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 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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 |
Nov 12, 2025 Q3 2025 |
100,964
shares
|
$1.55 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
90,219
shares
|
$1.38 Million
0.18% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
88,316
shares
|
$1.36 Million
0.11% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
58,774
shares
|
$902,180
0.03% of portfolio
|
Q3 2025
Added 23.83%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
47,777
shares
|
$733,376
0.12% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 08, 2026 Q4 2025 |
43,917
shares
|
$674,125
0.38% of portfolio
|
Q4 2025
Reduced 98.03%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
33,211
shares
|
$509,788
0.04% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
29,027
shares
|
$445,564
0.0% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
28,537
shares
|
$438,042
0.16% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
28,260
shares
|
$433,791
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
27,040
shares
|
$415,064
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,621
shares
|
$393,282
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
25,224
shares
|
$387,188
0.01% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
24,141
shares
|
$370,564
0.05% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
23,409
shares
|
$359,328
0.0% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
20,777
shares
|
$318,926
0.0% of portfolio
|
Q3 2025
Reduced 41.52%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
20,110
shares
|
$308,688
0.03% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
17,819
shares
|
$273,521
0.01% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
16,725
shares
|
$256,728
0.0% of portfolio
|
Q3 2025
Added 16.65%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
16,655
shares
|
$255,654
0.0% of portfolio
|
Q3 2025
Reduced 43.04%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
15,781
shares
|
$242,238
0.03% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
15,609
shares
|
$239,598
0.14% of portfolio
|
Q1 2024
Added 0.81%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
14,767
shares
|
$226,673
0.02% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
14,090
shares
|
$216,281
0.07% of portfolio
|
Q3 2025
Added 0.12%
|
|