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 |
|---|---|---|---|---|---|
| National Bank of Canada | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 77 | $1.21K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 156 | $2.44K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 300 | $5.00K | 0.00% | +300 | New |
| NBC Securities, Inc. | 426 | $6.00K | 0.00% | +426 | New |
| Cape Investment Advisory, Inc. | 453 | $7.08K | 0.00% | +9+2.0% | Added |
| CoreCap Advisors, LLC | 500 | $7.82K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 547 | $8.54K | 0.00% | +12+2.2% | Added |
| JNBA Financial Advisors | 1,059 | $16.6K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,088 | $17.0K | 0.00% | +1,088 | New |
| Steward Partners Investment Advisory, LLC | 1,627 | $25.4K | 0.00% | −578−26.2% | Reduced |
| Morse Asset Management, Inc | 1,665 | $26.0K | 0.01% | −217−11.5% | Reduced |
| Fifth Third Bancorp | 1,800 | $28.1K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2,000 | $31.3K | 0.02% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3,981 | $61.5K | 0.06% | +1,160+41.1% | Added |
| Golden State Wealth Management, LLC | 4,019 | $62.8K | 0.01% | +38+1.0% | Added |
| EWG Elevate Inc. | 10,300 | $161.0K | 0.06% | +10,300 | New |
| SkyOak Wealth, LLC | 10,729 | $167.7K | 0.04% | +163+1.5% | Added |
| Transform Wealth, LLC | 10,800 | $168.8K | 0.01% | 00.0% | Unchanged |
| Mallini Complete Financial Planning LLC | 11,039 | $172.5K | 0.16% | +102+0.9% | Added |
| Mariner, LLC | 11,746 | $183.6K | 0.00% | +11,746 | New |
| World Equity Group, Inc. | 11,850 | $185.2K | 0.05% | +600+5.3% | Added |
| Kercheville Advisors, LLC | 14,057 | $219.7K | 0.09% | +16+0.1% | Added |
| Melfa Wealth Management, LLC | 15,609 | $244.0K | 0.16% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 16,400 | $256.3K | 0.04% | −2,200−11.8% | Reduced |
| TD Waterhouse Canada Inc. | 17,523 | $273.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 17,819 | $278.5K | 0.01% | +319+1.8% | Added |
| Apriem Advisors | 20,110 | $314.3K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,251 | $332.0K | 0.00% | +6,784+46.9% | Added |
| United Advisor Group, LLC | 24,141 | $377.3K | 0.08% | −747−3.0% | Reduced |
| Fort Sheridan Advisors LLC | 24,469 | $382.4K | 0.06% | −500−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 24,739 | $386.8K | 0.00% | +203+0.8% | Added |
| Rockefeller Capital Management L.P. | 25,476 | $398.2K | 0.00% | +69+0.3% | Added |
| National Asset Management, Inc. | 26,346 | $411.8K | 0.01% | +26,346 | New |
| Verus Capital Partners, LLC | 26,545 | $414.9K | 0.04% | +21+0.1% | Added |
| GWM Advisors LLC | 26,740 | $417.9K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 27,725 | $433.0K | 0.02% | −393−1.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,890 | $436.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 28,236 | $441.3K | 0.01% | −362−1.3% | Reduced |
| Stratos Wealth Advisors, LLC | 34,963 | $546.5K | 0.03% | +16,104+85.4% | Added |
| Comerica Bank | 36,077 | $563.9K | 0.00% | +7,614+26.8% | Added |
| Gridiron Partners, LLC | 40,017 | $625.5K | 0.40% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 46,624 | $728.7K | 0.02% | −1,190−2.5% | Reduced |
| Matrix Trust Co | 47,092 | $736.0K | 0.12% | +12,436+35.9% | Added |
| Consolidated Portfolio Review Corp | 68,326 | $1.07M | 0.17% | −2,461−3.5% | Reduced |
| Shaker Financial Services, LLC | 78,007 | $1.22M | 0.47% | −32,576−29.5% | Reduced |
| Ignite Planners, LLC | 84,248 | $1.30M | 0.25% | +939+1.1% | Added |
| Aviance Capital Partners, LLC | 89,968 | $1.41M | 0.20% | +7,226+8.7% | Added |
| Botty Investors LLC | 102,219 | $1.60M | 0.53% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 138,565 | $2.17M | 0.19% | −7,722−5.3% | Reduced |
| Independent Financial Group, LLC | 142,175 | $2.22M | 0.08% | +12,525+9.7% | Added |
| Invesco Ltd. | 151,315 | $2.37M | 0.00% | +5,075+3.5% | Added |
| Raymond James Financial Inc | 168,207 | $2.63M | 0.00% | +31,247+22.8% | Added |
| Journey Advisory Group, LLC | 169,160 | $2.64M | 0.22% | +169,160 | New |
| Stifel Financial Corp | 175,086 | $2.74M | 0.00% | +26,589+17.9% | Added |
| LPL Financial LLC | 212,935 | $3.33M | 0.00% | +70,435+49.4% | Added |
| Bank of America Corp | 216,619 | $3.39M | 0.00% | +40,524+23.0% | Added |
| Royal Bank of Canada | 223,083 | $3.49M | 0.00% | +40,495+22.2% | Added |
| Guggenheim Capital LLC | 227,704 | $3.56M | 0.03% | +66,652+41.4% | Added |
| Wells Fargo & Company | 230,019 | $3.60M | 0.00% | +8,747+4.0% | Added |
| Intellectus Partners, LLC | 256,974 | $4.02M | 0.99% | +5,276+2.1% | Added |
| Janney Montgomery Scott LLC | 263,788 | $4.12M | 0.01% | +68,379+35.0% | Added |
| Ameriprise Financial Inc | 331,799 | $5.19M | 0.00% | +98,594+42.3% | Added |
| Twelve Points Wealth Management LLC | 373,236 | $5.83M | 1.58% | −5,423−1.4% | Reduced |
| Evergreen Capital Management LLC | 462,464 | $7.23M | 0.24% | +14,407+3.2% | Added |
| Morgan Stanley | 573,773 | $8.97M | 0.00% | +29,985+5.5% | Added |
| UBS Group AG | 574,377 | $8.98M | 0.00% | −2,004−0.3% | Reduced |
| LeConte Wealth Management, LLC | 938,344 | $14.7M | 9.35% | +938,344 | New |
| Sit Investment Associates Inc | 3,168,782 | $49.5M | 1.16% | +227,699+7.7% | Added |
| 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 |