Doubleline Opport CreditDBL
13F holders, Q1 2024 (March 31)62holders
$15.42avg. 13F price*
At the end of Q1 2024, 62 institutions reported holding Doubleline Opport Credit (DBL) in their 13F filings. The largest holders were Sit Investment Associates Inc. ($42.6M), Morgan Stanley ($13.1M) and UBS Group AG ($8.4M).
- Company
- Doubleline Opport Credit
- CUSIP
- 258623107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.1M |
| Exits | 6 | $663K |
Ownership 62 holders
| Sit Investment Associates Inc. | 0.98% | Reduce -3.4% | 2,765,600 | $42.6M |
| Morgan Stanley | 0.00% | Reduce -11.3% | 852,053 | $13.1M |
| UBS Group AG | 0.00% | Add +0.1% | 542,226 | $8.4M |
| Herr Investment Group LLC | 1.94% | Add +0.3% | 404,284 | $6.2M |
| Evergreen Capital Management LLC | 0.20% | Add +1.4% | 337,990 | $5.2M |
| Wells Fargo & Company | 0.00% | Add +19.7% | 247,806 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +22.5% | 238,882 | $3.6M |
| Twelve Points Wealth Management LLC | 1.24% | Add +8.3% | 218,967 | $3.4M |
| Intellectus Partners, LLC | 0.74% | Add +11.9% | 182,149 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +1507.2% | 163,818 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +8.8% | 145,133 | $2.2M |
| LPL Financial LLC | 0.00% | Add +8.1% | 119,488 | $1.8M |
| Invesco Ltd. | 0.00% | Reduce -7.0% | 108,290 | $1.7M |
| ArchPoint Investors | 0.67% | No change | 103,474 | $1.6M |
| International Assets Investment Management, LLC | 0.16% | Add +55.5% | 102,631 | $1.6M |
| Raymond James & Associates | 0.00% | Reduce -3.8% | 101,696 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +6.6% | 98,353 | $1.5M |
| Bank of America Corp. | 0.00% | Add +9.5% | 96,328 | $1.5M |
| Strategic Wealth Partners, Ltd. | 0.15% | No change | 86,636 | $1.3M |
| Ignite Planners, LLC | 0.35% | Add +0.5% | 81,655 | $1.3M |
| Aviance Capital Partners, LLC | 0.17% | Add +0.1% | 75,526 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.02% | No change | 70,809 | $1.1M |
| Independent Financial Group, LLC | 0.05% | Add +102.0% | 69,225 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -19.8% | 68,255 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +3.1% | 44,791 | $759K |
| Gridiron Partners, LLC | 0.41% | Reduce -74.2% | 41,787 | $644K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +21.2% | 41,594 | $641K |
| Verus Capital Partners, LLC | 0.06% | Reduce -1.3% | 34,054 | $525K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 30,097 | $464K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.5% | 29,443 | $454K |
| NewEdge Advisors, LLC | 0.00% | Reduce -22.2% | 28,785 | $444K |
| Comerica Bank | 0.00% | Add +15.0% | 28,463 | $439K |
| Apriem Advisors | 0.05% | No change | 28,110 | $433K |
| Wedbush Securities Inc. | 0.02% | Add +75.6% | 27,463 | $423K |
| United Advisor Group, LLC | 0.16% | New | 26,963 | $416K |
| Circle Wealth Management, LLC | 0.01% | No change | 23,298 | $359K |
| Fort Sheridan Advisors LLC | 0.06% | Add +26.3% | 20,923 | $323K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 20,750 | $320K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +28.7% | 19,300 | $298K |
| Melfa Wealth Management, Inc. | 0.17% | Add +0.8% | 15,609 | $241K |
| Kercheville Advisors, LLC | 0.11% | Add +0.1% | 14,995 | $231K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +28.4% | 14,870 | $229K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -24.2% | 12,516 | $193K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 12,823 | $187K |
| Addison Capital Co | 0.09% | Reduce -5.9% | 11,900 | $183K |
| Joel Isaacson & Co., LLC | 0.01% | Add +9.6% | 11,474 | $177K |
| Truist Financial Corp. | 0.00% | New | 10,976 | $169K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 10,786 | $166K |
| SkyOak Wealth, LLC | 0.04% | New | 10,088 | $156K |
| Highlander Capital Management, LLC | 0.03% | Add +10.8% | 5,095 | $79K |
| Signaturefd, LLC | 0.00% | Add +2.2% | 3,985 | $61K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 3,507 | $54K |
| Gilliland Jeter Wealth Management LLC | 0.01% | New | 2,435 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,339 | $36K |
| Fifth Third Bancorp | 0.00% | No change | 1,800 | $28K |
| JNBA Financial Advisors | 0.00% | No change | 1,059 | $16K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,000 | $15K |
| Cape Investment Advisory, Inc. | 0.01% | Add +1.4% | 864 | $13K |
| CoreCap Advisors, LLC | 0.00% | New | 500 | $8K |
| Lanark Financial, Inc. | 0.00% | No change | 426 | $6K |
| Spire Wealth Management | 0.00% | Add +2.3% | 221 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -92.1% | 156 | $2K |
"% of holder's portfolio" is DBL's weight in each manager's 13F, not the share of Doubleline Opport Credit the manager owns.