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 2024
Institutional positions in DoubleLine Opportunistic Credit Fund as of Mar 31, 2024. 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
- +1 vs. Q4 2023
- Shares held
- 7.88M
- +87.9K (+1.1%) vs. Q4 2023
- Total value
- $121.4M
- +$1.89M (+1.6%) vs. Q4 2023
- New holders
- 7
- 32 more added
- Sold out
- 6
- 12 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,765,600 | $42.6M | 0.98% | −96,482−3.4% | Reduced |
| Morgan Stanley | 852,053 | $13.1M | 0.00% | −108,272−11.3% | Reduced |
| UBS Group AG | 542,226 | $8.36M | 0.00% | +602+0.1% | Added |
| Herr Investment Group LLC | 404,284 | $6.23M | 1.94% | +1,300+0.3% | Added |
| Evergreen Capital Management LLC | 337,990 | $5.21M | 0.20% | +4,508+1.4% | Added |
| Wells Fargo & Company | 247,806 | $3.82M | 0.00% | +40,851+19.7% | Added |
| Ameriprise Financial Inc | 238,882 | $3.63M | 0.00% | +43,947+22.5% | Added |
| Twelve Points Wealth Management LLC | 218,967 | $3.38M | 1.24% | +16,697+8.3% | Added |
| Intellectus Partners, LLC | 182,149 | $2.81M | 0.74% | +19,443+11.9% | Added |
| Janney Montgomery Scott LLC | 163,818 | $2.53M | 0.01% | +153,625+1,507.2% | Added |
| Royal Bank of Canada | 145,133 | $2.24M | 0.00% | +11,741+8.8% | Added |
| LPL Financial LLC | 119,488 | $1.84M | 0.00% | +8,955+8.1% | Added |
| Invesco Ltd. | 108,290 | $1.67M | 0.00% | −8,190−7.0% | Reduced |
| Botty Investors LLC | 103,474 | $1.60M | 0.67% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 102,631 | $1.58M | 0.16% | +36,612+55.5% | Added |
| Raymond James & Associates | 101,696 | $1.57M | 0.00% | −3,990−3.8% | Reduced |
| Stifel Financial Corp | 98,353 | $1.52M | 0.00% | +6,123+6.6% | Added |
| Bank of America Corp | 96,328 | $1.49M | 0.00% | +8,326+9.5% | Added |
| Strategic Wealth Partners, Ltd. | 86,636 | $1.34M | 0.15% | 00.0% | Unchanged |
| Ignite Planners, LLC | 81,655 | $1.25M | 0.35% | +391+0.5% | Added |
| Aviance Capital Partners, LLC | 75,526 | $1.16M | 0.17% | +84+0.1% | Added |
| Horizon Kinetics Asset Management LLC | 70,809 | $1.09M | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 69,225 | $1.07M | 0.05% | +34,950+102.0% | Added |
| Guggenheim Capital LLC | 68,255 | $1.05M | 0.01% | −16,813−19.8% | Reduced |
| TD Waterhouse Canada Inc. | 44,791 | $759.0K | 0.01% | +1,360+3.1% | Added |
| Gridiron Partners, LLC | 41,787 | $644.4K | 0.41% | −119,874−74.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 41,594 | $641.4K | 0.02% | +7,270+21.2% | Added |
| Verus Capital Partners, LLC | 34,054 | $525.1K | 0.06% | −444−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,097 | $464.0K | 0.00% | +30.0% | Added |
| Advisor Group Holdings, Inc. | 29,443 | $454.0K | 0.00% | −765−2.5% | Reduced |
| GWM Advisors LLC | 28,785 | $443.9K | 0.00% | −8,200−22.2% | Reduced |
| Comerica Bank | 28,463 | $438.9K | 0.00% | +3,710+15.0% | Added |
| Apriem Advisors | 28,110 | $433.5K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 27,463 | $423.0K | 0.02% | +11,821+75.6% | Added |
| United Advisor Group, LLC | 26,963 | $415.8K | 0.16% | +26,963 | New |
| Circle Wealth Management, LLC | 23,298 | $359.3K | 0.01% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 20,923 | $322.6K | 0.06% | +4,361+26.3% | Added |
| Rockefeller Capital Management L.P. | 20,750 | $320.0K | 0.00% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 19,300 | $297.6K | 0.04% | +4,300+28.7% | Added |
| Melfa Wealth Management, LLC | 15,609 | $240.7K | 0.17% | +126+0.8% | Added |
| Kercheville Advisors, LLC | 14,995 | $231.2K | 0.11% | +15+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 14,870 | $229.3K | 0.01% | +3,289+28.4% | Added |
| Williams Jones Wealth Management, LLC. | 12,516 | $193.0K | 0.00% | −4,000−24.2% | Reduced |
| National Asset Management, Inc. | 12,823 | $187.0K | 0.01% | +12,823 | New |
| Addison Capital Co | 11,900 | $183.5K | 0.09% | −750−5.9% | Reduced |
| Joel Isaacson & Co., LLC | 11,474 | $176.9K | 0.01% | +1,000+9.5% | Added |
| Truist Financial Corp | 10,976 | $169.3K | 0.00% | +10,976 | New |
| Landscape Capital Management, L.L.C. | 10,786 | $166.3K | 0.01% | +10,786 | New |
| SkyOak Wealth, LLC | 10,088 | $155.6K | 0.04% | +10,088 | New |
| Highlander Capital Management, LLC | 5,095 | $78.6K | 0.03% | +495+10.8% | Added |
| Signaturefd, LLC | 3,985 | $61.5K | 0.00% | +86+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 3,507 | $54.1K | 0.00% | +75+2.2% | Added |
| Gilliland Jeter Wealth Management LLC | 2,435 | $37.5K | 0.01% | +2,435 | New |
| Steward Partners Investment Advisory, LLC | 2,339 | $36.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,800 | $27.8K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,059 | $16.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,000 | $15.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 864 | $13.3K | 0.01% | +12+1.4% | Added |
| CoreCap Advisors, LLC | 500 | $7.71K | 0.00% | +500 | New |
| NBC Securities, Inc. | 426 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 221 | $3.40K | 0.00% | +5+2.3% | Added |
| IFP Advisors, Inc | 156 | $2.41K | 0.00% | −1,818−92.1% | Reduced |
| Family Management Corp | 0 | $0 | 0.00% | −14,314−100.0% | Sold out |
| Brogan Financial, Inc. | 0 | $0 | 0.00% | −13,835−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −11,627−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −705−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Golden State Equity Partners | – | – | – | – | Not filed |