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 78 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 $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
89,022
shares
|
$1.4 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
87,336
shares
|
$1.37 Million
0.12% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
87,003
shares
|
$1.36 Million
0.19% of portfolio
|
Q2 2025
Added 27.34%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
50,160
shares
|
$786,508
0.12% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
47,463
shares
|
$744,219
0.02% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
40,017
shares
|
$627,466
0.38% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
35,527
shares
|
$557,063
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
31,988
shares
|
$501,571
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
29,240
shares
|
$458,483
0.0% of portfolio
|
Q2 2025
Added 37.59%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
28,533
shares
|
$447,397
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
28,235
shares
|
$442,724
0.02% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
27,899
shares
|
$437,456
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
26,820
shares
|
$420,537
0.01% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
26,740
shares
|
$419,283
0.0% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
25,548
shares
|
$400,592
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
25,219
shares
|
$395,433
0.14% of portfolio
|
Q2 2025
Reduced 67.67%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
24,141
shares
|
$378,530
0.07% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
21,867
shares
|
$342,874
0.0% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
20,110
shares
|
$315,324
0.03% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
18,272
shares
|
$286,504
0.04% of portfolio
|
Q2 2025
Reduced 25.33%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
17,819
shares
|
$279,401
0.01% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
17,070
shares
|
$267,657
0.0% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
16,300
shares
|
$255,584
0.03% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
15,609
shares
|
$244,749
0.15% of portfolio
|
Q1 2024
Added 0.81%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
14,338
shares
|
$224,819
0.0% of portfolio
|
Q2 2025
New holding
|