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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
12,465
shares
|
$191,337
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jan 06, 2026 Q4 2025 |
12,414
shares
|
$190,554
0.15% of portfolio
|
Q4 2025
Added 0.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
11,892
shares
|
$182,542
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
11,530
shares
|
$176,985
0.06% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
11,100
shares
|
$170,385
0.04% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
11,071
shares
|
$169,939
0.03% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
10,800
shares
|
$165,780
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
10,800
shares
|
$165,780
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
10,450
shares
|
$160,407
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,404
shares
|
$144,351
0.01% of portfolio
|
Q2 2020
Reduced 0.72%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
5,487
shares
|
$84,225
0.0% of portfolio
|
Q3 2025
Reduced 67.86%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,095
shares
|
$78,208
0.03% of portfolio
|
Q1 2024
Added 10.76%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4,097
shares
|
$62,888
0.01% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,981
shares
|
$61,108
0.05% of portfolio
|
Q1 2025
Added 41.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,894
shares
|
$44,422
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$30,700
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
1,746
shares
|
$26,801
0.01% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
1,059
shares
|
$16,255
0.0% of portfolio
|
Q4 2023
Reduced 53.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
500
shares
|
$7,675
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
426
shares
|
$6,539
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
400
shares
|
$6,140
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
156
shares
|
$2,394
0.0% of portfolio
|
Q1 2024
Reduced 92.1%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
75
shares
|
$1,151
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|