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.
Q4 2023 vs. Q3 2023
How the institutions holding DoubleLine Opportunistic Credit Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 60 | 62 | +2 |
| Shares | 6.94M | 7.80M | +866.1K (+12.5%) |
| Value | $101.1M | $119.7M | +$18.6M (+18.4%) |
New holders (11)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Gridiron Partners, LLC | 161,661 | $2.48M | 1.75% |
| Independent Financial Group, LLC | 34,275 | $526.1K | 0.03% |
| Rockefeller Capital Management L.P. | 20,750 | $318.5K | 0.00% |
| Wedbush Securities Inc | 15,642 | $240.0K | 0.01% |
| ARS Wealth Advisors Group, LLC | 15,000 | $230.3K | 0.03% |
| Brogan Financial, Inc. | 13,835 | $212.4K | 0.16% |
| Avantax Advisory Services, Inc. | 11,627 | $178.5K | 0.00% |
| Ashton Thomas Private Wealth, LLC | 11,581 | $177.8K | 0.01% |
| Truvestments Capital LLC | 2,500 | $38.4K | 0.02% |
| Tower Research Capital LLC (TRC) | 220 | $3.38K | 0.00% |
| Spire Wealth Management | 216 | $3.27K | 0.00% |
Sold out (9)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Ci Investments Inc. | 32,615 | $476.0K |
| Beacon Harbor Wealth Advisors, Inc. | 14,300 | $208.0K |
| National Asset Management, Inc. | 12,823 | $187.0K |
| Kavar Capital Partners Group, LLC | 12,266 | $178.8K |
| Truist Financial Corp | 10,189 | $148.6K |
| Carmel Capital Partners, LLC | 6,970 | $101.6K |
| JPMorgan Chase & Co | 2,951 | $43.0K |
| Geneos Wealth Management Inc. | 625 | $9.11K |
| Buck Wealth Strategies, LLC | 77 | $1.13K |