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, Q3 2023
Institutional positions in DoubleLine Opportunistic Credit Fund as of Sep 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
- 60
- −2 vs. Q2 2023
- Shares held
- 6.94M
- +138.4K (+2.0%) vs. Q2 2023
- Total value
- $101.1M
- +$2.46M (+2.5%) vs. Q2 2023
- New holders
- 6
- 28 more added
- Sold out
- 8
- 15 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,779,900 | $40.5M | 1.11% | +73,957+2.7% | Added |
| Morgan Stanley | 959,082 | $14.0M | 0.00% | +13,080+1.4% | Added |
| Herr Investment Group LLC | 411,190 | $6.00M | 1.86% | −366−0.1% | Reduced |
| Wells Fargo & Company | 205,876 | $3.00M | 0.00% | +7,070+3.6% | Added |
| Ameriprise Financial Inc | 200,131 | $2.92M | 0.00% | +134,199+203.5% | Added |
| Twelve Points Wealth Management LLC | 193,039 | $2.81M | 1.40% | +9,835+5.4% | Added |
| Royal Bank of Canada | 149,258 | $2.18M | 0.00% | −94,448−38.8% | Reduced |
| Aviance Capital Partners, LLC | 147,914 | $2.16M | 0.49% | −95,467−39.2% | Reduced |
| Invesco Ltd. | 141,361 | $2.06M | 0.00% | +35,377+33.4% | Added |
| Intellectus Partners, LLC | 133,590 | $1.95M | 0.62% | +24,024+21.9% | Added |
| Evergreen Capital Management LLC | 132,514 | $1.93M | 0.08% | +132,514 | New |
| UBS Group AG | 121,347 | $1.77M | 0.00% | −4,399−3.5% | Reduced |
| Botty Investors LLC | 115,974 | $1.69M | 0.65% | 00.0% | Unchanged |
| Raymond James & Associates | 110,778 | $1.62M | 0.00% | −22,902−17.1% | Reduced |
| LPL Financial LLC | 99,905 | $1.46M | 0.00% | +33,476+50.4% | Added |
| Guggenheim Capital LLC | 88,376 | $1.29M | 0.01% | +19,479+28.3% | Added |
| Strategic Wealth Partners, Ltd. | 86,636 | $1.26M | 0.17% | +34,578+66.4% | Added |
| Stifel Financial Corp | 86,196 | $1.26M | 0.00% | +12,439+16.9% | Added |
| Bank of America Corp | 74,872 | $1.09M | 0.00% | +4,070+5.7% | Added |
| Horizon Kinetics Asset Management LLC | 70,809 | $1.03M | 0.02% | −364−0.5% | Reduced |
| International Assets Investment Management, LLC | 70,243 | $1.01M | 0.14% | +51,781+280.5% | Added |
| Ignite Planners, LLC | 39,824 | $575.9K | 0.18% | +4,120+11.5% | Added |
| TD Waterhouse Canada Inc. | 36,972 | $546.8K | 0.01% | −770−2.0% | Reduced |
| Verus Capital Partners, LLC | 35,757 | $521.3K | 0.07% | +4,623+14.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,791 | $507.0K | 0.00% | −6,177−15.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 33,539 | $489.0K | 0.02% | −171−0.5% | Reduced |
| Ci Investments Inc. | 32,615 | $476.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,454 | $414.9K | 0.00% | +2,832+11.1% | Added |
| Apriem Advisors | 28,160 | $410.6K | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 25,985 | $378.9K | 0.00% | −13,700−34.5% | Reduced |
| Comerica Bank | 24,753 | $360.9K | 0.00% | +24,753 | New |
| Circle Wealth Management, LLC | 23,298 | $339.7K | 0.01% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 16,562 | $241.5K | 0.05% | +500+3.1% | Added |
| Williams Jones Wealth Management, LLC. | 16,516 | $240.8K | 0.00% | +16,516 | New |
| Kercheville Advisors, LLC | 15,465 | $225.5K | 0.14% | +15+0.1% | Added |
| Melfa Wealth Management, LLC | 15,311 | $223.2K | 0.24% | +167+1.1% | Added |
| Family Management Corp | 14,314 | $208.7K | 0.05% | −11,463−44.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 14,300 | $208.0K | 0.07% | +2,000+16.3% | Added |
| National Asset Management, Inc. | 12,823 | $187.0K | 0.01% | +290+2.3% | Added |
| Golden State Equity Partners | 12,693 | $185.1K | 0.05% | −65−0.5% | Reduced |
| Addison Capital Co | 12,650 | $184.0K | 0.14% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 12,266 | $178.8K | 0.04% | +39+0.3% | Added |
| Janney Montgomery Scott LLC | 12,027 | $175.0K | 0.00% | −145−1.2% | Reduced |
| Joel Isaacson & Co., LLC | 10,467 | $152.6K | 0.01% | +11+0.1% | Added |
| Truist Financial Corp | 10,189 | $148.6K | 0.00% | +10,189 | New |
| Carmel Capital Partners, LLC | 6,970 | $101.6K | 0.05% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4,600 | $67.0K | 0.03% | +1,250+37.3% | Added |
| Signaturefd, LLC | 3,811 | $55.6K | 0.00% | +86+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 3,356 | $48.9K | 0.00% | +76+2.3% | Added |
| IFP Advisors, Inc | 3,031 | $44.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,951 | $43.0K | 0.00% | +2,951 | New |
| Cape Investment Advisory, Inc. | 2,371 | $34.6K | 0.02% | +9+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,339 | $34.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,267 | $33.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,800 | $26.2K | 0.00% | −9,500−84.1% | Reduced |
| Proequities, Inc. | 1,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 689 | $10.1K | 0.00% | −5,217−88.3% | Reduced |
| Geneos Wealth Management Inc. | 625 | $9.11K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 426 | $6.00K | 0.00% | +426 | New |
| Buck Wealth Strategies, LLC | 77 | $1.13K | 0.00% | +1+1.3% | Added |
| R.P. Boggs & Co. | 0 | $0 | 0.00% | −90,182−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −64,771−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −59,747−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −15,643−100.0% | Sold out |
| Integrated Capital Management, Inc. | 0 | $0 | 0.00% | −10,734−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −10,343−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |