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 2025
Institutional positions in DoubleLine Opportunistic Credit Fund as of Mar 31, 2025. 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
- 69
- −4 vs. Q4 2024
- Shares held
- 10.1M
- +1.81M (+21.9%) vs. Q4 2024
- Total value
- $157.8M
- +$29.4M (+22.9%) vs. Q4 2024
- New holders
- 8
- 33 more added
- Sold out
- 12
- 13 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 3,168,782 | $49.5M | 1.16% | +227,699+7.7% | Added |
| LeConte Wealth Management, LLC | 938,344 | $14.7M | 9.35% | +938,344 | New |
| UBS Group AG | 574,377 | $8.98M | 0.00% | −2,004−0.3% | Reduced |
| Morgan Stanley | 573,773 | $8.97M | 0.00% | +29,985+5.5% | Added |
| Evergreen Capital Management LLC | 462,464 | $7.23M | 0.24% | +14,407+3.2% | Added |
| Twelve Points Wealth Management LLC | 373,236 | $5.83M | 1.58% | −5,423−1.4% | Reduced |
| Ameriprise Financial Inc | 331,799 | $5.19M | 0.00% | +98,594+42.3% | Added |
| Janney Montgomery Scott LLC | 263,788 | $4.12M | 0.01% | +68,379+35.0% | Added |
| Intellectus Partners, LLC | 256,974 | $4.02M | 0.99% | +5,276+2.1% | Added |
| Wells Fargo & Company | 230,019 | $3.60M | 0.00% | +8,747+4.0% | Added |
| Guggenheim Capital LLC | 227,704 | $3.56M | 0.03% | +66,652+41.4% | Added |
| Royal Bank of Canada | 223,083 | $3.49M | 0.00% | +40,495+22.2% | Added |
| Bank of America Corp | 216,619 | $3.39M | 0.00% | +40,524+23.0% | Added |
| LPL Financial LLC | 212,935 | $3.33M | 0.00% | +70,435+49.4% | Added |
| Stifel Financial Corp | 175,086 | $2.74M | 0.00% | +26,589+17.9% | Added |
| Journey Advisory Group, LLC | 169,160 | $2.64M | 0.22% | +169,160 | New |
| Raymond James Financial Inc | 168,207 | $2.63M | 0.00% | +31,247+22.8% | Added |
| Invesco Ltd. | 151,315 | $2.37M | 0.00% | +5,075+3.5% | Added |
| Independent Financial Group, LLC | 142,175 | $2.22M | 0.08% | +12,525+9.7% | Added |
| International Assets Investment Management, LLC | 138,565 | $2.17M | 0.19% | −7,722−5.3% | Reduced |
| Botty Investors LLC | 102,219 | $1.60M | 0.53% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 89,968 | $1.41M | 0.20% | +7,226+8.7% | Added |
| Ignite Planners, LLC | 84,248 | $1.30M | 0.25% | +939+1.1% | Added |
| Shaker Financial Services, LLC | 78,007 | $1.22M | 0.47% | −32,576−29.5% | Reduced |
| Consolidated Portfolio Review Corp | 68,326 | $1.07M | 0.17% | −2,461−3.5% | Reduced |
| Matrix Trust Co | 47,092 | $736.0K | 0.12% | +12,436+35.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 46,624 | $728.7K | 0.02% | −1,190−2.5% | Reduced |
| Gridiron Partners, LLC | 40,017 | $625.5K | 0.40% | 00.0% | Unchanged |
| Comerica Bank | 36,077 | $563.9K | 0.00% | +7,614+26.8% | Added |
| Stratos Wealth Advisors, LLC | 34,963 | $546.5K | 0.03% | +16,104+85.4% | Added |
| Horizon Kinetics Asset Management LLC | 28,236 | $441.3K | 0.01% | −362−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,890 | $436.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 27,725 | $433.0K | 0.02% | −393−1.4% | Reduced |
| GWM Advisors LLC | 26,740 | $417.9K | 0.00% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 26,545 | $414.9K | 0.04% | +21+0.1% | Added |
| National Asset Management, Inc. | 26,346 | $411.8K | 0.01% | +26,346 | New |
| Rockefeller Capital Management L.P. | 25,476 | $398.2K | 0.00% | +69+0.3% | Added |
| Advisor Group Holdings, Inc. | 24,739 | $386.8K | 0.00% | +203+0.8% | Added |
| Fort Sheridan Advisors LLC | 24,469 | $382.4K | 0.06% | −500−2.0% | Reduced |
| United Advisor Group, LLC | 24,141 | $377.3K | 0.08% | −747−3.0% | Reduced |
| Commonwealth Equity Services, LLC | 21,251 | $332.0K | 0.00% | +6,784+46.9% | Added |
| Apriem Advisors | 20,110 | $314.3K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 17,819 | $278.5K | 0.01% | +319+1.8% | Added |
| TD Waterhouse Canada Inc. | 17,523 | $273.0K | 0.00% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 16,400 | $256.3K | 0.04% | −2,200−11.8% | Reduced |
| Melfa Wealth Management, LLC | 15,609 | $244.0K | 0.16% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 14,057 | $219.7K | 0.09% | +16+0.1% | Added |
| World Equity Group, Inc. | 11,850 | $185.2K | 0.05% | +600+5.3% | Added |
| Mariner, LLC | 11,746 | $183.6K | 0.00% | +11,746 | New |
| Mallini Complete Financial Planning LLC | 11,039 | $172.5K | 0.16% | +102+0.9% | Added |
| Transform Wealth, LLC | 10,800 | $168.8K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 10,729 | $167.7K | 0.04% | +163+1.5% | Added |
| EWG Elevate Inc. | 10,300 | $161.0K | 0.06% | +10,300 | New |
| Golden State Wealth Management, LLC | 4,019 | $62.8K | 0.01% | +38+1.0% | Added |
| Principia Wealth Advisory, LLC | 3,981 | $61.5K | 0.06% | +1,160+41.1% | Added |
| MPWM Advisory Solutions, LLC | 2,000 | $31.3K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,800 | $28.1K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,665 | $26.0K | 0.01% | −217−11.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,627 | $25.4K | 0.00% | −578−26.2% | Reduced |
| Elequin Capital LP | 1,088 | $17.0K | 0.00% | +1,088 | New |
| JNBA Financial Advisors | 1,059 | $16.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 547 | $8.54K | 0.00% | +12+2.2% | Added |
| CoreCap Advisors, LLC | 500 | $7.82K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 453 | $7.08K | 0.00% | +9+2.0% | Added |
| NBC Securities, Inc. | 426 | $6.00K | 0.00% | +426 | New |
| CX Institutional | 300 | $5.00K | 0.00% | +300 | New |
| IFP Advisors, Inc | 156 | $2.44K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 77 | $1.21K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −23,911−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,694−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,860−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −10,339−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | – | – | – | – | Not filed |
| Thompson David Blair | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |