DOUBLELINE OPPORT CREDIT (DBL) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $104.04M 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 $8.38M in its March 31, 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 $8.26M, representing an estimated loss of -1.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% 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
70
Total Reported Value
$104.04M
Largest Holder
Avior Wealth Management, Llc
Largest Position
$8.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
76
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 | 0.24% | 573,966 | $8,379,907 | $8,259,371 | -$120,536 | -1.44% | |
| Ubs Group Ag | 0.00% | 569,216 | $8,310,553 | $8,191,018 | -$119,535 | -1.44% | |
| Morgan Stanley | 0.00% | 562,535 | $8,213,023 | $8,094,879 | -$118,144 | -1.44% | |
| Evergreen Capital Management Llc | 0.17% | 548,752 | $8,011,781 | $7,896,541 | -$115,240 | -1.44% | |
| Royal Bank Of Canada | 0.00% | 375,823 | $5,487,000 | $5,408,093 | -$78,907 | -1.44% | |
| Twelve Points Wealth Management Llc | 1.17% | 363,804 | $5,311,539 | $5,235,140 | -$76,399 | -1.44% | |
| Ameriprise Financial Inc | 0.00% | 312,285 | $4,559,361 | $4,493,781 | -$65,580 | -1.44% | |
| Stratos Wealth Advisors, Llc | 0.26% | 288,641 | $4,214,167 | $4,153,544 | -$60,623 | -1.44% | |
| Intellectus Partners, Llc | 0.84% | 281,849 | $4,114,996 | $4,055,807 | -$59,189 | -1.44% | |
| Wells Fargo & Company/Mn | 0.00% | 274,790 | $4,011,933 | $3,954,228 | -$57,705 | -1.44% | |
| Catawba River Capital | 1.85% | 262,477 | $3,842,672 | $3,777,044 | -$65,628 | -1.71% | |
| Lpl Financial Llc | 0.00% | 230,759 | $3,369,084 | $3,320,622 | -$48,462 | -1.44% | |
| Absolute Investment Advisers, Llc | 0.33% | 193,182 | $2,820,457 | $2,779,889 | -$40,568 | -1.44% | |
| Guggenheim Capital Llc | 0.02% | 187,042 | $2,730,813 | $2,691,534 | -$39,279 | -1.44% | |
| Strategic Wealth Partners, Ltd. | 0.09% | 176,632 | $2,636,233 | $2,541,734 | -$94,499 | -3.58% | |
| Stifel Financial Corp | 0.00% | 175,298 | $2,559,341 | $2,522,538 | -$36,803 | -1.44% | |
| Journey Advisory Group, Llc | 0.22% | 173,374 | $2,531,260 | $2,494,852 | -$36,408 | -1.44% | |
| Invesco Ltd. | 0.00% | 158,310 | $2,311,326 | $2,278,081 | -$33,245 | -1.44% | |
| Gridiron Partners, Llc | 1.38% | 154,710 | $2,258,766 | $2,226,277 | -$32,489 | -1.44% | |
| Bank Of America Corp | 0.00% | 145,851 | $2,129,424 | $2,098,796 | -$30,628 | -1.44% | |
| Raymond James Financial Inc | 0.00% | 135,782 | $1,982,416 | $1,953,903 | -$28,513 | -1.44% | |
| Ignite Planners, Llc | 0.26% | 114,817 | $1,676,322 | $1,652,217 | -$24,105 | -1.44% | |
| Berger Financial Group, Inc | 0.09% | 105,664 | $1,542,695 | $1,520,505 | -$22,190 | -1.44% | |
| Archpoint Investors | 0.35% | 100,964 | $1,474,074 | $1,452,872 | -$21,202 | -1.44% | |
| Aviance Capital Partners, Llc | 0.16% | 95,072 | $1,388,057 | $1,368,086 | -$19,971 | -1.44% | |
| Quarry Lp | 0.22% | 75,986 | $1,109,396 | $1,093,439 | -$15,957 | -1.44% | |
| Rockefeller Capital Management L.P. | 0.00% | 45,658 | $666,617 | $657,019 | -$9,598 | -1.44% | |
| Envestnet Asset Management Inc | 0.00% | 31,583 | $461,107 | $454,479 | -$6,628 | -1.44% | |
| Cetera Investment Advisers | 0.00% | 25,950 | $378,874 | $373,421 | -$5,454 | -1.44% | |
| United Advisor Group, Llc | 0.04% | 24,141 | $352,459 | $347,389 | -$5,070 | -1.44% | |
| Apriem Advisors | 0.03% | 24,110 | $352,006 | $346,943 | -$5,063 | -1.44% | |
| Blueprint Investment Partners Llc | 0.03% | 21,800 | $318,280 | $313,702 | -$4,578 | -1.44% | |
| Horizon Kinetics Asset Management Llc | 0.00% | 20,471 | $298,877 | $294,578 | -$4,299 | -1.44% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 20,441 | $298,439 | $294,146 | -$4,293 | -1.44% | |
| Baird Financial Group, Inc. | 0.00% | 19,750 | $288,350 | $284,203 | -$4,148 | -1.44% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,607 | $242,470 | $238,975 | -$3,495 | -1.44% | |
| Fort Sheridan Advisors Llc | 0.03% | 15,781 | $230,403 | $227,089 | -$3,314 | -1.44% | |
| Melfa Wealth Management, Inc. | 0.13% | 15,609 | $227,892 | $224,614 | -$3,278 | -1.44% | |
| Shaker Financial Services, Llc | 0.07% | 14,732 | $215,088 | $211,993 | -$3,095 | -1.44% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 14,000 | $204,400 | $201,460 | -$2,940 | -1.44% | |
| Kestra Advisory Services, Llc | 0.00% | 13,740 | $200,599 | $197,719 | -$2,880 | -1.44% | |
| Mallini Complete Financial Planning Llc | 0.15% | 13,074 | $190,890 | $188,135 | -$2,755 | -1.44% | |
| Osaic Holdings, Inc. | 0.00% | 12,954 | $189,199 | $186,408 | -$2,791 | -1.48% | |
| Ars Wealth Advisors Group, Llc | 0.02% | 12,350 | $180,310 | $177,717 | -$2,594 | -1.44% | |
| Susquehanna International Group, Llp | 0.00% | 12,291 | $179,449 | $176,867 | -$2,582 | -1.44% | |
| Maridea Wealth Management Llc | 0.03% | 12,156 | $177,475 | $174,925 | -$2,550 | -1.44% | |
| Kercheville Advisors, Llc | 0.06% | 11,897 | $173,703 | $171,198 | -$2,505 | -1.44% | |
| Skyoak Wealth, Llc | 0.03% | 11,437 | $166,973 | $164,578 | -$2,395 | -1.43% | |
| World Equity Group, Inc. | 0.04% | 11,100 | $162,060 | $159,729 | -$2,331 | -1.44% | |
| Readystate Asset Management Lp | 0.01% | 10,907 | $159,242 | $156,952 | -$2,290 | -1.44% |
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.