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, Q1 2022
Institutional positions in DoubleLine Opportunistic Credit Fund as of Mar 31, 2022. 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
- 66
- −1 vs. Q4 2021
- Shares held
- 5.87M
- −498.4K (−7.8%) vs. Q4 2021
- Total value
- $98.4M
- −$23.6M (−19.4%) vs. Q4 2021
- New holders
- 6
- 26 more added
- Sold out
- 7
- 22 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,255,465 | $37.8M | 1.02% | −501,116−18.2% | Reduced |
| Morgan Stanley | 329,478 | $5.52M | 0.00% | +137,401+71.5% | Added |
| R.P. Boggs & Co. | 286,793 | $4.81M | 3.18% | +525+0.2% | Added |
| Aviance Capital Partners, LLC | 257,724 | $4.32M | 0.79% | −137,457−34.8% | Reduced |
| Family Management Corp | 230,795 | $3.87M | 1.07% | +8,417+3.8% | Added |
| Invesco Ltd. | 169,371 | $2.84M | 0.00% | −18,311−9.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 158,318 | $2.65M | 0.05% | −4,313−2.7% | Reduced |
| Bank of America Corp | 156,648 | $2.63M | 0.00% | −832−0.5% | Reduced |
| Intellectus Partners, LLC | 149,202 | $2.50M | 0.75% | +2,952+2.0% | Added |
| UBS Group AG | 148,842 | $2.49M | 0.00% | −10,415−6.5% | Reduced |
| Litman Gregory Asset Management LLC | 129,150 | $2.17M | 0.32% | +39,100+43.4% | Added |
| Raymond James & Associates | 129,114 | $2.16M | 0.00% | +82,544+177.2% | Added |
| Botty Investors LLC | 116,974 | $1.96M | 0.68% | 00.0% | Unchanged |
| Royal Bank of Canada | 98,497 | $1.65M | 0.00% | +88,302+866.1% | Added |
| Wells Fargo & Company | 98,391 | $1.65M | 0.00% | −16,810−14.6% | Reduced |
| Shaker Financial Services, LLC | 82,243 | $1.38M | 0.52% | +37,702+84.6% | Added |
| Twelve Points Wealth Management LLC | 76,051 | $1.27M | 0.95% | +44,305+139.6% | Added |
| TD Waterhouse Canada Inc. | 71,992 | $1.24M | 0.01% | +9,683+15.5% | Added |
| Ameriprise Financial Inc | 73,431 | $1.23M | 0.00% | −100,852−57.9% | Reduced |
| Guggenheim Capital LLC | 71,662 | $1.20M | 0.01% | −6,594−8.4% | Reduced |
| Envestnet Asset Management Inc | 66,784 | $1.12M | 0.00% | +5,720+9.4% | Added |
| Park Avenue Securities LLC | 61,363 | $1.03M | 0.02% | +5,948+10.7% | Added |
| First Foundation Advisors | 54,701 | $917.0K | 0.03% | −10,940−16.7% | Reduced |
| LPL Financial LLC | 49,794 | $835.0K | 0.00% | +1,110+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 46,118 | $773.0K | 0.00% | +322+0.7% | Added |
| GWM Advisors LLC | 37,185 | $623.0K | 0.01% | −1,100−2.9% | Reduced |
| Apriem Advisors | 35,610 | $597.0K | 0.09% | −200−0.6% | Reduced |
| Stifel Financial Corp | 33,763 | $566.0K | 0.00% | +33,763 | New |
| Baird Financial Group, Inc. | 32,488 | $544.0K | 0.00% | +7,339+29.2% | Added |
| HighTower Advisors, LLC | 25,006 | $418.0K | 0.00% | +2,056+9.0% | Added |
| Ci Investments Inc. | 24,687 | $414.0K | 0.00% | +24,687 | New |
| Circle Wealth Management, LLC | 23,298 | $390.0K | 0.05% | +5,000+27.3% | Added |
| Kercheville Advisors, LLC | 21,179 | $355.0K | 0.17% | −44,671−67.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 20,300 | $340.0K | 0.11% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 18,343 | $298.0K | 0.05% | +18,343 | New |
| Joel Isaacson & Co., LLC | 17,000 | $282.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 16,416 | $275.0K | 0.01% | −972−5.6% | Reduced |
| Secure Asset Management, LLC | 16,149 | $271.0K | 0.12% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 16,122 | $270.0K | 0.03% | −5,500−25.4% | Reduced |
| SkyOak Wealth, LLC | 15,273 | $256.0K | 0.07% | +3,076+25.2% | Added |
| Landscape Capital Management, L.L.C. | 15,050 | $252.0K | 0.03% | +15,050 | New |
| Truist Financial Corp | 14,425 | $242.0K | 0.00% | −746−4.9% | Reduced |
| Addison Capital Co | 12,650 | $212.0K | 0.10% | −1,650−11.5% | Reduced |
| Golden State Wealth Management, LLC | 12,118 | $203.0K | 0.04% | +1,118+10.2% | Added |
| Janney Montgomery Scott LLC | 12,078 | $202.0K | 0.00% | −5,073−29.6% | Reduced |
| Dock Street Asset Management Inc | 11,970 | $201.0K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 11,621 | $195.0K | 0.00% | +304+2.7% | Added |
| Advisor Group Holdings, Inc. | 9,797 | $164.0K | 0.00% | −1,470−13.0% | Reduced |
| Focused Wealth Management, Inc | 9,784 | $164.0K | 0.03% | +124+1.3% | Added |
| Fifth Third Bancorp | 9,500 | $159.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9,463 | $158.6K | 0.01% | −40−0.4% | Reduced |
| IFP Advisors, Inc | 5,012 | $133.0K | 0.00% | +5,012 | New |
| JNBA Financial Advisors | 3,568 | $60.0K | 0.01% | +1,301+57.4% | Added |
| Signaturefd, LLC | 3,342 | $56.0K | 0.00% | +70+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,922 | $49.0K | 0.00% | +36+1.2% | Added |
| Proequities, Inc. | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 639 | $11.0K | 0.00% | +639 | New |
| Patriot Financial Group Insurance Agency, LLC | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 378 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 277 | $5.00K | 0.00% | −168,033−99.8% | Reduced |
| National Bank of Canada | 325 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 236 | $3.00K | 0.00% | +5+2.2% | Added |
| Rockefeller Capital Management L.P. | 118 | $1.00K | 0.00% | +2+1.7% | Added |
| FMR LLC | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −22,550−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −16,549−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −1,699−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −987−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Crescent Capital Consulting, LLC | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |