Who Owns DBL?
DOUBLELINE OPPORTUNISTIC CREDIT FUND — Institutional Ownership & 13F Holdings
$14.27
+0.00 (+0.00%)
Market Cap
$293.2M
Shares Outstanding
19,770,295
Institutional Holders
67
Total Inst. Value
$151.5M
% of Float Held
—
QoQ Holder Change
+22
Institutional data as of Q1 2025
New Positions
15
Closed Positions
14
Increased
27
Decreased
12
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $49.5M | 3,168,782 |
| 2 | LeConte Wealth Management, LLCNew | $14.7M | 938,344 |
| 3 | UBS Group AG | $9.0M | 574,377 |
| 4 | MORGAN STANLEY | $9.0M | 573,773 |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | $7.2M | 462,464 |
| 6 | Twelve Points Wealth Management LLCNew | $5.8M | 373,236 |
| 7 | AMERIPRISE FINANCIAL INC | $5.2M | 331,799 |
| 8 | Janney Montgomery Scott LLCNew | $4.1M | 263,788 |
| 9 | Intellectus Partners, LLC | $4.0M | 256,974 |
| 10 | WELLS FARGO & COMPANY/MN | $3.6M | 230,019 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +228K | $49.5M |
| LeConte Wealth Management, LLCNew | +938K | $14.7M |
| MORGAN STANLEY | +30K | $9.0M |
| EVERGREEN CAPITAL MANAGEMENT LLC | +14K | $7.2M |
| Twelve Points Wealth Management LLCNew | +373K | $5.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Shaker Financial Services, LLC | -33K | $1.2M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -8K | $2.2M |
| Consolidated Portfolio Review Corp | -2K | $1.1M |
| ARS Wealth Advisors Group, LLC | -2K | $256K |
| UBS Group AG | -2K | $9.0M |
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Frequently Asked Questions
How many institutional investors hold DBL?
As of Q1 2025, 67 institutional investors report holding DBL (DOUBLELINE OPPORTUNISTIC CREDIT FUND) in their 13F filings.
Which hedge fund owns the most DBL?
The largest institutional holder of DBL is SIT INVESTMENT ASSOCIATES INC with $49.5M in shares.
Are institutions buying or selling DBL?
This quarter, 15 institutions opened new positions in DBL and 14 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.