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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 112 | $1.71K | 0.00% | +112 | New |
| IFP Advisors, Inc | 156 | $2.38K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $6.10K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 426 | $6.50K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 481 | $7.34K | 0.00% | +481 | New |
| CoreCap Advisors, LLC | 500 | $7.63K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 673 | $10.3K | 0.00% | +673 | New |
| JNBA Financial Advisors | 1,059 | $16.1K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,783 | $27.2K | 0.01% | +37+2.1% | Added |
| MPWM Advisory Solutions, LLC | 2,000 | $30.5K | 0.02% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2,003 | $30.5K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,226 | $34.0K | 0.00% | −1,871−45.7% | Reduced |
| Comerica Bank | 3,750 | $57.2K | 0.00% | −17,027−82.0% | Reduced |
| TD Waterhouse Canada Inc. | 5,487 | $83.7K | 0.00% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 10,500 | $160.1K | 0.10% | +10,500 | New |
| Colony Group, LLC | 10,800 | $164.7K | 0.00% | +10,800 | New |
| World Equity Group, Inc. | 11,100 | $169.3K | 0.05% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 11,248 | $171.5K | 0.03% | +177+1.6% | Added |
| Mallini Complete Financial Planning LLC | 12,414 | $189.3K | 0.15% | +120+1.0% | Added |
| Kercheville Advisors, LLC | 12,607 | $190.7K | 0.05% | −1,483−10.5% | Reduced |
| Baird Financial Group, Inc. | 12,800 | $195.2K | 0.00% | +12,800 | New |
| Kestra Advisory Services, LLC | 13,270 | $202.4K | 0.00% | +805+6.5% | Added |
| ARS Wealth Advisors Group, LLC | 14,000 | $213.5K | 0.02% | −767−5.2% | Reduced |
| Readystate Asset Management LP | 14,697 | $224.1K | 0.01% | +14,697 | New |
| Melfa Wealth Management, LLC | 15,609 | $238.0K | 0.14% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 15,781 | $240.7K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,113 | $261.0K | 0.00% | +5,221+43.9% | Added |
| Advisor Group Holdings, Inc. | 17,593 | $268.4K | 0.00% | −5,816−24.8% | Reduced |
| Commonwealth Equity Services, LLC | 18,565 | $283.1K | 0.00% | +1,910+11.5% | Added |
| Ashton Thomas Private Wealth, LLC | 18,637 | $284.2K | 0.01% | +818+4.6% | Added |
| Horizon Kinetics Asset Management LLC | 20,777 | $316.8K | 0.00% | −4,447−17.6% | Reduced |
| Envestnet Asset Management Inc | 21,094 | $321.7K | 0.00% | +4,369+26.1% | Added |
| Apriem Advisors | 24,110 | $367.7K | 0.03% | +4,000+19.9% | Added |
| United Advisor Group, LLC | 24,141 | $368.1K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 26,840 | $409.3K | 0.00% | −200−0.7% | Reduced |
| Thompson David Blair | 27,099 | $413.3K | 0.24% | +27,099 | New |
| Wedbush Securities Inc | 27,941 | $426.0K | 0.01% | −319−1.1% | Reduced |
| Verus Capital Partners, LLC | 28,271 | $431.1K | 0.03% | +481+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,018 | $443.0K | 0.00% | −90.0% | Reduced |
| Rockefeller Capital Management L.P. | 42,761 | $652.1K | 0.00% | +17,140+66.9% | Added |
| Gridiron Partners, LLC | 43,917 | $669.7K | 0.38% | −2,187,340−98.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 65,774 | $1.00M | 0.03% | +7,000+11.9% | Added |
| Strategic Wealth Partners, Ltd. | 88,316 | $1.35M | 0.09% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 89,549 | $1.37M | 0.16% | −670−0.7% | Reduced |
| Botty Investors LLC | 100,964 | $1.54M | 0.37% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 107,945 | $1.65M | 0.10% | +2,477+2.3% | Added |
| Ignite Planners, LLC | 121,539 | $1.84M | 0.28% | +14,297+13.3% | Added |
| Independent Financial Group, LLC | 147,800 | $2.25M | 0.05% | −1,685−1.1% | Reduced |
| Raymond James Financial Inc | 154,779 | $2.36M | 0.00% | +7,681+5.2% | Added |
| Invesco Ltd. | 156,062 | $2.38M | 0.00% | −8,023−4.9% | Reduced |
| Journey Advisory Group, LLC | 171,430 | $2.61M | 0.22% | +3,396+2.0% | Added |
| Guggenheim Capital LLC | 187,757 | $2.86M | 0.02% | −3,387−1.8% | Reduced |
| Stifel Financial Corp | 200,639 | $3.06M | 0.00% | −113,490−36.1% | Reduced |
| LPL Financial LLC | 234,499 | $3.58M | 0.00% | +16,522+7.6% | Added |
| Janney Montgomery Scott LLC | 236,256 | $3.60M | 0.01% | +2,670+1.1% | Added |
| R.P. Boggs & Co. | 257,639 | $3.93M | 1.75% | +10,329+4.2% | Added |
| Stratos Wealth Advisors, LLC | 259,367 | $3.96M | 0.19% | +7,744+3.1% | Added |
| Wells Fargo & Company | 268,441 | $4.09M | 0.00% | +78,416+41.3% | Added |
| Intellectus Partners, LLC | 290,261 | $4.43M | 0.86% | +5,656+2.0% | Added |
| Royal Bank of Canada | 306,202 | $4.67M | 0.00% | +51,394+20.2% | Added |
| Ameriprise Financial Inc | 306,390 | $4.67M | 0.00% | +11,920+4.0% | Added |
| Twelve Points Wealth Management LLC | 345,569 | $5.28M | 1.19% | −51,026−12.9% | Reduced |
| Bank of America Corp | 475,873 | $7.26M | 0.00% | +36,472+8.3% | Added |
| Evergreen Capital Management LLC | 527,230 | $8.04M | 0.18% | +15,319+3.0% | Added |
| Morgan Stanley | 560,498 | $8.55M | 0.00% | +13,589+2.5% | Added |
| UBS Group AG | 568,353 | $8.67M | 0.00% | −6,194−1.1% | Reduced |
| Sit Investment Associates Inc | 3,469,728 | $52.9M | 1.04% | +68,213+2.0% | Added |
| 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 |