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, Q2 2026
Institutional positions in DoubleLine Opportunistic Credit Fund as of Jun 30, 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
- 78
- +4 vs. Q1 2026
- Shares held
- 11.0M
- +258.8K (+2.4%) vs. Q1 2026
- Total value
- $157.5M
- +$1.36M (+0.9%) vs. Q1 2026
- New holders
- 11
- 24 more added
- Sold out
- 7
- 28 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding DoubleLine Opportunistic Credit Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 95 | $1.37K | 0.00% | +95 | New |
| Principia Wealth Advisory, LLC | 138 | $1.98K | 0.00% | −2,111−93.9% | Reduced |
| IFP Advisors, Inc | 156 | $2.24K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 400 | $5.71K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $5.75K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 426 | $6.13K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 500 | $7.19K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 503 | $7.23K | 0.00% | +503 | New |
| JNBA Financial Advisors | 1,059 | $15.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,065 | $15.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,203 | $17.3K | 0.00% | +1,203 | New |
| Morse Asset Management, Inc | 1,865 | $26.8K | 0.00% | +42+2.3% | Added |
| Clear Street Group Inc. | 3,652 | $52.5K | 0.00% | +3,652 | New |
| Fifth Third Bancorp | 3,750 | $53.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5,487 | $78.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,065 | $101.6K | 0.00% | −5,889−45.5% | Reduced |
| Nomura Holdings Inc | 10,000 | $143.8K | 0.00% | +10,000 | New |
| SkyOak Wealth, LLC | 10,385 | $149.3K | 0.02% | −1,052−9.2% | Reduced |
| Colony Group, LLC | 11,464 | $164.9K | 0.00% | +664+6.1% | Added |
| Kercheville Advisors, LLC | 11,900 | $171.1K | 0.05% | +30.0% | Added |
| ARS Wealth Advisors Group, LLC | 12,350 | $177.6K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,570 | $180.8K | 0.10% | −3,039−19.5% | Reduced |
| Citadel Advisors LLC | 12,703 | $182.7K | 0.00% | +12,703 | New |
| Integrated Capital Management, Inc. | 12,932 | $186.0K | 0.13% | +12,932 | New |
| Kestra Advisory Services, LLC | 13,123 | $188.7K | 0.00% | −617−4.5% | Reduced |
| Mallini Complete Financial Planning LLC | 13,206 | $189.9K | 0.14% | +132+1.0% | Added |
| Cetera Investment Advisers | 13,551 | $194.9K | 0.00% | −12,399−47.8% | Reduced |
| Fort Sheridan Advisors LLC | 15,781 | $226.9K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15,861 | $228.1K | 0.00% | +15,861 | New |
| Commonwealth Equity Services, LLC | 15,960 | $229.5K | 0.00% | −647−3.9% | Reduced |
| World Equity Group, Inc. | 16,600 | $238.7K | 0.05% | +5,500+49.5% | Added |
| Blueprint Investment Partners LLC | 17,500 | $251.7K | 0.02% | −4,300−19.7% | Reduced |
| Maridea Wealth Management LLC | 18,740 | $269.5K | 0.03% | +6,584+54.2% | Added |
| Horizon Kinetics Asset Management LLC | 19,047 | $273.9K | 0.00% | −1,424−7.0% | Reduced |
| Apriem Advisors | 20,110 | $289.2K | 0.03% | −4,000−16.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,441 | $293.9K | 0.01% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 20,592 | $296.1K | 0.05% | +20,592 | New |
| GWM Advisors LLC | 22,649 | $325.7K | 0.00% | −1,600−6.6% | Reduced |
| United Advisor Group, LLC | 24,141 | $347.1K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 24,540 | $353.0K | 0.01% | −2,942−10.7% | Reduced |
| Verus Capital Partners, LLC | 25,204 | $362.4K | 0.02% | +24+0.1% | Added |
| Quarry LP | 25,427 | $365.6K | 0.06% | −50,559−66.5% | Reduced |
| Baird Financial Group, Inc. | 25,750 | $370.3K | 0.00% | +6,000+30.4% | Added |
| Marex Group plc | 28,906 | $415.7K | 0.00% | +28,906 | New |
| Cambridge Investment Research Advisors, Inc. | 29,018 | $417.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 38,495 | $554.0K | 0.00% | −167,900−81.3% | Reduced |
| Rockefeller Capital Management L.P. | 59,287 | $852.5K | 0.00% | +13,629+29.9% | Added |
| Park Avenue Securities LLC | 60,607 | $872.0K | 0.01% | +60,607 | New |
| Strategic Wealth Partners, Ltd. | 64,160 | $922.6K | 0.06% | −24,156−27.4% | Reduced |
| Absolute Investment Advisers LLC | 64,644 | $929.6K | 0.09% | −128,538−66.5% | Reduced |
| Bank of America Corp | 91,187 | $1.31M | 0.00% | −54,664−37.5% | Reduced |
| Thompson David Blair | 97,976 | $1.41M | 0.70% | −16,483−14.4% | Reduced |
| Botty Investors LLC | 100,964 | $1.45M | 0.31% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 103,409 | $1.49M | 0.08% | −2,255−2.1% | Reduced |
| Envestnet Asset Management Inc | 106,773 | $1.54M | 0.00% | +75,190+238.1% | Added |
| Aviance Capital Partners, LLC | 111,297 | $1.60M | 0.17% | +16,225+17.1% | Added |
| Ignite Planners, LLC | 112,190 | $1.61M | 0.22% | −2,627−2.3% | Reduced |
| Raymond James Financial Inc | 125,315 | $1.80M | 0.00% | −10,467−7.7% | Reduced |
| Guggenheim Capital LLC | 133,104 | $1.91M | 0.01% | −53,938−28.8% | Reduced |
| Stifel Financial Corp | 133,785 | $1.92M | 0.00% | −41,513−23.7% | Reduced |
| Independent Financial Group, LLC | 139,250 | $2.00M | 0.04% | −3,650−2.6% | Reduced |
| Invesco Ltd. | 162,442 | $2.34M | 0.00% | +4,132+2.6% | Added |
| Journey Advisory Group, LLC | 171,944 | $2.47M | 0.19% | −1,430−0.8% | Reduced |
| Shaker Financial Services, LLC | 210,544 | $3.03M | 0.95% | +195,812+1,329.2% | Added |
| LPL Financial LLC | 234,708 | $3.38M | 0.00% | +3,949+1.7% | Added |
| R.P. Boggs & Co. | 259,396 | $3.73M | 1.67% | −3,081−1.2% | Reduced |
| Wells Fargo & Company | 263,521 | $3.79M | 0.00% | −11,269−4.1% | Reduced |
| Intellectus Partners, LLC | 295,245 | $4.25M | 0.73% | +13,396+4.8% | Added |
| Stratos Wealth Advisors, LLC | 326,385 | $4.69M | 0.26% | +37,744+13.1% | Added |
| Gridiron Partners, LLC | 346,451 | $4.98M | 2.62% | +191,741+123.9% | Added |
| Ameriprise Financial Inc | 350,374 | $5.04M | 0.00% | +38,089+12.2% | Added |
| Twelve Points Wealth Management LLC | 405,759 | $5.83M | 1.17% | +41,955+11.5% | Added |
| Royal Bank of Canada | 439,900 | $6.33M | 0.00% | +64,077+17.0% | Added |
| Morgan Stanley | 530,776 | $7.63M | 0.00% | −31,759−5.6% | Reduced |
| Evergreen Capital Management LLC | 560,669 | $8.06M | 0.14% | +11,917+2.2% | Added |
| UBS Group AG | 580,219 | $8.34M | 0.00% | +11,003+1.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 596,287 | $8.57M | 0.23% | +22,321+3.9% | Added |
| Sit Investment Associates Inc | 3,125,689 | $44.9M | 0.85% | +21,281+0.7% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,291−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −10,907−100.0% | Sold out |
| Papamarkou Wellner Asset Management inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −7,377−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |