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, Q1 2026
Institutional positions in DoubleLine Opportunistic Credit Fund as of Mar 31, 2026. 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
- 75
- +9 vs. Q4 2025
- Shares held
- 10.7M
- +447.3K (+4.4%) vs. Q4 2025
- Total value
- $156.3M
- −$127.0K (−0.1%) vs. Q4 2025
- New holders
- 12
- 24 more added
- Sold out
- 3
- 22 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 3,104,408 | $45.3M | 0.92% | −365,320−10.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 573,966 | $8.38M | 0.24% | +573,966 | New |
| UBS Group AG | 569,216 | $8.31M | 0.00% | +863+0.2% | Added |
| Morgan Stanley | 562,535 | $8.21M | 0.00% | +2,037+0.4% | Added |
| Evergreen Capital Management LLC | 548,752 | $8.01M | 0.17% | +21,522+4.1% | Added |
| Royal Bank of Canada | 375,823 | $5.49M | 0.00% | +69,621+22.7% | Added |
| Twelve Points Wealth Management LLC | 363,804 | $5.31M | 1.17% | +18,235+5.3% | Added |
| Ameriprise Financial Inc | 312,285 | $4.56M | 0.00% | +5,895+1.9% | Added |
| Stratos Wealth Advisors, LLC | 288,641 | $4.21M | 0.26% | +29,274+11.3% | Added |
| Intellectus Partners, LLC | 281,849 | $4.11M | 0.84% | −8,412−2.9% | Reduced |
| Wells Fargo & Company | 274,790 | $4.01M | 0.00% | +6,349+2.4% | Added |
| R.P. Boggs & Co. | 262,477 | $3.84M | 1.85% | +4,838+1.9% | Added |
| LPL Financial LLC | 230,759 | $3.37M | 0.00% | −3,740−1.6% | Reduced |
| Janney Montgomery Scott LLC | 206,395 | $3.01M | 0.01% | −29,861−12.6% | Reduced |
| Absolute Investment Advisers LLC | 193,182 | $2.82M | 0.33% | +193,182 | New |
| Guggenheim Capital LLC | 187,042 | $2.73M | 0.02% | −715−0.4% | Reduced |
| Stifel Financial Corp | 175,298 | $2.56M | 0.00% | −25,341−12.6% | Reduced |
| Journey Advisory Group, LLC | 173,374 | $2.53M | 0.22% | +1,944+1.1% | Added |
| Invesco Ltd. | 158,310 | $2.31M | 0.00% | +2,248+1.4% | Added |
| Gridiron Partners, LLC | 154,710 | $2.26M | 1.38% | +110,793+252.3% | Added |
| Bank of America Corp | 145,851 | $2.13M | 0.00% | −330,022−69.4% | Reduced |
| Independent Financial Group, LLC | 142,900 | $2.09M | 0.05% | −4,900−3.3% | Reduced |
| Raymond James Financial Inc | 135,782 | $1.98M | 0.00% | −18,997−12.3% | Reduced |
| Ignite Planners, LLC | 114,817 | $1.68M | 0.26% | −6,722−5.5% | Reduced |
| Thompson David Blair | 114,459 | $1.67M | 0.96% | +87,360+322.4% | Added |
| Berger Financial Group, Inc | 105,664 | $1.54M | 0.09% | −2,281−2.1% | Reduced |
| Botty Investors LLC | 100,964 | $1.47M | 0.35% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 95,072 | $1.39M | 0.16% | +5,523+6.2% | Added |
| Strategic Wealth Partners, Ltd. | 88,316 | $1.29M | 0.09% | 00.0% | Unchanged |
| Quarry LP | 75,986 | $1.11M | 0.22% | +75,986 | New |
| Rockefeller Capital Management L.P. | 45,658 | $666.6K | 0.00% | +2,897+6.8% | Added |
| Envestnet Asset Management Inc | 31,583 | $461.1K | 0.00% | +10,489+49.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,018 | $424.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 27,482 | $401.0K | 0.01% | −459−1.6% | Reduced |
| Cetera Investment Advisers | 25,950 | $378.9K | 0.00% | +8,837+51.6% | Added |
| Verus Capital Partners, LLC | 25,180 | $367.6K | 0.03% | −3,091−10.9% | Reduced |
| GWM Advisors LLC | 24,249 | $354.0K | 0.00% | −2,591−9.7% | Reduced |
| United Advisor Group, LLC | 24,141 | $352.5K | 0.04% | 00.0% | Unchanged |
| Apriem Advisors | 24,110 | $352.0K | 0.03% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 21,800 | $318.3K | 0.03% | +21,800 | New |
| Horizon Kinetics Asset Management LLC | 20,471 | $298.9K | 0.00% | −306−1.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,441 | $298.4K | 0.01% | +1,804+9.7% | Added |
| Baird Financial Group, Inc. | 19,750 | $288.4K | 0.00% | +6,950+54.3% | Added |
| Commonwealth Equity Services, LLC | 16,607 | $242.5K | 0.00% | −1,958−10.5% | Reduced |
| Fort Sheridan Advisors LLC | 15,781 | $230.4K | 0.03% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 15,609 | $227.9K | 0.13% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 14,732 | $215.1K | 0.07% | +14,732 | New |
| U.S. Capital Wealth Advisors, LLC | 14,000 | $204.4K | 0.01% | −51,774−78.7% | Reduced |
| Kestra Advisory Services, LLC | 13,740 | $200.6K | 0.00% | +470+3.5% | Added |
| Mallini Complete Financial Planning LLC | 13,074 | $190.9K | 0.15% | +660+5.3% | Added |
| Advisor Group Holdings, Inc. | 12,954 | $189.2K | 0.00% | −4,639−26.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 12,350 | $180.3K | 0.02% | −1,650−11.8% | Reduced |
| Susquehanna International Group, LLP | 12,291 | $179.4K | 0.00% | +12,291 | New |
| Maridea Wealth Management LLC | 12,156 | $177.5K | 0.03% | +12,156 | New |
| Kercheville Advisors, LLC | 11,897 | $173.7K | 0.06% | −710−5.6% | Reduced |
| SkyOak Wealth, LLC | 11,437 | $167.0K | 0.03% | +189+1.7% | Added |
| World Equity Group, Inc. | 11,100 | $162.1K | 0.04% | 00.0% | Unchanged |
| Readystate Asset Management LP | 10,907 | $159.2K | 0.01% | −3,790−25.8% | Reduced |
| Colony Group, LLC | 10,800 | $157.7K | 0.00% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 10,500 | $153.3K | 0.09% | 00.0% | Unchanged |
| Golden State Equity Partners | 7,377 | $107.7K | 0.01% | +7,377 | New |
| TD Waterhouse Canada Inc. | 5,487 | $80.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,750 | $54.8K | 0.00% | +3,750 | New |
| Principia Wealth Advisory, LLC | 2,249 | $32.8K | 0.02% | +246+12.3% | Added |
| Golden State Wealth Management, LLC | 2,212 | $32.3K | 0.00% | −14−0.6% | Reduced |
| MPWM Advisory Solutions, LLC | 2,000 | $29.2K | 0.02% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,823 | $26.6K | 0.01% | +40+2.2% | Added |
| Harbour Investments, Inc. | 1,065 | $15.5K | 0.00% | +1,065 | New |
| JNBA Financial Advisors | 1,059 | $15.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 500 | $7.30K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 426 | $6.22K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $5.84K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 400 | $5.75K | 0.00% | +400 | New |
| IFP Advisors, Inc | 156 | $2.28K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 75 | $1.09K | 0.00% | +75 | New |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |