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 |
|---|---|---|---|---|---|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Apr 24, 2025 Q1 2025 |
11,039
shares
|
$170,773
0.16% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
10,800
shares
|
$167,076
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
10,729
shares
|
$165,977
0.04% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
10,300
shares
|
$159,341
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,404
shares
|
$145,479
0.01% of portfolio
|
Q2 2020
Reduced 0.72%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,095
shares
|
$78,819
0.03% of portfolio
|
Q1 2024
Added 10.76%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
4,019
shares
|
$62,173
0.01% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
3,981
shares
|
$61,586
0.06% of portfolio
|
Q1 2025
Added 41.12%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,000
shares
|
$30,940
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,800
shares
|
$27,846
0.0% of portfolio
|
Q4 2024
Reduced 27.57%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
1,665
shares
|
$25,757
0.01% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,627
shares
|
$25,169
0.0% of portfolio
|
Q1 2025
Reduced 26.21%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
1,088
shares
|
$16,831
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
1,059
shares
|
$16,382
0.0% of portfolio
|
Q4 2023
Reduced 53.29%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
547
shares
|
$8,462
0.0% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
500
shares
|
$7,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
453
shares
|
$7,007
0.0% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
426
shares
|
$6,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
300
shares
|
$4,641
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
156
shares
|
$2,413
0.0% of portfolio
|
Q1 2024
Reduced 92.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
112
shares
|
$1,732
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
77
shares
|
$1,191
0.0% of portfolio
|
Q4 2024
Reduced 66.52%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|