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 | Reduced | 3,104,408 | 45,324 | 0.92% | 1.06% | 1 | -365,320 | -10.53% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | New | 573,966 | 8,379 | 0.24% | — | 2 | +573,966 | New | Q1 2026 | Apr 09, 2026 |
| UBS Group AG | History | Added to | 569,216 | 8,310 | 0.0% | 0.0% | 3 | +863 | 0.15% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 562,535 | 8,213 | 0.0% | 0.0% | 4 | +2,037 | 0.36% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 548,752 | 8,011 | 0.17% | 0.18% | 5 | +21,522 | 4.08% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 375,823 | 5,487 | 0.0% | 0.0% | 6 | +69,621 | 22.74% | Q1 2026 | May 15, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 363,804 | 5,311 | 1.17% | 1.19% | 7 | +18,235 | 5.28% | Q1 2026 | Apr 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 312,285 | 4,559 | 0.0% | 0.0% | 8 | +5,895 | 1.92% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 288,641 | 4,214 | 0.26% | 0.19% | 9 | +29,274 | 11.29% | Q1 2026 | Apr 28, 2026 |
| Intellectus Partners, LLC | History | Reduced | 281,849 | 4,114 | 0.84% | 0.86% | 10 | -8,412 | -2.9% | Q1 2026 | Apr 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 274,790 | 4,011 | 0.0% | 0.0% | 11 | +6,349 | 2.37% | Q1 2026 | May 11, 2026 |
| Catawba River Capital | History | Added to | 262,477 | 3,842 | 1.85% | 1.75% | 12 | +4,838 | 1.88% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 230,759 | 3,369 | 0.0% | 0.0% | 13 | -3,740 | -1.59% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 206,395 | 3,013 | 0.01% | 0.01% | 14 | -29,861 | -12.64% | Q1 2026 | Apr 22, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | New | 193,182 | 2,820 | 0.33% | — | 15 | +193,182 | New | Q1 2026 | Apr 22, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 187,042 | 2,730 | 0.02% | 0.02% | 16 | -715 | -0.38% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 175,298 | 2,559 | 0.0% | 0.0% | 17 | -25,341 | -12.63% | Q1 2026 | May 12, 2026 |
| Journey Advisory Group, LLC | History | Added to | 173,374 | 2,531 | 0.22% | 0.22% | 18 | +1,944 | 1.13% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Added to | 158,310 | 2,311 | 0.0% | 0.0% | 19 | +2,248 | 1.44% | Q1 2026 | May 12, 2026 |
| Gridiron Partners, LLC | History | Added to | 154,710 | 2,258 | 1.38% | 0.38% | 20 | +110,793 | 252.28% | Q1 2026 | Apr 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 145,851 | 2,129 | 0.0% | 0.0% | 21 | -330,022 | -69.35% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 142,900 | 2,086 | 0.05% | 0.05% | 22 | -4,900 | -3.32% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 135,782 | 1,982 | 0.0% | 0.0% | 23 | -18,997 | -12.27% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 114,817 | 1,676 | 0.26% | 0.28% | 24 | -6,722 | -5.53% | Q1 2026 | Apr 17, 2026 |
| Berger Financial Group, Inc | History | Reduced | 105,664 | 1,542 | 0.09% | 0.1% | 25 | -2,281 | -2.11% | Q1 2026 | Apr 28, 2026 |
| ArchPoint Investors | History | No change | 100,964 | 1,474 | 0.35% | 0.36% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 95,072 | 1,388 | 0.16% | 0.16% | 27 | +5,523 | 6.17% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 88,316 | 1,289 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quarry LP | History | New | 75,986 | 1,109 | 0.2% | — | 29 | +75,986 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 45,658 | 666 | 0.0% | 0.0% | 30 | +2,897 | 6.77% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 31,583 | 461 | 0.0% | 0.0% | 31 | +10,489 | 49.73% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 29,018 | 424 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 27,482 | 401 | 0.01% | 0.01% | 33 | -459 | -1.64% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Added to | 25,950 | 378 | 0.0% | 0.0% | 34 | +8,837 | 51.64% | Q1 2026 | May 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 25,180 | 367 | 0.03% | 0.03% | 35 | -8,511 | -25.26% | Q1 2026 | May 21, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 24,249 | 354 | 0.0% | 0.0% | 36 | -2,591 | -9.65% | Q1 2026 | Jun 02, 2026 |
| Apriem Advisors | History | No change | 24,110 | 352 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | No change | 24,141 | 352 | 0.04% | 0.05% | 38 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Blueprint Investment Partners LLC | History | New | 21,800 | 318 | 0.03% | — | 39 | +21,800 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 20,441 | 298 | 0.01% | 0.01% | 41 | +1,804 | 9.68% | Q1 2026 | May 11, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 20,471 | 298 | 0.0% | 0.0% | 40 | -306 | -1.47% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 19,750 | 288 | 0.0% | 0.0% | 42 | +6,950 | 54.3% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,607 | 242 | 0.0% | 0.0% | 43 | -1,958 | -10.55% | Q1 2026 | Apr 27, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 15,781 | 230 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 15,609 | 227 | 0.13% | 0.14% | 45 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Shaker Financial Services, LLC | History | New | 14,732 | 215 | 0.07% | — | 46 | +14,732 | New | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 14,000 | 204 | 0.01% | 0.03% | 47 | -51,774 | -78.71% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,740 | 200 | 0.0% | 0.0% | 48 | +470 | 3.54% | Q1 2026 | Apr 30, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 13,074 | 190 | 0.15% | 0.15% | 49 | +660 | 5.32% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,954 | 189 | 0.0% | 0.0% | 50 | -4,639 | -26.37% | Q1 2026 | May 15, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 12,350 | 180 | 0.02% | 0.02% | 51 | -1,650 | -11.79% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,291 | 179 | 0.0% | — | 52 | +12,291 | New | Q1 2026 | May 15, 2026 |
| Maridea Wealth Management LLC | History | New | 12,156 | 177 | 0.03% | — | 53 | +12,156 | New | Q1 2026 | Apr 21, 2026 |
| Kercheville Advisors, LLC | History | Reduced | 11,897 | 173 | 0.06% | 0.05% | 54 | -710 | -5.63% | Q1 2026 | Apr 20, 2026 |
| SkyOak Wealth, LLC | History | Added to | 11,437 | 166 | 0.03% | 0.03% | 55 | +189 | 1.68% | Q1 2026 | Apr 30, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 11,100 | 162 | 0.04% | 0.05% | 56 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 10,907 | 159 | 0.01% | 0.01% | 57 | -3,790 | -25.79% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | No change | 10,800 | 157 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Papamarkou Wellner Asset Management inc. | History | No change | 10,500 | 153 | 0.09% | 0.1% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 7,377 | 107 | 0.01% | — | 60 | +7,377 | New | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,487 | 80 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 3,750 | 57 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,750 | 54 | 0.0% | — | 63 | +3,750 | New | Q1 2026 | May 01, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,212 | 32 | 0.0% | 0.0% | 64 | -14 | -0.63% | Q1 2026 | Apr 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2,003 | 30 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 2,000 | 29 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Morse Asset Management, Inc | History | Added to | 1,823 | 26 | 0.01% | 0.01% | 67 | +40 | 2.24% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,065 | 15 | 0.0% | — | 69 | +1,065 | New | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | No change | 1,059 | 15 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 500 | 7 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 426 | 6 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Holos Integrated Wealth LLC | History | New | 400 | 5 | 0.0% | — | 73 | +400 | New | Q1 2026 | Apr 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 400 | 5 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| IFP Advisors, Inc | History | No change | 156 | 2 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 75 | 1 | 0.0% | — | 75 | +75 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -673 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -481 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | Apr 28, 2026 |