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.
Q2 2022 vs. Q1 2022
How the institutions holding DoubleLine Opportunistic Credit Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 66 | 1 | 70 | +5 |
| Shares | 5.87M | 12.1K | 5.82M | −37.0K (−0.6%) |
| Value | $98.4M | $203.0K | $90.9M | −$7.36M (−7.5%) |
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kavar Capital Partners Group, LLC | 21,582 | $336.0K | 0.08% |
| Integrated Wealth Concepts LLC | 15,273 | $238.0K | 0.01% |
| IPG Investment Advisors LLC | 14,750 | $230.0K | 0.06% |
| Integrated Capital Management, Inc. | 10,472 | $163.0K | 0.15% |
| Key Financial Inc | 3,500 | $55.0K | 0.03% |
| Heritage Financial Services, LLC | 2,334 | $36.0K | 0.02% |
| Geneos Wealth Management Inc. | 1,902 | $29.0K | 0.00% |
| CWM, LLC | 1,300 | $20.0K | 0.00% |
| CX Institutional | 1,068 | $17.0K | 0.00% |
| Ahrens Investment Partners LLC | 500 | $8.00K | 0.00% |
| CoreCap Advisors, LLC | 500 | $8.00K | 0.00% |
| Total Clarity Wealth Management, Inc. | 3 | $0 | 0.00% |
Sold out (7)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Secure Asset Management, LLC | 16,149 | $271.0K |
| Landscape Capital Management, L.L.C. | 15,050 | $252.0K |
| Raymond James Financial Services Advisors, Inc. | 11,621 | $195.0K |
| IMA Wealth, Inc. | 1,000 | $17.0K |
| Surevest, LLC | 639 | $11.0K |
| National Bank of Canada | 325 | $5.00K |
| FMR LLC | 1 | $0 |
Not filed for Q2 2022 yet (1)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Golden State Wealth Management, LLC | 12,118 | $203.0K |