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, Q2 2022
Institutional positions in DoubleLine Opportunistic Credit Fund as of Jun 30, 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
- 70
- +5 vs. Q1 2022
- Shares held
- 5.82M
- −37.0K (−0.6%) vs. Q1 2022
- Total value
- $90.9M
- −$7.36M (−7.5%) vs. Q1 2022
- New holders
- 12
- 23 more added
- Sold out
- 7
- 22 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,340,592 | $36.5M | 1.11% | +85,127+3.8% | Added |
| Morgan Stanley | 473,209 | $7.37M | 0.00% | +143,731+43.6% | Added |
| R.P. Boggs & Co. | 269,090 | $4.19M | 5.51% | −17,703−6.2% | Reduced |
| Aviance Capital Partners, LLC | 250,311 | $3.90M | 0.87% | −7,413−2.9% | Reduced |
| Family Management Corp | 237,850 | $3.71M | 1.06% | +7,055+3.1% | Added |
| Litman Gregory Asset Management LLC | 160,050 | $2.49M | 0.37% | +30,900+23.9% | Added |
| Invesco Ltd. | 159,108 | $2.48M | 0.00% | −10,263−6.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 142,129 | $2.21M | 0.05% | −16,189−10.2% | Reduced |
| Intellectus Partners, LLC | 139,794 | $2.18M | 0.75% | −9,408−6.3% | Reduced |
| Raymond James & Associates | 135,550 | $2.11M | 0.00% | +6,436+5.0% | Added |
| UBS Group AG | 131,589 | $2.05M | 0.00% | −17,253−11.6% | Reduced |
| Botty Investors LLC | 116,974 | $1.82M | 0.72% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 103,228 | $1.61M | 1.24% | +27,177+35.7% | Added |
| Wells Fargo & Company | 97,708 | $1.52M | 0.00% | −683−0.7% | Reduced |
| TD Waterhouse Canada Inc. | 74,157 | $1.18M | 0.01% | +2,165+3.0% | Added |
| Ameriprise Financial Inc | 75,887 | $1.18M | 0.00% | +2,456+3.3% | Added |
| Envestnet Asset Management Inc | 69,857 | $1.09M | 0.00% | +3,073+4.6% | Added |
| Guggenheim Capital LLC | 63,559 | $990.0K | 0.01% | −8,103−11.3% | Reduced |
| Park Avenue Securities LLC | 63,170 | $984.0K | 0.02% | +1,807+2.9% | Added |
| Bank of America Corp | 57,169 | $891.0K | 0.00% | −99,479−63.5% | Reduced |
| LPL Financial LLC | 53,147 | $828.0K | 0.00% | +3,353+6.7% | Added |
| First Foundation Advisors | 52,363 | $816.0K | 0.04% | −2,338−4.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 45,742 | $713.0K | 0.00% | −376−0.8% | Reduced |
| GWM Advisors LLC | 39,085 | $609.0K | 0.01% | +1,900+5.1% | Added |
| Apriem Advisors | 34,110 | $531.0K | 0.09% | −1,500−4.2% | Reduced |
| Baird Financial Group, Inc. | 32,826 | $511.0K | 0.00% | +338+1.0% | Added |
| Ci Investments Inc. | 30,510 | $475.0K | 0.00% | +5,823+23.6% | Added |
| Circle Wealth Management, LLC | 23,298 | $363.0K | 0.06% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 21,582 | $336.0K | 0.08% | +21,582 | New |
| Beacon Harbor Wealth Advisors, Inc. | 20,300 | $316.0K | 0.11% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 18,895 | $294.0K | 0.19% | −2,284−10.8% | Reduced |
| Royal Bank of Canada | 17,529 | $273.0K | 0.00% | −80,968−82.2% | Reduced |
| Joel Isaacson & Co., LLC | 17,000 | $265.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 16,447 | $256.0K | 0.01% | +31+0.2% | Added |
| HighTower Advisors, LLC | 15,517 | $242.0K | 0.00% | −9,489−37.9% | Reduced |
| SkyOak Wealth, LLC | 15,400 | $240.0K | 0.08% | +127+0.8% | Added |
| Truist Financial Corp | 15,371 | $239.0K | 0.00% | +946+6.6% | Added |
| Integrated Wealth Concepts LLC | 15,273 | $238.0K | 0.01% | +15,273 | New |
| Verus Capital Partners, LLC | 7,411 | $231.0K | 0.05% | −10,932−59.6% | Reduced |
| IPG Investment Advisors LLC | 14,750 | $230.0K | 0.06% | +14,750 | New |
| Van Hulzen Asset Management, LLC | 14,302 | $223.0K | 0.03% | −1,820−11.3% | Reduced |
| Stifel Financial Corp | 12,704 | $198.0K | 0.00% | −21,059−62.4% | Reduced |
| Addison Capital Co | 12,650 | $197.0K | 0.12% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 11,970 | $186.0K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,027 | $182.0K | 0.00% | −51−0.4% | Reduced |
| Shaker Financial Services, LLC | 10,761 | $168.0K | 0.08% | −71,482−86.9% | Reduced |
| Integrated Capital Management, Inc. | 10,472 | $163.0K | 0.15% | +10,472 | New |
| Focused Wealth Management, Inc | 9,983 | $156.0K | 0.03% | +199+2.0% | Added |
| Fifth Third Bancorp | 9,500 | $148.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9,392 | $146.3K | 0.01% | −71−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 9,226 | $144.0K | 0.00% | −571−5.8% | Reduced |
| IFP Advisors, Inc | 5,012 | $133.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,281 | $67.0K | 0.00% | +1,359+46.5% | Added |
| JNBA Financial Advisors | 3,568 | $56.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 3,500 | $55.0K | 0.03% | +3,500 | New |
| Signaturefd, LLC | 3,410 | $53.0K | 0.00% | +68+2.0% | Added |
| Heritage Financial Services, LLC | 2,334 | $36.0K | 0.02% | +2,334 | New |
| Geneos Wealth Management Inc. | 1,902 | $29.0K | 0.00% | +1,902 | New |
| CWM, LLC | 1,300 | $20.0K | 0.00% | +1,300 | New |
| CX Institutional | 1,068 | $17.0K | 0.00% | +1,068 | New |
| Proequities, Inc. | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 600 | $9.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 500 | $8.00K | 0.00% | +500 | New |
| CoreCap Advisors, LLC | 500 | $8.00K | 0.00% | +500 | New |
| Pinnacle Financial Partners Inc | 378 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 280 | $4.00K | 0.00% | +3+1.1% | Added |
| Ellis Investment Partners, LLC | 241 | $3.00K | 0.00% | +5+2.1% | Added |
| Rockefeller Capital Management L.P. | 120 | $1.00K | 0.00% | +2+1.7% | Added |
| Total Clarity Wealth Management, Inc. | 3 | $0 | 0.00% | +3 | New |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −16,149−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −15,050−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −11,621−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Surevest, LLC | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Golden State Wealth Management, LLC | – | – | – | – | Not filed |