DoubleLine Opportunistic Credit Fund - DBL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 3,125,689 | 44,947 | 0.85% | 0.92% | 1 | +21,281 | 0.69% | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 596,287 | 8,574 | 0.23% | 0.24% | 2 | +22,321 | 3.89% | Q2 2026 | Jul 07, 2026 |
| UBS Group AG | History | Added to | 580,219 | 8,343 | 0.0% | 0.0% | 3 | +11,003 | 1.93% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 560,669 | 8,062 | 0.14% | 0.17% | 4 | +11,917 | 2.17% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | Reduced | 530,776 | 7,632 | 0.0% | 0.0% | 5 | -31,759 | -5.65% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 439,900 | 6,326 | 0.0% | 0.0% | 6 | +64,077 | 17.05% | Q2 2026 | Aug 14, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 405,759 | 5,834 | 1.17% | 1.17% | 7 | +41,955 | 11.53% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 350,374 | 5,038 | 0.0% | 0.0% | 8 | +38,089 | 12.2% | Q2 2026 | Aug 14, 2026 |
| Gridiron Partners, LLC | History | Added to | 346,451 | 4,981 | 2.61% | 1.38% | 9 | +191,741 | 123.94% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 326,385 | 4,693 | 0.26% | 0.26% | 10 | +37,744 | 13.08% | Q2 2026 | Aug 11, 2026 |
| Intellectus Partners, LLC | History | Added to | 295,245 | 4,245 | 0.73% | 0.84% | 11 | +13,396 | 4.75% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 263,521 | 3,789 | 0.0% | 0.0% | 12 | -11,269 | -4.1% | Q2 2026 | Aug 14, 2026 |
| Catawba River Capital | History | Reduced | 259,396 | 3,730 | 1.67% | 1.85% | 13 | -3,081 | -1.17% | Q2 2026 | Jul 22, 2026 |
| LPL Financial LLC | History | Added to | 234,708 | 3,375 | 0.0% | 0.0% | 14 | +3,949 | 1.71% | Q2 2026 | Aug 07, 2026 |
| Shaker Financial Services, LLC | History | Added to | 210,544 | 3,027 | 0.95% | 0.07% | 15 | +195,812 | 1329.16% | Q2 2026 | Jul 15, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 171,944 | 2,472 | 0.19% | 0.22% | 16 | -1,430 | -0.82% | Q2 2026 | Aug 04, 2026 |
| Invesco Ltd. | History | Added to | 162,442 | 2,335 | 0.0% | 0.0% | 17 | +4,132 | 2.61% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 139,250 | 2,002 | 0.04% | 0.05% | 18 | -3,650 | -2.55% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 133,785 | 1,923 | 0.0% | 0.0% | 19 | -41,513 | -23.68% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 133,104 | 1,914 | 0.01% | 0.02% | 20 | -53,938 | -28.84% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 125,315 | 1,802 | 0.0% | 0.0% | 21 | -10,467 | -7.71% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 112,190 | 1,613 | 0.22% | 0.26% | 22 | -2,627 | -2.29% | Q2 2026 | Jul 23, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 111,297 | 1,600 | 0.17% | 0.16% | 23 | +16,225 | 17.07% | Q2 2026 | Jul 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 106,773 | 1,535 | 0.0% | 0.0% | 24 | +75,190 | 238.07% | Q2 2026 | Aug 03, 2026 |
| Berger Financial Group, Inc | History | Reduced | 103,409 | 1,487 | 0.08% | 0.09% | 25 | -2,255 | -2.13% | Q2 2026 | Aug 04, 2026 |
| ArchPoint Investors | History | No change | 100,964 | 1,451 | 0.31% | 0.35% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Thompson David Blair | History | Reduced | 97,976 | 1,408 | 0.7% | 0.96% | 27 | -16,483 | -14.4% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 91,187 | 1,311 | 0.0% | 0.0% | 28 | -54,664 | -37.48% | Q2 2026 | Aug 14, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | Reduced | 64,644 | 929 | 0.09% | 0.33% | 29 | -128,538 | -66.54% | Q2 2026 | Jul 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 64,160 | 922 | 0.06% | 0.09% | 30 | -24,156 | -27.35% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 60,607 | 872 | 0.01% | — | 31 | +60,607 | New | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 59,287 | 852 | 0.0% | 0.0% | 32 | +13,629 | 29.85% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 38,495 | 554 | 0.0% | 0.01% | 33 | -167,900 | -81.35% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 29,018 | 417 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marex Group Ltd | History | New | 28,906 | 415 | 0.0% | — | 35 | +28,906 | New | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 25,750 | 370 | 0.0% | 0.0% | 36 | +6,000 | 30.38% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | Reduced | 25,427 | 365 | 0.03% | 0.2% | 37 | -50,559 | -66.54% | Q2 2026 | Aug 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 25,204 | 362 | 0.02% | 0.03% | 38 | +24 | 0.1% | Q2 2026 | Aug 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 24,540 | 353 | 0.01% | 0.01% | 39 | -2,942 | -10.71% | Q2 2026 | Jul 28, 2026 |
| United Advisor Group, LLC | History | No change | 24,141 | 347 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 22,649 | 325 | 0.0% | 0.0% | 41 | -1,600 | -6.6% | Q2 2026 | Aug 12, 2026 |
| Pettinga Financial Advisors LLC | History | New | 20,592 | 296 | 0.05% | — | 42 | +20,592 | New | Q2 2026 | Jul 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 20,441 | 293 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apriem Advisors | History | Reduced | 20,110 | 289 | 0.03% | 0.03% | 44 | -4,000 | -16.59% | Q2 2026 | Aug 14, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 19,047 | 273 | 0.0% | 0.0% | 45 | -1,424 | -6.96% | Q2 2026 | Aug 11, 2026 |
| Maridea Wealth Management LLC | History | Added to | 18,740 | 269 | 0.03% | 0.03% | 46 | +6,584 | 54.16% | Q2 2026 | Aug 06, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 17,500 | 251 | 0.02% | 0.03% | 47 | -4,300 | -19.72% | Q2 2026 | Aug 04, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 16,600 | 238 | 0.05% | 0.04% | 48 | +5,500 | 49.55% | Q2 2026 | Jul 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,960 | 229 | 0.0% | 0.0% | 49 | -647 | -3.9% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | New | 15,861 | 228 | 0.0% | — | 50 | +15,861 | New | Q2 2026 | Aug 10, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 15,781 | 226 | 0.02% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 14,000 | 204 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 13,551 | 194 | 0.0% | 0.0% | 53 | -12,399 | -47.78% | Q2 2026 | Aug 12, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 13,206 | 189 | 0.13% | 0.15% | 54 | +132 | 1.01% | Q2 2026 | Jul 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 13,123 | 188 | 0.0% | 0.0% | 55 | -617 | -4.49% | Q2 2026 | Jul 28, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | New | 12,932 | 185 | 0.13% | — | 56 | +12,932 | New | Q2 2026 | Jul 07, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,703 | 182 | 0.0% | — | 57 | +12,703 | New | Q2 2026 | Sep 02, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 12,570 | 180 | 0.1% | 0.13% | 58 | -3,039 | -19.47% | Q2 2026 | Jul 24, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 12,350 | 177 | 0.01% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kercheville Advisors, LLC | History | Added to | 11,900 | 171 | 0.05% | 0.06% | 60 | +3 | 0.03% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | Added to | 11,464 | 164 | 0.0% | 0.0% | 61 | +664 | 6.15% | Q2 2026 | Aug 12, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 10,385 | 149 | 0.02% | 0.03% | 62 | -1,052 | -9.2% | Q2 2026 | Jul 30, 2026 |
| NOMURA HOLDINGS INC | History | New | 10,000 | 143 | 0.0% | — | 63 | +10,000 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,065 | 101 | 0.0% | 0.0% | 64 | -5,889 | -45.46% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,487 | 78 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,750 | 53 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clear Street Group Inc. | History | New | 3,652 | 52 | 0.0% | — | 67 | +3,652 | New | Q2 2026 | Aug 12, 2026 |
| Morse Asset Management, Inc | History | Added to | 1,865 | 26 | 0.0% | 0.01% | 68 | +42 | 2.3% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,203 | 17 | 0.0% | — | 69 | +1,203 | New | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,065 | 15 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JNBA Financial Advisors | History | No change | 1,059 | 15 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cape Investment Advisory, Inc. | History | New | 503 | 7 | 0.0% | — | 73 | +503 | New | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 500 | 7 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 426 | 6 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 400 | 5 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Holos Integrated Wealth LLC | History | No change | 400 | 5 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 156 | 2 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 138 | 1 | 0.0% | 0.02% | 78 | -2,111 | -93.86% | Q2 2026 | Aug 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 95 | 1 | 0.0% | — | 79 | +95 | New | Q2 2026 | Jul 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,291 | -100.0% | Q2 2026 | Aug 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,907 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Papamarkou Wellner Asset Management inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -10,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -7,377 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,212 | -100.0% | Q2 2026 | Jul 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q2 2026 | Aug 12, 2026 |