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 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
78,007
shares
|
$1.21 Million
0.49% of portfolio
|
Q1 2025
Reduced 29.46%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
68,326
shares
|
$1.06 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
47,092
shares
|
$728,513
0.12% of portfolio
|
Q1 2025
Added 35.88%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
46,624
shares
|
$721,273
0.02% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
40,017
shares
|
$619,062
0.4% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
36,077
shares
|
$558,111
0.0% of portfolio
|
Q1 2025
Added 26.75%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
34,963
shares
|
$540,877
0.03% of portfolio
|
Q1 2025
Added 85.39%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
31,966
shares
|
$494,514
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
28,236
shares
|
$436,810
0.01% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
27,890
shares
|
$431,458
0.0% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
27,725
shares
|
$428,905
0.02% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
26,740
shares
|
$413,667
0.0% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
25,476
shares
|
$394,113
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
24,739
shares
|
$382,712
0.0% of portfolio
|
Q1 2025
Added 420.05%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
24,469
shares
|
$378,535
0.06% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
24,141
shares
|
$373,461
0.08% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
21,251
shares
|
$328,752
0.0% of portfolio
|
Q1 2025
Added 46.89%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
20,110
shares
|
$311,101
0.04% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
17,819
shares
|
$275,659
0.01% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
17,523
shares
|
$271,080
0.0% of portfolio
|
Q4 2024
Reduced 69.12%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
16,400
shares
|
$253,708
0.04% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
15,609
shares
|
$241,471
0.16% of portfolio
|
Q1 2024
Added 0.81%
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
14,057
shares
|
$217,461
0.09% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
11,850
shares
|
$183,319
0.05% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,746
shares
|
$181,710
0.0% of portfolio
|
Q1 2025
New holding
|