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, Q4 2024
Institutional positions in DoubleLine Opportunistic Credit Fund as of Dec 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
- 76
- +11 vs. Q3 2024
- Shares held
- 8.40M
- −1.81M (−17.7%) vs. Q3 2024
- Total value
- $130.2M
- +$5.04M (+4.0%) vs. Q3 2024
- New holders
- 18
- 29 more added
- Sold out
- 7
- 20 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,941,083 | $45.6M | 1.03% | +191,066+6.9% | Added |
| UBS Group AG | 576,381 | $8.93M | 0.00% | −5,746−1.0% | Reduced |
| Morgan Stanley | 543,788 | $8.43M | 0.00% | −289,769−34.8% | Reduced |
| Evergreen Capital Management LLC | 448,057 | $6.94M | 0.23% | +16,299+3.8% | Added |
| Twelve Points Wealth Management LLC | 378,659 | $5.87M | 1.69% | +85,958+29.4% | Added |
| Intellectus Partners, LLC | 251,698 | $3.90M | 0.86% | +15,727+6.7% | Added |
| Ameriprise Financial Inc | 233,205 | $3.61M | 0.00% | −34,754−13.0% | Reduced |
| Wells Fargo & Company | 221,272 | $3.43M | 0.00% | −6,759−3.0% | Reduced |
| Janney Montgomery Scott LLC | 195,409 | $3.03M | 0.01% | +6,605+3.5% | Added |
| Royal Bank of Canada | 182,588 | $2.83M | 0.00% | +26,677+17.1% | Added |
| Bank of America Corp | 176,095 | $2.73M | 0.00% | +10,350+6.2% | Added |
| Guggenheim Capital LLC | 161,052 | $2.50M | 0.02% | +58,404+56.9% | Added |
| Stifel Financial Corp | 148,497 | $2.30M | 0.00% | +41,529+38.8% | Added |
| International Assets Investment Management, LLC | 146,287 | $2.27M | 0.19% | −2,152,628−93.6% | Reduced |
| Invesco Ltd. | 146,240 | $2.27M | 0.00% | +21,981+17.7% | Added |
| LPL Financial LLC | 142,500 | $2.21M | 0.00% | +9,298+7.0% | Added |
| Raymond James Financial Inc | 136,960 | $2.12M | 0.00% | +136,960 | New |
| Independent Financial Group, LLC | 129,650 | $2.01M | 0.07% | +11,550+9.8% | Added |
| Shaker Financial Services, LLC | 110,583 | $1.71M | 0.66% | −25,932−19.0% | Reduced |
| Botty Investors LLC | 102,219 | $1.58M | 0.52% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 87,336 | $1.37M | 0.11% | +700+0.8% | Added |
| Ignite Planners, LLC | 83,309 | $1.29M | 0.28% | +1,307+1.6% | Added |
| Aviance Capital Partners, LLC | 82,742 | $1.28M | 0.18% | +6,259+8.2% | Added |
| Consolidated Portfolio Review Corp | 70,787 | $1.10M | 0.17% | +4,492+6.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 47,814 | $741.1K | 0.02% | +1,670+3.6% | Added |
| Gridiron Partners, LLC | 40,017 | $620.3K | 0.39% | 00.0% | Unchanged |
| Matrix Trust Co | 34,656 | $537.0K | 0.09% | +30,354+705.6% | Added |
| Horizon Kinetics Asset Management LLC | 28,598 | $443.3K | 0.01% | −40,183−58.4% | Reduced |
| Comerica Bank | 28,463 | $441.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 28,118 | $436.0K | 0.02% | −943−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,890 | $432.0K | 0.00% | −450−1.6% | Reduced |
| Thompson David Blair | 27,100 | $420.1K | 0.31% | +27,100 | New |
| GWM Advisors LLC | 26,740 | $414.5K | 0.00% | −1,500−5.3% | Reduced |
| Verus Capital Partners, LLC | 26,524 | $411.1K | 0.04% | −428−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 25,407 | $393.8K | 0.00% | +69+0.3% | Added |
| Fort Sheridan Advisors LLC | 24,969 | $387.0K | 0.06% | +322+1.3% | Added |
| United Advisor Group, LLC | 24,888 | $385.8K | 0.08% | +31+0.1% | Added |
| Advisor Group Holdings, Inc. | 24,536 | $380.4K | 0.00% | −840−3.3% | Reduced |
| Calamos Advisors LLC | 23,911 | $370.6K | 0.00% | +23,911 | New |
| Apriem Advisors | 20,110 | $311.7K | 0.04% | −3,000−13.0% | Reduced |
| Stratos Wealth Advisors, LLC | 18,859 | $292.3K | 0.01% | +18,859 | New |
| ARS Wealth Advisors Group, LLC | 18,600 | $288.3K | 0.04% | −700−3.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,500 | $271.3K | 0.01% | +1,946+12.5% | Added |
| TD Waterhouse Canada Inc. | 17,523 | $270.0K | 0.00% | −39,231−69.1% | Reduced |
| Melfa Wealth Management, LLC | 15,609 | $241.9K | 0.16% | 00.0% | Unchanged |
| HRT Financial LP | 14,694 | $227.0K | 0.00% | +14,694 | New |
| Mercer Global Advisors Inc | 14,600 | $226.3K | 0.00% | +14,600 | New |
| Commonwealth Equity Services, LLC | 14,467 | $224.0K | 0.00% | +14,467 | New |
| Kercheville Advisors, LLC | 14,041 | $217.6K | 0.08% | +15+0.1% | Added |
| Susquehanna International Group, LLP | 13,860 | $214.8K | 0.00% | +13,860 | New |
| World Equity Group, Inc. | 11,250 | $174.4K | 0.04% | +11,250 | New |
| Mallini Complete Financial Planning LLC | 10,937 | $169.5K | 0.16% | +10,937 | New |
| Transform Wealth, LLC | 10,800 | $167.4K | 0.01% | +10,800 | New |
| SkyOak Wealth, LLC | 10,566 | $163.8K | 0.04% | +163+1.6% | Added |
| Golden State Equity Partners | 10,339 | $160.3K | 0.03% | −549−5.0% | Reduced |
| Signaturefd, LLC | 4,250 | $65.9K | 0.00% | +89+2.1% | Added |
| Golden State Wealth Management, LLC | 3,981 | $61.7K | 0.01% | +3,981 | New |
| Northwestern Mutual Wealth Management Co | 3,740 | $58.0K | 0.00% | +79+2.2% | Added |
| Principia Wealth Advisory, LLC | 2,821 | $43.7K | 0.04% | +2,821 | New |
| Steward Partners Investment Advisory, LLC | 2,205 | $34.2K | 0.00% | −66−2.9% | Reduced |
| Huntington National Bank | 2,035 | $31.5K | 0.00% | +2,035 | New |
| MPWM Advisory Solutions, LLC | 2,000 | $31.0K | 0.02% | +2,000 | New |
| Morse Asset Management, Inc | 1,882 | $29.2K | 0.01% | +1,132+150.9% | Added |
| Fifth Third Bancorp | 1,800 | $27.9K | 0.00% | −685−27.6% | Reduced |
| JNBA Financial Advisors | 1,059 | $16.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 535 | $8.30K | 0.00% | +11+2.1% | Added |
| CoreCap Advisors, LLC | 500 | $7.75K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 444 | $6.88K | 0.00% | −437−49.6% | Reduced |
| Massmutual Trust Co FSB | 396 | $6.14K | 0.00% | +396 | New |
| Van Hulzen Asset Management, LLC | 200 | $3.10K | 0.00% | +200 | New |
| IFP Advisors, Inc | 156 | $2.42K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 112 | $1.74K | 0.00% | +2+1.8% | Added |
| Spire Wealth Management | 77 | $1.20K | 0.00% | −153−66.5% | Reduced |
| National Bank of Canada | 1 | $16 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $16 | 0.00% | +1 | New |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −14,265−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −11,474−100.0% | Sold out |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −11,440−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −11,326−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,408−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −1,097−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |