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, Q1 2023
Institutional positions in DoubleLine Opportunistic Credit Fund as of Mar 31, 2023. 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
- 65
- +4 vs. Q4 2022
- Shares held
- 6.81M
- +332.3K (+5.1%) vs. Q4 2022
- Total value
- $95.6M
- −$624.9K (−0.6%) vs. Q4 2022
- New holders
- 8
- 25 more added
- Sold out
- 4
- 19 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,623,465 | $37.2M | 1.01% | +107,699+4.3% | Added |
| Morgan Stanley | 930,528 | $13.2M | 0.00% | +134,023+16.8% | Added |
| Herr Investment Group LLC | 408,342 | $5.79M | 1.44% | +26,607+7.0% | Added |
| Royal Bank of Canada | 245,155 | $3.48M | 0.00% | +39,858+19.4% | Added |
| Aviance Capital Partners, LLC | 233,750 | $3.31M | 0.74% | +2,999+1.3% | Added |
| Wells Fargo & Company | 186,726 | $2.65M | 0.00% | +14,905+8.7% | Added |
| Twelve Points Wealth Management LLC | 163,888 | $2.32M | 1.33% | +42,140+34.6% | Added |
| R.P. Boggs & Co. | 147,209 | $2.09M | 1.90% | −107,189−42.1% | Reduced |
| Raymond James & Associates | 139,012 | $1.97M | 0.00% | −4,852−3.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 123,145 | $1.75M | 0.03% | −1,264−1.0% | Reduced |
| UBS Group AG | 122,303 | $1.73M | 0.00% | −7,026−5.4% | Reduced |
| Botty Investors LLC | 116,974 | $1.66M | 0.72% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 115,585 | $1.64M | 0.52% | −4,603−3.8% | Reduced |
| Invesco Ltd. | 106,240 | $1.51M | 0.00% | −19,299−15.4% | Reduced |
| Guggenheim Capital LLC | 74,057 | $1.05M | 0.01% | +7,105+10.6% | Added |
| Shaker Financial Services, LLC | 69,478 | $985.2K | 0.43% | +69,478 | New |
| Ameriprise Financial Inc | 65,537 | $929.3K | 0.00% | +4,267+7.0% | Added |
| Envestnet Asset Management Inc | 64,797 | $918.8K | 0.00% | −3,498−5.1% | Reduced |
| LPL Financial LLC | 62,037 | $879.7K | 0.00% | +5,648+10.0% | Added |
| Park Avenue Securities LLC | 60,959 | $864.0K | 0.01% | −1,868−3.0% | Reduced |
| Bank of America Corp | 55,869 | $792.2K | 0.00% | +560+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 45,390 | $644.0K | 0.00% | +30.0% | Added |
| GWM Advisors LLC | 38,685 | $556.5K | 0.01% | −1,944−4.8% | Reduced |
| TD Waterhouse Canada Inc. | 35,906 | $535.5K | 0.01% | +1,925+5.7% | Added |
| Ignite Planners, LLC | 35,110 | $508.7K | 0.21% | +4,893+16.2% | Added |
| Ci Investments Inc. | 32,615 | $462.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 28,460 | $403.6K | 0.02% | 00.0% | Unchanged |
| Apriem Advisors | 28,160 | $399.3K | 0.06% | −3,900−12.2% | Reduced |
| Family Management Corp | 27,731 | $393.2K | 0.09% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 27,096 | $384.2K | 0.06% | +3,628+15.5% | Added |
| Advisor Group Holdings, Inc. | 24,156 | $342.5K | 0.00% | −7,379−23.4% | Reduced |
| Circle Wealth Management, LLC | 23,298 | $330.4K | 0.05% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 19,294 | $273.6K | 0.07% | +21+0.1% | Added |
| International Assets Investment Management, LLC | 15,959 | $226.3K | 0.03% | −3,304−17.2% | Reduced |
| Sigma Planning Corp | 15,606 | $221.3K | 0.01% | +34+0.2% | Added |
| Kercheville Advisors, LLC | 15,436 | $218.9K | 0.15% | −2,486−13.9% | Reduced |
| Melfa Wealth Management, LLC | 14,981 | $212.4K | 0.21% | +155+1.0% | Added |
| SkyOak Wealth, LLC | 14,036 | $199.0K | 0.06% | +145+1.0% | Added |
| National Asset Management, Inc. | 13,801 | $195.7K | 0.01% | −3,772−21.5% | Reduced |
| HighTower Advisors, LLC | 12,826 | $181.0K | 0.00% | −2,561−16.6% | Reduced |
| Addison Capital Co | 12,650 | $179.0K | 0.13% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 12,300 | $174.0K | 0.06% | −8,000−39.4% | Reduced |
| Stifel Financial Corp | 12,217 | $173.2K | 0.00% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 12,188 | $172.8K | 0.04% | +12,188 | New |
| Janney Montgomery Scott LLC | 12,027 | $171.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 11,380 | $161.4K | 0.00% | +830+7.9% | Added |
| Fifth Third Bancorp | 11,300 | $160.2K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 81,700 | $154.4K | 0.16% | +71,598+708.8% | Added |
| Focused Wealth Management, Inc | 10,656 | $151.1K | 0.03% | +230+2.2% | Added |
| Joel Isaacson & Co., LLC | 10,446 | $148.1K | 0.01% | +10+0.1% | Added |
| Carmel Capital Partners, LLC | 6,970 | $98.8K | 0.06% | +6,970 | New |
| Cape Investment Advisory, Inc. | 6,529 | $92.6K | 0.06% | +6,529 | New |
| IFP Advisors, Inc | 3,031 | $80.4K | 0.00% | −1,458−32.5% | Reduced |
| Signaturefd, LLC | 3,642 | $51.6K | 0.00% | +81+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 3,207 | $45.5K | 0.00% | +71+2.3% | Added |
| Elequin Capital LP | 2,795 | $39.6K | 0.03% | +2,795 | New |
| Steward Partners Investment Advisory, LLC | 2,339 | $33.2K | 0.00% | −5,666−70.8% | Reduced |
| JNBA Financial Advisors | 2,267 | $32.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,786 | $25.3K | 0.00% | +1,786 | New |
| Hollencrest Capital Management | 1,725 | $24.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,000 | $14.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 625 | $8.86K | 0.00% | −8,955−93.5% | Reduced |
| JPMorgan Chase & Co | 448 | $6.00K | 0.00% | +448 | New |
| Pinnacle Financial Partners Inc | 378 | $5.36K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5 | $71 | 0.00% | +5 | New |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −35,245−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |