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 |
|---|---|---|---|---|---|
| FMR LLC | 5 | $71 | 0.00% | +5 | New |
| Pinnacle Financial Partners Inc | 378 | $5.36K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 448 | $6.00K | 0.00% | +448 | New |
| Geneos Wealth Management Inc. | 625 | $8.86K | 0.00% | −8,955−93.5% | Reduced |
| Proequities, Inc. | 1,000 | $14.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,725 | $24.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,786 | $25.3K | 0.00% | +1,786 | New |
| JNBA Financial Advisors | 2,267 | $32.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,339 | $33.2K | 0.00% | −5,666−70.8% | Reduced |
| Elequin Capital LP | 2,795 | $39.6K | 0.03% | +2,795 | New |
| Northwestern Mutual Wealth Management Co | 3,207 | $45.5K | 0.00% | +71+2.3% | Added |
| Signaturefd, LLC | 3,642 | $51.6K | 0.00% | +81+2.3% | Added |
| IFP Advisors, Inc | 3,031 | $80.4K | 0.00% | −1,458−32.5% | Reduced |
| Cape Investment Advisory, Inc. | 6,529 | $92.6K | 0.06% | +6,529 | New |
| Carmel Capital Partners, LLC | 6,970 | $98.8K | 0.06% | +6,970 | New |
| Joel Isaacson & Co., LLC | 10,446 | $148.1K | 0.01% | +10+0.1% | Added |
| Focused Wealth Management, Inc | 10,656 | $151.1K | 0.03% | +230+2.2% | Added |
| Integrated Capital Management, Inc. | 81,700 | $154.4K | 0.16% | +71,598+708.8% | Added |
| Fifth Third Bancorp | 11,300 | $160.2K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 11,380 | $161.4K | 0.00% | +830+7.9% | Added |
| Janney Montgomery Scott LLC | 12,027 | $171.0K | 0.00% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 12,188 | $172.8K | 0.04% | +12,188 | New |
| Stifel Financial Corp | 12,217 | $173.2K | 0.00% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 12,300 | $174.0K | 0.06% | −8,000−39.4% | Reduced |
| Addison Capital Co | 12,650 | $179.0K | 0.13% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,826 | $181.0K | 0.00% | −2,561−16.6% | Reduced |
| National Asset Management, Inc. | 13,801 | $195.7K | 0.01% | −3,772−21.5% | Reduced |
| SkyOak Wealth, LLC | 14,036 | $199.0K | 0.06% | +145+1.0% | Added |
| Melfa Wealth Management, LLC | 14,981 | $212.4K | 0.21% | +155+1.0% | Added |
| Kercheville Advisors, LLC | 15,436 | $218.9K | 0.15% | −2,486−13.9% | Reduced |
| Sigma Planning Corp | 15,606 | $221.3K | 0.01% | +34+0.2% | Added |
| International Assets Investment Management, LLC | 15,959 | $226.3K | 0.03% | −3,304−17.2% | Reduced |
| Fort Sheridan Advisors LLC | 19,294 | $273.6K | 0.07% | +21+0.1% | Added |
| Circle Wealth Management, LLC | 23,298 | $330.4K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 24,156 | $342.5K | 0.00% | −7,379−23.4% | Reduced |
| Verus Capital Partners, LLC | 27,096 | $384.2K | 0.06% | +3,628+15.5% | Added |
| Family Management Corp | 27,731 | $393.2K | 0.09% | 00.0% | Unchanged |
| Apriem Advisors | 28,160 | $399.3K | 0.06% | −3,900−12.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 28,460 | $403.6K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 32,615 | $462.0K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 35,110 | $508.7K | 0.21% | +4,893+16.2% | Added |
| TD Waterhouse Canada Inc. | 35,906 | $535.5K | 0.01% | +1,925+5.7% | Added |
| GWM Advisors LLC | 38,685 | $556.5K | 0.01% | −1,944−4.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 45,390 | $644.0K | 0.00% | +30.0% | Added |
| Bank of America Corp | 55,869 | $792.2K | 0.00% | +560+1.0% | Added |
| Park Avenue Securities LLC | 60,959 | $864.0K | 0.01% | −1,868−3.0% | Reduced |
| LPL Financial LLC | 62,037 | $879.7K | 0.00% | +5,648+10.0% | Added |
| Envestnet Asset Management Inc | 64,797 | $918.8K | 0.00% | −3,498−5.1% | Reduced |
| Ameriprise Financial Inc | 65,537 | $929.3K | 0.00% | +4,267+7.0% | Added |
| Shaker Financial Services, LLC | 69,478 | $985.2K | 0.43% | +69,478 | New |
| Guggenheim Capital LLC | 74,057 | $1.05M | 0.01% | +7,105+10.6% | Added |
| Invesco Ltd. | 106,240 | $1.51M | 0.00% | −19,299−15.4% | Reduced |
| Intellectus Partners, LLC | 115,585 | $1.64M | 0.52% | −4,603−3.8% | Reduced |
| Botty Investors LLC | 116,974 | $1.66M | 0.72% | 00.0% | Unchanged |
| UBS Group AG | 122,303 | $1.73M | 0.00% | −7,026−5.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 123,145 | $1.75M | 0.03% | −1,264−1.0% | Reduced |
| Raymond James & Associates | 139,012 | $1.97M | 0.00% | −4,852−3.4% | Reduced |
| R.P. Boggs & Co. | 147,209 | $2.09M | 1.90% | −107,189−42.1% | Reduced |
| Twelve Points Wealth Management LLC | 163,888 | $2.32M | 1.33% | +42,140+34.6% | Added |
| Wells Fargo & Company | 186,726 | $2.65M | 0.00% | +14,905+8.7% | Added |
| Aviance Capital Partners, LLC | 233,750 | $3.31M | 0.74% | +2,999+1.3% | Added |
| Royal Bank of Canada | 245,155 | $3.48M | 0.00% | +39,858+19.4% | Added |
| Herr Investment Group LLC | 408,342 | $5.79M | 1.44% | +26,607+7.0% | Added |
| Morgan Stanley | 930,528 | $13.2M | 0.00% | +134,023+16.8% | Added |
| Sit Investment Associates Inc | 2,623,465 | $37.2M | 1.01% | +107,699+4.3% | Added |
| 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 |