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Equibles

DBL · DoubleLine Opportunistic Credit Fund · Holdings

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$13.32 +0.15 (+1.14%)
Rebalance outlook locked
Market Cap
$268.70M
Shares
19.77M
Volume · Oct 6 136.87K Avg daily vol (3M) 70.74K

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.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 78
Total Value: $157,474,873
Total Shares: 10,950,967

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 78 13F filers · Δ vs Mar 31, 2026
Top Holder
28.5%
Sep 2023 → Jun 2026 · range 28.5% – 40.1%
−0.5 pts
Top 5
49.3%
Sep 2023 → Jun 2026 · range 49.3% – 65.7%
−0.8 pts
Top 10
66.3%
Sep 2023 → Jun 2026 · range 65.2% – 77.3%
+1.1 pts
HHI
1,027
Sep 2023 → Jun 2026 · range 1,027 – 1,900
Broadly held−20

Quarterly Activity

vs Mar 31, 2026
New
11
Increased
24
Decreased
28
Sold Out
8
Unchanged
15
Holder count: +3
Institutional value: +0.7%
Shares held: +2.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Shaker Financial Services, LLC +195,812 210,544
Gridiron Partners, LLC +191,741 346,451
ENVESTNET ASSET MANAGEMENT INC +75,190 106,773
ROYAL BANK OF CANADA +64,077 439,900
Twelve Points Wealth Management LLC +41,955 405,759

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Janney Montgomery Scott LLC −167,900 38,495
ABSOLUTE INVESTMENT ADVISERS, LLC −128,538 64,644
BANK OF AMERICA CORP /DE/ −54,664 91,187
GUGGENHEIM CAPITAL LLC −53,938 133,104
Quarry LP −50,559 25,427

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
PARK AVENUE SECURITIES LLC 60,607 $871,528
Marex Group plc 28,906 $415,668
Pettinga Financial Advisors LLC 20,592 $296,112
Arax Advisory Partners 15,861 $228,081
INTEGRATED CAPITAL MANAGEMENT, INC. 12,932 $185,962

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
U.S. Capital Wealth Advisors, LLC 14,000 $204,400
SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,291 $179,448
READYSTATE ASSET MANAGEMENT LP 10,907 $159,242
Papamarkou Wellner Asset Management inc. 10,500 $153,300
Ascentis Independent Advisors 7,377 $107,704
Filter: New 11 Increased 24 Reduced 28 Sold out 8 Unchanged 15
Showing 78 of 78
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
SIT INVESTMENT ASSOCIATES INC $44,947,407 28.54% 3,125,689
Avior Wealth Management, LLC $8,574,607 5.45% 596,287
UBS Group AG $8,343,548 5.30% 580,219
EVERGREEN CAPITAL MANAGEMENT LLC $8,062,420 5.12% 560,669
MORGAN STANLEY $7,632,558 4.85% 530,776
ROYAL BANK OF CANADA $6,325,762 4.02% 439,900
Twelve Points Wealth Management LLC $5,834,814 3.71% 405,759
AMERIPRISE FINANCIAL INC $5,038,378 3.20% 350,374
Gridiron Partners, LLC $4,981,965 3.16% 346,451
Stratos Wealth Advisors, LLC $4,693,416 2.98% 326,385
Intellectus Partners, LLC $4,245,623 2.70% 295,245
WELLS FARGO & COMPANY/MN $3,789,431 2.41% 263,521
Catawba River Capital $3,730,114 2.37% 259,396
LPL Financial LLC $3,375,101 2.14% 234,708
Shaker Financial Services, LLC $3,027,622 1.92% 210,544
Journey Advisory Group, LLC $2,472,554 1.57% 171,944
Invesco Ltd. $2,335,915 1.48% 162,442
INDEPENDENT FINANCIAL GROUP, LLC $2,002,415 1.27% 139,250
STIFEL FINANCIAL CORP $1,923,828 1.22% 133,785
GUGGENHEIM CAPITAL LLC $1,914,035 1.22% 133,104
RAYMOND JAMES FINANCIAL INC $1,802,029 1.14% 125,315
Ignite Planners, LLC $1,613,292 1.02% 112,190
Aviance Capital Partners, LLC $1,600,450 1.02% 111,297
ENVESTNET ASSET MANAGEMENT INC $1,535,395 0.98% 106,773
Berger Financial Group, Inc $1,487,021 0.94% 103,409
ArchPoint Investors $1,451,862 0.92% 100,964
Thompson David Blair $1,408,894 0.89% 97,976
BANK OF AMERICA CORP /DE/ $1,311,269 0.83% 91,187
ABSOLUTE INVESTMENT ADVISERS, LLC $929,580 0.59% 64,644
Strategic Wealth Partners, Ltd. $922,620 0.59% 64,160
PARK AVENUE SECURITIES LLC $871,528 0.55% 60,607
Rockefeller Capital Management L.P. $852,547 0.54% 59,287
Janney Montgomery Scott LLC $553,558 0.35% 38,495
Cambridge Investment Research Advisors, Inc. $417,278 0.26% 29,018
Marex Group plc $415,668 0.26% 28,906
Baird Financial Group, Inc. $370,285 0.24% 25,750
Quarry LP $365,640 0.23% 25,427
VERUS CAPITAL PARTNERS, LLC $362,433 0.23% 25,204
WEDBUSH SECURITIES INC $352,885 0.22% 24,540
United Advisor Group, LLC $347,147 0.22% 24,141
NewEdge Advisors, LLC $325,692 0.21% 22,649
Pettinga Financial Advisors LLC $296,112 0.19% 20,592
Ashton Thomas Private Wealth, LLC $293,941 0.19% 20,441
Apriem Advisors $289,181 0.18% 20,110
HORIZON KINETICS ASSET MANAGEMENT LLC $273,895 0.17% 19,047
Maridea Wealth Management LLC $269,481 0.17% 18,740
Blueprint Investment Partners LLC $251,650 0.16% 17,500
WORLD EQUITY GROUP, INC. $238,708 0.15% 16,600
COMMONWEALTH EQUITY SERVICES, LLC $229,504 0.15% 15,960
Arax Advisory Partners $228,081 0.14% 15,861
Fort Sheridan Advisors LLC $226,930 0.14% 15,781
Cetera Investment Advisers $194,863 0.12% 13,551
Mallini Complete Financial Planning LLC $189,902 0.12% 13,206
Kestra Advisory Services, LLC $188,708 0.12% 13,123
INTEGRATED CAPITAL MANAGEMENT, INC. $185,962 0.12% 12,932
CITADEL ADVISORS LLC $182,669 0.12% 12,703
MELFA WEALTH MANAGEMENT, INC. $180,756 0.11% 12,570
ARS Wealth Advisors Group, LLC $177,593 0.11% 12,350
Kercheville Advisors, LLC $171,122 0.11% 11,900
Focus Partners Wealth $164,852 0.10% 11,464
SkyOak Wealth, LLC $149,336 0.09% 10,385
NOMURA HOLDINGS INC $143,800 0.09% 10,000
OSAIC HOLDINGS, INC. $101,594 0.06% 7,065
TD Waterhouse Canada Inc. $78,903 0.05% 5,487
FIFTH THIRD BANCORP $53,925 0.03% 3,750
Clear Street Group Inc. $52,515 0.03% 3,652
Morse Asset Management, Inc $26,818 0.02% 1,865
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $17,299 0.01% 1,203
HARBOUR INVESTMENTS, INC. $15,314 0.01% 1,065
JNBA Financial Advisors $15,228 0.01% 1,059
Cape Investment Advisory, Inc. $7,233 0.00% 503
CoreCap Advisors, LLC $7,190 0.00% 500
NBC SECURITIES, INC. $6,125 0.00% 426
Holos Integrated Wealth LLC $5,752 0.00% 400
HIGHLINE WEALTH PARTNERS LLC $5,752 0.00% 400
IFP Advisors, Inc $2,243 0.00% 156
Principia Wealth Advisory, LLC $1,984 0.00% 138
JFS WEALTH ADVISORS, LLC $1,366 0.00% 95
Key facts CIK 1525201 CUSIP 258623107 13F (30d) 1 filings 1 filers Visit website Investor relations