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, Q2 2023
Institutional positions in DoubleLine Opportunistic Credit Fund as of Jun 30, 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
- 62
- −3 vs. Q1 2023
- Shares held
- 6.80M
- −10.6K (−0.2%) vs. Q1 2023
- Total value
- $98.6M
- +$3.04M (+3.2%) vs. Q1 2023
- New holders
- 4
- 26 more added
- Sold out
- 7
- 19 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $15 | 0.00% | −4−80.0% | Reduced |
| Buck Wealth Strategies, LLC | 76 | $1.10K | 0.00% | +76 | New |
| Geneos Wealth Management Inc. | 625 | $9.07K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,000 | $14.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,725 | $25.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,267 | $32.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,339 | $33.9K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,362 | $34.3K | 0.02% | −4,167−63.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,280 | $47.6K | 0.00% | +73+2.3% | Added |
| Highlander Capital Management, LLC | 3,350 | $49.0K | 0.02% | +3,350 | New |
| Signaturefd, LLC | 3,725 | $54.0K | 0.00% | +83+2.3% | Added |
| IFP Advisors, Inc | 3,031 | $80.4K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5,906 | $85.7K | 0.02% | −4,750−44.6% | Reduced |
| Carmel Capital Partners, LLC | 6,970 | $101.1K | 0.05% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 10,343 | $150.1K | 0.04% | −3,693−26.3% | Reduced |
| Joel Isaacson & Co., LLC | 10,456 | $151.7K | 0.01% | +10+0.1% | Added |
| Integrated Capital Management, Inc. | 10,734 | $155.7K | 0.14% | −70,966−86.9% | Reduced |
| Fifth Third Bancorp | 11,300 | $164.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,172 | $177.0K | 0.00% | +145+1.2% | Added |
| Kavar Capital Partners Group, LLC | 12,227 | $177.4K | 0.04% | +39+0.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 12,300 | $178.0K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,533 | $181.9K | 0.00% | −1,268−9.2% | Reduced |
| Addison Capital Co | 12,650 | $183.0K | 0.13% | 00.0% | Unchanged |
| Golden State Equity Partners | 12,758 | $185.1K | 0.05% | +12,758 | New |
| Melfa Wealth Management, LLC | 15,144 | $219.7K | 0.22% | +163+1.1% | Added |
| Kercheville Advisors, LLC | 15,450 | $224.2K | 0.14% | +14+0.1% | Added |
| Sigma Planning Corp | 15,643 | $227.0K | 0.01% | +37+0.2% | Added |
| Fort Sheridan Advisors LLC | 16,062 | $233.1K | 0.05% | −3,232−16.8% | Reduced |
| International Assets Investment Management, LLC | 18,462 | $267.9K | 0.04% | +2,503+15.7% | Added |
| Circle Wealth Management, LLC | 23,298 | $338.1K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25,622 | $371.8K | 0.00% | +1,466+6.1% | Added |
| Family Management Corp | 25,777 | $374.0K | 0.08% | −1,954−7.0% | Reduced |
| Apriem Advisors | 28,160 | $408.6K | 0.06% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 31,134 | $451.8K | 0.06% | +4,038+14.9% | Added |
| Ci Investments Inc. | 32,615 | $473.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 33,710 | $489.1K | 0.02% | +5,250+18.4% | Added |
| Ignite Planners, LLC | 35,704 | $525.9K | 0.20% | +594+1.7% | Added |
| TD Waterhouse Canada Inc. | 37,742 | $527.5K | 0.01% | +1,836+5.1% | Added |
| GWM Advisors LLC | 39,685 | $575.8K | 0.01% | +1,000+2.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 40,968 | $594.0K | 0.00% | −4,422−9.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 52,058 | $755.4K | 0.10% | +52,058 | New |
| Park Avenue Securities LLC | 59,747 | $867.0K | 0.01% | −1,212−2.0% | Reduced |
| Envestnet Asset Management Inc | 64,771 | $939.8K | 0.00% | −260.0% | Reduced |
| Ameriprise Financial Inc | 65,932 | $956.7K | 0.00% | +395+0.6% | Added |
| LPL Financial LLC | 66,429 | $963.9K | 0.00% | +4,392+7.1% | Added |
| Guggenheim Capital LLC | 68,897 | $999.7K | 0.01% | −5,160−7.0% | Reduced |
| Bank of America Corp | 70,802 | $1.03M | 0.00% | +14,933+26.7% | Added |
| Horizon Kinetics Asset Management LLC | 71,173 | $1.03M | 0.02% | −51,972−42.2% | Reduced |
| Stifel Financial Corp | 73,757 | $1.07M | 0.00% | +61,540+503.7% | Added |
| R.P. Boggs & Co. | 90,182 | $1.31M | 1.04% | −57,027−38.7% | Reduced |
| Invesco Ltd. | 105,984 | $1.54M | 0.00% | −256−0.2% | Reduced |
| Intellectus Partners, LLC | 109,566 | $1.59M | 0.48% | −6,019−5.2% | Reduced |
| Botty Investors LLC | 115,974 | $1.68M | 0.65% | −1,000−0.9% | Reduced |
| UBS Group AG | 125,746 | $1.82M | 0.00% | +3,443+2.8% | Added |
| Raymond James & Associates | 133,680 | $1.94M | 0.00% | −5,332−3.8% | Reduced |
| Twelve Points Wealth Management LLC | 183,204 | $2.66M | 1.41% | +19,316+11.8% | Added |
| Wells Fargo & Company | 198,806 | $2.88M | 0.00% | +12,080+6.5% | Added |
| Aviance Capital Partners, LLC | 243,381 | $3.53M | 0.75% | +9,631+4.1% | Added |
| Royal Bank of Canada | 243,706 | $3.54M | 0.00% | −1,449−0.6% | Reduced |
| Herr Investment Group LLC | 411,556 | $5.97M | 1.80% | +3,214+0.8% | Added |
| Morgan Stanley | 946,002 | $13.7M | 0.00% | +15,474+1.7% | Added |
| Sit Investment Associates Inc | 2,705,943 | $39.3M | 1.03% | +82,478+3.1% | Added |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −69,478−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −12,826−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −11,380−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,795−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −448−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −378−100.0% | Sold out |