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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3 | $0 | 0.00% | +3 | New |
| Arkadios Wealth Advisors | 101 | $2.00K | 0.00% | −483−82.7% | Reduced |
| Ellis Investment Partners, LLC | 227 | $4.00K | 0.00% | +4+1.8% | Added |
| Pinnacle Financial Partners Inc | 378 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 334 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 531 | $10.0K | 0.00% | +2+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 600 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 987 | $19.0K | 0.02% | −263−21.0% | Reduced |
| 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% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,301 | $26.0K | 0.00% | +195+17.6% | Added |
| FNY Investment Advisers, LLC | 1,500 | $29.0K | 0.01% | +1,500 | New |
| Citigroup Inc | 1,598 | $32.0K | 0.00% | +235+17.2% | Added |
| Crescent Capital Consulting, LLC | 2,000 | $39.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,267 | $45.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,500 | $49.0K | 0.01% | +2,500 | New |
| Signaturefd, LLC | 3,217 | $63.0K | 0.00% | +54+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 8,427 | $166.0K | 0.00% | +31+0.4% | Added |
| American Portfolios Advisors | 9,336 | $184.1K | 0.01% | +9+0.1% | Added |
| Focused Wealth Management, Inc | 9,445 | $186.0K | 0.03% | +155+1.7% | Added |
| Fifth Third Bancorp | 9,500 | $187.0K | 0.00% | +9,500 | New |
| Raymond James Financial Services Advisors, Inc. | 11,084 | $219.0K | 0.00% | −449−3.9% | Reduced |
| Dock Street Asset Management Inc | 11,970 | $236.0K | 0.04% | +11,970 | New |
| SkyOak Wealth, LLC | 12,138 | $239.0K | 0.06% | +49+0.4% | Added |
| Kavar Capital Partners Group, LLC | 12,300 | $243.0K | 0.06% | +12,300 | New |
| Private Advisor Group, LLC | 12,439 | $245.0K | 0.00% | +826+7.1% | Added |
| Advisor Group Holdings, Inc. | 13,691 | $270.0K | 0.00% | +784+6.1% | Added |
| Addison Capital Co | 14,300 | $282.0K | 0.13% | 00.0% | Unchanged |
| Truist Financial Corp | 14,816 | $292.0K | 0.00% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 15,100 | $298.0K | 0.04% | +15,100 | New |
| Royal Bank of Canada | 15,422 | $304.0K | 0.00% | −2,603−14.4% | Reduced |
| Joel Isaacson & Co., LLC | 17,000 | $335.0K | 0.03% | +1,000+6.3% | Added |
| Mutual Advisors, LLC | 17,399 | $343.0K | 0.02% | −1,000−5.4% | Reduced |
| Janney Montgomery Scott LLC | 17,551 | $346.0K | 0.00% | +1,500+9.3% | Added |
| Sigma Planning Corp | 18,056 | $356.0K | 0.01% | +28+0.2% | Added |
| Kestra Advisory Services, LLC | 18,245 | $360.0K | 0.00% | +179+1.0% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 20,300 | $400.0K | 0.14% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 21,049 | $415.0K | 0.20% | −7,000−25.0% | Reduced |
| Baird Financial Group, Inc. | 25,126 | $495.0K | 0.00% | +1,290+5.4% | Added |
| HighTower Advisors, LLC | 26,950 | $531.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 27,122 | $535.0K | 0.08% | −2,600−8.7% | Reduced |
| Shaker Financial Services, LLC | 33,615 | $663.0K | 0.27% | −21,181−38.7% | Reduced |
| Mid Atlantic Financial Management Inc | 35,400 | $698.0K | 0.05% | +3,500+11.0% | Added |
| Apriem Advisors | 38,610 | $761.0K | 0.11% | +1,200+3.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 46,486 | $917.0K | 0.00% | −964−2.0% | Reduced |
| Park Avenue Securities LLC | 48,026 | $947.0K | 0.02% | +4,423+10.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 48,864 | $964.0K | 0.05% | −1,114−2.2% | Reduced |
| LPL Financial LLC | 49,614 | $978.0K | 0.00% | −1,445−2.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 50,545 | $997.0K | 0.04% | +50,545 | New |
| Envestnet Asset Management Inc | 52,626 | $1.04M | 0.00% | +4,036+8.3% | Added |
| Raymond James & Associates | 54,462 | $1.07M | 0.00% | +953+1.8% | Added |
| Kercheville Advisors, LLC | 70,044 | $1.38M | 0.65% | −1,549−2.2% | Reduced |
| Guggenheim Capital LLC | 80,436 | $1.59M | 0.01% | −644−0.8% | Reduced |
| Ameriprise Financial Inc | 86,051 | $1.72M | 0.00% | +10,932+14.6% | Added |
| First Foundation Advisors | 89,740 | $1.77M | 0.07% | −8,836−9.0% | Reduced |
| Litman Gregory Asset Management LLC | 102,740 | $2.03M | 0.38% | +100,619+4,743.9% | Added |
| Wells Fargo & Company | 115,823 | $2.28M | 0.00% | +6,489+5.9% | Added |
| Botty Investors LLC | 116,974 | $2.31M | 0.69% | −26,550−18.5% | Reduced |
| Intellectus Partners, LLC | 154,784 | $3.05M | 0.74% | −5,214−3.3% | Reduced |
| UBS Group AG | 167,929 | $3.31M | 0.00% | −2,494−1.5% | Reduced |
| Spire Wealth Management | 169,673 | $3.35M | 0.09% | +4,928+3.0% | Added |
| Bank of America Corp | 175,725 | $3.46M | 0.00% | +6,983+4.1% | Added |
| Invesco Ltd. | 178,329 | $3.52M | 0.00% | +199+0.1% | Added |
| Family Management Corp | 208,053 | $4.10M | 1.13% | −1,596−0.8% | Reduced |
| Morgan Stanley | 208,089 | $4.10M | 0.00% | +8,382+4.2% | Added |
| Horizon Kinetics Asset Management LLC | 262,002 | $5.17M | 0.12% | −1,798−0.7% | Reduced |
| R.P. Boggs & Co. | 291,712 | $5.75M | 3.62% | +7,953+2.8% | Added |
| Aviance Capital Partners, LLC | 415,027 | $8.18M | 1.45% | +71,310+20.7% | Added |
| Sit Investment Associates Inc | 2,134,364 | $42.1M | 1.09% | +210,796+11.0% | Added |
| 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 |