DoubleLine Opportunistic Credit Fund (DBL) — Institutional Holders, Q2 2026
79 institutional investment managers reported a DBL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $157.5M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
DBL in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Shaker Financial ServicesAdded · +195,812 sh+$2.8M
- Gridiron PartnersAdded · +191,741 sh+$2.8M
- ENVESTNET ASSET MANAGEMENTAdded · +75,190 sh+$1.1M
- INDEPENDENT FINANCIAL GROUPAdded · +71,975 sh+$1.0M
- ROYAL BANK OF CANADAAdded · +64,077 sh+$921.4K
Biggest sellers
- Janney Montgomery ScottTrimmed · -167,900 sh-$2.4M
- ABSOLUTE INVESTMENT ADVISERSTrimmed · -128,538 sh-$1.8M
- BANK OF AMERICATrimmed · -54,664 sh-$786.1K
- GUGGENHEIM CAPITALTrimmed · -53,938 sh-$775.6K
- QuarryTrimmed · -50,559 sh-$727.0K
DBL 13F holders ranked 1–79 of 79
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES#1 · 3,125,689 sh | 3,125,689 | $44.9M | 0.85% | +0.7% |
| 2 | Nelson, Van Denburg & Campbell Wealth Management Group#2 · 596,287 sh | 596,287 | $8.6M | — | +3.9% |
| 3 | UBS Group AG#3 · 580,219 sh | 580,219 | $8.3M | <0.01% | +1.9% |
| 4 | EVERGREEN CAPITAL MANAGEMENT#4 · 560,669 sh | 560,669 | $8.1M | — | +2.2% |
| 5 | MORGAN STANLEY#5 · 530,776 sh | 530,776 | $7.6M | <0.01% | -5.6% |
| 6 | ROYAL BANK OF CANADA#6 · 439,900 sh | 439,900 | $6.3M | <0.01% | +17.0% |
| 7 | Twelve Points Wealth Management#7 · 405,759 sh | 405,759 | $5.8M | 1.17% | +11.5% |
| 8 | AMERIPRISE FINANCIAL#8 · 350,374 sh | 350,374 | $5.0M | <0.01% | +12.2% |
| 9 | Gridiron Partners#9 · 346,451 sh | 346,451 | $5.0M | — | +123.9% |
| 10 | Stratos Wealth Advisors#10 · 326,385 sh | 326,385 | $4.7M | 0.26% | +13.1% |
| 11 | Intellectus Partners#11 · 295,245 sh | 295,245 | $4.2M | 0.73% | +4.8% |
| 12 | WELLS FARGO & COMPANY#12 · 263,521 sh | 263,521 | $3.8M | <0.01% | -4.1% |
| 13 | R.P. Boggs#13 · 259,396 sh | 259,396 | $3.7M | 1.67% | -1.2% |
| 14 | LPL Financial#14 · 234,708 sh | 234,708 | $3.4M | <0.01% | +1.7% |
| 15 | Shaker Financial Services#15 · 210,544 sh | 210,544 | $3.0M | — | +1329.2% |
| 16 | Journey Advisory Group#16 · 171,944 sh | 171,944 | $2.5M | 0.19% | -0.8% |
| 17 | Invesco Ltd.#17 · 162,442 sh | 162,442 | $2.3M | <0.01% | +2.6% |
| 18 | INDEPENDENT FINANCIAL GROUP#18 · 139,250 sh | 139,250 | $2.0M | — | +107.0% |
| 19 | STIFEL FINANCIAL#19 · 133,785 sh | 133,785 | $1.9M | <0.01% | -23.7% |
| 20 | GUGGENHEIM CAPITAL#20 · 133,104 sh | 133,104 | $1.9M | 0.01% | -28.8% |
| 21 | RAYMOND JAMES FINANCIAL#21 · 125,315 sh | 125,315 | $1.8M | <0.01% | -7.7% |
| 22 | Ignite Planners#22 · 112,190 sh | 112,190 | $1.6M | — | -2.3% |
| 23 | Aviance Capital Partners#23 · 111,297 sh | 111,297 | $1.6M | 0.17% | +17.1% |
| 24 | ENVESTNET ASSET MANAGEMENT#24 · 106,773 sh | 106,773 | $1.5M | <0.01% | +238.1% |
| 25 | Berger Financial Group#25 · 103,409 sh | 103,409 | $1.5M | 0.08% | -2.1% |
| 26 | ArchPoint Investors#26 · 100,964 sh | 100,964 | $1.5M | 0.31% | 0.0% |
| 27 | Thompson David Blair#27 · 97,976 sh | 97,976 | $1.4M | 0.70% | -14.4% |
| 28 | BANK OF AMERICA#28 · 91,187 sh | 91,187 | $1.3M | <0.01% | -37.5% |
| 29 | ABSOLUTE INVESTMENT ADVISERS#29 · 64,644 sh | 64,644 | $929.6K | — | -66.5% |
| 30 | Strategic Wealth Partners, Ltd.#30 · 64,160 sh | 64,160 | $922.6K | 0.06% | -27.4% |
| 31 | PARK AVENUE SECURITIES#31 · 60,607 sh | 60,607 | $872.0K | — | New |
| 32 | Rockefeller Capital Management L.P.#32 · 59,287 sh | 59,287 | $852.5K | <0.01% | +29.9% |
| 33 | Janney Montgomery Scott#33 · 38,495 sh | 38,495 | $554.0K | <0.01% | -81.3% |
| 34 | Cambridge Investment Research Advisors#34 · 29,018 sh | 29,018 | $417.0K | <0.01% | 0.0% |
| 35 | Marex Group plc#35 · 28,906 sh | 28,906 | $415.7K | <0.01% | New |
| 36 | Baird Financial Group#36 · 25,750 sh | 25,750 | $370.3K | <0.01% | +30.4% |
| 37 | Quarry#37 · 25,427 sh | 25,427 | $365.6K | 0.03% | -66.5% |
| 38 | VERUS CAPITAL PARTNERS#38 · 25,204 sh | 25,204 | $362.4K | 0.02% | +0.1% |
| 39 | WEDBUSH SECURITIES#39 · 24,540 sh | 24,540 | $353.0K | — | -10.7% |
| 40 | United Advisor Group#40 · 24,141 sh | 24,141 | $347.1K | 0.04% | 0.0% |
| 41 | NewEdge Advisors#41 · 22,649 sh | 22,649 | $325.7K | <0.01% | New |
| 42 | Pettinga Financial Advisors#42 · 20,592 sh | 20,592 | $296.1K | — | New |
| 43 | Ashton Thomas Private Wealth#43 · 20,441 sh | 20,441 | $293.9K | <0.01% | 0.0% |
| 44 | Apriem Advisors#44 · 20,110 sh | 20,110 | $289.2K | 0.03% | -16.6% |
| 45 | HORIZON KINETICS ASSET MANAGEMENT#45 · 19,047 sh | 19,047 | $273.9K | <0.01% | -7.0% |
| 46 | Maridea Wealth Management#46 · 18,740 sh | 18,740 | $269.5K | 0.03% | +54.2% |
| 47 | Blueprint Investment Partners#47 · 17,500 sh | 17,500 | $251.7K | 0.02% | -19.7% |
| 48 | WORLD EQUITY GROUP#48 · 16,600 sh | 16,600 | $238.7K | — | +49.5% |
| 49 | COMMONWEALTH EQUITY SERVICES#49 · 15,960 sh | 15,960 | $229.5K | <0.01% | -3.9% |
| 50 | SRS Capital Advisors#50 · 15,861 sh | 15,861 | $228.1K | <0.01% | New |
| 51 | Fort Sheridan Advisors#51 · 15,781 sh | 15,781 | $226.9K | 0.02% | 0.0% |
| 52 | Cetera Investment Advisers#52 · 13,551 sh | 13,551 | $194.9K | <0.01% | -47.8% |
| 53 | Mallini Complete Financial Planning#53 · 13,206 sh | 13,206 | $189.9K | — | +1.0% |
| 54 | Kestra Advisory Services#54 · 13,123 sh | 13,123 | $188.7K | <0.01% | -4.5% |
| 55 | INTEGRATED CAPITAL MANAGEMENT#55 · 12,932 sh | 12,932 | $186.0K | — | New |
| 56 | CITADEL ADVISORS#56 · 12,703 sh | 12,703 | $182.7K | 0.00% | New |
| 57 | MELFA WEALTH MANAGEMENT#57 · 12,570 sh | 12,570 | $180.8K | 0.10% | -19.5% |
| 58 | ARS Wealth Advisors Group#58 · 12,350 sh | 12,350 | $177.6K | — | 0.0% |
| 59 | Kercheville Advisors#59 · 11,900 sh | 11,900 | $171.1K | — | 0.0% |
| 60 | Focus Partners Wealth#60 · 11,464 sh | 11,464 | $164.9K | <0.01% | +6.1% |
| 61 | SkyOak Wealth#61 · 10,385 sh | 10,385 | $149.3K | 0.02% | -9.2% |
| 62 | NOMURA#62 · 10,000 sh | 10,000 | $143.8K | <0.01% | New |
| 63 | OSAIC#63 · 7,065 sh | 7,065 | $101.6K | <0.01% | -45.5% |
| 64 | TD Waterhouse Canada#64 · 5,487 sh | 5,487 | $78.6K | — | 0.0% |
| 65 | FIFTH THIRD BANCORP#65 · 3,750 sh | 3,750 | $53.9K | <0.01% | 0.0% |
| 66 | Clear Street Group#66 · 3,652 sh | 3,652 | $52.5K | <0.01% | New |
| 67 | Integrated Wealth Concepts#67 · 2,550 sh | 2,550 | $36.7K | <0.01% | New |
| 68 | Morse Asset Management#68 · 1,865 sh | 1,865 | $26.8K | <0.01% | +2.3% |
| 69 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#69 · 1,203 sh | 1,203 | $17.3K | 0.00% | New |
| 70 | HARBOUR INVESTMENTS#70 · 1,065 sh | 1,065 | $15.3K | <0.01% | 0.0% |
| 71 | JNBA Financial Advisors#71 · 1,059 sh | 1,059 | $15.2K | <0.01% | 0.0% |
| 72 | Cape Investment Advisory#72 · 503 sh | 503 | $7.2K | — | New |
| 73 | CoreCap Advisors#73 · 500 sh | 500 | $7.2K | — | 0.0% |
| 74 | NBC SECURITIES#74 · 426 sh | 426 | $6.1K | — | 0.0% |
| 75 | HIGHLINE WEALTH PARTNERS#75 · 400 sh | 400 | $5.8K | — | 0.0% |
| 76 | Holos Integrated Wealth#76 · 400 sh | 400 | $5.7K | — | 0.0% |
| 77 | IFP Advisors#77 · 156 sh | 156 | $2.2K | — | 0.0% |
| 78 | Principia Wealth Advisory#78 · 138 sh | 138 | $2.0K | <0.01% | -93.9% |
| 79 | JFS WEALTH ADVISORS#79 · 95 sh | 95 | $1.4K | <0.01% | New |
Funds that sold out of DBL in Q2 2026 (7)
Held DBL at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP12,291 sh | 12,291 | $179.4K |
| READYSTATE ASSET MANAGEMENT10,907 sh | 10,907 | $159.2K |
| Papamarkou Wellner Asset Management10,500 sh | 10,500 | $153.3K |
| Golden State Equity Partners7,377 sh | 7,377 | $107.7K |
| Golden State Wealth Management2,212 sh | 2,212 | $32.3K |
| MPWM ADVISORY SOLUTIONS2,000 sh | 2,000 | $29.2K |
| Advisory Services Network75 sh | 75 | $1.1K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.