DBL

DOUBLELINE OPPORTUNISTIC CREDIT FUND
$14.60+0.03 (+0.21%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

3.469728565452527e+249B

Total Value

$5.2000862380408e+152T

% of Float

Price History

$14.49$14.90$15.31$15.72$16.13Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SIT INVESTMENT ASSOCIATES INC3,469,728$52.0M1.04%Share
2UBS Group AG565,452$8.6M0.00%Share
3EVERGREEN CAPITAL MANAGEMENT LLC527,230$8.0M0.18%Share
4MORGAN STANLEY560,290$8.0M0.00%Share
5BANK OF AMERICA CORP /DE/475,873$7.0M0.00%Share
6Twelve Points Wealth Management LLC345,569$5.3M1.19%Share
7Intellectus Partners, LLC290,261$4.0M0.77%Share
8AMERIPRISE FINANCIAL INC306,390$4.0M0.00%Share
9ROYAL BANK OF CANADA306,202$4.0M0.00%Share
10Stratos Wealth Advisors, LLC259,367$4.0M0.19%Share
11Catawba River Capital257,639$3.9M1.75%Share
12STIFEL FINANCIAL CORP200,639$3.0M0.00%Share
13WELLS FARGO & COMPANY/MN224,033$3.0M0.00%Share
14LPL Financial LLC234,499$3.0M0.00%Share
15Janney Montgomery Scott LLC236,256$3.0M0.01%Share
16Journey Advisory Group, LLC171,430$2.6M0.22%Share
17Invesco Ltd.156,062$2.4M0.00%Share
18GUGGENHEIM CAPITAL LLC187,757$2.0M0.01%Share
19Ignite Planners, LLC121,539$1.8M0.28%Share
20Berger Financial Group, Inc107,945$1.6M0.10%Share
21ArchPoint Investors100,964$1.5M0.36%Share
22Aviance Capital Partners, LLC89,549$1.4M0.16%Share
23U.S. Capital Wealth Advisors, LLC65,774$1.0M0.03%Share
24RAYMOND JAMES FINANCIAL INC118,728$1.0M0.00%Share
25Gridiron Partners, LLC43,917$669K0.38%Share
26United Advisor Group, LLC24,141$368K0.05%Share
27Apriem Advisors24,110$367K0.03%Share
28HORIZON KINETICS ASSET MANAGEMENT LLC20,777$316K0.00%Share
29Ashton Thomas Private Wealth, LLC18,637$284K0.01%Share
30Fort Sheridan Advisors LLC15,781$240K0.03%Share
31MELFA WEALTH MANAGEMENT, INC.15,609$238K0.14%Share
32READYSTATE ASSET MANAGEMENT LP14,697$224K0.01%Share
33ARS Wealth Advisors Group, LLC14,000$213K0.02%Share
34Kercheville Advisors, LLC12,607$190K0.05%Share
35Mallini Complete Financial Planning LLC12,414$189K0.15%Share
36SkyOak Wealth, LLC11,248$171K0.03%Share
37WORLD EQUITY GROUP, INC.11,100$169K0.05%Share
38Papamarkou Wellner Asset Management inc.10,500$160K0.10%Share
39TD Waterhouse Canada Inc.5,487$83K0.00%Share
40COMERICA BANK3,750$57K0.00%Share
41Golden State Wealth Management, LLC2,226$33K0.00%Share
42Principia Wealth Advisory, LLC2,003$31K0.02%Share
43Principia Wealth Advisory, LLC2,003$30K0.02%Share
44MPWM ADVISORY SOLUTIONS, LLC2,000$30K0.02%Share
45Morse Asset Management, Inc1,783$27K0.01%Share
46UBS Group AG1,745$26K0.00%Share
47UBS Group AG1,156$17K0.00%Share
48JNBA Financial Advisors1,059$16K0.00%Share
49Noble Wealth Management PBC760$11K0.01%Share
50CoreCap Advisors, LLC500$7K0.00%Share