DoubleLine Opportunistic Credit Fund
DBL· NYSE
DBLDoubleLine Opportunistic Credit Fund
Who holds DoubleLine Opportunistic Credit Fund, from the managers’ Form 13F reports for the quarter ended Jun 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Avior Wealth Management, LLC | 596.3K | +3.9% | $8.6M | 0.2% | Jul 7, 2026 |
| UBS Group AG | 580.2K | +1.9% | $8.3M | 0.1% | Aug 13, 2026 |
| Evergreen Capital Management LLC | 560.7K | +2.2% | $8.1M | 0.1% | Jul 23, 2026 |
| Morgan Stanley | 530.8K | −5.6% | $7.6M | 0.1% | Aug 13, 2026 |
| Royal Bank of Canada | 439.9K | +17.0% | $6.3M | 0.1% | Aug 14, 2026 |
| Twelve Points Wealth Management LLC | 405.8K | +11.5% | $5.8M | 1.2% | Aug 7, 2026 |
| Ameriprise Financial Inc | 350.4K | +12.2% | $5M | 0.1% | Aug 14, 2026 |
| Gridiron Partners, LLC | 346.5K | +123.9% | $5M | 2.6% | Aug 5, 2026 |
| Stratos Wealth Advisors, LLC | 326.4K | +13.1% | $4.7M | 0.3% | Aug 11, 2026 |
| Intellectus Partners, LLC | 295.2K | +4.8% | $4.2M | 0.7% | Aug 12, 2026 |
| Wells Fargo & Company | 263.5K | −4.1% | $3.8M | 0.1% | Aug 14, 2026 |
| Catawba River Capital | 259.4K | −1.2% | $3.7M | 1.7% | Jul 22, 2026 |
| LPL Financial LLC | 234.7K | +1.7% | $3.4M | 0.1% | Aug 7, 2026 |
| Shaker Financial Services, LLC | 210.5K | +1,329.2% | $3M | 0.9% | Jul 15, 2026 |
| Journey Advisory Group, LLC | 171.9K | −0.8% | $2.5M | 0.2% | Aug 4, 2026 |
| Invesco Ltd. | 162.4K | +2.6% | $2.3M | 0.1% | Aug 14, 2026 |
| Independent Financial Group, LLC | 139.3K | −2.6% | $2M | 0.1% | Jul 15, 2026 |
| Stifel Financial Corp | 133.8K | −23.7% | $1.9M | 0.1% | Aug 12, 2026 |
| Guggenheim Capital LLC | 133.1K | −28.8% | $1.9M | 0.1% | Aug 12, 2026 |
| Raymond James Financial Inc | 125.3K | −7.7% | $1.8M | 0.1% | Aug 14, 2026 |
| Ignite Planners, LLC | 112.2K | −2.3% | $1.6M | 0.2% | Jul 23, 2026 |
| Aviance Capital Partners, LLC | 111.3K | +17.1% | $1.6M | 0.2% | Jul 31, 2026 |
| Envestnet Asset Management Inc | 106.8K | +238.1% | $1.5M | 0.1% | Sep 23, 2026 |
| Berger Financial Group, Inc | 103.4K | −2.1% | $1.5M | 0.1% | Aug 4, 2026 |
| ArchPoint Investors | 101K | ±0% | $1.5M | 0.3% | Aug 13, 2026 |
| Thompson David Blair | 98K | −14.4% | $1.4M | 0.7% | Aug 14, 2026 |
| Bank of America Corp | 91.2K | −37.5% | $1.3M | 0.1% | Aug 14, 2026 |
| Absolute Investment Advisers, LLC | 64.6K | −66.5% | $929.6K | 0.1% | Jul 21, 2026 |
| Strategic Wealth Partners, Ltd. | 64.2K | −27.4% | $922.6K | 0.1% | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | 59.3K | +29.9% | $852.5K | 0.1% | Aug 13, 2026 |
| Marex Group plc | 28.9K | New | $415.7K | 0.1% | Aug 14, 2026 |
| Baird Financial Group, Inc. | 25.8K | +30.4% | $370.3K | 0.1% | Aug 12, 2026 |
| Quarry LP | 25.4K | −66.5% | $365.6K | 0.1% | Aug 14, 2026 |
| Verus Capital Partners, LLC | 25.2K | +0.1% | $362.4K | 0.1% | Aug 6, 2026 |
| United Advisor Group, LLC | 24.1K | ±0% | $347.1K | 0.1% | Jul 29, 2026 |
| NewEdge Advisors, LLC | 22.6K | −6.6% | $325.7K | 0.1% | Aug 12, 2026 |
| Pettinga Financial Advisors LLC | 20.6K | New | $296.1K | 0.1% | Jul 9, 2026 |
| Ashton Thomas Private Wealth, LLC | 20.4K | ±0% | $293.9K | 0.1% | Jul 29, 2026 |
| Apriem Advisors | 20.1K | −16.6% | $289.2K | 0.1% | Aug 14, 2026 |
| Horizon Kinetics Asset Management LLC | 19K | −7.0% | $273.9K | 0.1% | Aug 11, 2026 |
| Maridea Wealth Management LLC | 18.7K | +54.2% | $269.5K | 0.1% | Aug 6, 2026 |
| Blueprint Investment Partners LLC | 17.5K | −19.7% | $251.7K | 0.1% | Aug 4, 2026 |
| World Equity Group, Inc. | 16.6K | +49.5% | $238.7K | 0.1% | Jul 9, 2026 |
| Commonwealth Equity Services, LLC | 16K | −3.9% | $229.5K | 0.1% | Jul 29, 2026 |
| Arax Advisory Partners | 15.9K | New | $228.1K | 0.1% | Aug 10, 2026 |
| Fort Sheridan Advisors LLC | 15.8K | ±0% | $226.9K | 0.1% | Aug 5, 2026 |
| Cetera Investment Advisers | 13.6K | −47.8% | $194.9K | 0.1% | Aug 12, 2026 |
| Mallini Complete Financial Planning LLC | 13.2K | +1.0% | $189.9K | 0.1% | Jul 8, 2026 |
| Kestra Advisory Services, LLC | 13.1K | −4.5% | $188.7K | 0.1% | Jul 28, 2026 |
| Integrated Capital Management, Inc. | 12.9K | New | $186K | 0.1% | Jul 7, 2026 |
| Citadel Advisors LLC | 12.7K | New | $182.7K | 0% | Sep 2, 2026 |
| Melfa Wealth Management, Inc. | 12.6K | −19.5% | $180.8K | 0.1% | Jul 24, 2026 |
| ARS Wealth Advisors Group, LLC | 12.4K | ±0% | $177.6K | 0.1% | Jul 16, 2026 |
| Kercheville Advisors, LLC | 11.9K | +0.0% | $171.1K | 0.1% | Jul 30, 2026 |
| Focus Partners Wealth | 11.5K | +6.1% | $164.9K | 0.1% | Aug 12, 2026 |
| SkyOak Wealth, LLC | 10.4K | −9.2% | $149.3K | 0.1% | Jul 30, 2026 |
| Nomura Holdings Inc | 10K | New | $143.8K | 0.1% | Aug 14, 2026 |
| Osaic Holdings, Inc. | 7.1K | −45.5% | $101.6K | 0.1% | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | 5.5K | ±0% | $78.6K | 0.1% | Jul 27, 2026 |
| Fifth Third Bancorp | 3.8K | ±0% | $53.9K | 0.1% | Aug 5, 2026 |
| Clear Street Group Inc. | 3.7K | New | $52.5K | 0.1% | Aug 12, 2026 |
| SIT Investment Associates Inc | 3.1M | +0.7% | $44.9K | 0.9% | Aug 12, 2026 |
| Morse Asset Management, Inc | 1.9K | +2.3% | $26.8K | 0.1% | Aug 13, 2026 |
| Northwestern Mutual Wealth Management Co | 1.2K | New | $17.3K | 0% | Aug 12, 2026 |
| Harbour Investments, Inc. | 1.1K | ±0% | $15.3K | 0.1% | Aug 12, 2026 |
| JNBA Financial Advisors | 1.1K | ±0% | $15.2K | 0.1% | Jul 23, 2026 |
| Cape Investment Advisory, Inc. | 503 | New | $7.2K | 0.1% | Jul 23, 2026 |
| CoreCap Advisors, LLC | 500 | ±0% | $7.2K | 0.1% | Jul 6, 2026 |
| NBC Securities, Inc. | 426 | ±0% | $6.1K | 0.1% | Jul 21, 2026 |
| Highline Wealth Partners LLC | 400 | ±0% | $5.8K | 0.1% | Jul 15, 2026 |
| Holos Integrated Wealth LLC | 400 | ±0% | $5.7K | 0.1% | Jul 15, 2026 |
| IFP Advisors, Inc | 156 | ±0% | $2.2K | 0% | Jul 20, 2026 |
| Principia Wealth Advisory, LLC | 138 | −93.9% | $2K | 0.1% | Aug 26, 2026 |
| JFS Wealth Advisors, LLC | 95 | New | $1.4K | 0.1% | Jul 10, 2026 |
| Park Avenue Securities LLC | 60.6K | New | $872 | 0.1% | Jul 20, 2026 |
| Janney Montgomery Scott LLC | 38.5K | −81.3% | $554 | 0.1% | Aug 5, 2026 |
| Cambridge Investment Research Advisors, Inc. | 29K | ±0% | $417 | 0.1% | Jul 27, 2026 |
| Wedbush Securities Inc | 24.5K | −10.7% | $353 | 0.1% | Jul 28, 2026 |
