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 |
|---|---|---|---|---|---|
| National Bank of Canada | 1 | $16 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $16 | 0.00% | +1 | New |
| Spire Wealth Management | 77 | $1.20K | 0.00% | −153−66.5% | Reduced |
| Global Retirement Partners, LLC | 112 | $1.74K | 0.00% | +2+1.8% | Added |
| IFP Advisors, Inc | 156 | $2.42K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 200 | $3.10K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 396 | $6.14K | 0.00% | +396 | New |
| Cape Investment Advisory, Inc. | 444 | $6.88K | 0.00% | −437−49.6% | Reduced |
| CoreCap Advisors, LLC | 500 | $7.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 535 | $8.30K | 0.00% | +11+2.1% | Added |
| Proequities, Inc. | 1,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,059 | $16.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,800 | $27.9K | 0.00% | −685−27.6% | Reduced |
| Morse Asset Management, Inc | 1,882 | $29.2K | 0.01% | +1,132+150.9% | Added |
| MPWM Advisory Solutions, LLC | 2,000 | $31.0K | 0.02% | +2,000 | New |
| Huntington National Bank | 2,035 | $31.5K | 0.00% | +2,035 | New |
| Steward Partners Investment Advisory, LLC | 2,205 | $34.2K | 0.00% | −66−2.9% | Reduced |
| Principia Wealth Advisory, LLC | 2,821 | $43.7K | 0.04% | +2,821 | New |
| Northwestern Mutual Wealth Management Co | 3,740 | $58.0K | 0.00% | +79+2.2% | Added |
| Golden State Wealth Management, LLC | 3,981 | $61.7K | 0.01% | +3,981 | New |
| Signaturefd, LLC | 4,250 | $65.9K | 0.00% | +89+2.1% | Added |
| Golden State Equity Partners | 10,339 | $160.3K | 0.03% | −549−5.0% | Reduced |
| SkyOak Wealth, LLC | 10,566 | $163.8K | 0.04% | +163+1.6% | Added |
| Transform Wealth, LLC | 10,800 | $167.4K | 0.01% | +10,800 | New |
| Mallini Complete Financial Planning LLC | 10,937 | $169.5K | 0.16% | +10,937 | New |
| World Equity Group, Inc. | 11,250 | $174.4K | 0.04% | +11,250 | New |
| Susquehanna International Group, LLP | 13,860 | $214.8K | 0.00% | +13,860 | New |
| Kercheville Advisors, LLC | 14,041 | $217.6K | 0.08% | +15+0.1% | Added |
| Commonwealth Equity Services, LLC | 14,467 | $224.0K | 0.00% | +14,467 | New |
| Mercer Global Advisors Inc | 14,600 | $226.3K | 0.00% | +14,600 | New |
| HRT Financial LP | 14,694 | $227.0K | 0.00% | +14,694 | New |
| Melfa Wealth Management, LLC | 15,609 | $241.9K | 0.16% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 17,523 | $270.0K | 0.00% | −39,231−69.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,500 | $271.3K | 0.01% | +1,946+12.5% | Added |
| ARS Wealth Advisors Group, LLC | 18,600 | $288.3K | 0.04% | −700−3.6% | Reduced |
| Stratos Wealth Advisors, LLC | 18,859 | $292.3K | 0.01% | +18,859 | New |
| Apriem Advisors | 20,110 | $311.7K | 0.04% | −3,000−13.0% | Reduced |
| Calamos Advisors LLC | 23,911 | $370.6K | 0.00% | +23,911 | New |
| Advisor Group Holdings, Inc. | 24,536 | $380.4K | 0.00% | −840−3.3% | Reduced |
| United Advisor Group, LLC | 24,888 | $385.8K | 0.08% | +31+0.1% | Added |
| Fort Sheridan Advisors LLC | 24,969 | $387.0K | 0.06% | +322+1.3% | Added |
| Rockefeller Capital Management L.P. | 25,407 | $393.8K | 0.00% | +69+0.3% | Added |
| Verus Capital Partners, LLC | 26,524 | $411.1K | 0.04% | −428−1.6% | Reduced |
| GWM Advisors LLC | 26,740 | $414.5K | 0.00% | −1,500−5.3% | Reduced |
| Thompson David Blair | 27,100 | $420.1K | 0.31% | +27,100 | New |
| Cambridge Investment Research Advisors, Inc. | 27,890 | $432.0K | 0.00% | −450−1.6% | Reduced |
| Wedbush Securities Inc | 28,118 | $436.0K | 0.02% | −943−3.2% | Reduced |
| Comerica Bank | 28,463 | $441.2K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 28,598 | $443.3K | 0.01% | −40,183−58.4% | Reduced |
| Matrix Trust Co | 34,656 | $537.0K | 0.09% | +30,354+705.6% | Added |
| Gridiron Partners, LLC | 40,017 | $620.3K | 0.39% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 47,814 | $741.1K | 0.02% | +1,670+3.6% | Added |
| Consolidated Portfolio Review Corp | 70,787 | $1.10M | 0.17% | +4,492+6.8% | Added |
| Aviance Capital Partners, LLC | 82,742 | $1.28M | 0.18% | +6,259+8.2% | Added |
| Ignite Planners, LLC | 83,309 | $1.29M | 0.28% | +1,307+1.6% | Added |
| Strategic Wealth Partners, Ltd. | 87,336 | $1.37M | 0.11% | +700+0.8% | Added |
| Botty Investors LLC | 102,219 | $1.58M | 0.52% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 110,583 | $1.71M | 0.66% | −25,932−19.0% | Reduced |
| Independent Financial Group, LLC | 129,650 | $2.01M | 0.07% | +11,550+9.8% | Added |
| Raymond James Financial Inc | 136,960 | $2.12M | 0.00% | +136,960 | New |
| LPL Financial LLC | 142,500 | $2.21M | 0.00% | +9,298+7.0% | Added |
| Invesco Ltd. | 146,240 | $2.27M | 0.00% | +21,981+17.7% | Added |
| International Assets Investment Management, LLC | 146,287 | $2.27M | 0.19% | −2,152,628−93.6% | Reduced |
| Stifel Financial Corp | 148,497 | $2.30M | 0.00% | +41,529+38.8% | Added |
| Guggenheim Capital LLC | 161,052 | $2.50M | 0.02% | +58,404+56.9% | Added |
| Bank of America Corp | 176,095 | $2.73M | 0.00% | +10,350+6.2% | Added |
| Royal Bank of Canada | 182,588 | $2.83M | 0.00% | +26,677+17.1% | Added |
| Janney Montgomery Scott LLC | 195,409 | $3.03M | 0.01% | +6,605+3.5% | Added |
| Wells Fargo & Company | 221,272 | $3.43M | 0.00% | −6,759−3.0% | Reduced |
| Ameriprise Financial Inc | 233,205 | $3.61M | 0.00% | −34,754−13.0% | Reduced |
| Intellectus Partners, LLC | 251,698 | $3.90M | 0.86% | +15,727+6.7% | Added |
| Twelve Points Wealth Management LLC | 378,659 | $5.87M | 1.69% | +85,958+29.4% | Added |
| Evergreen Capital Management LLC | 448,057 | $6.94M | 0.23% | +16,299+3.8% | Added |
| Morgan Stanley | 543,788 | $8.43M | 0.00% | −289,769−34.8% | Reduced |
| UBS Group AG | 576,381 | $8.93M | 0.00% | −5,746−1.0% | Reduced |
| Sit Investment Associates Inc | 2,941,083 | $45.6M | 1.03% | +191,066+6.9% | Added |
| 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 |