DOUBLELINE OPPORT CREDIT (DBL) Institutional Shareholders
DOUBLELINE OPPORT CREDIT (DBL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $108.75M in DBL holdings during the latest filing period.
Avior Wealth Management, Llc is currently the largest disclosed institutional shareholder of DBL tracked by InsiderSet, reporting ownership valued at approximately $8.57M 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 $8.41M, representing an estimated loss of -1.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed DBL value among the investors covered in this analysis. Major shareholders include Avior Wealth Management, Llc, Ubs Group Ag, Morgan Stanley, 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
75
Total Reported Value
$108.75M
Largest Holder
Avior Wealth Management, Llc
Largest Position
$8.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Avior Wealth Management, Llc | 0.23% | 596,287 | $8,574,602 | $8,407,647 | -$166,955 | -1.95% | |
| Ubs Group Ag | 0.00% | 569,216 | $8,310,553 | $8,025,946 | -$284,607 | -3.42% | |
| Morgan Stanley | 0.00% | 562,535 | $8,213,023 | $7,931,744 | -$281,280 | -3.42% | |
| Evergreen Capital Management Llc | 0.14% | 560,669 | $8,062,418 | $7,905,433 | -$156,985 | -1.95% | |
| Royal Bank Of Canada | 0.00% | 375,823 | $5,487,000 | $5,299,104 | -$187,896 | -3.42% | |
| Twelve Points Wealth Management Llc | 1.17% | 363,804 | $5,311,539 | $5,129,636 | -$181,903 | -3.42% | |
| Ameriprise Financial Inc | 0.00% | 312,285 | $4,559,361 | $4,403,219 | -$156,143 | -3.42% | |
| Stratos Wealth Advisors, Llc | 0.26% | 288,641 | $4,214,167 | $4,069,838 | -$144,329 | -3.42% | |
| Intellectus Partners, Llc | 0.84% | 281,849 | $4,114,996 | $3,974,071 | -$140,925 | -3.42% | |
| Wells Fargo & Company/Mn | 0.00% | 274,790 | $4,011,933 | $3,874,539 | -$137,394 | -3.42% | |
| Catawba River Capital | 1.67% | 259,396 | $3,730,123 | $3,657,484 | -$72,639 | -1.95% | |
| Lpl Financial Llc | 0.00% | 230,759 | $3,369,084 | $3,253,702 | -$115,382 | -3.42% | |
| Shaker Financial Services, Llc | 0.95% | 210,544 | $3,027,623 | $2,968,670 | -$58,953 | -1.95% | |
| Guggenheim Capital Llc | 0.02% | 187,042 | $2,730,813 | $2,637,292 | -$93,521 | -3.42% | |
| Strategic Wealth Partners, Ltd. | 0.09% | 176,632 | $2,636,233 | $2,490,511 | -$145,722 | -5.53% | |
| Stifel Financial Corp | 0.00% | 175,298 | $2,559,341 | $2,471,702 | -$87,639 | -3.42% | |
| Journey Advisory Group, Llc | 0.22% | 173,374 | $2,531,260 | $2,444,573 | -$86,687 | -3.42% | |
| Invesco Ltd. | 0.00% | 158,310 | $2,311,326 | $2,232,171 | -$79,155 | -3.42% | |
| Gridiron Partners, Llc | 1.38% | 154,710 | $2,258,766 | $2,181,411 | -$77,355 | -3.42% | |
| Bank Of America Corp | 0.00% | 145,851 | $2,129,424 | $2,056,499 | -$72,925 | -3.42% | |
| Independent Financial Group, Llc | 0.04% | 139,250 | $2,002,415 | $1,963,425 | -$38,990 | -1.95% | |
| Raymond James Financial Inc | 0.00% | 135,782 | $1,982,416 | $1,914,526 | -$67,890 | -3.42% | |
| Ignite Planners, Llc | 0.22% | 112,190 | $1,613,286 | $1,581,879 | -$31,407 | -1.95% | |
| Aviance Capital Partners, Llc | 0.17% | 111,297 | $1,600,448 | $1,569,288 | -$31,160 | -1.95% | |
| Berger Financial Group, Inc | 0.09% | 105,664 | $1,542,695 | $1,489,862 | -$52,833 | -3.42% | |
| Envestnet Asset Management Inc | 0.00% | 106,773 | $1,535,393 | $1,505,499 | -$29,894 | -1.95% | |
| Archpoint Investors | 0.35% | 100,964 | $1,474,074 | $1,423,592 | -$50,482 | -3.42% | |
| Quarry Lp | 0.22% | 75,986 | $1,109,396 | $1,071,403 | -$37,993 | -3.42% | |
| Absolute Investment Advisers, Llc | 0.09% | 64,644 | $929,581 | $911,480 | -$18,101 | -1.95% | |
| Rockefeller Capital Management L.P. | 0.00% | 45,658 | $666,617 | $643,778 | -$22,839 | -3.43% | |
| Cetera Investment Advisers | 0.00% | 25,950 | $378,874 | $365,895 | -$12,979 | -3.43% | |
| Apriem Advisors | 0.03% | 24,110 | $352,006 | $339,951 | -$12,055 | -3.42% | |
| United Advisor Group, Llc | 0.04% | 24,141 | $347,148 | $340,388 | -$6,760 | -1.95% | |
| Blueprint Investment Partners Llc | 0.03% | 21,800 | $318,280 | $307,380 | -$10,900 | -3.42% | |
| Horizon Kinetics Asset Management Llc | 0.00% | 20,471 | $298,877 | $288,641 | -$10,236 | -3.42% | |
| Pettinga Financial Advisors Llc | 0.05% | 20,592 | $296,113 | $290,347 | -$5,766 | -1.95% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 20,441 | $293,942 | $288,218 | -$5,724 | -1.95% | |
| Baird Financial Group, Inc. | 0.00% | 19,750 | $288,350 | $278,475 | -$9,875 | -3.42% | |
| World Equity Group, Inc. | 0.05% | 16,600 | $238,708 | $234,060 | -$4,648 | -1.95% | |
| Fort Sheridan Advisors Llc | 0.03% | 15,781 | $230,403 | $222,512 | -$7,891 | -3.42% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,960 | $229,500 | $225,036 | -$4,464 | -1.95% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 14,000 | $204,400 | $197,400 | -$7,000 | -3.42% | |
| Mallini Complete Financial Planning Llc | 0.14% | 13,206 | $189,910 | $186,205 | -$3,705 | -1.95% | |
| Osaic Holdings, Inc. | 0.00% | 12,954 | $189,199 | $182,651 | -$6,548 | -3.46% | |
| Kestra Advisory Services, Llc | 0.00% | 13,123 | $188,703 | $185,034 | -$3,669 | -1.94% | |
| Integrated Capital Management, Inc. | 0.13% | 12,932 | $185,964 | $182,341 | -$3,623 | -1.95% | |
| Melfa Wealth Management, Inc. | 0.10% | 12,570 | $180,757 | $177,237 | -$3,520 | -1.95% | |
| Susquehanna International Group, Llp | 0.00% | 12,291 | $179,449 | $173,303 | -$6,146 | -3.42% | |
| Ars Wealth Advisors Group, Llc | 0.01% | 12,350 | $177,593 | $174,135 | -$3,458 | -1.95% | |
| Maridea Wealth Management Llc | 0.03% | 12,156 | $177,475 | $171,400 | -$6,075 | -3.42% |
Frequently asked questions about DBL
Who owns the most DBL stock?
The largest holders of DBL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DOUBLELINE OPPORT CREDIT (DBL).
Is DBL widely held by superinvestors?
Many widely followed stocks like DBL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DBL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.