Doubleline Opport CreditDBL

13F holders, Q4 2025 (December 31)
67holders −3
7new positions
9sold out
$15.25avg. 13F price*

At the end of Q4 2025, 67 institutions reported holding Doubleline Opport Credit (DBL) in their 13F filings, down 3 from Q3 2025. 7 opened new positions and 9 sold out. The largest holders were Sit Investment Associates Inc. ($52.9M), UBS Group AG ($8.7M) and Morgan Stanley ($8.5M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions7$763K
Exits9$7.9M

All 13F filers, Q3 2025 → Q4 2025: 438,236 shares bought and 2,962,717 shares sold, net −2,524,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

Sit Investment Associates Inc. 1.04% Add +2.0% 3,469,728 $52.9M
UBS Group AG 0.00% Reduce -1.1% 568,353 $8.7M
Morgan Stanley 0.00% Add +2.5% 560,498 $8.5M
Evergreen Capital Management LLC 0.18% Add +3.0% 527,230 $8.0M
Bank of America Corp. 0.00% Add +8.3% 475,873 $7.3M
Twelve Points Wealth Management LLC 1.19% Reduce -12.9% 345,569 $5.3M
Ameriprise Financial Inc. 0.00% Add +4.0% 306,390 $4.7M
Royal Bank of Canada 0.00% Add +20.2% 306,202 $4.7M
Intellectus Partners, LLC 0.86% Add +2.0% 290,261 $4.4M
Wells Fargo & Company 0.00% Add +41.3% 268,441 $4.1M
Stratos Wealth Advisors, LLC 0.19% Add +3.1% 259,367 $4.0M
Catawba River Capital 1.75% Add +4.2% 257,639 $3.9M
Janney Montgomery Scott LLC 0.01% Add +1.1% 236,256 $3.6M
LPL Financial LLC 0.00% Add +7.6% 234,499 $3.6M
Stifel Financial Corp. 0.00% Reduce -36.1% 200,639 $3.1M
Guggenheim Capital LLC 0.02% Reduce -1.8% 187,757 $2.9M
Journey Advisory Group, LLC 0.22% Add +2.0% 171,430 $2.6M
Invesco Ltd. 0.00% Reduce -4.9% 156,062 $2.4M
Raymond James Financial Inc. 0.00% Add +5.2% 154,779 $2.4M
Independent Financial Group, LLC 0.05% Reduce -1.1% 147,800 $2.3M
Ignite Planners, LLC 0.28% Add +13.3% 121,539 $1.8M
Berger Financial Group, Inc 0.10% Add +2.4% 107,945 $1.6M
ArchPoint Investors 0.37% No change 100,964 $1.5M
Aviance Capital Partners, LLC 0.16% Reduce -0.7% 89,549 $1.4M
Strategic Wealth Partners, Ltd. 0.09% No change 88,316 $1.3M
U.S. Capital Wealth Advisors, LLC 0.03% Add +11.9% 65,774 $1.0M
Gridiron Partners, LLC 0.38% Reduce -98.0% 43,917 $670K
Rockefeller Capital Management L.P. 0.00% Add +66.9% 42,761 $652K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.0% 29,018 $443K
Verus Capital Partners, LLC 0.03% Add +1.7% 28,271 $431K
Wedbush Securities Inc. 0.01% Reduce -1.1% 27,941 $426K
Thompson David Blair 0.24% — 27,099 $413K
NewEdge Advisors, LLC 0.00% Reduce -0.7% 26,840 $409K
United Advisor Group, LLC 0.05% No change 24,141 $368K
Apriem Advisors 0.03% Add +19.9% 24,110 $368K
Envestnet Asset Management Inc. 0.00% Add +26.1% 21,094 $322K
Horizon Kinetics Asset Management LLC 0.00% Reduce -17.6% 20,777 $317K
Ashton Thomas Private Wealth, LLC 0.01% Add +4.6% 18,637 $284K
Commonwealth Equity Services, LLC 0.00% Add +11.5% 18,565 $283K
Osaic Holdings, Inc. 0.00% Reduce -24.9% 17,593 $268K
Cetera Investment Advisers 0.00% Add +43.9% 17,113 $261K
Fort Sheridan Advisors LLC 0.03% No change 15,781 $241K
Melfa Wealth Management, Inc. 0.14% No change 15,609 $238K
Readystate Asset Management LP 0.02% New 14,697 $224K
ARS Wealth Advisors Group, LLC 0.02% Reduce -5.2% 14,000 $214K
Kestra Advisory Services, LLC 0.00% Add +6.5% 13,270 $202K
Baird Financial Group, Inc. 0.00% New 12,800 $195K
Kercheville Advisors, LLC 0.05% Reduce -10.5% 12,607 $191K
Mallini Complete Financial Planning LLC 0.17% Add +1.0% 12,414 $189K
SkyOak Wealth, LLC 0.03% Add +1.6% 11,248 $172K
World Equity Group, Inc. 0.05% No change 11,100 $169K
Focus Partners Wealth 0.00% New 10,800 $165K
Papamarkou Wellner Asset Management inc. 0.10% New 10,500 $160K
TD Waterhouse Canada Inc. 0.00% No change 5,487 $84K
Comerica Bank 0.00% Reduce -82.0% 3,750 $57K
Golden State Wealth Management, LLC 0.00% Reduce -45.7% 2,226 $34K
Principia Wealth Advisory, LLC 0.02% No change 2,003 $31K
MPWM Advisory Solutions, LLC 0.02% No change 2,000 $31K
Morse Asset Management, Inc 0.01% Add +2.1% 1,783 $27K
JNBA Financial Advisors 0.00% No change 1,059 $16K
Jones Financial Companies LLLP 0.00% New 673 $10K
CoreCap Advisors, LLC 0.00% No change 500 $8K
Cape Investment Advisory, Inc. 0.00% New 481 $7K
Lanark Financial, Inc. 0.00% No change 426 $6K
Highline Wealth Partners LLC 0.00% No change 400 $6K
IFP Advisors, Inc 0.00% No change 156 $2K
Flagship Harbor Advisors, LLC 0.00% New 112 $2K

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