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.
Q4 2022 vs. Q3 2022
How the institutions holding DoubleLine Opportunistic Credit Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 59 | 1 | 62 | +4 |
| Shares | 5.72M | 9.40K | 6.48M | +770.4K (+13.5%) |
| Value | $82.7M | $135.9K | $96.3M | +$13.7M (+16.6%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Herr Investment Group LLC | 381,735 | $5.67M | 1.07% |
| Ignite Planners, LLC | 30,217 | $466.2K | 0.20% |
| U.S. Capital Wealth Advisors, LLC | 28,460 | $422.6K | 0.02% |
| Beacon Harbor Wealth Advisors, Inc. | 20,300 | $301.0K | 0.10% |
| National Asset Management, Inc. | 17,573 | $261.4K | 0.01% |
| Melfa Wealth Management, LLC | 14,826 | $220.2K | 0.23% |
| Steward Partners Investment Advisory, LLC | 8,005 | $118.9K | 0.00% |
| Grove Bank & Trust | 2,400 | $36.0K | 0.01% |
| CoreCap Advisors, LLC | 1,900 | $28.2K | 0.00% |
| Hollencrest Capital Management | 1,725 | $25.6K | 0.00% |
Sold out (6)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Integrated Wealth Concepts LLC | 15,273 | $221.0K |
| Van Hulzen Asset Management, LLC | 12,802 | $185.0K |
| First Foundation Advisors | 10,397 | $150.0K |
| Spire Wealth Management | 261 | $4.00K |
| Ellis Investment Partners, LLC | 244 | $3.00K |
| First Horizon Advisors, Inc. | 146 | $2.00K |
Not filed for Q4 2022 yet (1)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 9,404 | $135.9K |