DBL institutional holders

DOUBLELINE OPPORTUNISTIC CR FD COM · 13F, 2026Q2

Managers holding79
Shares held10,982,535
Reported value$157.9m
Quarter flows12 new, 25 added, 28 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SIT INVESTMENT ASSOCIATES INC3,125,689$44.9m0.9%
Avior Wealth Management, LLC596,287$8.6m0.2%
UBS Group AG580,219$8.3m0.0%
EVERGREEN CAPITAL MANAGEMENT LLC560,669$8.1m0.1%
MORGAN STANLEY530,776$7.6m0.0%
ROYAL BANK OF CANADA439,900$6.3m0.0%
Twelve Points Wealth Management LLC405,759$5.8m1.2%
AMERIPRISE FINANCIAL INC350,374$5.0m0.0%
Gridiron Partners, LLC346,451$5.0m2.6%
Stratos Wealth Advisors, LLC326,385$4.7m0.3%
Intellectus Partners, LLC295,245$4.2m0.7%
WELLS FARGO & COMPANY/MN263,521$3.8m0.0%
Catawba River Capital259,396$3.7m1.7%
LPL Financial LLC234,708$3.4m0.0%
Shaker Financial Services, LLC210,544$3.0m1.0%
Journey Advisory Group, LLC171,944$2.5m0.2%
Invesco Ltd.162,442$2.3m0.0%
INDEPENDENT FINANCIAL GROUP, LLC139,250$2.0m0.0%
STIFEL FINANCIAL CORP133,785$1.9m0.0%
GUGGENHEIM CAPITAL LLC133,104$1.9m0.0%
RAYMOND JAMES FINANCIAL INC125,315$1.8m0.0%
Ignite Planners, LLC112,190$1.6m0.2%
Aviance Capital Partners, LLC111,297$1.6m0.2%
ENVESTNET ASSET MANAGEMENT INC106,773$1.5m0.0%
Berger Financial Group, Inc103,409$1.5m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DBL"). DBL price history · All 13F data

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