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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 3 | $0 | 0.00% | +3 | New |
| Rockefeller Capital Management L.P. | 120 | $1.00K | 0.00% | +2+1.7% | Added |
| Ellis Investment Partners, LLC | 241 | $3.00K | 0.00% | +5+2.1% | Added |
| Spire Wealth Management | 280 | $4.00K | 0.00% | +3+1.1% | Added |
| Pinnacle Financial Partners Inc | 378 | $6.00K | 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 |
| Patriot Financial Group Insurance Agency, LLC | 600 | $9.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,068 | $17.0K | 0.00% | +1,068 | New |
| CWM, LLC | 1,300 | $20.0K | 0.00% | +1,300 | New |
| Geneos Wealth Management Inc. | 1,902 | $29.0K | 0.00% | +1,902 | New |
| Heritage Financial Services, LLC | 2,334 | $36.0K | 0.02% | +2,334 | New |
| Signaturefd, LLC | 3,410 | $53.0K | 0.00% | +68+2.0% | Added |
| Key Financial Inc | 3,500 | $55.0K | 0.03% | +3,500 | New |
| JNBA Financial Advisors | 3,568 | $56.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,281 | $67.0K | 0.00% | +1,359+46.5% | Added |
| IFP Advisors, Inc | 5,012 | $133.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,226 | $144.0K | 0.00% | −571−5.8% | Reduced |
| American Portfolios Advisors | 9,392 | $146.3K | 0.01% | −71−0.8% | Reduced |
| Fifth Third Bancorp | 9,500 | $148.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 9,983 | $156.0K | 0.03% | +199+2.0% | Added |
| Integrated Capital Management, Inc. | 10,472 | $163.0K | 0.15% | +10,472 | New |
| Shaker Financial Services, LLC | 10,761 | $168.0K | 0.08% | −71,482−86.9% | Reduced |
| Janney Montgomery Scott LLC | 12,027 | $182.0K | 0.00% | −51−0.4% | Reduced |
| Dock Street Asset Management Inc | 11,970 | $186.0K | 0.04% | 00.0% | Unchanged |
| Addison Capital Co | 12,650 | $197.0K | 0.12% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,704 | $198.0K | 0.00% | −21,059−62.4% | Reduced |
| Van Hulzen Asset Management, LLC | 14,302 | $223.0K | 0.03% | −1,820−11.3% | Reduced |
| IPG Investment Advisors LLC | 14,750 | $230.0K | 0.06% | +14,750 | New |
| Verus Capital Partners, LLC | 7,411 | $231.0K | 0.05% | −10,932−59.6% | Reduced |
| Integrated Wealth Concepts LLC | 15,273 | $238.0K | 0.01% | +15,273 | New |
| Truist Financial Corp | 15,371 | $239.0K | 0.00% | +946+6.6% | Added |
| SkyOak Wealth, LLC | 15,400 | $240.0K | 0.08% | +127+0.8% | Added |
| HighTower Advisors, LLC | 15,517 | $242.0K | 0.00% | −9,489−37.9% | Reduced |
| Sigma Planning Corp | 16,447 | $256.0K | 0.01% | +31+0.2% | Added |
| Joel Isaacson & Co., LLC | 17,000 | $265.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 17,529 | $273.0K | 0.00% | −80,968−82.2% | Reduced |
| Kercheville Advisors, LLC | 18,895 | $294.0K | 0.19% | −2,284−10.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 20,300 | $316.0K | 0.11% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 21,582 | $336.0K | 0.08% | +21,582 | New |
| Circle Wealth Management, LLC | 23,298 | $363.0K | 0.06% | 00.0% | Unchanged |
| Ci Investments Inc. | 30,510 | $475.0K | 0.00% | +5,823+23.6% | Added |
| Baird Financial Group, Inc. | 32,826 | $511.0K | 0.00% | +338+1.0% | Added |
| Apriem Advisors | 34,110 | $531.0K | 0.09% | −1,500−4.2% | Reduced |
| GWM Advisors LLC | 39,085 | $609.0K | 0.01% | +1,900+5.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 45,742 | $713.0K | 0.00% | −376−0.8% | Reduced |
| First Foundation Advisors | 52,363 | $816.0K | 0.04% | −2,338−4.3% | Reduced |
| LPL Financial LLC | 53,147 | $828.0K | 0.00% | +3,353+6.7% | Added |
| Bank of America Corp | 57,169 | $891.0K | 0.00% | −99,479−63.5% | Reduced |
| Park Avenue Securities LLC | 63,170 | $984.0K | 0.02% | +1,807+2.9% | Added |
| Guggenheim Capital LLC | 63,559 | $990.0K | 0.01% | −8,103−11.3% | Reduced |
| Envestnet Asset Management Inc | 69,857 | $1.09M | 0.00% | +3,073+4.6% | Added |
| Ameriprise Financial Inc | 75,887 | $1.18M | 0.00% | +2,456+3.3% | Added |
| TD Waterhouse Canada Inc. | 74,157 | $1.18M | 0.01% | +2,165+3.0% | Added |
| Wells Fargo & Company | 97,708 | $1.52M | 0.00% | −683−0.7% | Reduced |
| Twelve Points Wealth Management LLC | 103,228 | $1.61M | 1.24% | +27,177+35.7% | Added |
| Botty Investors LLC | 116,974 | $1.82M | 0.72% | 00.0% | Unchanged |
| UBS Group AG | 131,589 | $2.05M | 0.00% | −17,253−11.6% | Reduced |
| Raymond James & Associates | 135,550 | $2.11M | 0.00% | +6,436+5.0% | Added |
| Intellectus Partners, LLC | 139,794 | $2.18M | 0.75% | −9,408−6.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 142,129 | $2.21M | 0.05% | −16,189−10.2% | Reduced |
| Invesco Ltd. | 159,108 | $2.48M | 0.00% | −10,263−6.1% | Reduced |
| Litman Gregory Asset Management LLC | 160,050 | $2.49M | 0.37% | +30,900+23.9% | Added |
| Family Management Corp | 237,850 | $3.71M | 1.06% | +7,055+3.1% | Added |
| Aviance Capital Partners, LLC | 250,311 | $3.90M | 0.87% | −7,413−2.9% | Reduced |
| R.P. Boggs & Co. | 269,090 | $4.19M | 5.51% | −17,703−6.2% | Reduced |
| Morgan Stanley | 473,209 | $7.37M | 0.00% | +143,731+43.6% | Added |
| Sit Investment Associates Inc | 2,340,592 | $36.5M | 1.11% | +85,127+3.8% | Added |
| 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 |