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