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.
Q4 2021 vs. Q3 2021
How the institutions holding DoubleLine Opportunistic Credit Fund changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 72 | 1 | 69 | −2 |
| Shares | 5.89M | 35.4K | 6.37M | +521.6K (+8.9%) |
| Value | $116.1M | $698.0K | $122.2M | +$6.75M (+5.9%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| TD Waterhouse Canada Inc. | 62,309 | $1.21M | 0.01% |
| GWM Advisors LLC | 38,285 | $734.0K | 0.01% |
| Twelve Points Wealth Management LLC | 31,746 | $609.0K | 0.49% |
| Golden State Wealth Management, LLC | 11,000 | $211.0K | 0.04% |
| Snowden Capital Advisors LLC | 1,699 | $32.0K | 0.00% |
| Ahrens Investment Partners LLC | 1,000 | $19.0K | 0.01% |
| CoreCap Advisors, LLC | 500 | $10.0K | 0.00% |
| National Bank of Canada | 325 | $6.00K | 0.00% |
| FMR LLC | 4 | $0 | 0.00% |
Sold out (11)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 50,545 | $997.0K |
| Hennion & Walsh Asset Management, Inc. | 48,864 | $964.0K |
| Kestra Advisory Services, LLC | 18,245 | $360.0K |
| Private Advisor Group, LLC | 12,439 | $245.0K |
| Tompkins Financial Corp | 2,500 | $49.0K |
| FNY Investment Advisers, LLC | 1,500 | $29.0K |
| Harbour Investments, Inc. | 1,065 | $21.0K |
| CX Institutional | 1,068 | $21.0K |
| Ironwood Financial, llc | 334 | $7.00K |
| Arkadios Wealth Advisors | 101 | $2.00K |
| Jacobi Capital Management LLC | 5 | $0 |
Not filed for Q4 2021 yet (1)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Mid Atlantic Financial Management Inc | 35,400 | $698.0K |