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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 122 | $1.00K | 0.00% | +2+1.7% | Added |
| First Horizon Advisors, Inc. | 146 | $2.00K | 0.00% | +146 | New |
| Ellis Investment Partners, LLC | 244 | $3.00K | 0.00% | +3+1.2% | Added |
| Spire Wealth Management | 261 | $4.00K | 0.00% | −19−6.8% | Reduced |
| Pinnacle Financial Partners Inc | 378 | $5.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,044 | $44.0K | 0.00% | −1,237−28.9% | Reduced |
| Signaturefd, LLC | 3,482 | $50.0K | 0.00% | +72+2.1% | Added |
| JNBA Financial Advisors | 3,568 | $52.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,973 | $71.0K | 0.00% | +3,071+161.5% | Added |
| IFP Advisors, Inc | 5,012 | $133.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9,404 | $135.9K | 0.01% | +12+0.1% | Added |
| Fifth Third Bancorp | 9,500 | $137.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,000 | $145.0K | 0.03% | +10,000 | New |
| Focused Wealth Management, Inc | 10,194 | $147.0K | 0.03% | +211+2.1% | Added |
| First Foundation Advisors | 10,397 | $150.0K | 0.01% | −41,966−80.1% | Reduced |
| Integrated Capital Management, Inc. | 10,665 | $154.0K | 0.15% | +193+1.8% | Added |
| Truist Financial Corp | 11,398 | $165.0K | 0.00% | −3,973−25.8% | Reduced |
| Stifel Financial Corp | 11,617 | $168.0K | 0.00% | −1,087−8.6% | Reduced |
| Janney Montgomery Scott LLC | 12,027 | $174.0K | 0.00% | 00.0% | Unchanged |
| Addison Capital Co | 12,650 | $182.0K | 0.11% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 12,802 | $185.0K | 0.02% | −1,500−10.5% | Reduced |
| Advisor Group Holdings, Inc. | 12,815 | $186.0K | 0.00% | +3,589+38.9% | Added |
| SkyOak Wealth, LLC | 13,748 | $199.0K | 0.07% | −1,652−10.7% | Reduced |
| Integrated Wealth Concepts LLC | 15,273 | $221.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 15,537 | $225.0K | 0.01% | −910−5.5% | Reduced |
| Verus Capital Partners, LLC | 16,176 | $234.0K | 0.04% | +8,765+118.3% | Added |
| HighTower Advisors, LLC | 18,161 | $263.0K | 0.00% | +2,644+17.0% | Added |
| Kercheville Advisors, LLC | 18,903 | $273.0K | 0.28% | +80.0% | Added |
| Joel Isaacson & Co., LLC | 19,000 | $275.0K | 0.02% | +2,000+11.8% | Added |
| Royal Bank of Canada | 19,089 | $276.0K | 0.00% | +1,560+8.9% | Added |
| Fort Sheridan Advisors LLC | 22,574 | $326.0K | 0.11% | +22,574 | New |
| Circle Wealth Management, LLC | 23,298 | $337.0K | 0.06% | 00.0% | Unchanged |
| Apriem Advisors | 34,110 | $493.0K | 0.09% | 00.0% | Unchanged |
| Ci Investments Inc. | 34,720 | $502.0K | 0.00% | +4,210+13.8% | Added |
| Baird Financial Group, Inc. | 34,853 | $504.0K | 0.00% | +2,027+6.2% | Added |
| GWM Advisors LLC | 39,785 | $575.0K | 0.01% | +700+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 45,384 | $656.0K | 0.00% | −358−0.8% | Reduced |
| LPL Financial LLC | 56,264 | $813.0K | 0.00% | +3,117+5.9% | Added |
| Ameriprise Financial Inc | 58,807 | $850.0K | 0.00% | −17,080−22.5% | Reduced |
| Guggenheim Capital LLC | 60,785 | $878.0K | 0.01% | −2,774−4.4% | Reduced |
| Park Avenue Securities LLC | 63,146 | $912.0K | 0.02% | −240.0% | Reduced |
| Envestnet Asset Management Inc | 67,170 | $971.0K | 0.00% | −2,687−3.8% | Reduced |
| Bank of America Corp | 67,913 | $981.0K | 0.00% | +10,744+18.8% | Added |
| TD Waterhouse Canada Inc. | 74,807 | $1.13M | 0.01% | +650+0.9% | Added |
| Family Management Corp | 99,839 | $1.44M | 0.39% | −138,011−58.0% | Reduced |
| Twelve Points Wealth Management LLC | 112,449 | $1.63M | 1.26% | +9,221+8.9% | Added |
| Botty Investors LLC | 116,974 | $1.69M | 0.69% | 00.0% | Unchanged |
| UBS Group AG | 119,627 | $1.73M | 0.00% | −11,962−9.1% | Reduced |
| Wells Fargo & Company | 126,551 | $1.83M | 0.00% | +28,843+29.5% | Added |
| Horizon Kinetics Asset Management LLC | 134,486 | $1.94M | 0.04% | −7,643−5.4% | Reduced |
| Invesco Ltd. | 134,704 | $1.95M | 0.00% | −24,404−15.3% | Reduced |
| Intellectus Partners, LLC | 151,549 | $2.19M | 0.78% | +11,755+8.4% | Added |
| Raymond James & Associates | 167,979 | $2.43M | 0.00% | +32,429+23.9% | Added |
| Aviance Capital Partners, LLC | 252,486 | $3.65M | 0.91% | +2,175+0.9% | Added |
| R.P. Boggs & Co. | 270,055 | $3.90M | 4.65% | +965+0.4% | Added |
| Morgan Stanley | 480,023 | $6.94M | 0.00% | +6,814+1.4% | Added |
| Sit Investment Associates Inc | 2,573,351 | $37.2M | 1.11% | +232,759+9.9% | 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 |