Doubleline Opport CreditDBL
13F holders, Q4 2024 (December 31)76holders +10
12new positions
6sold out
$15.50avg. 13F price*
At the end of Q4 2024, 76 institutions reported holding Doubleline Opport Credit (DBL) in their 13F filings, up 10 from Q3 2024. 12 opened new positions and 6 sold out. The largest holders were Sit Investment Associates Inc. ($45.6M), UBS Group AG ($8.9M) and Morgan Stanley ($8.4M).
- Company
- Doubleline Opport Credit
- CUSIP
- 258623107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.9M |
| Exits | 6 | $934K |
All 13F filers, Q3 2024 → Q4 2024: 670,128 shares bought and 511,135 shares sold, net +158,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Sit Investment Associates Inc. | 1.03% | Add +7.0% | 2,941,083 | $45.6M |
| UBS Group AG | 0.00% | Reduce -1.0% | 576,381 | $8.9M |
| Morgan Stanley | 0.00% | Reduce -34.8% | 543,788 | $8.4M |
| Evergreen Capital Management LLC | 0.23% | Add +3.8% | 448,057 | $6.9M |
| Twelve Points Wealth Management LLC | 1.69% | Add +29.4% | 378,659 | $5.9M |
| Intellectus Partners, LLC | 0.87% | Add +6.7% | 251,698 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.0% | 233,205 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.0% | 221,272 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.5% | 195,409 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +17.1% | 182,588 | $2.8M |
| Bank of America Corp. | 0.00% | Add +6.2% | 176,095 | $2.7M |
| Guggenheim Capital LLC | 0.02% | Add +56.9% | 161,052 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +38.8% | 148,497 | $2.3M |
| International Assets Investment Management, LLC | 0.19% | Add +0.7% | 146,287 | $2.3M |
| Invesco Ltd. | 0.00% | Add +17.7% | 146,240 | $2.3M |
| LPL Financial LLC | 0.00% | Add +7.0% | 142,500 | $2.2M |
| Raymond James Financial Inc. | 0.00% | — | 136,960 | $2.1M |
| Independent Financial Group, LLC | 0.07% | Add +9.8% | 129,650 | $2.0M |
| Shaker Financial Services, LLC | 0.66% | Reduce -19.0% | 110,583 | $1.7M |
| ArchPoint Investors | 0.52% | No change | 102,219 | $1.6M |
| Strategic Wealth Partners, Ltd. | 0.11% | Add +0.8% | 87,336 | $1.4M |
| Ignite Planners, LLC | 0.28% | Add +1.6% | 83,309 | $1.3M |
| Aviance Capital Partners, LLC | 0.18% | Add +8.2% | 82,742 | $1.3M |
| Consolidated Portfolio Review Corp | 0.17% | Add +6.8% | 70,787 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +3.6% | 47,814 | $741K |
| Gridiron Partners, LLC | 0.39% | No change | 40,017 | $620K |
| Matrix Trust Co | 0.09% | Add +705.6% | 34,656 | $537K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -58.4% | 28,598 | $443K |
| Comerica Bank | 0.00% | No change | 28,463 | $441K |
| Wedbush Securities Inc. | 0.02% | Reduce -3.2% | 28,118 | $436K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 27,890 | $432K |
| Thompson David Blair | 0.31% | — | 27,100 | $420K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.3% | 26,740 | $414K |
| Verus Capital Partners, LLC | 0.04% | Reduce -1.6% | 26,524 | $411K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 25,407 | $394K |
| Fort Sheridan Advisors LLC | 0.06% | Add +1.3% | 24,969 | $387K |
| United Advisor Group, LLC | 0.08% | Add +0.1% | 24,888 | $386K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.3% | 24,536 | $380K |
| Calamos Advisors LLC | 0.00% | New | 23,911 | $371K |
| Apriem Advisors | 0.04% | Reduce -13.0% | 20,110 | $312K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 18,859 | $292K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -3.6% | 18,600 | $288K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +12.5% | 17,500 | $271K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -69.1% | 17,523 | $270K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 15,609 | $242K |
| HRT Financial LP | 0.00% | New | 14,694 | $227K |
| Mercer Global Advisors Inc. | 0.00% | New | 14,600 | $226K |
| Commonwealth Equity Services, LLC | 0.00% | New | 14,467 | $224K |
| Kercheville Advisors, LLC | 0.08% | Add +0.1% | 14,041 | $218K |
| Susquehanna International Group, LLP | 0.00% | New | 13,860 | $215K |
| World Equity Group, Inc. | 0.04% | New | 11,250 | $174K |
| Mallini Complete Financial Planning LLC | 0.29% | — | 10,937 | $170K |
| Transform Wealth, LLC | 0.01% | New | 10,800 | $167K |
| SkyOak Wealth, LLC | 0.04% | Add +1.6% | 10,566 | $164K |
| Ascentis Independent Advisors | 0.03% | Reduce -5.0% | 10,339 | $160K |
| Signaturefd, LLC | 0.00% | Add +2.1% | 4,250 | $66K |
| Golden State Wealth Management, LLC | 0.01% | — | 3,981 | $62K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 3,740 | $58K |
| Principia Wealth Advisory, LLC | 0.04% | — | 2,821 | $44K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.9% | 2,205 | $34K |
| Huntington National Bank | 0.00% | New | 2,035 | $32K |
| MPWM Advisory Solutions, LLC | 0.02% | — | 2,000 | $31K |
| Morse Asset Management, Inc | 0.01% | Add +150.9% | 1,882 | $29K |
| Fifth Third Bancorp | 0.00% | Reduce -27.6% | 1,800 | $28K |
| JNBA Financial Advisors | 0.00% | No change | 1,059 | $16K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,000 | $16K |
| Fortitude Family Office, LLC | 0.00% | Add +2.1% | 535 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 500 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -49.6% | 444 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 396 | $6K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 200 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 156 | $2K |
| Global Retirement Partners, LLC | 0.00% | Add +1.8% | 112 | $2K |
| Spire Wealth Management | 0.00% | Reduce -66.5% | 77 | $1K |
| FMR LLC | 0.00% | New | 1 | $16 |
| National Bank of Canada | 0.00% | No change | 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.