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, Q2 2025
Institutional positions in DoubleLine Opportunistic Credit Fund as of Jun 30, 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
- 73
- +5 vs. Q1 2025
- Shares held
- 10.5M
- +397.0K (+3.9%) vs. Q1 2025
- Total value
- $161.2M
- +$3.57M (+2.3%) vs. Q1 2025
- New holders
- 9
- 31 more added
- Sold out
- 4
- 18 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 3,270,893 | $50.3M | 1.07% | +102,111+3.2% | Added |
| LeConte Wealth Management, LLC | 636,937 | $9.80M | 6.63% | −301,407−32.1% | Reduced |
| Morgan Stanley | 610,350 | $9.39M | 0.00% | +36,577+6.4% | Added |
| UBS Group AG | 574,028 | $8.83M | 0.00% | −349−0.1% | Reduced |
| Evergreen Capital Management LLC | 500,142 | $7.69M | 0.23% | +37,678+8.1% | Added |
| Twelve Points Wealth Management LLC | 398,592 | $6.13M | 1.65% | +25,356+6.8% | Added |
| Intellectus Partners, LLC | 281,283 | $4.33M | 0.93% | +24,309+9.5% | Added |
| Ameriprise Financial Inc | 276,175 | $4.25M | 0.00% | −55,624−16.8% | Reduced |
| Janney Montgomery Scott LLC | 273,200 | $4.20M | 0.01% | +9,412+3.6% | Added |
| Stifel Financial Corp | 269,372 | $4.14M | 0.00% | +94,286+53.9% | Added |
| Royal Bank of Canada | 257,871 | $3.97M | 0.00% | +34,788+15.6% | Added |
| Bank of America Corp | 235,865 | $3.63M | 0.00% | +19,246+8.9% | Added |
| R.P. Boggs & Co. | 233,390 | $3.59M | 1.82% | +233,390 | New |
| Guggenheim Capital LLC | 216,658 | $3.33M | 0.03% | −11,046−4.9% | Reduced |
| LPL Financial LLC | 214,105 | $3.29M | 0.00% | +1,170+0.5% | Added |
| Wells Fargo & Company | 192,453 | $2.96M | 0.00% | −37,566−16.3% | Reduced |
| Journey Advisory Group, LLC | 169,914 | $2.61M | 0.20% | +754+0.4% | Added |
| Independent Financial Group, LLC | 156,595 | $2.41M | 0.07% | +14,420+10.1% | Added |
| Raymond James Financial Inc | 148,939 | $2.29M | 0.00% | −19,268−11.5% | Reduced |
| International Assets Investment Management, LLC | 140,546 | $2.16M | 0.17% | +1,981+1.4% | Added |
| Invesco Ltd. | 133,465 | $2.05M | 0.00% | −17,850−11.8% | Reduced |
| Stratos Wealth Advisors, LLC | 117,227 | $1.80M | 0.10% | +82,264+235.3% | Added |
| Ignite Planners, LLC | 105,511 | $1.60M | 0.28% | +21,263+25.2% | Added |
| Botty Investors LLC | 100,964 | $1.55M | 0.46% | −1,255−1.2% | Reduced |
| Aviance Capital Partners, LLC | 89,022 | $1.37M | 0.18% | −946−1.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 87,336 | $1.34M | 0.11% | +87,336 | New |
| Consolidated Portfolio Review Corp | 87,003 | $1.34M | 0.19% | +18,677+27.3% | Added |
| Matrix Trust Co | 50,160 | $771.0K | 0.12% | +3,068+6.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 47,463 | $730.0K | 0.02% | +839+1.8% | Added |
| Gridiron Partners, LLC | 40,017 | $615.5K | 0.38% | 00.0% | Unchanged |
| Comerica Bank | 35,527 | $546.4K | 0.00% | −550−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 29,240 | $450.0K | 0.00% | +7,989+37.6% | Added |
| Balyasny Asset Management LLC | 28,533 | $438.8K | 0.00% | +28,533 | New |
| Wedbush Securities Inc | 28,235 | $434.0K | 0.02% | +510+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,899 | $429.0K | 0.00% | +90.0% | Added |
| Horizon Kinetics Asset Management LLC | 26,820 | $412.5K | 0.00% | −1,416−5.0% | Reduced |
| GWM Advisors LLC | 26,740 | $411.3K | 0.00% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 26,567 | $408.6K | 0.04% | +22+0.1% | Added |
| Rockefeller Capital Management L.P. | 25,548 | $392.9K | 0.00% | +72+0.3% | Added |
| Shaker Financial Services, LLC | 25,219 | $387.9K | 0.14% | −52,788−67.7% | Reduced |
| United Advisor Group, LLC | 24,141 | $371.3K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,867 | $336.4K | 0.00% | −2,872−11.6% | Reduced |
| Apriem Advisors | 20,110 | $309.3K | 0.03% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 18,272 | $281.0K | 0.04% | −6,197−25.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,819 | $274.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 17,070 | $262.6K | 0.00% | −453−2.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 16,300 | $250.7K | 0.03% | −100−0.6% | Reduced |
| Melfa Wealth Management, LLC | 15,609 | $240.1K | 0.15% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 14,338 | $220.5K | 0.00% | +14,338 | New |
| Kercheville Advisors, LLC | 14,073 | $216.4K | 0.07% | +16+0.1% | Added |
| Mariner, LLC | 12,478 | $191.9K | 0.00% | +732+6.2% | Added |
| Mallini Complete Financial Planning LLC | 12,176 | $187.3K | 0.24% | +1,137+10.3% | Added |
| EWG Elevate Inc. | 11,530 | $177.3K | 0.05% | +1,230+11.9% | Added |
| SkyOak Wealth, LLC | 10,897 | $167.6K | 0.03% | +168+1.6% | Added |
| Kovitz Investment Group Partners, LLC | 10,800 | $166.1K | 0.00% | +10,800 | New |
| World Equity Group, Inc. | 10,350 | $159.2K | 0.04% | −1,500−12.7% | Reduced |
| XTX Topco Ltd | 10,116 | $155.6K | 0.01% | +10,116 | New |
| Elequin Capital LP | 6,614 | $101.7K | 0.01% | +5,526+507.9% | Added |
| Total Investment Management Inc | 4,198 | $64.6K | 0.01% | +4,198 | New |
| Golden State Wealth Management, LLC | 4,057 | $62.4K | 0.01% | +38+0.9% | Added |
| Principia Wealth Advisory, LLC | 3,981 | $61.2K | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,864 | $44.1K | 0.00% | +2,864 | New |
| MPWM Advisory Solutions, LLC | 2,000 | $30.8K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,627 | $25.0K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,510 | $23.2K | 0.01% | −155−9.3% | Reduced |
| JNBA Financial Advisors | 1,059 | $16.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 500 | $7.69K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 462 | $7.11K | 0.00% | +9+2.0% | Added |
| NBC Securities, Inc. | 426 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 156 | $2.40K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 117 | $1.80K | 0.00% | +117 | New |
| Spire Wealth Management | 77 | $1.19K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $15 | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −26,346−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Transform Wealth, LLC | – | – | – | – | Not filed |