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, Q2 2021
Institutional positions in DoubleLine Opportunistic Credit Fund as of Jun 30, 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
- 73
- 0 vs. Q1 2021
- Shares held
- 5.58M
- −197.5K (−3.4%) vs. Q1 2021
- Total value
- $114.0M
- −$69.7K (−0.1%) vs. Q1 2021
- New holders
- 5
- 31 more added
- Sold out
- 5
- 22 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $157.5M |
| Q1 2026 | 75 | $156.3M |
| Q4 2025 | 67 | $156.5M |
| Q3 2025 | 70 | $164.9M |
| Q2 2025 | 73 | $161.2M |
| Q1 2025 | 69 | $157.8M |
| Q4 2024 | 76 | $130.2M |
| Q3 2024 | 66 | $126.8M |
| Q2 2024 | 62 | $124.1M |
| Q1 2024 | 62 | $121.4M |
| Q4 2023 | 62 | $119.7M |
| Q3 2023 | 60 | $101.1M |
| Q2 2023 | 62 | $98.6M |
| 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 2021
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,923,568 | $38.6M | 0.95% | −12,412−0.6% | Reduced |
| Aviance Capital Partners, LLC | 343,717 | $6.89M | 1.21% | +43,705+14.6% | Added |
| R.P. Boggs & Co. | 283,759 | $5.69M | 3.58% | +7,185+2.6% | Added |
| Horizon Kinetics Asset Management LLC | 263,800 | $5.29M | 0.11% | −2,248−0.8% | Reduced |
| Family Management Corp | 209,649 | $4.21M | 1.11% | +673+0.3% | Added |
| Morgan Stanley | 199,707 | $4.01M | 0.00% | −43,156−17.8% | Reduced |
| Invesco Ltd. | 178,130 | $3.57M | 0.00% | +26,105+17.2% | Added |
| UBS Group AG | 170,423 | $3.42M | 0.00% | −9,022−5.0% | Reduced |
| Bank of America Corp | 168,742 | $3.38M | 0.00% | −15,826−8.6% | Reduced |
| Spire Wealth Management | 164,745 | $3.28M | 0.09% | −398−0.2% | Reduced |
| Intellectus Partners, LLC | 159,998 | $3.21M | 0.72% | +5,199+3.4% | Added |
| Botty Investors LLC | 143,524 | $2.88M | 0.98% | −1,121−0.8% | Reduced |
| Wells Fargo & Company | 109,334 | $2.19M | 0.00% | +5,990+5.8% | Added |
| Litman Gregory Asset Management LLC | 2,121 | $2.12M | 0.41% | −91,179−97.7% | Reduced |
| First Foundation Advisors | 98,576 | $1.98M | 0.08% | −78,175−44.2% | Reduced |
| Guggenheim Capital LLC | 81,080 | $1.63M | 0.01% | +12,084+17.5% | Added |
| Ameriprise Financial Inc | 75,119 | $1.51M | 0.00% | +3,615+5.1% | Added |
| Kercheville Advisors, LLC | 71,593 | $1.44M | 0.67% | −699−1.0% | Reduced |
| Shaker Financial Services, LLC | 54,796 | $1.10M | 0.41% | +6,376+13.2% | Added |
| Measured Wealth Private Client Group, LLC | 54,142 | $1.09M | 0.35% | +8,468+18.5% | Added |
| Raymond James & Associates | 53,509 | $1.07M | 0.00% | +2,554+5.0% | Added |
| LPL Financial LLC | 51,059 | $1.02M | 0.00% | +2,783+5.8% | Added |
| Usca Ria LLC | 50,545 | $1.01M | 0.06% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 49,978 | $1.00M | 0.05% | −23,780−32.2% | Reduced |
| Envestnet Asset Management Inc | 48,590 | $975.0K | 0.00% | +4,524+10.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,450 | $952.0K | 0.00% | −10,536−18.2% | Reduced |
| Park Avenue Securities LLC | 43,603 | $875.0K | 0.02% | +3,920+9.9% | Added |
| Apriem Advisors | 37,410 | $750.0K | 0.11% | +1,510+4.2% | Added |
| Mid Atlantic Financial Management Inc | 31,900 | $640.0K | 0.04% | +2,100+7.0% | Added |
| Van Hulzen Asset Management, LLC | 29,722 | $596.0K | 0.09% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 28,049 | $563.0K | 0.29% | −40−0.1% | Reduced |
| HighTower Advisors, LLC | 26,950 | $539.0K | 0.00% | −4,000−12.9% | Reduced |
| Baird Financial Group, Inc. | 23,836 | $478.0K | 0.00% | +1,185+5.2% | Added |
| Goldman Sachs Group Inc | 22,700 | $455.0K | 0.00% | +22,700 | New |
| Beacon Harbor Wealth Advisors, Inc. | 20,300 | $407.0K | 0.15% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 18,399 | $369.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,025 | $362.0K | 0.00% | −3,311−15.5% | Reduced |
| Sigma Planning Corp | 18,028 | $362.0K | 0.01% | +27+0.1% | Added |
| Kestra Advisory Services, LLC | 18,066 | $362.0K | 0.00% | +177+1.0% | Added |
| Janney Montgomery Scott LLC | 16,051 | $322.0K | 0.00% | −2,805−14.9% | Reduced |
| Joel Isaacson & Co., LLC | 16,000 | $321.0K | 0.02% | +1,000+6.7% | Added |
| Truist Financial Corp | 14,816 | $297.0K | 0.00% | −200−1.3% | Reduced |
| Addison Capital Co | 14,300 | $287.0K | 0.14% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,907 | $259.0K | 0.00% | −778−5.7% | Reduced |
| SkyOak Wealth, LLC | 12,089 | $243.0K | 0.07% | +48+0.4% | Added |
| Private Advisor Group, LLC | 11,613 | $233.0K | 0.00% | +250+2.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,533 | $231.0K | 0.00% | +1,167+11.3% | Added |
| Wedbush Securities Inc | 10,786 | $216.0K | 0.01% | +19+0.2% | Added |
| Stifel Financial Corp | 10,781 | $216.0K | 0.00% | +293+2.8% | Added |
| Commonwealth Equity Services, LLC | 10,292 | $206.0K | 0.00% | −2,206−17.7% | Reduced |
| American Portfolios Advisors | 9,327 | $187.1K | 0.01% | +14+0.2% | Added |
| Focused Wealth Management, Inc | 9,290 | $186.0K | 0.03% | +153+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 8,396 | $169.0K | 0.00% | −39,525−82.5% | Reduced |
| Signaturefd, LLC | 3,163 | $63.0K | 0.00% | +3,163 | New |
| JNBA Financial Advisors | 2,267 | $45.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 2,000 | $40.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,363 | $27.0K | 0.00% | −1,091−44.5% | Reduced |
| Wagner Wealth Management, LLC | 1,250 | $25.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,106 | $22.0K | 0.00% | +65+6.2% | Added |
| Harbour Investments, Inc. | 1,065 | $21.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,068 | $21.0K | 0.00% | +768+256.0% | Added |
| Proequities, Inc. | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 767 | $15.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 600 | $12.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 584 | $11.0K | 0.00% | +440+305.6% | Added |
| Rockefeller Capital Management L.P. | 529 | $10.0K | 0.00% | +529 | New |
| Pinnacle Financial Partners Inc | 378 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Advisors | 378 | $8.00K | 0.00% | +378 | New |
| Ironwood Financial, llc | 334 | $7.00K | 0.00% | −166−33.2% | Reduced |
| Ellis Investment Partners, LLC | 223 | $4.00K | 0.00% | +3+1.4% | Added |
| Jacobi Capital Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −10,040−100.0% | Sold out |
| Cascadia Advisory Services, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −3,549−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Tompkins Financial Corp | – | – | – | – | Not filed |