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 |
|---|---|---|---|---|---|
| National Bank of Canada | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 77 | $1.19K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 117 | $1.80K | 0.00% | +117 | New |
| IFP Advisors, Inc | 156 | $2.40K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 426 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 462 | $7.11K | 0.00% | +9+2.0% | Added |
| CoreCap Advisors, LLC | 500 | $7.69K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,059 | $16.3K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,510 | $23.2K | 0.01% | −155−9.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,627 | $25.0K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2,000 | $30.8K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,864 | $44.1K | 0.00% | +2,864 | New |
| Principia Wealth Advisory, LLC | 3,981 | $61.2K | 0.05% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4,057 | $62.4K | 0.01% | +38+0.9% | Added |
| Total Investment Management Inc | 4,198 | $64.6K | 0.01% | +4,198 | New |
| Elequin Capital LP | 6,614 | $101.7K | 0.01% | +5,526+507.9% | Added |
| XTX Topco Ltd | 10,116 | $155.6K | 0.01% | +10,116 | New |
| World Equity Group, Inc. | 10,350 | $159.2K | 0.04% | −1,500−12.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,800 | $166.1K | 0.00% | +10,800 | New |
| SkyOak Wealth, LLC | 10,897 | $167.6K | 0.03% | +168+1.6% | Added |
| EWG Elevate Inc. | 11,530 | $177.3K | 0.05% | +1,230+11.9% | Added |
| Mallini Complete Financial Planning LLC | 12,176 | $187.3K | 0.24% | +1,137+10.3% | Added |
| Mariner, LLC | 12,478 | $191.9K | 0.00% | +732+6.2% | Added |
| Kercheville Advisors, LLC | 14,073 | $216.4K | 0.07% | +16+0.1% | Added |
| Envestnet Asset Management Inc | 14,338 | $220.5K | 0.00% | +14,338 | New |
| Melfa Wealth Management, LLC | 15,609 | $240.1K | 0.15% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 16,300 | $250.7K | 0.03% | −100−0.6% | Reduced |
| TD Waterhouse Canada Inc. | 17,070 | $262.6K | 0.00% | −453−2.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,819 | $274.1K | 0.01% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 18,272 | $281.0K | 0.04% | −6,197−25.3% | Reduced |
| Apriem Advisors | 20,110 | $309.3K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,867 | $336.4K | 0.00% | −2,872−11.6% | Reduced |
| United Advisor Group, LLC | 24,141 | $371.3K | 0.06% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 25,219 | $387.9K | 0.14% | −52,788−67.7% | Reduced |
| Rockefeller Capital Management L.P. | 25,548 | $392.9K | 0.00% | +72+0.3% | Added |
| Verus Capital Partners, LLC | 26,567 | $408.6K | 0.04% | +22+0.1% | Added |
| GWM Advisors LLC | 26,740 | $411.3K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 26,820 | $412.5K | 0.00% | −1,416−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,899 | $429.0K | 0.00% | +90.0% | Added |
| Wedbush Securities Inc | 28,235 | $434.0K | 0.02% | +510+1.8% | Added |
| Balyasny Asset Management LLC | 28,533 | $438.8K | 0.00% | +28,533 | New |
| Commonwealth Equity Services, LLC | 29,240 | $450.0K | 0.00% | +7,989+37.6% | Added |
| Comerica Bank | 35,527 | $546.4K | 0.00% | −550−1.5% | Reduced |
| Gridiron Partners, LLC | 40,017 | $615.5K | 0.38% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 47,463 | $730.0K | 0.02% | +839+1.8% | Added |
| Matrix Trust Co | 50,160 | $771.0K | 0.12% | +3,068+6.5% | Added |
| Consolidated Portfolio Review Corp | 87,003 | $1.34M | 0.19% | +18,677+27.3% | Added |
| Strategic Wealth Partners, Ltd. | 87,336 | $1.34M | 0.11% | +87,336 | New |
| Aviance Capital Partners, LLC | 89,022 | $1.37M | 0.18% | −946−1.1% | Reduced |
| Botty Investors LLC | 100,964 | $1.55M | 0.46% | −1,255−1.2% | Reduced |
| Ignite Planners, LLC | 105,511 | $1.60M | 0.28% | +21,263+25.2% | Added |
| Stratos Wealth Advisors, LLC | 117,227 | $1.80M | 0.10% | +82,264+235.3% | Added |
| Invesco Ltd. | 133,465 | $2.05M | 0.00% | −17,850−11.8% | Reduced |
| International Assets Investment Management, LLC | 140,546 | $2.16M | 0.17% | +1,981+1.4% | Added |
| Raymond James Financial Inc | 148,939 | $2.29M | 0.00% | −19,268−11.5% | Reduced |
| Independent Financial Group, LLC | 156,595 | $2.41M | 0.07% | +14,420+10.1% | Added |
| Journey Advisory Group, LLC | 169,914 | $2.61M | 0.20% | +754+0.4% | Added |
| Wells Fargo & Company | 192,453 | $2.96M | 0.00% | −37,566−16.3% | Reduced |
| LPL Financial LLC | 214,105 | $3.29M | 0.00% | +1,170+0.5% | Added |
| Guggenheim Capital LLC | 216,658 | $3.33M | 0.03% | −11,046−4.9% | Reduced |
| R.P. Boggs & Co. | 233,390 | $3.59M | 1.82% | +233,390 | New |
| Bank of America Corp | 235,865 | $3.63M | 0.00% | +19,246+8.9% | Added |
| Royal Bank of Canada | 257,871 | $3.97M | 0.00% | +34,788+15.6% | Added |
| Stifel Financial Corp | 269,372 | $4.14M | 0.00% | +94,286+53.9% | Added |
| Janney Montgomery Scott LLC | 273,200 | $4.20M | 0.01% | +9,412+3.6% | Added |
| Ameriprise Financial Inc | 276,175 | $4.25M | 0.00% | −55,624−16.8% | Reduced |
| Intellectus Partners, LLC | 281,283 | $4.33M | 0.93% | +24,309+9.5% | Added |
| Twelve Points Wealth Management LLC | 398,592 | $6.13M | 1.65% | +25,356+6.8% | Added |
| Evergreen Capital Management LLC | 500,142 | $7.69M | 0.23% | +37,678+8.1% | Added |
| UBS Group AG | 574,028 | $8.83M | 0.00% | −349−0.1% | Reduced |
| Morgan Stanley | 610,350 | $9.39M | 0.00% | +36,577+6.4% | Added |
| LeConte Wealth Management, LLC | 636,937 | $9.80M | 6.63% | −301,407−32.1% | Reduced |
| Sit Investment Associates Inc | 3,270,893 | $50.3M | 1.07% | +102,111+3.2% | Added |
| 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 |