisors, LLC18,399$363.0K0.02%––
Sigma Planning Corp18,001$355.0K0.01%––
Kestra Advisory Services, LLC17,889$353.0K0.00%––
Truist Financial Corp15,016$296.0K0.00%––
Joel Isaacson & Co., LLC15,000$296.0K0.03%––
Addison Capital Co14,300$282.0K0.16%––
Advisor Group Holdings, Inc.13,685$271.0K0.00%––
Commonwealth Equity Services, LLC12,498$246.0K0.00%––
SkyOak Wealth, LLC12,041$237.0K0.07%––
Private Advisor Group, LLC11,363$224.0K0.00%––
Wedbush Securities Inc10,767$213.0K0.01%––
Stifel Financial Corp10,488$207.0K0.00%––
Raymond James Financial Services Advisors, Inc.10,366$205.0K0.00%––
Advisory Services Network, LLC10,040$198.0K0.01%––
Cascadia Advisory Services, LLC10,000$197.0K0.04%––
American Portfolios Advisors9,313$183.8K0.01%––
Focused Wealth Management, Inc9,137$180.0K0.03%––
Salem Investment Counselors Inc3,549$70.0K0.00%––
Tompkins Financial Corp2,500$49.0K0.01%––
Citigroup Inc2,454$48.0K0.00%––
JNBA Financial Advisors2,267$45.0K0.01%––
Crescent Capital Consulting, LLC2,000$39.0K0.01%––
Wagner Wealth Management, LLC1,250$25.0K0.02%––
Harbour Investments, Inc.1,065$21.0K0.00%––
NEXT Financial Group, Inc1,041$21.0K0.00%––
Proequities, Inc.1,000$20.0K0.00%––
IMA Wealth, Inc.1,000$20.0K0.00%––
CVA Family Office, LLC767$15.0K0.01%––
Patriot Financial Group Insurance Agency, LLC600$12.0K0.00%––
Ironwood Financial, llc500$10.0K0.00%––
Pinnacle Financial Partners Inc378$7.00K0.00%––
Sowell Financial Services LLC296$6.00K0.00%––
CX Institutional300$6.00K0.00%––
Ellis Investment Partners, LLC220$4.00K0.00%––
Robinson Capital Management, LLC150$3.00K0.00%––
Arkadios Wealth Advisors144$2.00K0.00%––
Jacobi Capital Management LLC5$00.00%––