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, Q3 2022
Institutional positions in DoubleLine Opportunistic Credit Fund as of Sep 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
- 59
- −10 vs. Q2 2022
- Shares held
- 5.72M
- −84.9K (−1.5%) vs. Q2 2022
- Total value
- $82.7M
- −$7.86M (−8.7%) vs. Q2 2022
- New holders
- 3
- 27 more added
- Sold out
- 13
- 17 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,573,351 | $37.2M | 1.11% | +232,759+9.9% | Added |
| Morgan Stanley | 480,023 | $6.94M | 0.00% | +6,814+1.4% | Added |
| R.P. Boggs & Co. | 270,055 | $3.90M | 4.65% | +965+0.4% | Added |
| Aviance Capital Partners, LLC | 252,486 | $3.65M | 0.91% | +2,175+0.9% | Added |
| Raymond James & Associates | 167,979 | $2.43M | 0.00% | +32,429+23.9% | Added |
| Intellectus Partners, LLC | 151,549 | $2.19M | 0.78% | +11,755+8.4% | Added |
| Invesco Ltd. | 134,704 | $1.95M | 0.00% | −24,404−15.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 134,486 | $1.94M | 0.04% | −7,643−5.4% | Reduced |
| Wells Fargo & Company | 126,551 | $1.83M | 0.00% | +28,843+29.5% | Added |
| UBS Group AG | 119,627 | $1.73M | 0.00% | −11,962−9.1% | Reduced |
| Botty Investors LLC | 116,974 | $1.69M | 0.69% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 112,449 | $1.63M | 1.26% | +9,221+8.9% | Added |
| Family Management Corp | 99,839 | $1.44M | 0.39% | −138,011−58.0% | Reduced |
| TD Waterhouse Canada Inc. | 74,807 | $1.13M | 0.01% | +650+0.9% | Added |
| Bank of America Corp | 67,913 | $981.0K | 0.00% | +10,744+18.8% | Added |
| Envestnet Asset Management Inc | 67,170 | $971.0K | 0.00% | −2,687−3.8% | Reduced |
| Park Avenue Securities LLC | 63,146 | $912.0K | 0.02% | −240.0% | Reduced |
| Guggenheim Capital LLC | 60,785 | $878.0K | 0.01% | −2,774−4.4% | Reduced |
| Ameriprise Financial Inc | 58,807 | $850.0K | 0.00% | −17,080−22.5% | Reduced |
| LPL Financial LLC | 56,264 | $813.0K | 0.00% | +3,117+5.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 45,384 | $656.0K | 0.00% | −358−0.8% | Reduced |
| GWM Advisors LLC | 39,785 | $575.0K | 0.01% | +700+1.8% | Added |
| Baird Financial Group, Inc. | 34,853 | $504.0K | 0.00% | +2,027+6.2% | Added |
| Ci Investments Inc. | 34,720 | $502.0K | 0.00% | +4,210+13.8% | Added |
| Apriem Advisors | 34,110 | $493.0K | 0.09% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 23,298 | $337.0K | 0.06% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 22,574 | $326.0K | 0.11% | +22,574 | New |
| Royal Bank of Canada | 19,089 | $276.0K | 0.00% | +1,560+8.9% | Added |
| Joel Isaacson & Co., LLC | 19,000 | $275.0K | 0.02% | +2,000+11.8% | Added |
| Kercheville Advisors, LLC | 18,903 | $273.0K | 0.28% | +80.0% | Added |
| HighTower Advisors, LLC | 18,161 | $263.0K | 0.00% | +2,644+17.0% | Added |
| Verus Capital Partners, LLC | 16,176 | $234.0K | 0.04% | +8,765+118.3% | Added |
| Sigma Planning Corp | 15,537 | $225.0K | 0.01% | −910−5.5% | Reduced |
| Integrated Wealth Concepts LLC | 15,273 | $221.0K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 13,748 | $199.0K | 0.07% | −1,652−10.7% | Reduced |
| Advisor Group Holdings, Inc. | 12,815 | $186.0K | 0.00% | +3,589+38.9% | Added |
| Van Hulzen Asset Management, LLC | 12,802 | $185.0K | 0.02% | −1,500−10.5% | Reduced |
| Addison Capital Co | 12,650 | $182.0K | 0.11% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,027 | $174.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,617 | $168.0K | 0.00% | −1,087−8.6% | Reduced |
| Truist Financial Corp | 11,398 | $165.0K | 0.00% | −3,973−25.8% | Reduced |
| Integrated Capital Management, Inc. | 10,665 | $154.0K | 0.15% | +193+1.8% | Added |
| First Foundation Advisors | 10,397 | $150.0K | 0.01% | −41,966−80.1% | Reduced |
| Focused Wealth Management, Inc | 10,194 | $147.0K | 0.03% | +211+2.1% | Added |
| International Assets Investment Management, LLC | 10,000 | $145.0K | 0.03% | +10,000 | New |
| Fifth Third Bancorp | 9,500 | $137.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9,404 | $135.9K | 0.01% | +12+0.1% | Added |
| IFP Advisors, Inc | 5,012 | $133.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,973 | $71.0K | 0.00% | +3,071+161.5% | Added |
| JNBA Financial Advisors | 3,568 | $52.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,482 | $50.0K | 0.00% | +72+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 3,044 | $44.0K | 0.00% | −1,237−28.9% | Reduced |
| Proequities, Inc. | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 378 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 261 | $4.00K | 0.00% | −19−6.8% | Reduced |
| Ellis Investment Partners, LLC | 244 | $3.00K | 0.00% | +3+1.2% | Added |
| First Horizon Advisors, Inc. | 146 | $2.00K | 0.00% | +146 | New |
| Rockefeller Capital Management L.P. | 122 | $1.00K | 0.00% | +2+1.7% | Added |
| Litman Gregory Asset Management LLC | 0 | $0 | 0.00% | −160,050−100.0% | Sold out |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −21,582−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −14,750−100.0% | Sold out |
| Dock Street Asset Management Inc | 0 | $0 | 0.00% | −11,970−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −10,761−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −2,334−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −500−100.0% | 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 |
| Beacon Harbor Wealth Advisors, Inc. | – | – | – | – | Not filed |