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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 75 | $1.09K | 0.00% | +75 | New |
| IFP Advisors, Inc | 156 | $2.28K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 400 | $5.75K | 0.00% | +400 | New |
| Highline Wealth Partners LLC | 400 | $5.84K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 426 | $6.22K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 500 | $7.30K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,059 | $15.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,065 | $15.5K | 0.00% | +1,065 | New |
| Morse Asset Management, Inc | 1,823 | $26.6K | 0.01% | +40+2.2% | Added |
| MPWM Advisory Solutions, LLC | 2,000 | $29.2K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,212 | $32.3K | 0.00% | −14−0.6% | Reduced |
| Principia Wealth Advisory, LLC | 2,249 | $32.8K | 0.02% | +246+12.3% | Added |
| Fifth Third Bancorp | 3,750 | $54.8K | 0.00% | +3,750 | New |
| TD Waterhouse Canada Inc. | 5,487 | $80.3K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 7,377 | $107.7K | 0.01% | +7,377 | New |
| Papamarkou Wellner Asset Management inc. | 10,500 | $153.3K | 0.09% | 00.0% | Unchanged |
| Colony Group, LLC | 10,800 | $157.7K | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 10,907 | $159.2K | 0.01% | −3,790−25.8% | Reduced |
| World Equity Group, Inc. | 11,100 | $162.1K | 0.04% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 11,437 | $167.0K | 0.03% | +189+1.7% | Added |
| Kercheville Advisors, LLC | 11,897 | $173.7K | 0.06% | −710−5.6% | Reduced |
| Maridea Wealth Management LLC | 12,156 | $177.5K | 0.03% | +12,156 | New |
| Susquehanna International Group, LLP | 12,291 | $179.4K | 0.00% | +12,291 | New |
| ARS Wealth Advisors Group, LLC | 12,350 | $180.3K | 0.02% | −1,650−11.8% | Reduced |
| Advisor Group Holdings, Inc. | 12,954 | $189.2K | 0.00% | −4,639−26.4% | Reduced |
| Mallini Complete Financial Planning LLC | 13,074 | $190.9K | 0.15% | +660+5.3% | Added |
| Kestra Advisory Services, LLC | 13,740 | $200.6K | 0.00% | +470+3.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,000 | $204.4K | 0.01% | −51,774−78.7% | Reduced |
| Shaker Financial Services, LLC | 14,732 | $215.1K | 0.07% | +14,732 | New |
| Melfa Wealth Management, LLC | 15,609 | $227.9K | 0.13% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 15,781 | $230.4K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 16,607 | $242.5K | 0.00% | −1,958−10.5% | Reduced |
| Baird Financial Group, Inc. | 19,750 | $288.4K | 0.00% | +6,950+54.3% | Added |
| Ashton Thomas Private Wealth, LLC | 20,441 | $298.4K | 0.01% | +1,804+9.7% | Added |
| Horizon Kinetics Asset Management LLC | 20,471 | $298.9K | 0.00% | −306−1.5% | Reduced |
| Blueprint Investment Partners LLC | 21,800 | $318.3K | 0.03% | +21,800 | New |
| Apriem Advisors | 24,110 | $352.0K | 0.03% | 00.0% | Unchanged |
| United Advisor Group, LLC | 24,141 | $352.5K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 24,249 | $354.0K | 0.00% | −2,591−9.7% | Reduced |
| Verus Capital Partners, LLC | 25,180 | $367.6K | 0.03% | −3,091−10.9% | Reduced |
| Cetera Investment Advisers | 25,950 | $378.9K | 0.00% | +8,837+51.6% | Added |
| Wedbush Securities Inc | 27,482 | $401.0K | 0.01% | −459−1.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 29,018 | $424.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 31,583 | $461.1K | 0.00% | +10,489+49.7% | Added |
| Rockefeller Capital Management L.P. | 45,658 | $666.6K | 0.00% | +2,897+6.8% | Added |
| Quarry LP | 75,986 | $1.11M | 0.22% | +75,986 | New |
| Strategic Wealth Partners, Ltd. | 88,316 | $1.29M | 0.09% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 95,072 | $1.39M | 0.16% | +5,523+6.2% | Added |
| Botty Investors LLC | 100,964 | $1.47M | 0.35% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 105,664 | $1.54M | 0.09% | −2,281−2.1% | Reduced |
| Thompson David Blair | 114,459 | $1.67M | 0.96% | +87,360+322.4% | Added |
| Ignite Planners, LLC | 114,817 | $1.68M | 0.26% | −6,722−5.5% | Reduced |
| Raymond James Financial Inc | 135,782 | $1.98M | 0.00% | −18,997−12.3% | Reduced |
| Independent Financial Group, LLC | 142,900 | $2.09M | 0.05% | −4,900−3.3% | Reduced |
| Bank of America Corp | 145,851 | $2.13M | 0.00% | −330,022−69.4% | Reduced |
| Gridiron Partners, LLC | 154,710 | $2.26M | 1.38% | +110,793+252.3% | Added |
| Invesco Ltd. | 158,310 | $2.31M | 0.00% | +2,248+1.4% | Added |
| Journey Advisory Group, LLC | 173,374 | $2.53M | 0.22% | +1,944+1.1% | Added |
| Stifel Financial Corp | 175,298 | $2.56M | 0.00% | −25,341−12.6% | Reduced |
| Guggenheim Capital LLC | 187,042 | $2.73M | 0.02% | −715−0.4% | Reduced |
| Absolute Investment Advisers LLC | 193,182 | $2.82M | 0.33% | +193,182 | New |
| Janney Montgomery Scott LLC | 206,395 | $3.01M | 0.01% | −29,861−12.6% | Reduced |
| LPL Financial LLC | 230,759 | $3.37M | 0.00% | −3,740−1.6% | Reduced |
| R.P. Boggs & Co. | 262,477 | $3.84M | 1.85% | +4,838+1.9% | Added |
| Wells Fargo & Company | 274,790 | $4.01M | 0.00% | +6,349+2.4% | Added |
| Intellectus Partners, LLC | 281,849 | $4.11M | 0.84% | −8,412−2.9% | Reduced |
| Stratos Wealth Advisors, LLC | 288,641 | $4.21M | 0.26% | +29,274+11.3% | Added |
| Ameriprise Financial Inc | 312,285 | $4.56M | 0.00% | +5,895+1.9% | Added |
| Twelve Points Wealth Management LLC | 363,804 | $5.31M | 1.17% | +18,235+5.3% | Added |
| Royal Bank of Canada | 375,823 | $5.49M | 0.00% | +69,621+22.7% | Added |
| Evergreen Capital Management LLC | 548,752 | $8.01M | 0.17% | +21,522+4.1% | Added |
| Morgan Stanley | 562,535 | $8.21M | 0.00% | +2,037+0.4% | Added |
| UBS Group AG | 569,216 | $8.31M | 0.00% | +863+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 573,966 | $8.38M | 0.24% | +573,966 | New |
| Sit Investment Associates Inc | 3,104,408 | $45.3M | 0.92% | −365,320−10.5% | Reduced |
| 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 |