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, Q4 2025
Institutional positions in DoubleLine Opportunistic Credit Fund as of Dec 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
- 67
- −2 vs. Q3 2025
- Shares held
- 10.3M
- −2.50M (−19.6%) vs. Q3 2025
- Total value
- $156.5M
- −$8.19M (−5.0%) vs. Q3 2025
- New holders
- 8
- 28 more added
- Sold out
- 10
- 17 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 3,469,728 | $52.9M | 1.04% | +68,213+2.0% | Added |
| UBS Group AG | 568,353 | $8.67M | 0.00% | −6,194−1.1% | Reduced |
| Morgan Stanley | 560,498 | $8.55M | 0.00% | +13,589+2.5% | Added |
| Evergreen Capital Management LLC | 527,230 | $8.04M | 0.18% | +15,319+3.0% | Added |
| Bank of America Corp | 475,873 | $7.26M | 0.00% | +36,472+8.3% | Added |
| Twelve Points Wealth Management LLC | 345,569 | $5.28M | 1.19% | −51,026−12.9% | Reduced |
| Ameriprise Financial Inc | 306,390 | $4.67M | 0.00% | +11,920+4.0% | Added |
| Royal Bank of Canada | 306,202 | $4.67M | 0.00% | +51,394+20.2% | Added |
| Intellectus Partners, LLC | 290,261 | $4.43M | 0.86% | +5,656+2.0% | Added |
| Wells Fargo & Company | 268,441 | $4.09M | 0.00% | +78,416+41.3% | Added |
| Stratos Wealth Advisors, LLC | 259,367 | $3.96M | 0.19% | +7,744+3.1% | Added |
| R.P. Boggs & Co. | 257,639 | $3.93M | 1.75% | +10,329+4.2% | Added |
| Janney Montgomery Scott LLC | 236,256 | $3.60M | 0.01% | +2,670+1.1% | Added |
| LPL Financial LLC | 234,499 | $3.58M | 0.00% | +16,522+7.6% | Added |
| Stifel Financial Corp | 200,639 | $3.06M | 0.00% | −113,490−36.1% | Reduced |
| Guggenheim Capital LLC | 187,757 | $2.86M | 0.02% | −3,387−1.8% | Reduced |
| Journey Advisory Group, LLC | 171,430 | $2.61M | 0.22% | +3,396+2.0% | Added |
| Invesco Ltd. | 156,062 | $2.38M | 0.00% | −8,023−4.9% | Reduced |
| Raymond James Financial Inc | 154,779 | $2.36M | 0.00% | +7,681+5.2% | Added |
| Independent Financial Group, LLC | 147,800 | $2.25M | 0.05% | −1,685−1.1% | Reduced |
| Ignite Planners, LLC | 121,539 | $1.84M | 0.28% | +14,297+13.3% | Added |
| Berger Financial Group, Inc | 107,945 | $1.65M | 0.10% | +2,477+2.3% | Added |
| Botty Investors LLC | 100,964 | $1.54M | 0.37% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 89,549 | $1.37M | 0.16% | −670−0.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 88,316 | $1.35M | 0.09% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 65,774 | $1.00M | 0.03% | +7,000+11.9% | Added |
| Gridiron Partners, LLC | 43,917 | $669.7K | 0.38% | −2,187,340−98.0% | Reduced |
| Rockefeller Capital Management L.P. | 42,761 | $652.1K | 0.00% | +17,140+66.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,018 | $443.0K | 0.00% | −90.0% | Reduced |
| Verus Capital Partners, LLC | 28,271 | $431.1K | 0.03% | +481+1.7% | Added |
| Wedbush Securities Inc | 27,941 | $426.0K | 0.01% | −319−1.1% | Reduced |
| Thompson David Blair | 27,099 | $413.3K | 0.24% | +27,099 | New |
| GWM Advisors LLC | 26,840 | $409.3K | 0.00% | −200−0.7% | Reduced |
| United Advisor Group, LLC | 24,141 | $368.1K | 0.05% | 00.0% | Unchanged |
| Apriem Advisors | 24,110 | $367.7K | 0.03% | +4,000+19.9% | Added |
| Envestnet Asset Management Inc | 21,094 | $321.7K | 0.00% | +4,369+26.1% | Added |
| Horizon Kinetics Asset Management LLC | 20,777 | $316.8K | 0.00% | −4,447−17.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18,637 | $284.2K | 0.01% | +818+4.6% | Added |
| Commonwealth Equity Services, LLC | 18,565 | $283.1K | 0.00% | +1,910+11.5% | Added |
| Advisor Group Holdings, Inc. | 17,593 | $268.4K | 0.00% | −5,816−24.8% | Reduced |
| Cetera Investment Advisers | 17,113 | $261.0K | 0.00% | +5,221+43.9% | Added |
| Fort Sheridan Advisors LLC | 15,781 | $240.7K | 0.03% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 15,609 | $238.0K | 0.14% | 00.0% | Unchanged |
| Readystate Asset Management LP | 14,697 | $224.1K | 0.01% | +14,697 | New |
| ARS Wealth Advisors Group, LLC | 14,000 | $213.5K | 0.02% | −767−5.2% | Reduced |
| Kestra Advisory Services, LLC | 13,270 | $202.4K | 0.00% | +805+6.5% | Added |
| Baird Financial Group, Inc. | 12,800 | $195.2K | 0.00% | +12,800 | New |
| Kercheville Advisors, LLC | 12,607 | $190.7K | 0.05% | −1,483−10.5% | Reduced |
| Mallini Complete Financial Planning LLC | 12,414 | $189.3K | 0.15% | +120+1.0% | Added |
| SkyOak Wealth, LLC | 11,248 | $171.5K | 0.03% | +177+1.6% | Added |
| World Equity Group, Inc. | 11,100 | $169.3K | 0.05% | 00.0% | Unchanged |
| Colony Group, LLC | 10,800 | $164.7K | 0.00% | +10,800 | New |
| Papamarkou Wellner Asset Management inc. | 10,500 | $160.1K | 0.10% | +10,500 | New |
| TD Waterhouse Canada Inc. | 5,487 | $83.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,750 | $57.2K | 0.00% | −17,027−82.0% | Reduced |
| Golden State Wealth Management, LLC | 2,226 | $34.0K | 0.00% | −1,871−45.7% | Reduced |
| Principia Wealth Advisory, LLC | 2,003 | $30.5K | 0.02% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2,000 | $30.5K | 0.02% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,783 | $27.2K | 0.01% | +37+2.1% | Added |
| JNBA Financial Advisors | 1,059 | $16.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 673 | $10.3K | 0.00% | +673 | New |
| CoreCap Advisors, LLC | 500 | $7.63K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 481 | $7.34K | 0.00% | +481 | New |
| NBC Securities, Inc. | 426 | $6.50K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $6.10K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 156 | $2.38K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 112 | $1.71K | 0.00% | +112 | New |
| Matrix Trust Co | 0 | $0 | 0.00% | −47,777−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −166,458−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −150,666−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −140,546−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −28,537−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −10,450−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,894−100.0% | Sold out |
| Noble Wealth Management PBC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| EWG Elevate Inc. | – | – | – | – | Not filed |