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 |
|---|---|---|---|---|---|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
14,073
shares
|
$220,664
0.08% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
12,478
shares
|
$195,655
0.0% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
12,176
shares
|
$190,919
0.24% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
11,530
shares
|
$180,790
0.06% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
10,897
shares
|
$170,864
0.03% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
10,800
shares
|
$169,344
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
10,800
shares
|
$169,344
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
10,350
shares
|
$162,288
0.04% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
10,116
shares
|
$158,618
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,404
shares
|
$147,454
0.01% of portfolio
|
Q2 2020
Reduced 0.72%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
6,614
shares
|
$103,707
0.08% of portfolio
|
Q2 2025
Added 507.9%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,095
shares
|
$79,889
0.03% of portfolio
|
Q1 2024
Added 10.76%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
4,198
shares
|
$65,824
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
4,057
shares
|
$63,613
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,981
shares
|
$62,422
0.05% of portfolio
|
Q1 2025
Added 41.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,864
shares
|
$44,907
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$31,360
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,627
shares
|
$25,511
0.0% of portfolio
|
Q1 2025
Reduced 26.21%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
1,510
shares
|
$23,676
0.01% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,059
shares
|
$16,605
0.0% of portfolio
|
Q4 2023
Reduced 53.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
500
shares
|
$7,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
462
shares
|
$7,244
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
426
shares
|
$6,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
156
shares
|
$2,446
0.0% of portfolio
|
Q1 2024
Reduced 92.1%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
117
shares
|
$1,834
0.0% of portfolio
|
Q2 2025
Added 4.46%
|