Doubleline Opport CreditDBL

13F holders, Q2 2024 (June 30)
62holders
5new positions
5sold out
$15.36avg. 13F price*

At the end of Q2 2024, 62 institutions reported holding Doubleline Opport Credit (DBL) in their 13F filings, unchanged from Q1 2024. 5 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($39.9M), Morgan Stanley ($13.0M) and UBS Group AG ($8.3M).

Company
Doubleline Opport Credit
CUSIP
258623107
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 62Q1 2024Q2 2024: 62Q2 2024Q3 2024: 66Q3 2024Q4 2024: 76Q4 2024Q1 2025: 69Q1 2025Q2 2025: 73Q2 2025Q3 2025: 70Q3 2025Q4 2025: 67Q4 2025Q1 2026: 75Q1 2026Q2 2026: 78Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions5$3.7M
Exits5$930K

All 13F filers, Q1 2024 → Q2 2024: 593,293 shares bought and 400,419 shares sold, net +192,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 62 holders

Sit Investment Associates Inc. 0.92% Reduce -6.0% 2,599,157 $39.9M
Morgan Stanley 0.00% Reduce -0.3% 849,067 $13.0M
UBS Group AG 0.00% Reduce -0.9% 537,536 $8.3M
Evergreen Capital Management LLC 0.24% Add +26.4% 427,304 $6.6M
Herr Investment Group LLC 1.29% Reduce -30.0% 283,066 $4.3M
Ameriprise Financial Inc. 0.00% Add +9.8% 262,234 $4.0M
Twelve Points Wealth Management LLC 1.38% Add +16.3% 254,715 $3.9M
Wells Fargo & Company 0.00% Reduce -3.6% 238,796 $3.7M
Janney Montgomery Scott LLC 0.01% Add +14.4% 187,404 $2.9M
Intellectus Partners, LLC 0.77% Reduce -0.1% 182,012 $2.8M
Royal Bank of Canada 0.00% Add +8.1% 156,903 $2.4M
Shaker Financial Services, LLC 0.90% New 144,101 $2.2M
International Assets Investment Management, LLC 0.21% Add +38.4% 142,064 $2.2M
Invesco Ltd. 0.00% Add +24.8% 135,107 $2.1M
LPL Financial LLC 0.00% Add +8.0% 129,100 $2.0M
Bank of America Corp. 0.00% Add +15.7% 111,406 $1.7M
Stifel Financial Corp. 0.00% Add +11.6% 109,755 $1.7M
ArchPoint Investors 0.59% Reduce -1.2% 102,219 $1.6M
Raymond James & Associates 0.00% Add +0.0% 101,713 $1.6M
Independent Financial Group, LLC 0.06% Add +36.4% 94,425 $1.5M
Strategic Wealth Partners, Ltd. 0.14% No change 86,636 $1.3M
Ignite Planners, LLC 0.31% Reduce -1.1% 80,753 $1.3M
Aviance Capital Partners, LLC 0.17% Add +2.5% 77,401 $1.2M
Horizon Kinetics Asset Management LLC 0.02% Reduce -1.3% 69,882 $1.1M
Consolidated Portfolio Review Corp 0.20% New 56,113 $862K
Guggenheim Capital LLC 0.01% Reduce -19.5% 54,930 $844K
TD Waterhouse Canada Inc. 0.01% Add +7.5% 48,133 $738K
U.S. Capital Wealth Advisors, LLC 0.02% Add +1.7% 42,294 $650K
Gridiron Partners, LLC 0.39% Reduce -4.2% 40,017 $615K
Landscape Capital Management, L.L.C. 0.05% Add +256.3% 38,427 $590K
Verus Capital Partners, LLC 0.05% Reduce -10.6% 30,432 $467K
NewEdge Advisors, LLC 0.00% Add +4.2% 29,985 $461K
Wedbush Securities Inc. 0.02% Add +5.7% 29,024 $446K
Comerica Bank 0.00% No change 28,463 $437K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.8% 28,340 $435K
Apriem Advisors 0.05% No change 28,110 $432K
United Advisor Group, LLC 0.13% Reduce -2.2% 26,359 $405K
Fort Sheridan Advisors LLC 0.06% Add +17.8% 24,647 $379K
Osaic Holdings, Inc. 0.00% Reduce -22.3% 22,882 $351K
Rockefeller Capital Management L.P. 0.00% No change 20,750 $319K
ARS Wealth Advisors Group, LLC 0.04% No change 19,300 $296K
Walleye Capital LLC 0.00% New 16,227 $249K
Melfa Wealth Management, Inc. 0.17% No change 15,609 $240K
Journey Strategic Wealth LLC 0.01% New 15,165 $233K
Kercheville Advisors, LLC 0.09% Reduce -6.6% 14,011 $215K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -11.9% 13,107 $201K
Truist Financial Corp. 0.00% Add +5.9% 11,626 $179K
Joel Isaacson & Co., LLC 0.01% No change 11,474 $176K
Ascentis Independent Advisors 0.04% — 11,421 $175K
SkyOak Wealth, LLC 0.04% Add +1.6% 10,247 $157K
EverSource Wealth Advisors, LLC 0.01% New 9,327 $145K
Signaturefd, LLC 0.00% Add +2.2% 4,073 $63K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.2% 3,585 $55K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.9% 2,271 $35K
Fifth Third Bancorp 0.00% No change 1,800 $28K
Gilliland Jeter Wealth Management LLC 0.01% Reduce -55.9% 1,075 $17K
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 +0.9% 872 $13K
Lanark Financial, Inc. 0.00% No change 426 $6K
Spire Wealth Management 0.00% Add +2.3% 226 $3K
IFP Advisors, Inc 0.00% No change 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.