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, Q3 2021
Institutional positions in DoubleLine Opportunistic Credit Fund as of Sep 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
- 72
- +1 vs. Q2 2021
- Shares held
- 5.89M
- +355.2K (+6.4%) vs. Q2 2021
- Total value
- $116.1M
- +$3.10M (+2.7%) vs. Q2 2021
- New holders
- 8
- 31 more added
- Sold out
- 7
- 19 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,134,364 | $42.1M | 1.09% | +210,796+11.0% | Added |
| Aviance Capital Partners, LLC | 415,027 | $8.18M | 1.45% | +71,310+20.7% | Added |
| R.P. Boggs & Co. | 291,712 | $5.75M | 3.62% | +7,953+2.8% | Added |
| Horizon Kinetics Asset Management LLC | 262,002 | $5.17M | 0.12% | −1,798−0.7% | Reduced |
| Morgan Stanley | 208,089 | $4.10M | 0.00% | +8,382+4.2% | Added |
| Family Management Corp | 208,053 | $4.10M | 1.13% | −1,596−0.8% | Reduced |
| Invesco Ltd. | 178,329 | $3.52M | 0.00% | +199+0.1% | Added |
| Bank of America Corp | 175,725 | $3.46M | 0.00% | +6,983+4.1% | Added |
| Spire Wealth Management | 169,673 | $3.35M | 0.09% | +4,928+3.0% | Added |
| UBS Group AG | 167,929 | $3.31M | 0.00% | −2,494−1.5% | Reduced |
| Intellectus Partners, LLC | 154,784 | $3.05M | 0.74% | −5,214−3.3% | Reduced |
| Botty Investors LLC | 116,974 | $2.31M | 0.69% | −26,550−18.5% | Reduced |
| Wells Fargo & Company | 115,823 | $2.28M | 0.00% | +6,489+5.9% | Added |
| Litman Gregory Asset Management LLC | 102,740 | $2.03M | 0.38% | +100,619+4,743.9% | Added |
| First Foundation Advisors | 89,740 | $1.77M | 0.07% | −8,836−9.0% | Reduced |
| Ameriprise Financial Inc | 86,051 | $1.72M | 0.00% | +10,932+14.6% | Added |
| Guggenheim Capital LLC | 80,436 | $1.59M | 0.01% | −644−0.8% | Reduced |
| Kercheville Advisors, LLC | 70,044 | $1.38M | 0.65% | −1,549−2.2% | Reduced |
| Raymond James & Associates | 54,462 | $1.07M | 0.00% | +953+1.8% | Added |
| Envestnet Asset Management Inc | 52,626 | $1.04M | 0.00% | +4,036+8.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 50,545 | $997.0K | 0.04% | +50,545 | New |
| LPL Financial LLC | 49,614 | $978.0K | 0.00% | −1,445−2.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 48,864 | $964.0K | 0.05% | −1,114−2.2% | Reduced |
| Park Avenue Securities LLC | 48,026 | $947.0K | 0.02% | +4,423+10.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 46,486 | $917.0K | 0.00% | −964−2.0% | Reduced |
| Apriem Advisors | 38,610 | $761.0K | 0.11% | +1,200+3.2% | Added |
| Mid Atlantic Financial Management Inc | 35,400 | $698.0K | 0.05% | +3,500+11.0% | Added |
| Shaker Financial Services, LLC | 33,615 | $663.0K | 0.27% | −21,181−38.7% | Reduced |
| Van Hulzen Asset Management, LLC | 27,122 | $535.0K | 0.08% | −2,600−8.7% | Reduced |
| HighTower Advisors, LLC | 26,950 | $531.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 25,126 | $495.0K | 0.00% | +1,290+5.4% | Added |
| Secure Asset Management, LLC | 21,049 | $415.0K | 0.20% | −7,000−25.0% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 20,300 | $400.0K | 0.14% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,245 | $360.0K | 0.00% | +179+1.0% | Added |
| Sigma Planning Corp | 18,056 | $356.0K | 0.01% | +28+0.2% | Added |
| Janney Montgomery Scott LLC | 17,551 | $346.0K | 0.00% | +1,500+9.3% | Added |
| Mutual Advisors, LLC | 17,399 | $343.0K | 0.02% | −1,000−5.4% | Reduced |
| Joel Isaacson & Co., LLC | 17,000 | $335.0K | 0.03% | +1,000+6.3% | Added |
| Royal Bank of Canada | 15,422 | $304.0K | 0.00% | −2,603−14.4% | Reduced |
| Circle Wealth Management, LLC | 15,100 | $298.0K | 0.04% | +15,100 | New |
| Truist Financial Corp | 14,816 | $292.0K | 0.00% | 00.0% | Unchanged |
| Addison Capital Co | 14,300 | $282.0K | 0.13% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,691 | $270.0K | 0.00% | +784+6.1% | Added |
| Private Advisor Group, LLC | 12,439 | $245.0K | 0.00% | +826+7.1% | Added |
| Kavar Capital Partners Group, LLC | 12,300 | $243.0K | 0.06% | +12,300 | New |
| SkyOak Wealth, LLC | 12,138 | $239.0K | 0.06% | +49+0.4% | Added |
| Dock Street Asset Management Inc | 11,970 | $236.0K | 0.04% | +11,970 | New |
| Raymond James Financial Services Advisors, Inc. | 11,084 | $219.0K | 0.00% | −449−3.9% | Reduced |
| Fifth Third Bancorp | 9,500 | $187.0K | 0.00% | +9,500 | New |
| Focused Wealth Management, Inc | 9,445 | $186.0K | 0.03% | +155+1.7% | Added |
| American Portfolios Advisors | 9,336 | $184.1K | 0.01% | +9+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 8,427 | $166.0K | 0.00% | +31+0.4% | Added |
| Signaturefd, LLC | 3,217 | $63.0K | 0.00% | +54+1.7% | Added |
| Tompkins Financial Corp | 2,500 | $49.0K | 0.01% | +2,500 | New |
| JNBA Financial Advisors | 2,267 | $45.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 2,000 | $39.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,598 | $32.0K | 0.00% | +235+17.2% | Added |
| FNY Investment Advisers, LLC | 1,500 | $29.0K | 0.01% | +1,500 | New |
| NEXT Financial Group, Inc | 1,301 | $26.0K | 0.00% | +195+17.6% | Added |
| Harbour Investments, Inc. | 1,065 | $21.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,068 | $21.0K | 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 |
| Wagner Wealth Management, LLC | 987 | $19.0K | 0.02% | −263−21.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 600 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 531 | $10.0K | 0.00% | +2+0.4% | Added |
| Pinnacle Financial Partners Inc | 378 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 334 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 227 | $4.00K | 0.00% | +4+1.8% | Added |
| Arkadios Wealth Advisors | 101 | $2.00K | 0.00% | −483−82.7% | Reduced |
| Jacobi Capital Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3 | $0 | 0.00% | +3 | New |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −54,142−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −22,700−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,781−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −10,786−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,292−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −767−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Usca Ria LLC | – | – | – | – | Not filed |
| Pinnacle Wealth Advisors | – | – | – | – | Not filed |