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DBL

DoubleLine Opportunistic Credit Fund
$14.33 +0.00 (+0.00%) At close · Jul 2
Market Cap
$283.33M
Shares
19,771,903

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 73
Total Value: $154,606,180
Total Shares: 10,589,466

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 73 13F filers · Δ vs Dec 31, 2025
Top Holder
29.3%
Jun 2023 → Mar 2026 · range 26.6% – 40.1%
−4.6 pts
Top 5
50.6%
Jun 2023 → Mar 2026 · range 50.6% – 67.0%
−4.1 pts
Top 10
65.9%
Jun 2023 → Mar 2026 · range 65.9% – 78.7%
−3.6 pts
HHI
1,070
Jun 2023 → Mar 2026 · range 1,070 – 1,900
Broadly held−278

Quarterly Activity

vs Dec 31, 2025
New
12
Increased
22
Decreased
22
Sold Out
6
Unchanged
17
Holder count: +6
Institutional value: -1.0%
Shares held: +3.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Micro Gridiron Partners, LLC +110,793 154,710
Mega ROYAL BANK OF CANADA +69,621 375,823
Small Stratos Wealth Advisors, LLC +29,274 288,641
Mid EVERGREEN CAPITAL MANAGEMENT LLC +21,522 548,752
Small Twelve Points Wealth Management LLC +18,235 363,804

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid SIT INVESTMENT ASSOCIATES INC −365,320 3,104,408
Mega BANK OF AMERICA CORP /DE/ −330,022 145,851
Mid U.S. Capital Wealth Advisors, LLC −51,774 14,000
Large Janney Montgomery Scott LLC −29,861 206,395
Large STIFEL FINANCIAL CORP −25,341 175,298

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small Avior Wealth Management, LLC 573,966 $8,379,903
Small ABSOLUTE INVESTMENT ADVISERS, LLC 193,182 $2,820,457
Small Quarry LP 75,986 $1,109,395
Small Blueprint Investment Partners LLC 21,800 $318,280
Small Shaker Financial Services, LLC 14,732 $215,087

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large COMERICA BANK 3,750 $57,187
Micro Principia Wealth Advisory, LLC 2,003 $30,545
Large JONES FINANCIAL COMPANIES LLLP 673 $10,263
Small Cape Investment Advisory, Inc. 481 $7,335
Small FLAGSHIP HARBOR ADVISORS, LLC 112 $1,708
Filter: New 12 Increased 22 Reduced 22 Sold out 6 Unchanged 17
Showing 73 of 73
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid SIT INVESTMENT ASSOCIATES INC $45,324,356 29.32% 3,104,408
Small Avior Wealth Management, LLC $8,379,903 5.42% 573,966
Mega UBS Group AG $8,310,553 5.38% 569,216
Mega MORGAN STANLEY $8,213,010 5.31% 562,535
Mid EVERGREEN CAPITAL MANAGEMENT LLC $8,011,779 5.18% 548,752
Mega ROYAL BANK OF CANADA Bank $5,487,015 3.55% 375,823
Small Twelve Points Wealth Management LLC $5,311,538 3.44% 363,804
Mega AMERIPRISE FINANCIAL INC $4,559,361 2.95% 312,285
Small Stratos Wealth Advisors, LLC $4,214,158 2.73% 288,641
Small Intellectus Partners, LLC $4,114,995 2.66% 281,849
Mega WELLS FARGO & COMPANY/MN $4,011,933 2.59% 274,790
Small Catawba River Capital $3,832,164 2.48% 262,477
Mega LPL Financial LLC $3,369,081 2.18% 230,759
Large Janney Montgomery Scott LLC $3,013,367 1.95% 206,395
Small ABSOLUTE INVESTMENT ADVISERS, LLC $2,820,457 1.82% 193,182
Large GUGGENHEIM CAPITAL LLC $2,730,813 1.77% 187,042
Large STIFEL FINANCIAL CORP $2,559,350 1.66% 175,298
Small Journey Advisory Group, LLC $2,531,260 1.64% 173,374
Mega Invesco Ltd. $2,311,326 1.49% 158,310
Micro Gridiron Partners, LLC $2,258,766 1.46% 154,710
Mega BANK OF AMERICA CORP /DE/ Bank $2,129,424 1.38% 145,851
Mid INDEPENDENT FINANCIAL GROUP, LLC $2,086,340 1.35% 142,900
Mega RAYMOND JAMES FINANCIAL INC $1,982,417 1.28% 135,782
Small Ignite Planners, LLC $1,676,328 1.08% 114,817
Small Berger Financial Group, Inc $1,542,694 1.00% 105,664
Small ArchPoint Investors $1,474,074 0.95% 100,964
Small Aviance Capital Partners, LLC $1,388,051 0.90% 95,072
Small Strategic Wealth Partners, Ltd. $1,289,413 0.83% 88,316
Small Quarry LP $1,109,395 0.72% 75,986
Large Rockefeller Capital Management L.P. $666,606 0.43% 45,658
Mega ENVESTNET ASSET MANAGEMENT INC $461,111 0.30% 31,583
Large Cambridge Investment Research Advisors, Inc. $423,662 0.27% 29,018
Mid WEDBUSH SECURITIES INC Broker-Dealer $401,237 0.26% 27,482
Large Cetera Investment Advisers $378,870 0.25% 25,950
Small VERUS CAPITAL PARTNERS, LLC $367,628 0.24% 25,180
Large NewEdge Advisors, LLC $354,035 0.23% 24,249
Small United Advisor Group, LLC $352,458 0.23% 24,141
Small Apriem Advisors $352,006 0.23% 24,110
Small Blueprint Investment Partners LLC $318,280 0.21% 21,800
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $298,876 0.19% 20,471
Mid Ashton Thomas Private Wealth, LLC $298,438 0.19% 20,441
Large Baird Financial Group, Inc. $288,350 0.19% 19,750
Large COMMONWEALTH EQUITY SERVICES, LLC $242,462 0.16% 16,607
Small Fort Sheridan Advisors LLC $230,402 0.15% 15,781
Small MELFA WEALTH MANAGEMENT, INC. $227,891 0.15% 15,609
Small Shaker Financial Services, LLC $215,087 0.14% 14,732
Mid U.S. Capital Wealth Advisors, LLC $204,400 0.13% 14,000
Large Kestra Advisory Services, LLC $200,604 0.13% 13,740
Micro Mallini Complete Financial Planning LLC $190,880 0.12% 13,074
Large OSAIC HOLDINGS, INC. $189,128 0.12% 12,954
Small ARS Wealth Advisors Group, LLC $180,310 0.12% 12,350
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $179,448 0.12% 12,291
Small Maridea Wealth Management LLC $177,477 0.11% 12,156
Small Kercheville Advisors, LLC $173,696 0.11% 11,897
Small SkyOak Wealth, LLC $166,980 0.11% 11,437
Small WORLD EQUITY GROUP, INC. $162,060 0.10% 11,100
Mid READYSTATE ASSET MANAGEMENT LP $159,242 0.10% 10,907
Large Focus Partners Wealth $157,680 0.10% 10,800
Small Papamarkou Wellner Asset Management inc. $153,300 0.10% 10,500
Small Ascentis Independent Advisors $107,704 0.07% 7,377
Large TD Waterhouse Canada Inc. $80,110 0.05% 5,487
Large FIFTH THIRD BANCORP Bank $54,750 0.04% 3,750
Small Golden State Wealth Management, LLC $32,295 0.02% 2,212
Micro MPWM ADVISORY SOLUTIONS, LLC $29,200 0.02% 2,000
Small Morse Asset Management, Inc $26,615 0.02% 1,823
Mid HARBOUR INVESTMENTS, INC. $15,549 0.01% 1,065
Small JNBA Financial Advisors $15,461 0.01% 1,059
Small CoreCap Advisors, LLC $7,300 0.00% 500
Small NBC SECURITIES, INC. Broker-Dealer $6,219 0.00% 426
Small HIGHLINE WEALTH PARTNERS LLC $5,840 0.00% 400
Micro Holos Integrated Wealth LLC $5,840 0.00% 400
Mid IFP Advisors, Inc $2,277 0.00% 156
Mid Advisory Services Network, LLC $1,095 0.00% 75
Key facts CIK 1525201 CUSIP 258623107 13F (30d) 5 filings 1 filers

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