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.
Q1 2025 vs. Q4 2024
How the institutions holding DoubleLine Opportunistic Credit Fund changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 76 | 3 | 69 | −4 |
| Shares | 8.40M | 114.5K | 10.1M | +1.81M (+21.9%) |
| Value | $130.2M | $1.79M | $157.8M | +$29.4M (+22.9%) |
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| LeConte Wealth Management, LLC | 938,344 | $14.7M | 9.35% |
| Journey Advisory Group, LLC | 169,160 | $2.64M | 0.22% |
| National Asset Management, Inc. | 26,346 | $411.8K | 0.01% |
| Mariner, LLC | 11,746 | $183.6K | 0.00% |
| EWG Elevate Inc. | 10,300 | $161.0K | 0.06% |
| Elequin Capital LP | 1,088 | $17.0K | 0.00% |
| NBC Securities, Inc. | 426 | $6.00K | 0.00% |
| CX Institutional | 300 | $5.00K | 0.00% |
Sold out (12)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Calamos Advisors LLC | 23,911 | $370.6K |
| HRT Financial LP | 14,694 | $227.0K |
| Mercer Global Advisors Inc | 14,600 | $226.3K |
| Susquehanna International Group, LLP | 13,860 | $214.8K |
| Golden State Equity Partners | 10,339 | $160.3K |
| Signaturefd, LLC | 4,250 | $65.9K |
| Northwestern Mutual Wealth Management Co | 3,740 | $58.0K |
| Huntington National Bank | 2,035 | $31.5K |
| Proequities, Inc. | 1,000 | $15.7K |
| Massmutual Trust Co FSB | 396 | $6.14K |
| Van Hulzen Asset Management, LLC | 200 | $3.10K |
| FMR LLC | 1 | $16 |
Not filed for Q1 2025 yet (3)
Institutions that held DoubleLine Opportunistic Credit Fund at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Strategic Wealth Partners, Ltd. | 87,336 | $1.37M |
| Thompson David Blair | 27,100 | $420.1K |
| Global Retirement Partners, LLC | 112 | $1.74K |