Doubleline Opport CreditDBL

13F holders, Q2 2025 (June 30)
73holders +4
7new positions
4sold out
$15.38avg. 13F price*

At the end of Q2 2025, 73 institutions reported holding Doubleline Opport Credit (DBL) in their 13F filings, up 4 from Q1 2025. 7 opened new positions and 4 sold out. The largest holders were Sit Investment Associates Inc. ($50.3M), LeConte Wealth Management, LLC ($9.8M) and Morgan Stanley ($9.4M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions7$4.7M
Exits4$453K

All 13F filers, Q1 2025 → Q2 2025: 849,896 shares bought and 540,335 shares sold, net +309,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 73 holders

Sit Investment Associates Inc. 1.07% Add +3.2% 3,270,893 $50.3M
LeConte Wealth Management, LLC 6.63% Reduce -32.1% 636,937 $9.8M
Morgan Stanley 0.00% Add +6.4% 610,350 $9.4M
UBS Group AG 0.00% Reduce -0.1% 574,028 $8.8M
Evergreen Capital Management LLC 0.23% Add +8.2% 500,142 $7.7M
Twelve Points Wealth Management LLC 1.65% Add +6.8% 398,592 $6.1M
Intellectus Partners, LLC 0.94% Add +9.5% 281,283 $4.3M
Ameriprise Financial Inc. 0.00% Reduce -16.8% 276,175 $4.2M
Janney Montgomery Scott LLC 0.01% Add +3.6% 273,200 $4.2M
Stifel Financial Corp. 0.00% Add +53.9% 269,372 $4.1M
Royal Bank of Canada 0.00% Add +15.6% 257,871 $4.0M
Bank of America Corp. 0.00% Add +8.9% 235,865 $3.6M
Catawba River Capital 1.82% New 233,390 $3.6M
Guggenheim Capital LLC 0.03% Reduce -4.8% 216,658 $3.3M
LPL Financial LLC 0.00% Add +0.6% 214,105 $3.3M
Wells Fargo & Company 0.00% Reduce -16.3% 192,453 $3.0M
Journey Advisory Group, LLC 0.20% Add +0.5% 169,914 $2.6M
Independent Financial Group, LLC 0.07% Add +10.1% 156,595 $2.4M
Raymond James Financial Inc. 0.00% Reduce -11.4% 148,939 $2.3M
International Assets Investment Management, LLC 0.17% Add +1.4% 140,546 $2.2M
Invesco Ltd. 0.00% Reduce -11.8% 133,465 $2.1M
Stratos Wealth Advisors, LLC 0.10% Add +235.3% 117,227 $1.8M
Ignite Planners, LLC 0.28% Add +25.2% 105,511 $1.6M
ArchPoint Investors 0.46% Reduce -1.2% 100,964 $1.6M
Aviance Capital Partners, LLC 0.18% Reduce -1.1% 89,022 $1.4M
Strategic Wealth Partners, Ltd. 0.11% — 87,336 $1.3M
Consolidated Portfolio Review Corp 0.19% Add +27.3% 87,003 $1.3M
Matrix Trust Co 0.12% Add +6.5% 50,160 $771K
U.S. Capital Wealth Advisors, LLC 0.02% Add +1.8% 47,463 $730K
Gridiron Partners, LLC 0.38% No change 40,017 $615K
Comerica Bank 0.00% Reduce -1.5% 35,527 $546K
Commonwealth Equity Services, LLC 0.00% Add +37.6% 29,240 $450K
Balyasny Asset Management L.P. 0.00% New 28,533 $439K
Wedbush Securities Inc. 0.02% Add +1.8% 28,235 $434K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.0% 27,899 $429K
Horizon Kinetics Asset Management LLC 0.00% Reduce -5.0% 26,820 $412K
NewEdge Advisors, LLC 0.00% No change 26,740 $411K
Verus Capital Partners, LLC 0.04% Add +0.1% 26,567 $409K
Rockefeller Capital Management L.P. 0.00% Add +0.3% 25,548 $393K
Shaker Financial Services, LLC 0.14% Reduce -67.7% 25,219 $388K
United Advisor Group, LLC 0.06% No change 24,141 $371K
Osaic Holdings, Inc. 0.00% Reduce -11.6% 21,867 $336K
Apriem Advisors 0.03% No change 20,110 $309K
Fort Sheridan Advisors LLC 0.04% Reduce -25.3% 18,272 $281K
Ashton Thomas Private Wealth, LLC 0.01% No change 17,819 $274K
TD Waterhouse Canada Inc. 0.00% Reduce -2.6% 17,070 $263K
ARS Wealth Advisors Group, LLC 0.03% Reduce -0.6% 16,300 $251K
Melfa Wealth Management, Inc. 0.15% No change 15,609 $240K
Envestnet Asset Management Inc. 0.00% New 14,338 $221K
Kercheville Advisors, LLC 0.07% Add +0.1% 14,073 $216K
Mariner, LLC 0.00% Add +6.2% 12,478 $192K
Mallini Complete Financial Planning LLC 0.27% Add +10.3% 12,176 $187K
EWG Elevate Inc. 0.05% Add +11.9% 11,530 $177K
SkyOak Wealth, LLC 0.03% Add +1.6% 10,897 $168K
NorthCoast Asset Management LLC 0.00% New 10,800 $166K
World Equity Group, Inc. 0.04% Reduce -12.7% 10,350 $159K
XTX Topco Ltd 0.01% New 10,116 $156K
Elequin Capital, LP 0.03% Add +507.9% 6,614 $102K
Total Investment Management Inc. 0.01% New 4,198 $65K
Golden State Wealth Management, LLC 0.01% Add +0.9% 4,057 $62K
Principia Wealth Advisory, LLC 0.05% No change 3,981 $61K
Ameritas Advisory Services, LLC 0.00% New 2,864 $44K
MPWM Advisory Solutions, LLC 0.02% No change 2,000 $31K
Steward Partners Investment Advisory, LLC 0.00% No change 1,627 $25K
Morse Asset Management, Inc 0.01% Reduce -9.3% 1,510 $23K
JNBA Financial Advisors 0.00% No change 1,059 $16K
CoreCap Advisors, LLC 0.00% No change 500 $8K
Cape Investment Advisory, Inc. 0.00% Add +2.0% 462 $7K
Lanark Financial, Inc. 0.00% No change 426 $6K
IFP Advisors, Inc 0.00% No change 156 $2K
Global Retirement Partners, LLC 0.00% — 117 $2K
Spire Wealth Management 0.00% No change 77 $1K
National Bank of Canada 0.00% No change 1 $15

"% of holder's portfolio" is DBL's weight in each manager's 13F, not the share of Doubleline Opport Credit the manager owns.