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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Ellis Investment Partners, LLC | 223 | $4.00K | 0.00% | +3+1.4% | Added |
| Ironwood Financial, llc | 334 | $7.00K | 0.00% | −166−33.2% | Reduced |
| Pinnacle Financial Partners Inc | 378 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Advisors | 378 | $8.00K | 0.00% | +378 | New |
| Rockefeller Capital Management L.P. | 529 | $10.0K | 0.00% | +529 | New |
| Arkadios Wealth Advisors | 584 | $11.0K | 0.00% | +440+305.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 600 | $12.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 767 | $15.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,065 | $21.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,068 | $21.0K | 0.00% | +768+256.0% | Added |
| NEXT Financial Group, Inc | 1,106 | $22.0K | 0.00% | +65+6.2% | Added |
| Wagner Wealth Management, LLC | 1,250 | $25.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 1,363 | $27.0K | 0.00% | −1,091−44.5% | Reduced |
| Crescent Capital Consulting, LLC | 2,000 | $40.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,267 | $45.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,163 | $63.0K | 0.00% | +3,163 | New |
| Northwestern Mutual Wealth Management Co | 8,396 | $169.0K | 0.00% | −39,525−82.5% | Reduced |
| Focused Wealth Management, Inc | 9,290 | $186.0K | 0.03% | +153+1.7% | Added |
| American Portfolios Advisors | 9,327 | $187.1K | 0.01% | +14+0.2% | Added |
| Commonwealth Equity Services, LLC | 10,292 | $206.0K | 0.00% | −2,206−17.7% | Reduced |
| 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 |
| Raymond James Financial Services Advisors, Inc. | 11,533 | $231.0K | 0.00% | +1,167+11.3% | Added |
| Private Advisor Group, LLC | 11,613 | $233.0K | 0.00% | +250+2.2% | Added |
| SkyOak Wealth, LLC | 12,089 | $243.0K | 0.07% | +48+0.4% | Added |
| Advisor Group Holdings, Inc. | 12,907 | $259.0K | 0.00% | −778−5.7% | Reduced |
| Addison Capital Co | 14,300 | $287.0K | 0.14% | 00.0% | Unchanged |
| Truist Financial Corp | 14,816 | $297.0K | 0.00% | −200−1.3% | Reduced |
| Joel Isaacson & Co., LLC | 16,000 | $321.0K | 0.02% | +1,000+6.7% | Added |
| Janney Montgomery Scott LLC | 16,051 | $322.0K | 0.00% | −2,805−14.9% | Reduced |
| 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 |
| Mutual Advisors, LLC | 18,399 | $369.0K | 0.02% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 20,300 | $407.0K | 0.15% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 22,700 | $455.0K | 0.00% | +22,700 | New |
| Baird Financial Group, Inc. | 23,836 | $478.0K | 0.00% | +1,185+5.2% | Added |
| HighTower Advisors, LLC | 26,950 | $539.0K | 0.00% | −4,000−12.9% | Reduced |
| Secure Asset Management, LLC | 28,049 | $563.0K | 0.29% | −40−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 29,722 | $596.0K | 0.09% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 31,900 | $640.0K | 0.04% | +2,100+7.0% | Added |
| Apriem Advisors | 37,410 | $750.0K | 0.11% | +1,510+4.2% | Added |
| Park Avenue Securities LLC | 43,603 | $875.0K | 0.02% | +3,920+9.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,450 | $952.0K | 0.00% | −10,536−18.2% | Reduced |
| Envestnet Asset Management Inc | 48,590 | $975.0K | 0.00% | +4,524+10.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 49,978 | $1.00M | 0.05% | −23,780−32.2% | Reduced |
| Usca Ria LLC | 50,545 | $1.01M | 0.06% | 00.0% | Unchanged |
| LPL Financial LLC | 51,059 | $1.02M | 0.00% | +2,783+5.8% | Added |
| Raymond James & Associates | 53,509 | $1.07M | 0.00% | +2,554+5.0% | Added |
| Measured Wealth Private Client Group, LLC | 54,142 | $1.09M | 0.35% | +8,468+18.5% | Added |
| Shaker Financial Services, LLC | 54,796 | $1.10M | 0.41% | +6,376+13.2% | Added |
| Kercheville Advisors, LLC | 71,593 | $1.44M | 0.67% | −699−1.0% | Reduced |
| Ameriprise Financial Inc | 75,119 | $1.51M | 0.00% | +3,615+5.1% | Added |
| Guggenheim Capital LLC | 81,080 | $1.63M | 0.01% | +12,084+17.5% | Added |
| First Foundation Advisors | 98,576 | $1.98M | 0.08% | −78,175−44.2% | Reduced |
| Litman Gregory Asset Management LLC | 2,121 | $2.12M | 0.41% | −91,179−97.7% | Reduced |
| Wells Fargo & Company | 109,334 | $2.19M | 0.00% | +5,990+5.8% | Added |
| Botty Investors LLC | 143,524 | $2.88M | 0.98% | −1,121−0.8% | Reduced |
| Intellectus Partners, LLC | 159,998 | $3.21M | 0.72% | +5,199+3.4% | Added |
| Spire Wealth Management | 164,745 | $3.28M | 0.09% | −398−0.2% | Reduced |
| Bank of America Corp | 168,742 | $3.38M | 0.00% | −15,826−8.6% | Reduced |
| UBS Group AG | 170,423 | $3.42M | 0.00% | −9,022−5.0% | Reduced |
| Invesco Ltd. | 178,130 | $3.57M | 0.00% | +26,105+17.2% | Added |
| Morgan Stanley | 199,707 | $4.01M | 0.00% | −43,156−17.8% | Reduced |
| Family Management Corp | 209,649 | $4.21M | 1.11% | +673+0.3% | Added |
| Horizon Kinetics Asset Management LLC | 263,800 | $5.29M | 0.11% | −2,248−0.8% | Reduced |
| R.P. Boggs & Co. | 283,759 | $5.69M | 3.58% | +7,185+2.6% | Added |
| Aviance Capital Partners, LLC | 343,717 | $6.89M | 1.21% | +43,705+14.6% | Added |
| Sit Investment Associates Inc | 1,923,568 | $38.6M | 0.95% | −12,412−0.6% | Reduced |
| 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 |