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DoubleLine Opportunistic Credit Fund hedge fund holdings

DBLNYSE
$13.68+0.12 (+0.88%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

DBL · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-11.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252314$13.4M$8.28M71Aug 14, 2025
Q3 20252121$15.5M$17.9M69Nov 14, 2025
Q4 20252019$6.68M$11.8M66Feb 14, 2026
Q1 20262316$16.3M$12.7M74May 15, 2026
Q2 20262324$13.7M$7.05M77Aug 14, 2026

Quarterly action breakdown

Q2 2026
77 filers
New position
9
$2.05M+143K sh
Increased
14
$11.7M+810K sh
Reduced
18
-$6.5M-452K sh
Out / sold
6
-$546K-38K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Shaker Financial Services, LLCAdded 1329.16%+$2.82M$3.03M0.95%Jul 15, 2026
Gridiron Partners, LLCAdded 123.94%+$2.76M$4.98M2.62%Aug 5, 2026
Absolute Investment Advisers, LLCReduce 66.54%-$1.85M$930K0.09%Jul 21, 2026
Park Avenue Securities LLCNew Buy+$872K$872K0.01%Jul 20, 2026
Guggenheim Capital LLCReduce 28.84%-$776K$1.91M0.01%Aug 12, 2026
Quarry LPReduce 66.54%-$727K$366K0.03%Aug 14, 2026
Twelve Points Wealth Management LLCAdded 11.53%+$603K$5.83M1.17%Aug 7, 2026
Stratos Wealth Advisors, LLCAdded 13.08%+$543K$4.69M0.26%Aug 11, 2026
Avior Wealth Management, LLCAdded 3.89%+$321K$8.57M0.23%Jul 7, 2026
Sit Investment Associates IncAdded 0.69%+$306K$44.9M0.85%Aug 12, 2026
Pettinga Financial Advisors LLCNew Buy+$296K$296K0.05%Jul 9, 2026
Thompson David BlairReduce 14.40%-$237K$1.41M0.70%Aug 14, 2026
Aviance Capital Partners, LLCAdded 17.07%+$233K$1.6M0.17%Jul 31, 2026
Integrated Capital Management, Inc.New Buy+$186K$186K0.13%Jul 7, 2026
Evergreen Capital Management LLCAdded 2.17%+$171K$8.06M0.14%Jul 23, 2026
Readystate Asset Management LPSell 100%-$159K$00.00%Aug 14, 2026
Papamarkou Wellner Asset Management inc.Sell 100%-$153K$00.00%Aug 17, 2026
Maridea Wealth Management LLCAdded 54.16%+$94.7K$269K0.03%Aug 6, 2026
Baird Financial Group, Inc.Added 30.38%+$86.3K$370K0.00%Aug 12, 2026
World Equity Group, Inc.Added 49.55%+$79.1K$239K0.05%Jul 9, 2026
Blueprint Investment Partners LLCReduce 19.72%-$61.8K$252K0.02%Aug 4, 2026
Apriem AdvisorsReduce 16.59%-$57.5K$289K0.03%Aug 14, 2026
Independent Financial Group, LLCReduce 2.55%-$52.5K$2M0.04%Jul 15, 2026
Catawba River CapitalReduce 1.17%-$44.3K$3.73M1.67%Jul 22, 2026
Melfa Wealth Management, Inc.Reduce 19.47%-$43.7K$181K0.10%Jul 24, 2026
Wedbush Securities IncReduce 10.71%-$42.3K$353K0.01%Jul 28, 2026
Ignite Planners, LLCReduce 2.29%-$37.8K$1.61M0.22%Jul 23, 2026
Berger Financial Group, IncReduce 2.13%-$32.4K$1.49M0.08%Aug 4, 2026
Golden State Wealth Management, LLCSell 100%-$32.3K$00.00%Jul 22, 2026
Principia Wealth Advisory, LLCReduce 93.86%-$30.3K$1.98K0.00%Aug 26, 2026
MPWM Advisory Solutions, LLCSell 100%-$29.2K$00.00%Aug 13, 2026
Journey Advisory Group, LLCReduce 0.82%-$20.6K$2.47M0.19%Aug 4, 2026
SkyOak Wealth, LLCReduce 9.20%-$15.1K$149K0.02%Jul 30, 2026
Cape Investment Advisory, Inc.New Buy+$7.23K$7.23K0.00%Jul 23, 2026
Mallini Complete Financial Planning LLCAdded 1.01%+$1.9K$190K0.14%Jul 8, 2026
JFS Wealth Advisors, LLCNew Buy+$1.37K$1.37K0.00%Jul 10, 2026
Morse Asset Management, IncAdded 2.30%+$604$26.8K0.00%Aug 13, 2026
Verus Capital Partners, LLCAdded 0.10%+$345$362K0.02%Aug 6, 2026
Kercheville Advisors, LLCAdded 0.03%+$43$171K0.05%Jul 30, 2026

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