United Advisor Group, LLC
Position in DBL — DoubleLine Opportunistic Credit Fund
CIK 2004873
CINCINNATI, OH
Position in DBL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$347,147
-$5,311 QoQ
Shares Held
24,141
0.0% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#40
of 78 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DBL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026United Advisor Group, LLC holds $31,391,140 across 27 Asset Management names. DBL ranks #17 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
354,015 | $4,471,209 | |
| 2 | DPG |
Duff & Phelps Utility & Infrastructure Fund Inc.
|
253,669 | $3,764,447 | |
| 3 | OCSL |
Oaktree Specialty Lending Corp
|
293,056 | $3,499,088 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
242,994 | $3,129,762 | |
| 5 | FSK |
FS KKR Capital Corp
|
290,929 | $3,054,754 | |
| 6 | MFIC |
MidCap Financial Investment Corp
|
264,846 | $2,669,647 | |
| 7 | ARCC |
Ares Capital Corp
|
113,090 | $2,095,557 | |
| 8 | GAIN |
Gladstone Investment Corporation\De
|
72,190 | $1,116,057 |
All Filings in DBL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,147 | 24,141 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $352,458 | 24,141 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $368,150 | 24,141 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $376,116 | 24,141 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $371,288 | 24,141 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $377,323 | 24,141 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $385,764 | 24,888 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $393,237 | 24,857 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $404,874 | 26,359 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $415,769 | 26,963 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||