Who owns DoubleLine Opportunistic Credit Fund?
Institutional ownership of DBL from SEC Form 13F filings across 59 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.
59
13F holders
$68.9M
value, 2026 filers
25.2%
of shares outstanding (5.0M sh)
12
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 | UBS Group AG | 580,219 | $8.3M | 0.0% | 2.9% | +1.9% |
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | 560,669 | $8.1M | 0.1% | 2.8% | +2.2% |
| 3 | MORGAN STANLEY | 530,776 | $7.6M | 0.0% | 2.7% | -5.6% |
| 4 | ROYAL BANK OF CANADA | 439,900 | $6.3M | 0.0% | 2.2% | +17.0% |
| 5 | AMERIPRISE FINANCIAL INC | 350,374 | $5.0M | 0.0% | 1.8% | +12.2% |
| 6 | Stratos Wealth Advisors, LLC | 326,385 | $4.7M | 0.3% | 1.7% | +13.1% |
| 7 | WELLS FARGO & COMPANY/MN | 263,521 | $3.8M | 0.0% | 1.3% | -4.1% |
| 8 | LPL Financial LLC | 234,708 | $3.4M | 0.0% | 1.2% | +1.7% |
| 9 | Invesco Ltd. | 162,442 | $2.3M | 0.0% | 0.8% | +2.6% |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | 139,250 | $2.0M | 0.0% | 0.7% | -33.7% |
| 11 | STIFEL FINANCIAL CORP | 133,785 | $1.9M | 0.0% | 0.7% | -23.7% |
| 12 | RAYMOND JAMES FINANCIAL INC | 125,315 | $1.8M | 0.0% | 0.6% | -7.7% |
| 13 | Ignite Planners, LLC | 112,190 | $1.6M | 0.2% | 0.6% | -2.3% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 106,773 | $1.5M | 0.0% | 0.5% | +238.1% |
| 15 | Thompson David BlairNEW | 97,976 | $1.4M | 0.7% | 0.5% | new |
| 16 | BANK OF AMERICA CORP /DE/ | 91,187 | $1.3M | 0.0% | 0.5% | -37.5% |
| 17 | Strategic Wealth Partners, Ltd. | 64,160 | $922,621 | 0.1% | 0.3% | -27.4% |
| 18 | PARK AVENUE SECURITIES LLCNEW | 60,607 | $872 | 0.0% | 0.3% | new |
| 19 | Rockefeller Capital Management L.P. | 59,287 | $852,547 | 0.0% | 0.3% | +29.9% |
| 20 | Cambridge Investment Research Advisors, Inc. | 58,036 | $834 | 0.0% | 0.3% | +100.0% |
| 21 | Janney Montgomery Scott LLC | 38,495 | $554 | 0.0% | 0.2% | -81.3% |
| 22 | Marex Group LtdNEW | 28,906 | $415,668 | 0.0% | 0.1% | new |
| 23 | Baird Financial Group, Inc. | 25,750 | $370,285 | 0.0% | 0.1% | +30.4% |
| 24 | Quarry LP | 25,427 | $365,640 | 0.0% | 0.1% | -66.5% |
| 25 | VERUS CAPITAL PARTNERS, LLC | 25,204 | $362,429 | 0.0% | 0.1% | +0.1% |
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.