Doubleline Opport CreditDBL
13F holders, Q3 2024 (September 30)66holders +4
7new positions
2sold out
$15.82avg. 13F price*
At the end of Q3 2024, 66 institutions reported holding Doubleline Opport Credit (DBL) in their 13F filings, up 4 from Q2 2024. 7 opened new positions and 2 sold out. The largest holders were Sit Investment Associates Inc. ($43.5M), Morgan Stanley ($13.2M) and UBS Group AG ($9.2M).
- Company
- Doubleline Opport Credit
- CUSIP
- 258623107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $279K |
| Exits | 2 | $839K |
All 13F filers, Q2 2024 → Q3 2024: 485,474 shares bought and 118,621 shares sold, net +366,853 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Sit Investment Associates Inc. | 0.97% | Add +5.8% | 2,750,017 | $43.5M |
| Morgan Stanley | 0.00% | Reduce -1.8% | 833,557 | $13.2M |
| UBS Group AG | 0.00% | Add +8.3% | 582,127 | $9.2M |
| Evergreen Capital Management LLC | 0.23% | Add +1.0% | 431,758 | $6.8M |
| Twelve Points Wealth Management LLC | 1.46% | Add +14.9% | 292,701 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Add +2.2% | 267,959 | $4.2M |
| Intellectus Partners, LLC | 0.96% | Add +29.6% | 235,971 | $3.7M |
| Wells Fargo & Company | 0.00% | Reduce -4.5% | 228,031 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.8% | 188,804 | $3.0M |
| Bank of America Corp. | 0.00% | Add +48.8% | 165,745 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 155,911 | $2.5M |
| International Assets Investment Management, LLC | 0.19% | Add +2.3% | 145,317 | $2.3M |
| Shaker Financial Services, LLC | 0.81% | Reduce -5.3% | 136,515 | $2.2M |
| LPL Financial LLC | 0.00% | Add +3.2% | 133,202 | $2.1M |
| Invesco Ltd. | 0.00% | Reduce -8.0% | 124,259 | $2.0M |
| Independent Financial Group, LLC | 0.07% | Add +25.1% | 118,100 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 106,968 | $1.7M |
| Raymond James & Associates | 0.00% | Add +1.2% | 102,894 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Add +86.9% | 102,648 | $1.6M |
| ArchPoint Investors | 0.54% | No change | 102,219 | $1.6M |
| Strategic Wealth Partners, Ltd. | 0.13% | No change | 86,636 | $1.4M |
| Ignite Planners, LLC | 0.30% | Add +1.6% | 82,002 | $1.3M |
| Aviance Capital Partners, LLC | 0.16% | Reduce -1.2% | 76,483 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -1.6% | 68,781 | $1.1M |
| Consolidated Portfolio Review Corp | 0.23% | Add +18.1% | 66,295 | $1.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +17.9% | 56,754 | $898K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +9.1% | 46,144 | $730K |
| Gridiron Partners, LLC | 0.38% | No change | 40,017 | $633K |
| Wedbush Securities Inc. | 0.02% | Add +0.1% | 29,061 | $460K |
| Comerica Bank | 0.00% | No change | 28,463 | $450K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 28,340 | $448K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.8% | 28,240 | $447K |
| Verus Capital Partners, LLC | 0.04% | Reduce -11.4% | 26,952 | $426K |
| Osaic Holdings, Inc. | 0.00% | Add +10.9% | 25,376 | $401K |
| Rockefeller Capital Management L.P. | 0.00% | Add +22.1% | 25,338 | $401K |
| United Advisor Group, LLC | 0.09% | Reduce -5.7% | 24,857 | $393K |
| Fort Sheridan Advisors LLC | 0.06% | No change | 24,647 | $390K |
| Apriem Advisors | 0.04% | Reduce -17.8% | 23,110 | $366K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 19,300 | $305K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 15,609 | $247K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +18.7% | 15,554 | $246K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -5.9% | 14,265 | $226K |
| Kercheville Advisors, LLC | 0.09% | Add +0.1% | 14,026 | $222K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 11,474 | $182K |
| Kavar Capital Partners Group, LLC | 0.03% | New | 11,440 | $181K |
| Truist Financial Corp. | 0.00% | Reduce -2.6% | 11,326 | $179K |
| Ascentis Independent Advisors | 0.03% | Reduce -4.7% | 10,888 | $172K |
| SkyOak Wealth, LLC | 0.04% | Add +1.5% | 10,403 | $165K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.9% | 9,408 | $149K |
| Matrix Trust Co | 0.01% | New | 4,302 | $68K |
| Signaturefd, LLC | 0.00% | Add +2.2% | 4,161 | $66K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.1% | 3,661 | $58K |
| Fifth Third Bancorp | 0.00% | Add +38.1% | 2,485 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,271 | $36K |
| Gilliland Jeter Wealth Management LLC | 0.01% | Add +2.0% | 1,097 | $17K |
| JNBA Financial Advisors | 0.00% | No change | 1,059 | $17K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,000 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | Add +1.0% | 881 | $14K |
| Morse Asset Management, Inc | 0.00% | New | 750 | $12K |
| Fortitude Family Office, LLC | 0.00% | New | 524 | $8K |
| CoreCap Advisors, LLC | 0.00% | New | 500 | $8K |
| Lanark Financial, Inc. | 0.00% | No change | 426 | $6K |
| Spire Wealth Management | 0.00% | Add +1.8% | 230 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 156 | $2K |
| Global Retirement Partners, LLC | 0.00% | New | 110 | $2K |
| National Bank of Canada | 0.00% | New | 1 | $16 |
"% of holder's portfolio" is DBL's weight in each manager's 13F, not the share of Doubleline Opport Credit the manager owns.