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.
Q3 2021 vs. Q2 2021
How the institutions holding DoubleLine Opportunistic Credit Fund changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 73 | 2 | 72 | +1 |
| Shares | 5.58M | 50.9K | 5.89M | +355.2K (+6.4%) |
| Value | $114.0M | $1.02M | $116.1M | +$3.10M (+2.7%) |
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 50,545 | $997.0K | 0.04% |
| Circle Wealth Management, LLC | 15,100 | $298.0K | 0.04% |
| Kavar Capital Partners Group, LLC | 12,300 | $243.0K | 0.06% |
| Dock Street Asset Management Inc | 11,970 | $236.0K | 0.04% |
| Fifth Third Bancorp | 9,500 | $187.0K | 0.00% |
| Tompkins Financial Corp | 2,500 | $49.0K | 0.01% |
| FNY Investment Advisers, LLC | 1,500 | $29.0K | 0.01% |
| Total Clarity Wealth Management, Inc. | 3 | $0 | 0.00% |
Sold out (7)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Measured Wealth Private Client Group, LLC | 54,142 | $1.09M |
| Goldman Sachs Group Inc | 22,700 | $455.0K |
| Stifel Financial Corp | 10,781 | $216.0K |
| Wedbush Securities Inc | 10,786 | $216.0K |
| Commonwealth Equity Services, LLC | 10,292 | $206.0K |
| CVA Family Office, LLC | 767 | $15.0K |
| FMR LLC | 1 | $0 |
Not filed for Q3 2021 yet (2)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Usca Ria LLC | 50,545 | $1.01M |
| Pinnacle Wealth Advisors | 378 | $8.00K |