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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 156 | $2.41K | 0.00% | −1,818−92.1% | Reduced |
| Spire Wealth Management | 221 | $3.40K | 0.00% | +5+2.3% | Added |
| NBC Securities, Inc. | 426 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 500 | $7.71K | 0.00% | +500 | New |
| Cape Investment Advisory, Inc. | 864 | $13.3K | 0.01% | +12+1.4% | Added |
| Proequities, Inc. | 1,000 | $15.4K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,059 | $16.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,800 | $27.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,339 | $36.1K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 2,435 | $37.5K | 0.01% | +2,435 | New |
| Northwestern Mutual Wealth Management Co | 3,507 | $54.1K | 0.00% | +75+2.2% | Added |
| Signaturefd, LLC | 3,985 | $61.5K | 0.00% | +86+2.2% | Added |
| Highlander Capital Management, LLC | 5,095 | $78.6K | 0.03% | +495+10.8% | Added |
| SkyOak Wealth, LLC | 10,088 | $155.6K | 0.04% | +10,088 | New |
| Landscape Capital Management, L.L.C. | 10,786 | $166.3K | 0.01% | +10,786 | New |
| Truist Financial Corp | 10,976 | $169.3K | 0.00% | +10,976 | New |
| Joel Isaacson & Co., LLC | 11,474 | $176.9K | 0.01% | +1,000+9.5% | Added |
| Addison Capital Co | 11,900 | $183.5K | 0.09% | −750−5.9% | Reduced |
| National Asset Management, Inc. | 12,823 | $187.0K | 0.01% | +12,823 | New |
| Williams Jones Wealth Management, LLC. | 12,516 | $193.0K | 0.00% | −4,000−24.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 14,870 | $229.3K | 0.01% | +3,289+28.4% | Added |
| Kercheville Advisors, LLC | 14,995 | $231.2K | 0.11% | +15+0.1% | Added |
| Melfa Wealth Management, LLC | 15,609 | $240.7K | 0.17% | +126+0.8% | Added |
| ARS Wealth Advisors Group, LLC | 19,300 | $297.6K | 0.04% | +4,300+28.7% | Added |
| Rockefeller Capital Management L.P. | 20,750 | $320.0K | 0.00% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 20,923 | $322.6K | 0.06% | +4,361+26.3% | Added |
| Circle Wealth Management, LLC | 23,298 | $359.3K | 0.01% | 00.0% | Unchanged |
| United Advisor Group, LLC | 26,963 | $415.8K | 0.16% | +26,963 | New |
| Wedbush Securities Inc | 27,463 | $423.0K | 0.02% | +11,821+75.6% | Added |
| Apriem Advisors | 28,110 | $433.5K | 0.05% | 00.0% | Unchanged |
| Comerica Bank | 28,463 | $438.9K | 0.00% | +3,710+15.0% | Added |
| GWM Advisors LLC | 28,785 | $443.9K | 0.00% | −8,200−22.2% | Reduced |
| Advisor Group Holdings, Inc. | 29,443 | $454.0K | 0.00% | −765−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,097 | $464.0K | 0.00% | +30.0% | Added |
| Verus Capital Partners, LLC | 34,054 | $525.1K | 0.06% | −444−1.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 41,594 | $641.4K | 0.02% | +7,270+21.2% | Added |
| Gridiron Partners, LLC | 41,787 | $644.4K | 0.41% | −119,874−74.2% | Reduced |
| TD Waterhouse Canada Inc. | 44,791 | $759.0K | 0.01% | +1,360+3.1% | Added |
| Guggenheim Capital LLC | 68,255 | $1.05M | 0.01% | −16,813−19.8% | Reduced |
| Independent Financial Group, LLC | 69,225 | $1.07M | 0.05% | +34,950+102.0% | Added |
| Horizon Kinetics Asset Management LLC | 70,809 | $1.09M | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 75,526 | $1.16M | 0.17% | +84+0.1% | Added |
| Ignite Planners, LLC | 81,655 | $1.25M | 0.35% | +391+0.5% | Added |
| Strategic Wealth Partners, Ltd. | 86,636 | $1.34M | 0.15% | 00.0% | Unchanged |
| Bank of America Corp | 96,328 | $1.49M | 0.00% | +8,326+9.5% | Added |
| Stifel Financial Corp | 98,353 | $1.52M | 0.00% | +6,123+6.6% | Added |
| Raymond James & Associates | 101,696 | $1.57M | 0.00% | −3,990−3.8% | Reduced |
| International Assets Investment Management, LLC | 102,631 | $1.58M | 0.16% | +36,612+55.5% | Added |
| Botty Investors LLC | 103,474 | $1.60M | 0.67% | 00.0% | Unchanged |
| Invesco Ltd. | 108,290 | $1.67M | 0.00% | −8,190−7.0% | Reduced |
| LPL Financial LLC | 119,488 | $1.84M | 0.00% | +8,955+8.1% | Added |
| Royal Bank of Canada | 145,133 | $2.24M | 0.00% | +11,741+8.8% | Added |
| Janney Montgomery Scott LLC | 163,818 | $2.53M | 0.01% | +153,625+1,507.2% | Added |
| Intellectus Partners, LLC | 182,149 | $2.81M | 0.74% | +19,443+11.9% | Added |
| Twelve Points Wealth Management LLC | 218,967 | $3.38M | 1.24% | +16,697+8.3% | Added |
| Ameriprise Financial Inc | 238,882 | $3.63M | 0.00% | +43,947+22.5% | Added |
| Wells Fargo & Company | 247,806 | $3.82M | 0.00% | +40,851+19.7% | Added |
| Evergreen Capital Management LLC | 337,990 | $5.21M | 0.20% | +4,508+1.4% | Added |
| Herr Investment Group LLC | 404,284 | $6.23M | 1.94% | +1,300+0.3% | Added |
| UBS Group AG | 542,226 | $8.36M | 0.00% | +602+0.1% | Added |
| Morgan Stanley | 852,053 | $13.1M | 0.00% | −108,272−11.3% | Reduced |
| Sit Investment Associates Inc | 2,765,600 | $42.6M | 0.98% | −96,482−3.4% | 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 |