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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Rockefeller Capital Management L.P. | 118 | $1.00K | 0.00% | +2+1.7% | Added |
| Ellis Investment Partners, LLC | 236 | $3.00K | 0.00% | +5+2.2% | Added |
| 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 |
| Pinnacle Financial Partners Inc | 378 | $6.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 639 | $11.0K | 0.00% | +639 | New |
| Proequities, Inc. | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,922 | $49.0K | 0.00% | +36+1.2% | Added |
| Signaturefd, LLC | 3,342 | $56.0K | 0.00% | +70+2.1% | Added |
| JNBA Financial Advisors | 3,568 | $60.0K | 0.01% | +1,301+57.4% | Added |
| IFP Advisors, Inc | 5,012 | $133.0K | 0.00% | +5,012 | New |
| American Portfolios Advisors | 9,463 | $158.6K | 0.01% | −40−0.4% | Reduced |
| Fifth Third Bancorp | 9,500 | $159.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Raymond James Financial Services Advisors, Inc. | 11,621 | $195.0K | 0.00% | +304+2.7% | Added |
| Dock Street Asset Management Inc | 11,970 | $201.0K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,078 | $202.0K | 0.00% | −5,073−29.6% | Reduced |
| Golden State Wealth Management, LLC | 12,118 | $203.0K | 0.04% | +1,118+10.2% | Added |
| Addison Capital Co | 12,650 | $212.0K | 0.10% | −1,650−11.5% | Reduced |
| Truist Financial Corp | 14,425 | $242.0K | 0.00% | −746−4.9% | Reduced |
| Landscape Capital Management, L.L.C. | 15,050 | $252.0K | 0.03% | +15,050 | New |
| SkyOak Wealth, LLC | 15,273 | $256.0K | 0.07% | +3,076+25.2% | Added |
| Van Hulzen Asset Management, LLC | 16,122 | $270.0K | 0.03% | −5,500−25.4% | Reduced |
| Secure Asset Management, LLC | 16,149 | $271.0K | 0.12% | 00.0% | Unchanged |
| Sigma Planning Corp | 16,416 | $275.0K | 0.01% | −972−5.6% | Reduced |
| Joel Isaacson & Co., LLC | 17,000 | $282.0K | 0.02% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 18,343 | $298.0K | 0.05% | +18,343 | New |
| Beacon Harbor Wealth Advisors, Inc. | 20,300 | $340.0K | 0.11% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 21,179 | $355.0K | 0.17% | −44,671−67.8% | Reduced |
| Circle Wealth Management, LLC | 23,298 | $390.0K | 0.05% | +5,000+27.3% | Added |
| Ci Investments Inc. | 24,687 | $414.0K | 0.00% | +24,687 | New |
| HighTower Advisors, LLC | 25,006 | $418.0K | 0.00% | +2,056+9.0% | Added |
| Baird Financial Group, Inc. | 32,488 | $544.0K | 0.00% | +7,339+29.2% | Added |
| Stifel Financial Corp | 33,763 | $566.0K | 0.00% | +33,763 | New |
| Apriem Advisors | 35,610 | $597.0K | 0.09% | −200−0.6% | Reduced |
| GWM Advisors LLC | 37,185 | $623.0K | 0.01% | −1,100−2.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 46,118 | $773.0K | 0.00% | +322+0.7% | Added |
| LPL Financial LLC | 49,794 | $835.0K | 0.00% | +1,110+2.3% | Added |
| First Foundation Advisors | 54,701 | $917.0K | 0.03% | −10,940−16.7% | Reduced |
| Park Avenue Securities LLC | 61,363 | $1.03M | 0.02% | +5,948+10.7% | Added |
| Envestnet Asset Management Inc | 66,784 | $1.12M | 0.00% | +5,720+9.4% | Added |
| Guggenheim Capital LLC | 71,662 | $1.20M | 0.01% | −6,594−8.4% | Reduced |
| Ameriprise Financial Inc | 73,431 | $1.23M | 0.00% | −100,852−57.9% | Reduced |
| TD Waterhouse Canada Inc. | 71,992 | $1.24M | 0.01% | +9,683+15.5% | Added |
| Twelve Points Wealth Management LLC | 76,051 | $1.27M | 0.95% | +44,305+139.6% | Added |
| Shaker Financial Services, LLC | 82,243 | $1.38M | 0.52% | +37,702+84.6% | Added |
| Wells Fargo & Company | 98,391 | $1.65M | 0.00% | −16,810−14.6% | Reduced |
| Royal Bank of Canada | 98,497 | $1.65M | 0.00% | +88,302+866.1% | Added |
| Botty Investors LLC | 116,974 | $1.96M | 0.68% | 00.0% | Unchanged |
| Raymond James & Associates | 129,114 | $2.16M | 0.00% | +82,544+177.2% | Added |
| Litman Gregory Asset Management LLC | 129,150 | $2.17M | 0.32% | +39,100+43.4% | Added |
| UBS Group AG | 148,842 | $2.49M | 0.00% | −10,415−6.5% | Reduced |
| Intellectus Partners, LLC | 149,202 | $2.50M | 0.75% | +2,952+2.0% | Added |
| Bank of America Corp | 156,648 | $2.63M | 0.00% | −832−0.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 158,318 | $2.65M | 0.05% | −4,313−2.7% | Reduced |
| Invesco Ltd. | 169,371 | $2.84M | 0.00% | −18,311−9.8% | Reduced |
| Family Management Corp | 230,795 | $3.87M | 1.07% | +8,417+3.8% | Added |
| Aviance Capital Partners, LLC | 257,724 | $4.32M | 0.79% | −137,457−34.8% | Reduced |
| R.P. Boggs & Co. | 286,793 | $4.81M | 3.18% | +525+0.2% | Added |
| Morgan Stanley | 329,478 | $5.52M | 0.00% | +137,401+71.5% | Added |
| Sit Investment Associates Inc | 2,255,465 | $37.8M | 1.02% | −501,116−18.2% | 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 |