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, Q4 2022
Institutional positions in DoubleLine Opportunistic Credit Fund as of Dec 31, 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
- 62
- +4 vs. Q3 2022
- Shares held
- 6.48M
- +770.4K (+13.5%) vs. Q3 2022
- Total value
- $96.3M
- +$13.7M (+16.6%) vs. Q3 2022
- New holders
- 10
- 24 more added
- Sold out
- 6
- 21 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 125 | $1.00K | 0.00% | +3+2.5% | Added |
| Pinnacle Financial Partners Inc | 378 | $5.61K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 500 | $7.42K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,000 | $14.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,725 | $25.6K | 0.00% | +1,725 | New |
| CoreCap Advisors, LLC | 1,900 | $28.2K | 0.00% | +1,900 | New |
| JNBA Financial Advisors | 2,267 | $33.7K | 0.00% | −1,301−36.5% | Reduced |
| Grove Bank & Trust | 2,400 | $36.0K | 0.01% | +2,400 | New |
| Northwestern Mutual Wealth Management Co | 3,136 | $46.6K | 0.00% | +92+3.0% | Added |
| Signaturefd, LLC | 3,561 | $52.9K | 0.00% | +79+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 8,005 | $118.9K | 0.00% | +8,005 | New |
| IFP Advisors, Inc | 4,489 | $119.0K | 0.00% | −523−10.4% | Reduced |
| Geneos Wealth Management Inc. | 9,580 | $142.3K | 0.01% | +4,607+92.6% | Added |
| Integrated Capital Management, Inc. | 10,102 | $150.0K | 0.14% | −563−5.3% | Reduced |
| Focused Wealth Management, Inc | 10,426 | $154.8K | 0.03% | +232+2.3% | Added |
| Joel Isaacson & Co., LLC | 10,436 | $155.0K | 0.01% | −8,564−45.1% | Reduced |
| Truist Financial Corp | 10,550 | $156.7K | 0.00% | −848−7.4% | Reduced |
| Fifth Third Bancorp | 11,300 | $167.8K | 0.00% | +1,800+18.9% | Added |
| Janney Montgomery Scott LLC | 12,027 | $179.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,217 | $181.4K | 0.00% | +600+5.2% | Added |
| Addison Capital Co | 12,650 | $188.0K | 0.12% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 13,891 | $206.3K | 0.07% | +143+1.0% | Added |
| Melfa Wealth Management, LLC | 14,826 | $220.2K | 0.23% | +14,826 | New |
| HighTower Advisors, LLC | 15,387 | $228.0K | 0.00% | −2,774−15.3% | Reduced |
| Sigma Planning Corp | 15,572 | $231.2K | 0.01% | +35+0.2% | Added |
| National Asset Management, Inc. | 17,573 | $261.4K | 0.01% | +17,573 | New |
| Kercheville Advisors, LLC | 17,922 | $266.1K | 0.18% | −981−5.2% | Reduced |
| International Assets Investment Management, LLC | 19,263 | $286.1K | 0.03% | +9,263+92.6% | Added |
| Fort Sheridan Advisors LLC | 19,273 | $286.2K | 0.09% | −3,301−14.6% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 20,300 | $301.0K | 0.10% | +20,300 | New |
| Circle Wealth Management, LLC | 23,298 | $346.0K | 0.05% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 23,468 | $348.5K | 0.07% | +7,292+45.1% | Added |
| Family Management Corp | 27,731 | $411.8K | 0.10% | −72,108−72.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 28,460 | $422.6K | 0.02% | +28,460 | New |
| Ignite Planners, LLC | 30,217 | $466.2K | 0.20% | +30,217 | New |
| Advisor Group Holdings, Inc. | 31,535 | $468.3K | 0.00% | +18,720+146.1% | Added |
| Apriem Advisors | 32,060 | $476.1K | 0.08% | −2,050−6.0% | Reduced |
| Ci Investments Inc. | 32,615 | $484.0K | 0.00% | −2,105−6.1% | Reduced |
| Baird Financial Group, Inc. | 35,245 | $523.0K | 0.00% | +392+1.1% | Added |
| TD Waterhouse Canada Inc. | 33,981 | $524.5K | 0.01% | −40,826−54.6% | Reduced |
| GWM Advisors LLC | 40,629 | $590.2K | 0.02% | +844+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 45,387 | $674.0K | 0.00% | +30.0% | Added |
| Bank of America Corp | 55,309 | $821.3K | 0.00% | −12,604−18.6% | Reduced |
| LPL Financial LLC | 56,389 | $837.4K | 0.00% | +125+0.2% | Added |
| Ameriprise Financial Inc | 61,270 | $910.0K | 0.00% | +2,463+4.2% | Added |
| Park Avenue Securities LLC | 62,827 | $933.0K | 0.02% | −319−0.5% | Reduced |
| Guggenheim Capital LLC | 66,952 | $994.2K | 0.01% | +6,167+10.1% | Added |
| Envestnet Asset Management Inc | 68,295 | $1.01M | 0.00% | +1,125+1.7% | Added |
| Botty Investors LLC | 116,974 | $1.74M | 0.82% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 120,188 | $1.78M | 0.62% | −31,361−20.7% | Reduced |
| Twelve Points Wealth Management LLC | 121,748 | $1.81M | 1.23% | +9,299+8.3% | Added |
| Horizon Kinetics Asset Management LLC | 124,409 | $1.85M | 0.03% | −10,077−7.5% | Reduced |
| Invesco Ltd. | 125,539 | $1.86M | 0.00% | −9,165−6.8% | Reduced |
| UBS Group AG | 129,329 | $1.92M | 0.00% | +9,702+8.1% | Added |
| Raymond James & Associates | 143,864 | $2.14M | 0.00% | −24,115−14.4% | Reduced |
| Wells Fargo & Company | 171,821 | $2.55M | 0.00% | +45,270+35.8% | Added |
| Royal Bank of Canada | 205,297 | $3.05M | 0.00% | +186,208+975.5% | Added |
| Aviance Capital Partners, LLC | 230,751 | $3.43M | 0.80% | −21,735−8.6% | Reduced |
| R.P. Boggs & Co. | 254,398 | $3.78M | 3.96% | −15,657−5.8% | Reduced |
| Herr Investment Group LLC | 381,735 | $5.67M | 1.07% | +381,735 | New |
| Morgan Stanley | 796,505 | $11.8M | 0.00% | +316,482+65.9% | Added |
| Sit Investment Associates Inc | 2,515,766 | $37.4M | 1.05% | −57,585−2.2% | Reduced |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −15,273−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −12,802−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −10,397−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |