Who owns DoubleLine Opportunistic Credit Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DBL from SEC Form 13F filings across 78 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 78 institutions disclosed 11.0M shares of DoubleLine Opportunistic Credit Fund worth $157.5M — about 55.4% of shares outstanding; the largest disclosed holder is SIT INVESTMENT ASSOCIATES INC. Source: SEC Form 13F filings, parsed by EvidInvest.
78
13F holders
$157.5M
value, 2026 filers
55.4%
of shares outstanding (11.0M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DBL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 3.1M | $44.9M | 0.9% | 15.8% | +0.7% |
| 2 | Avior Wealth Management, LLC | 596,287 | $8.6M | 0.2% | 3% | +3.9% |
| 3 | UBS Group AG | 580,219 | $8.3M | 0.0% | 2.9% | +1.9% |
| 4 | EVERGREEN CAPITAL MANAGEMENT LLC | 560,669 | $8.1M | 0.1% | 2.8% | +2.2% |
| 5 | MORGAN STANLEY | 530,776 | $7.6M | 0.0% | 2.7% | -5.6% |
| 6 | ROYAL BANK OF CANADA | 439,900 | $6.3M | 0.0% | 2.2% | +17.0% |
| 7 | Twelve Points Wealth Management LLC | 405,759 | $5.8M | 1.2% | 2.1% | +11.5% |
| 8 | AMERIPRISE FINANCIAL INC | 350,374 | $5.0M | 0.0% | 1.8% | +12.2% |
| 9 | Gridiron Partners, LLC | 346,451 | $5.0M | 2.6% | 1.8% | +123.9% |
| 10 | Stratos Wealth Advisors, LLC | 326,385 | $4.7M | 0.3% | 1.7% | +13.1% |
| 11 | Intellectus Partners, LLC | 295,245 | $4.2M | 0.7% | 1.5% | +4.8% |
| 12 | WELLS FARGO & COMPANY/MN | 263,521 | $3.8M | 0.0% | 1.3% | -4.1% |
| 13 | Catawba River Capital | 259,396 | $3.7M | 1.7% | 1.3% | -1.2% |
| 14 | LPL Financial LLC | 234,708 | $3.4M | 0.0% | 1.2% | +1.7% |
| 15 | Shaker Financial Services, LLC | 210,544 | $3.0M | 0.9% | 1.1% | +1329.2% |
| 16 | Journey Advisory Group, LLC | 171,944 | $2.5M | 0.2% | 0.9% | -0.8% |
| 17 | Invesco Ltd. | 162,442 | $2.3M | 0.0% | 0.8% | +2.6% |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | 139,250 | $2.0M | 0.0% | 0.7% | -2.6% |
| 19 | STIFEL FINANCIAL CORP | 133,785 | $1.9M | 0.0% | 0.7% | -23.7% |
| 20 | GUGGENHEIM CAPITAL LLC | 133,104 | $1.9M | 0.0% | 0.7% | -28.8% |
| 21 | RAYMOND JAMES FINANCIAL INC | 125,315 | $1.8M | 0.0% | 0.6% | -7.7% |
| 22 | Ignite Planners, LLC | 112,190 | $1.6M | 0.2% | 0.6% | -2.3% |
| 23 | Aviance Capital Partners, LLC | 111,297 | $1.6M | 0.2% | 0.6% | +17.1% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 106,773 | $1.5M | 0.0% | 0.5% | +238.1% |
| 25 | Berger Financial Group, Inc | 103,409 | $1.5M | 0.1% | 0.5% | -2.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.