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, Q2 2024
Institutional positions in DoubleLine Opportunistic Credit Fund as of Jun 30, 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. Q1 2024
- Shares held
- 8.08M
- +204.3K (+2.6%) vs. Q1 2024
- Total value
- $124.1M
- +$2.69M (+2.2%) vs. Q1 2024
- New holders
- 6
- 25 more added
- Sold out
- 5
- 19 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 156 | $2.40K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 226 | $3.47K | 0.00% | +5+2.3% | Added |
| NBC Securities, Inc. | 426 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 872 | $13.4K | 0.01% | +8+0.9% | Added |
| Proequities, Inc. | 1,000 | $15.4K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,059 | $16.3K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,075 | $16.5K | 0.01% | −1,360−55.9% | Reduced |
| Fifth Third Bancorp | 1,800 | $27.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,271 | $34.9K | 0.00% | −68−2.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,585 | $55.1K | 0.00% | +78+2.2% | Added |
| Signaturefd, LLC | 4,073 | $62.6K | 0.00% | +88+2.2% | Added |
| EverSource Wealth Advisors, LLC | 9,327 | $145.5K | 0.01% | +9,327 | New |
| SkyOak Wealth, LLC | 10,247 | $157.4K | 0.04% | +159+1.6% | Added |
| Golden State Equity Partners | 11,421 | $175.4K | 0.04% | +11,421 | New |
| Joel Isaacson & Co., LLC | 11,474 | $176.2K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 11,626 | $178.6K | 0.00% | +650+5.9% | Added |
| Ashton Thomas Private Wealth, LLC | 13,107 | $201.3K | 0.01% | −1,763−11.9% | Reduced |
| Kercheville Advisors, LLC | 14,011 | $215.2K | 0.09% | −984−6.6% | Reduced |
| Journey Strategic Wealth LLC | 15,165 | $232.9K | 0.01% | +15,165 | New |
| Melfa Wealth Management, LLC | 15,609 | $239.8K | 0.17% | 00.0% | Unchanged |
| Walleye Capital LLC | 16,227 | $249.2K | 0.00% | +16,227 | New |
| ARS Wealth Advisors Group, LLC | 19,300 | $296.4K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 20,750 | $318.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,882 | $351.5K | 0.00% | −6,561−22.3% | Reduced |
| Fort Sheridan Advisors LLC | 24,647 | $378.6K | 0.06% | +3,724+17.8% | Added |
| United Advisor Group, LLC | 26,359 | $404.9K | 0.13% | −604−2.2% | Reduced |
| Apriem Advisors | 28,110 | $431.8K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 28,340 | $435.0K | 0.00% | −1,757−5.8% | Reduced |
| Comerica Bank | 28,463 | $437.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 29,024 | $446.0K | 0.02% | +1,561+5.7% | Added |
| GWM Advisors LLC | 29,985 | $460.6K | 0.00% | +1,200+4.2% | Added |
| Verus Capital Partners, LLC | 30,432 | $467.4K | 0.05% | −3,622−10.6% | Reduced |
| Landscape Capital Management, L.L.C. | 38,427 | $590.2K | 0.05% | +27,641+256.3% | Added |
| Gridiron Partners, LLC | 40,017 | $614.7K | 0.39% | −1,770−4.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 42,294 | $649.6K | 0.02% | +700+1.7% | Added |
| TD Waterhouse Canada Inc. | 48,133 | $737.6K | 0.01% | +3,342+7.5% | Added |
| Guggenheim Capital LLC | 54,930 | $843.7K | 0.01% | −13,325−19.5% | Reduced |
| Consolidated Portfolio Review Corp | 56,113 | $861.9K | 0.20% | +56,113 | New |
| Horizon Kinetics Asset Management LLC | 69,882 | $1.07M | 0.02% | −927−1.3% | Reduced |
| Aviance Capital Partners, LLC | 77,401 | $1.19M | 0.17% | +1,875+2.5% | Added |
| Ignite Planners, LLC | 80,753 | $1.26M | 0.31% | −902−1.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 86,636 | $1.33M | 0.14% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 94,425 | $1.45M | 0.06% | +25,200+36.4% | Added |
| Raymond James & Associates | 101,713 | $1.56M | 0.00% | +170.0% | Added |
| Botty Investors LLC | 102,219 | $1.57M | 0.59% | −1,255−1.2% | Reduced |
| Stifel Financial Corp | 109,755 | $1.69M | 0.00% | +11,402+11.6% | Added |
| Bank of America Corp | 111,406 | $1.71M | 0.00% | +15,078+15.7% | Added |
| LPL Financial LLC | 129,100 | $1.98M | 0.00% | +9,612+8.0% | Added |
| Invesco Ltd. | 135,107 | $2.08M | 0.00% | +26,817+24.8% | Added |
| International Assets Investment Management, LLC | 142,064 | $2.18M | 0.21% | +39,433+38.4% | Added |
| Shaker Financial Services, LLC | 144,101 | $2.21M | 0.90% | +144,101 | New |
| Royal Bank of Canada | 156,903 | $2.41M | 0.00% | +11,770+8.1% | Added |
| Intellectus Partners, LLC | 182,012 | $2.80M | 0.76% | −137−0.1% | Reduced |
| Janney Montgomery Scott LLC | 187,404 | $2.88M | 0.01% | +23,586+14.4% | Added |
| Wells Fargo & Company | 238,796 | $3.67M | 0.00% | −9,010−3.6% | Reduced |
| Twelve Points Wealth Management LLC | 254,715 | $3.91M | 1.38% | +35,748+16.3% | Added |
| Ameriprise Financial Inc | 262,234 | $4.03M | 0.00% | +23,352+9.8% | Added |
| Herr Investment Group LLC | 283,066 | $4.35M | 1.29% | −121,218−30.0% | Reduced |
| Evergreen Capital Management LLC | 427,304 | $6.56M | 0.24% | +89,314+26.4% | Added |
| UBS Group AG | 537,536 | $8.26M | 0.00% | −4,690−0.9% | Reduced |
| Morgan Stanley | 849,067 | $13.0M | 0.00% | −2,986−0.4% | Reduced |
| Sit Investment Associates Inc | 2,599,157 | $39.9M | 0.92% | −166,443−6.0% | Reduced |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −23,298−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −12,516−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −12,823−100.0% | Sold out |
| Addison Capital Co | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |