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 74 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $200 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
3,401,515
shares
|
$52.2 Million
1.08% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
2,231,257
shares
|
$34.2 Million
0.39% of portfolio
|
Q3 2025
Added 5475.77%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
574,547
shares
|
$8.82 Million
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
546,909
shares
|
$8.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.39%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
511,911
shares
|
$7.86 Million
0.2% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
439,401
shares
|
$6.74 Million
0.0% of portfolio
|
Q3 2025
Added 86.29%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
396,595
shares
|
$6.09 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
314,129
shares
|
$4.82 Million
0.0% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
294,470
shares
|
$4.52 Million
0.0% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
284,605
shares
|
$4.37 Million
0.91% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
283,066
shares
|
$4.35 Million
0.3% of portfolio
|
Q2 2024
Reduced 29.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
254,808
shares
|
$3.91 Million
0.0% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
251,623
shares
|
$3.86 Million
0.2% of portfolio
|
Q3 2025
Added 114.65%
|
|
|
R.P. Boggs & Co.
|
Nov 10, 2025 Q3 2025 |
247,310
shares
|
$3.8 Million
2.23% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
233,586
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
217,977
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
191,144
shares
|
$2.93 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
190,025
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
168,034
shares
|
$2.58 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Dec 01, 2025 Q3 2025 |
166,458
shares
|
$2.56 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
164,085
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Added 22.94%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
150,666
shares
|
$2.31 Million
0.29% of portfolio
|
Q3 2025
Added 73.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
147,098
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
140,546
shares
|
$2.16 Million
0.17% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
107,242
shares
|
$1.65 Million
0.3% of portfolio
|
Q3 2025
Added 1.64%
|
|