DOUBLELINE OPPORTUNISTIC CR (DBL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
73
Reporting holders
$110.4M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Avior Wealth Management, LLC | $8.6M | 596,287 | 0.23% | 2q | +3.9%+$321.0K |
| UBS Group AG | $8.3M | 580,219 | 0.00% | 31q | +1.9%+$158.2K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $8.1M | 560,669 | 0.14% | 12q | +2.2%+$171.4K |
| MORGAN STANLEY | $7.6M | 530,776 | 0.00% | 35q | -5.6%-$456.7K |
| ROYAL BANK OF CANADA | $6.3M | 439,900 | 0.00% | 31q | +17.0%+$921.5K |
| Twelve Points Wealth Management LLC | $5.8M | 405,759 | 1.17% | 19q | +11.5%+$603.3K |
| AMERIPRISE FINANCIAL INC | $5.0M | 350,374 | 0.00% | 30q | -43.9%-$3.9M |
| Gridiron Partners, LLC | $5.0M | 346,451 | 2.62% | 11q | +123.9%+$2.8M |
| Stratos Wealth Advisors, LLC | $4.7M | 326,385 | 0.26% | 7q | +13.1%+$542.8K |
| Intellectus Partners, LLC | $4.2M | 295,245 | 0.73% | 30q | +4.8%+$192.6K |
| WELLS FARGO & COMPANY/MN | $3.8M | 263,521 | 0.00% | 31q | -52.1%-$4.1M |
| Catawba River Capital | $3.7M | 259,396 | 1.67% | 5q | -1.2%-$44.3K |
| LPL Financial LLC | $3.4M | 234,708 | 0.00% | 31q | +1.7%+$56.8K |
| Shaker Financial Services, LLC | $3.0M | 210,544 | 0.95% | 2q | +1329.2%+$2.8M |
| Journey Advisory Group, LLC | $2.5M | 171,944 | 0.19% | 6q | -0.8%-$20.6K |
| Invesco Ltd. | $2.3M | 162,442 | 0.00% | 31q | +2.6%+$59.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.0M | 139,250 | 0.04% | 6q | -2.6%-$52.5K |
| STIFEL FINANCIAL CORP | $1.9M | 133,785 | 0.00% | 18q | -23.7%-$597.0K |
| GUGGENHEIM CAPITAL LLC | $1.9M | 133,104 | 0.01% | 25q | -28.8%-$775.6K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 125,315 | 0.00% | 7q | -7.7%-$150.5K |
| Ignite Planners, LLC | $1.6M | 112,190 | 0.22% | 15q | -2.3%-$37.8K |
| Aviance Capital Partners, LLC | $1.6M | 111,297 | 0.17% | 28q | +17.1%+$233.3K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 106,773 | 0.00% | 5q | +238.1%+$1.1M |
| Berger Financial Group, Inc | $1.5M | 103,409 | 0.08% | 4q | -2.1%-$32.4K |
| ArchPoint Investors | $1.5M | 100,964 | 0.31% | 31q | HELD |
| Thompson David Blair | $1.4M | 97,976 | 0.70% | 4q | -14.4%-$237.0K |
| BANK OF AMERICA CORP /DE/ | $1.3M | 91,187 | 0.00% | 31q | -37.5%-$786.1K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $929.6K | 64,644 | 0.09% | 2q | -66.5%-$1.8M |
| Strategic Wealth Partners, Ltd. | $922.6K | 64,160 | 0.06% | 12q | -27.4%-$347.4K |
| Rockefeller Capital Management L.P. | $852.5K | 59,287 | 0.00% | 11q | +29.9%+$196.0K |
| Marex Group Ltd | $415.7K | 28,906 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $370.3K | 25,750 | 0.00% | 3q | +30.4%+$86.3K |
| Quarry LP | $365.6K | 25,427 | 0.03% | 2q | -66.5%-$727.0K |
| VERUS CAPITAL PARTNERS, LLC | $362.4K | 25,204 | 0.02% | 20q | HELD |
| United Advisor Group, LLC | $347.1K | 24,141 | 0.04% | 10q | HELD |
| NewEdge Advisors, LLC | $325.7K | 22,649 | 0.00% | new | NEW |
| Pettinga Financial Advisors LLC | $296.1K | 20,592 | 0.05% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $293.9K | 20,441 | 0.01% | 11q | HELD |
| Apriem Advisors | $289.2K | 20,110 | 0.03% | 31q | -16.6%-$57.5K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $273.9K | 19,047 | 0.00% | 30q | -7.0%-$20.5K |
| Maridea Wealth Management LLC | $269.5K | 18,740 | 0.03% | 2q | +54.2%+$94.7K |
| Blueprint Investment Partners LLC | $251.7K | 17,500 | 0.02% | 2q | -19.7%-$61.8K |
| WORLD EQUITY GROUP, INC. | $238.7K | 16,600 | 0.05% | 7q | +49.5%+$79.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $229.5K | 15,960 | 0.00% | 7q | -3.9%-$9.3K |
| Arax Advisory Partners | $228.1K | 15,861 | 0.00% | new | NEW |
| Fort Sheridan Advisors LLC | $226.9K | 15,781 | 0.02% | 16q | HELD |
| Cetera Investment Advisers | $194.9K | 13,551 | 0.00% | 4q | -47.8%-$178.3K |
| Mallini Complete Financial Planning LLC | $189.9K | 13,206 | 0.14% | 7q | +1.0%+$1.9K |
| Kestra Advisory Services, LLC | $188.7K | 13,123 | 0.00% | 4q | -4.5%-$8.9K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $186.0K | 12,932 | 0.13% | new | NEW |
| CITADEL ADVISORS LLC | $182.7K | 12,703 | 0.00% | new | NEW |
| MELFA WEALTH MANAGEMENT, INC. | $180.8K | 12,570 | 0.10% | 15q | -19.5%-$43.7K |
| ARS Wealth Advisors Group, LLC | $177.6K | 12,350 | 0.01% | 11q | HELD |
| Kercheville Advisors, LLC | $171.1K | 11,900 | 0.05% | 23q | HELD |
| Focus Partners Wealth | $164.9K | 11,464 | 0.00% | 3q | +6.1%+$9.5K |
| SkyOak Wealth, LLC | $149.3K | 10,385 | 0.02% | 10q | -9.2%-$15.1K |
| NOMURA HOLDINGS INC | $143.8K | 10,000 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $101.6K | 7,065 | 0.00% | 26q | -45.5%-$84.7K |
| TD Waterhouse Canada Inc. | $78.6K | 5,487 | 0.00% | 19q | HELD |
| FIFTH THIRD BANCORP | $53.9K | 3,750 | 0.00% | 2q | HELD |
| Clear Street Group Inc. | $52.5K | 3,652 | 0.00% | new | NEW |
| SIT INVESTMENT ASSOCIATES INC | $44.9K | 3,125,689 | 0.85% | 31q | +0.7% |
| Integrated Wealth Concepts LLC | $36.7K | 2,550 | 0.00% | new | NEW |
| Morse Asset Management, Inc | $26.8K | 1,865 | 0.00% | 8q | +2.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.3K | 1,203 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $15.3K | 1,065 | 0.00% | 2q | HELD |
| JNBA Financial Advisors | $15.2K | 1,059 | 0.00% | 31q | HELD |
| Cape Investment Advisory, Inc. | $7.2K | 503 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $7.2K | 500 | 0.00% | 8q | HELD |
| LANARK FINANCIAL, INC. | $6.1K | 426 | 0.00% | 6q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $5.8K | 400 | 0.00% | 4q | HELD |
| Holos Integrated Wealth LLC | $5.7K | 400 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $2.2K | 156 | 0.00% | 18q | HELD |
| JFS WEALTH ADVISORS, LLC | $1.4K | 95 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $872 | 60,607 | 0.01% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $834 | 58,036 | 0.00% | 31q | +100.0% |
| Janney Montgomery Scott LLC | $554 | 38,495 | 0.00% | 29q | -81.3%-$2.4K |
| WEDBUSH SECURITIES INC | $353 | 24,540 | 0.01% | 11q | -10.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 73 | $110.4M | 7,675,030 | 12 | 20 | 25 | 0.0% |
| Q1 2026 | 69 | $115.3M | 7,899,448 | 12 | 21 | 17 | 0.0% |
| Q4 2025 | 63 | $99.6M | 6,533,367 | 7 | 26 | 15 | 0.0% |
| Q3 2025 | 63 | $106.2M | 6,816,665 | 8 | 25 | 15 | 0.0% |
| Q2 2025 | 66 | $109.5M | 7,118,753 | 7 | 23 | 17 | 0.0% |
| Q1 2025 | 60 | $102.3M | 6,545,551 | 4 | 25 | 11 | 0.0% |
| Q4 2024 | 68 | $78.2M | 5,044,955 | 10 | 22 | 19 | 0.0% |
| Q3 2024 | 58 | $78.0M | 4,929,947 | 6 | 24 | 15 | 0.0% |
| Q2 2024 | 56 | $79.5M | 5,172,795 | 5 | 22 | 16 | 0.0% |
| Q1 2024 | 56 | $100.6M | 6,523,996 | 7 | 24 | 10 | 0.0% |
| Q4 2023 | 56 | $89.2M | 5,808,712 | 8 | 18 | 15 | 0.0% |
| Q3 2023 | 52 | $58.9M | 4,043,726 | 5 | 21 | 13 | 0.0% |
| Q2 2023 | 54 | $56.9M | 3,919,888 | 3 | 21 | 15 | 0.0% |
| Q1 2023 | 58 | $55.9M | 4,007,812 | 7 | 20 | 17 | 0.0% |
| Q4 2022 | 52 | $56.4M | 3,795,769 | 6 | 19 | 18 | 0.0% |
| Q3 2022 | 59 | $82.7M | 5,715,775 | 3 | 24 | 16 | 0.0% |
| Q2 2022 | 69 | $90.9M | 5,821,018 | 11 | 22 | 21 | 0.0% |
| Q1 2022 | 65 | $98.4M | 5,870,089 | 5 | 25 | 21 | 0.0% |
| Q4 2021 | 67 | $122.2M | 6,372,404 | 4 | 16 | 28 | 0.0% |
| Q3 2021 | 70 | $116.1M | 5,886,183 | 5 | 25 | 19 | 0.0% |
| Q2 2021 | 70 | $111.9M | 5,579,777 | 3 | 26 | 19 | 0.0% |
| Q1 2021 | 73 | $114.1M | 5,781,937 | 7 | 19 | 25 | 0.0% |
| Q4 2020 | 66 | $109.0M | 5,547,176 | 6 | 29 | 17 | 0.0% |
| Q3 2020 | 61 | $96.5M | 5,064,570 | 3 | 18 | 21 | 0.0% |
| Q2 2020 | 63 | $90.6M | 4,778,284 | 6 | 19 | 20 | 0.0% |
| Q1 2020 | 64 | $74.8M | 4,377,589 | 6 | 25 | 20 | 0.0% |
| Q4 2019 | 71 | $87.4M | 4,235,311 | 6 | 29 | 16 | 0.0% |
| Q3 2019 | 67 | $83.8M | 4,045,488 | 9 | 21 | 21 | 0.0% |
| Q2 2019 | 66 | $80.2M | 3,835,067 | 7 | 19 | 20 | 0.0% |
| Q1 2019 | 68 | $82.2M | 4,071,477 | 12 | 21 | 19 | 0.0% |
| Q4 2018 | 62 | $73.7M | 3,890,240 | 0 | 1 | 3 | 0.0% |