DBL Institutional Ownership & Shareholders
DOUBLELINE OPPORT CREDIT (DBL) is currently held by 74 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $155.53M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of DBL tracked by InsiderSet, reporting ownership valued at approximately $44.95M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $42.29M, representing an estimated loss of -5.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed DBL value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Evergreen Capital Management Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in DOUBLELINE OPPORT CREDIT (DBL).
This page ranks the largest institutional DBL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
74
Total Reported Value
$155.53M
Largest Holder
Sit Investment Associates Inc
Largest Position
$44.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
88
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 0.85% | 3,125,689 | $44,947,000 | $42,290,572 | -$2,656,428 | -5.91% | |
| Evergreen Capital Management Llc | 0.18% | 753,047 | $10,203,785 | $10,188,726 | -$15,059 | -0.15% | |
| Ubs Group Ag | 0.00% | 580,219 | $8,343,549 | $7,850,363 | -$493,186 | -5.91% | |
| Avior Wealth Management, Llc | 0.22% | 604,096 | $8,185,497 | $8,173,419 | -$12,078 | -0.15% | |
| Morgan Stanley | 0.00% | 530,776 | $7,632,560 | $7,181,399 | -$451,161 | -5.91% | |
| Royal Bank Of Canada | 0.00% | 439,900 | $6,326,000 | $5,951,847 | -$374,153 | -5.91% | |
| Twelve Points Wealth Management Llc | 1.01% | 400,372 | $5,437,047 | $5,417,033 | -$20,014 | -0.37% | |
| Ameriprise Financial Inc | 0.00% | 350,374 | $5,038,383 | $4,740,560 | -$297,823 | -5.91% | |
| Gridiron Partners, Llc | 2.51% | 369,129 | $5,001,698 | $4,994,315 | -$7,383 | -0.15% | |
| Stratos Wealth Advisors, Llc | 0.26% | 326,385 | $4,693,421 | $4,415,989 | -$277,432 | -5.91% | |
| Intellectus Partners, Llc | 0.73% | 295,245 | $4,245,619 | $3,994,665 | -$250,954 | -5.91% | |
| Wells Fargo & Company/Mn | 0.00% | 263,521 | $3,789,431 | $3,565,439 | -$223,992 | -5.91% | |
| Catawba River Capital | 1.67% | 259,396 | $3,730,123 | $3,509,628 | -$220,495 | -5.91% | |
| Lpl Financial Llc | 0.00% | 234,708 | $3,375,102 | $3,175,599 | -$199,503 | -5.91% | |
| Absolute Investment Advisers, Llc | 0.27% | 216,749 | $2,936,949 | $2,932,614 | -$4,335 | -0.15% | |
| Journey Advisory Group, Llc | 0.19% | 171,944 | $2,472,555 | $2,326,402 | -$146,153 | -5.91% | |
| Invesco Ltd. | 0.00% | 162,442 | $2,335,916 | $2,197,840 | -$138,076 | -5.91% | |
| Stifel Financial Corp | 0.00% | 133,785 | $1,923,824 | $1,810,111 | -$113,713 | -5.91% | |
| Guggenheim Capital Llc | 0.01% | 133,104 | $1,914,036 | $1,800,897 | -$113,139 | -5.91% | |
| Raymond James Financial Inc | 0.00% | 125,315 | $1,802,035 | $1,695,512 | -$106,523 | -5.91% | |
| Independent Financial Group, Llc | 0.03% | 126,600 | $1,715,430 | $1,712,898 | -$2,532 | -0.15% | |
| Aviance Capital Partners, Llc | 0.17% | 123,106 | $1,668,090 | $1,665,624 | -$2,466 | -0.15% | |
| Ignite Planners, Llc | 0.20% | 114,405 | $1,550,193 | $1,547,900 | -$2,293 | -0.15% | |
| Envestnet Asset Management Inc | 0.00% | 106,773 | $1,535,393 | $1,444,639 | -$90,754 | -5.91% | |
| Berger Financial Group, Inc | 0.08% | 103,409 | $1,487,022 | $1,399,124 | -$87,898 | -5.91% | |
| Archpoint Investors | 0.31% | 100,964 | $1,451,862 | $1,366,043 | -$85,819 | -5.91% | |
| Bank Of America Corp | 0.00% | 91,187 | $1,311,270 | $1,233,760 | -$77,510 | -5.91% | |
| Shaker Financial Services, Llc | 0.40% | 89,661 | $1,214,907 | $1,213,113 | -$1,794 | -0.15% | |
| Strategic Wealth Partners, Ltd. | 0.06% | 64,160 | $922,621 | $868,085 | -$54,536 | -5.91% | |
| Rockefeller Capital Management L.P. | 0.00% | 59,287 | $852,547 | $802,153 | -$50,394 | -5.91% | |
| Janney Montgomery Scott Llc | 0.00% | 38,495 | $554,000 | $520,837 | -$33,163 | -5.99% | |
| Marex Group Plc | 0.00% | 28,906 | $415,668 | $391,098 | -$24,570 | -5.91% | |
| Baird Financial Group, Inc. | 0.00% | 25,750 | $370,285 | $348,398 | -$21,888 | -5.91% | |
| Quarry Lp | 0.06% | 25,427 | $365,640 | $344,027 | -$21,613 | -5.91% | |
| Verus Capital Partners, Llc | 0.02% | 26,171 | $354,620 | $354,094 | -$526 | -0.15% | |
| United Advisor Group, Llc | 0.03% | 24,141 | $327,111 | $326,628 | -$483 | -0.15% | |
| Newedge Advisors, Llc | 0.00% | 22,649 | $325,693 | $306,441 | -$19,252 | -5.91% | |
| Apriem Advisors | 0.03% | 20,110 | $289,182 | $272,088 | -$17,094 | -5.91% | |
| World Equity Group, Inc. | 0.12% | 21,055 | $285,295 | $284,874 | -$421 | -0.15% | |
| Horizon Kinetics Asset Management Llc | 0.00% | 19,047 | $273,896 | $257,706 | -$16,190 | -5.91% | |
| Maridea Wealth Management Llc | 0.03% | 18,740 | $269,479 | $253,552 | -$15,927 | -5.91% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 18,752 | $254,090 | $253,715 | -$375 | -0.15% | |
| Blueprint Investment Partners Llc | 0.02% | 18,200 | $246,610 | $246,246 | -$364 | -0.15% | |
| Arax Advisory Partners | 0.00% | 15,861 | $228,081 | $214,599 | -$13,482 | -5.91% | |
| Fort Sheridan Advisors Llc | 0.02% | 15,781 | $226,931 | $213,517 | -$13,414 | -5.91% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 14,000 | $204,400 | $189,420 | -$14,980 | -7.33% | |
| Sigma Planning Corp | 0.01% | 14,982 | $203,002 | $202,706 | -$296 | -0.15% | |
| Cetera Investment Advisers | 0.00% | 13,551 | $194,862 | $183,345 | -$11,517 | -5.91% | |
| Pettinga Financial Advisors Llc | 0.03% | 13,500 | $182,925 | $182,655 | -$270 | -0.15% | |
| Citadel Advisors Llc | 0.00% | 12,703 | $182,669 | $171,872 | -$10,797 | -5.91% |
Frequently asked questions about DBL
Who are the largest institutional holders of DBL?
The largest institutional holders of DBL reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Evergreen Capital Management Llc, Ubs Group Ag, Avior Wealth Management, Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported DBL position.
What is DBL institutional ownership?
This page tracks DBL positions reported by institutional investment managers through SEC Form 13F. DOUBLELINE OPPORT CREDIT (DBL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DBL?
InsiderSet currently tracks 74 institutional managers reporting DBL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DBL shareholders.
How much DBL stock do institutions own?
Institutional investment managers disclosed approximately $155.53M in DBL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DBL institutional ownership last updated?
The latest DBL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DBL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DBL position after the reporting date.
Are institutions buying or selling DBL?
Institutional buying and selling can be analyzed by comparing DBL positions across consecutive 13F reporting periods. InsiderSet's DBL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DBL ownership changes.
How has DBL institutional ownership changed over time?
InsiderSet tracks DBL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.