Institutional Ownership Double Line Opportunistic Credit Fund (DBL)
This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $164 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,270,893
shares
|
$50.1 Million
1.07% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
636,937
shares
|
$9.75 Million
6.63% of portfolio
|
Q2 2025
Reduced 32.12%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
610,350
shares
|
$9.34 Million
0.0% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
574,028
shares
|
$8.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
500,142
shares
|
$7.66 Million
0.25% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
398,592
shares
|
$6.1 Million
1.68% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
283,066
shares
|
$4.33 Million
0.3% of portfolio
|
Q2 2024
Reduced 29.98%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
281,283
shares
|
$4.31 Million
0.97% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
276,175
shares
|
$4.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.76%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
273,200
shares
|
$4.18 Million
0.01% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
269,372
shares
|
$4.12 Million
0.0% of portfolio
|
Q2 2025
Added 53.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
257,871
shares
|
$3.95 Million
0.0% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
235,865
shares
|
$3.61 Million
0.0% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
R.P. Boggs & Co.
|
Jul 29, 2025 Q2 2025 |
233,390
shares
|
$3.57 Million
2.39% of portfolio
|
Q2 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
216,658
shares
|
$3.32 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
214,105
shares
|
$3.28 Million
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
192,453
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
169,914
shares
|
$2.6 Million
0.21% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
148,939
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
140,546
shares
|
$2.15 Million
0.17% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
133,465
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
117,227
shares
|
$1.79 Million
0.1% of portfolio
|
Q2 2025
Added 235.29%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
105,511
shares
|
$1.62 Million
0.31% of portfolio
|
Q2 2025
Added 25.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,894
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Arch Point Investors
Coral Gables, FL |
Aug 13, 2025 Q2 2025 |
100,964
shares
|
$1.55 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.23%
|