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, Q3 2025
Institutional positions in DoubleLine Opportunistic Credit Fund as of Sep 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
- 70
- −3 vs. Q2 2025
- Shares held
- 12.8M
- +2.29M (+21.8%) vs. Q2 2025
- Total value
- $164.9M
- +$3.67M (+2.3%) vs. Q2 2025
- New holders
- 8
- 32 more added
- Sold out
- 11
- 17 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 3,401,515 | $53.0M | 1.08% | +130,622+4.0% | Added |
| UBS Group AG | 574,547 | $8.95M | 0.00% | +519+0.1% | Added |
| Morgan Stanley | 546,909 | $8.52M | 0.00% | −63,441−10.4% | Reduced |
| Evergreen Capital Management LLC | 511,911 | $7.98M | 0.19% | +11,769+2.4% | Added |
| Bank of America Corp | 439,401 | $6.85M | 0.00% | +203,536+86.3% | Added |
| Twelve Points Wealth Management LLC | 396,595 | $6.18M | 1.54% | −1,997−0.5% | Reduced |
| Stifel Financial Corp | 314,129 | $4.89M | 0.00% | +44,757+16.6% | Added |
| Ameriprise Financial Inc | 294,470 | $4.59M | 0.00% | +18,295+6.6% | Added |
| Intellectus Partners, LLC | 284,605 | $4.43M | 0.86% | +3,322+1.2% | Added |
| Royal Bank of Canada | 254,808 | $3.97M | 0.00% | −3,063−1.2% | Reduced |
| Stratos Wealth Advisors, LLC | 251,623 | $3.92M | 0.19% | +134,396+114.6% | Added |
| R.P. Boggs & Co. | 247,310 | $3.85M | 1.75% | +13,920+6.0% | Added |
| Janney Montgomery Scott LLC | 233,586 | $3.64M | 0.01% | −39,614−14.5% | Reduced |
| LPL Financial LLC | 217,977 | $3.40M | 0.00% | +3,872+1.8% | Added |
| Guggenheim Capital LLC | 191,144 | $2.98M | 0.02% | −25,514−11.8% | Reduced |
| Wells Fargo & Company | 190,025 | $2.96M | 0.00% | −2,428−1.3% | Reduced |
| Journey Advisory Group, LLC | 168,034 | $2.62M | 0.19% | −1,880−1.1% | Reduced |
| Polar Asset Management Partners Inc. | 166,458 | $2.59M | 0.05% | +166,458 | New |
| Invesco Ltd. | 164,085 | $2.56M | 0.00% | +30,620+22.9% | Added |
| Consolidated Portfolio Review Corp | 150,666 | $2.35M | 0.29% | +63,663+73.2% | Added |
| Independent Financial Group, LLC | 149,485 | $2.33M | 0.06% | −7,110−4.5% | Reduced |
| Raymond James Financial Inc | 147,098 | $2.29M | 0.00% | −1,841−1.2% | Reduced |
| International Assets Investment Management, LLC | 140,546 | $2.17M | 0.17% | 00.0% | Unchanged |
| Ignite Planners, LLC | 107,242 | $1.67M | 0.27% | +1,731+1.6% | Added |
| Berger Financial Group, Inc | 105,468 | $1.64M | 0.10% | +105,468 | New |
| Botty Investors LLC | 100,964 | $1.57M | 0.43% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 90,219 | $1.41M | 0.17% | +1,197+1.3% | Added |
| Strategic Wealth Partners, Ltd. | 88,316 | $1.38M | 0.10% | +980+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 58,774 | $915.7K | 0.02% | +11,311+23.8% | Added |
| Matrix Trust Co | 47,777 | $744.0K | 0.12% | −2,383−4.8% | Reduced |
| Gridiron Partners, LLC | 2,231,257 | $684.2K | 0.39% | +2,191,240+5,475.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,027 | $452.0K | 0.00% | +1,128+4.0% | Added |
| Shaker Financial Services, LLC | 28,537 | $444.6K | 0.15% | +3,318+13.2% | Added |
| Wedbush Securities Inc | 28,260 | $440.0K | 0.01% | +25+0.1% | Added |
| Verus Capital Partners, LLC | 27,790 | $433.0K | 0.03% | +1,223+4.6% | Added |
| GWM Advisors LLC | 27,040 | $421.3K | 0.00% | +300+1.1% | Added |
| Rockefeller Capital Management L.P. | 25,621 | $399.2K | 0.00% | +73+0.3% | Added |
| Horizon Kinetics Asset Management LLC | 25,224 | $393.0K | 0.00% | −1,596−6.0% | Reduced |
| United Advisor Group, LLC | 24,141 | $376.1K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 23,409 | $364.5K | 0.00% | +1,542+7.1% | Added |
| Comerica Bank | 20,777 | $323.7K | 0.00% | −14,750−41.5% | Reduced |
| Apriem Advisors | 20,110 | $313.3K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 17,819 | $277.6K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,725 | $260.6K | 0.00% | +2,387+16.6% | Added |
| Commonwealth Equity Services, LLC | 16,655 | $259.0K | 0.00% | −12,585−43.0% | Reduced |
| Fort Sheridan Advisors LLC | 15,781 | $245.9K | 0.03% | −2,491−13.6% | Reduced |
| Melfa Wealth Management, LLC | 15,609 | $243.2K | 0.14% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 14,767 | $230.1K | 0.02% | −1,533−9.4% | Reduced |
| Kercheville Advisors, LLC | 14,090 | $219.5K | 0.07% | +17+0.1% | Added |
| Kestra Advisory Services, LLC | 12,465 | $194.2K | 0.00% | +12,465 | New |
| Mallini Complete Financial Planning LLC | 12,294 | $191.5K | 0.16% | +118+1.0% | Added |
| Cetera Investment Advisers | 11,892 | $185.3K | 0.00% | +11,892 | New |
| EWG Elevate Inc. | 11,530 | $179.6K | 0.06% | 00.0% | Unchanged |
| World Equity Group, Inc. | 11,100 | $172.9K | 0.04% | +750+7.2% | Added |
| SkyOak Wealth, LLC | 11,071 | $172.5K | 0.03% | +174+1.6% | Added |
| Kovitz Investment Group Partners, LLC | 10,800 | $168.3K | 0.00% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 10,450 | $162.8K | 0.06% | +10,450 | New |
| TD Waterhouse Canada Inc. | 5,487 | $85.1K | 0.00% | −11,583−67.9% | Reduced |
| Golden State Wealth Management, LLC | 4,097 | $63.8K | 0.01% | +40+1.0% | Added |
| Ameritas Advisory Services, LLC | 2,894 | $45.1K | 0.00% | +30+1.0% | Added |
| Principia Wealth Advisory, LLC | 2,003 | $31.2K | 0.02% | −1,978−49.7% | Reduced |
| MPWM Advisory Solutions, LLC | 2,000 | $31.2K | 0.02% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,746 | $27.2K | 0.01% | +236+15.6% | Added |
| JNBA Financial Advisors | 1,059 | $16.5K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 760 | $11.8K | 0.01% | +760 | New |
| CoreCap Advisors, LLC | 500 | $7.79K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 426 | $6.64K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $6.23K | 0.00% | +400 | New |
| IFP Advisors, Inc | 156 | $2.43K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 75 | $1.17K | 0.00% | +75 | New |
| LeConte Wealth Management, LLC | 0 | $0 | 0.00% | −636,937−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −28,533−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −12,478−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,116−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −6,614−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −4,198−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −462−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1−100.0% | Sold out |