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.
Q2 2024 vs. Q1 2024
How the institutions holding DoubleLine Opportunistic Credit Fund changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 62 | 1 | 62 | +1 |
| Shares | 7.88M | 5.09K | 8.08M | +204.3K (+2.6%) |
| Value | $121.4M | $78.6K | $124.1M | +$2.69M (+2.2%) |
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shaker Financial Services, LLC | 144,101 | $2.21M | 0.90% |
| Consolidated Portfolio Review Corp | 56,113 | $861.9K | 0.20% |
| Walleye Capital LLC | 16,227 | $249.2K | 0.00% |
| Journey Strategic Wealth LLC | 15,165 | $232.9K | 0.01% |
| Golden State Equity Partners | 11,421 | $175.4K | 0.04% |
| EverSource Wealth Advisors, LLC | 9,327 | $145.5K | 0.01% |
Sold out (5)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Circle Wealth Management, LLC | 23,298 | $359.3K |
| Williams Jones Wealth Management, LLC. | 12,516 | $193.0K |
| National Asset Management, Inc. | 12,823 | $187.0K |
| Addison Capital Co | 11,900 | $183.5K |
| CoreCap Advisors, LLC | 500 | $7.71K |
Not filed for Q2 2024 yet (1)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Highlander Capital Management, LLC | 5,095 | $78.6K |