Doubleline Opport CreditDBL
13F holders, Q1 2025 (March 31)69holders −7
6new positions
11sold out
$15.63avg. 13F price*
At the end of Q1 2025, 69 institutions reported holding Doubleline Opport Credit (DBL) in their 13F filings, down 7 from Q4 2024. 6 opened new positions and 11 sold out. The largest holders were Sit Investment Associates Inc. ($49.5M), LeConte Wealth Management, LLC ($14.7M) and UBS Group AG ($9.0M).
- Company
- Doubleline Opport Credit
- CUSIP
- 258623107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.4M |
| Exits | 11 | $1.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,019,384 shares bought and 144,399 shares sold, net +874,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Sit Investment Associates Inc. | 1.16% | Add +7.7% | 3,168,782 | $49.5M |
| LeConte Wealth Management, LLC | 9.35% | — | 938,344 | $14.7M |
| UBS Group AG | 0.00% | Reduce -0.3% | 574,377 | $9.0M |
| Morgan Stanley | 0.00% | Add +5.5% | 573,773 | $9.0M |
| Evergreen Capital Management LLC | 0.24% | Add +3.2% | 462,464 | $7.2M |
| Twelve Points Wealth Management LLC | 1.58% | Reduce -1.4% | 373,236 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +42.3% | 331,799 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +35.0% | 263,788 | $4.1M |
| Intellectus Partners, LLC | 0.99% | Add +2.1% | 256,974 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +4.0% | 230,019 | $3.6M |
| Guggenheim Capital LLC | 0.03% | Add +41.4% | 227,704 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +22.2% | 223,083 | $3.5M |
| Bank of America Corp. | 0.00% | Add +23.0% | 216,619 | $3.4M |
| LPL Financial LLC | 0.00% | Add +49.4% | 212,935 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +17.9% | 175,086 | $2.7M |
| Journey Advisory Group, LLC | 0.22% | New | 169,160 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Add +22.8% | 168,207 | $2.6M |
| Invesco Ltd. | 0.00% | Add +3.5% | 151,315 | $2.4M |
| Independent Financial Group, LLC | 0.08% | Add +9.7% | 142,175 | $2.2M |
| International Assets Investment Management, LLC | 0.19% | Reduce -5.3% | 138,565 | $2.2M |
| ArchPoint Investors | 0.53% | No change | 102,219 | $1.6M |
| Aviance Capital Partners, LLC | 0.20% | Add +8.7% | 89,968 | $1.4M |
| Ignite Planners, LLC | 0.25% | Add +1.1% | 84,248 | $1.3M |
| Shaker Financial Services, LLC | 0.47% | Reduce -29.5% | 78,007 | $1.2M |
| Consolidated Portfolio Review Corp | 0.17% | Reduce -3.5% | 68,326 | $1.1M |
| Matrix Trust Co | 0.12% | Add +35.9% | 47,092 | $736K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -2.5% | 46,624 | $729K |
| Gridiron Partners, LLC | 0.40% | No change | 40,017 | $625K |
| Comerica Bank | 0.00% | Add +26.8% | 36,077 | $564K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +85.4% | 34,963 | $546K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -1.3% | 28,236 | $441K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 27,890 | $436K |
| Wedbush Securities Inc. | 0.02% | Reduce -1.4% | 27,725 | $433K |
| NewEdge Advisors, LLC | 0.00% | No change | 26,740 | $418K |
| Verus Capital Partners, LLC | 0.04% | Add +0.1% | 26,545 | $415K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 26,346 | $412K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 25,476 | $398K |
| Osaic Holdings, Inc. | 0.00% | Add +0.8% | 24,739 | $387K |
| Fort Sheridan Advisors LLC | 0.06% | Reduce -2.0% | 24,469 | $382K |
| United Advisor Group, LLC | 0.08% | Reduce -3.0% | 24,141 | $377K |
| Commonwealth Equity Services, LLC | 0.00% | Add +46.9% | 21,251 | $332K |
| Apriem Advisors | 0.04% | No change | 20,110 | $314K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.8% | 17,819 | $279K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 17,523 | $273K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -11.8% | 16,400 | $256K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 15,609 | $244K |
| Kercheville Advisors, LLC | 0.09% | Add +0.1% | 14,057 | $220K |
| World Equity Group, Inc. | 0.05% | Add +5.3% | 11,850 | $185K |
| Mariner, LLC | 0.00% | New | 11,746 | $184K |
| Mallini Complete Financial Planning LLC | 0.18% | Add +0.9% | 11,039 | $173K |
| Transform Wealth, LLC | 0.01% | No change | 10,800 | $169K |
| SkyOak Wealth, LLC | 0.04% | Add +1.5% | 10,729 | $168K |
| EWG Elevate Inc. | 0.06% | New | 10,300 | $161K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.9% | 4,019 | $63K |
| Principia Wealth Advisory, LLC | 0.06% | Add +41.1% | 3,981 | $62K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 2,000 | $31K |
| Fifth Third Bancorp | 0.00% | No change | 1,800 | $28K |
| Morse Asset Management, Inc | 0.01% | Reduce -11.5% | 1,665 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -26.2% | 1,627 | $25K |
| Elequin Capital, LP | 0.00% | New | 1,088 | $17K |
| JNBA Financial Advisors | 0.00% | No change | 1,059 | $17K |
| Fortitude Family Office, LLC | 0.00% | Add +2.2% | 547 | $9K |
| CoreCap Advisors, LLC | 0.00% | No change | 500 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | Add +2.0% | 453 | $7K |
| Lanark Financial, Inc. | 0.00% | — | 426 | $6K |
| CX Institutional | 0.00% | New | 300 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 156 | $2K |
| Spire Wealth Management | 0.00% | No change | 77 | $1K |
| 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.