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 $156.25M in DBL holdings during the latest filing period.
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 $43.32M, representing an estimated loss of -3.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed DBL value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Avior Wealth 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
77
Total Reported Value
$156.25M
Largest Holder
Sit Investment Associates Inc
Largest Position
$44.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
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 | $43,322,050 | -$1,624,950 | -3.62% | |
| Avior Wealth Management, Llc | 0.23% | 596,287 | $8,574,602 | $8,264,538 | -$310,064 | -3.62% | |
| Ubs Group Ag | 0.00% | 580,219 | $8,343,549 | $8,041,835 | -$301,714 | -3.62% | |
| Evergreen Capital Management Llc | 0.14% | 560,669 | $8,062,418 | $7,770,872 | -$291,546 | -3.62% | |
| Morgan Stanley | 0.00% | 530,776 | $7,632,560 | $7,356,555 | -$276,005 | -3.62% | |
| Royal Bank Of Canada | 0.00% | 439,900 | $6,326,000 | $6,097,014 | -$228,986 | -3.62% | |
| Twelve Points Wealth Management Llc | 1.17% | 405,759 | $5,834,819 | $5,623,820 | -$210,999 | -3.62% | |
| Ameriprise Financial Inc | 0.00% | 350,374 | $5,038,383 | $4,856,184 | -$182,199 | -3.62% | |
| Gridiron Partners, Llc | 2.62% | 346,451 | $4,981,965 | $4,801,811 | -$180,154 | -3.62% | |
| Stratos Wealth Advisors, Llc | 0.26% | 326,385 | $4,693,421 | $4,523,696 | -$169,725 | -3.62% | |
| Intellectus Partners, Llc | 0.73% | 295,245 | $4,245,619 | $4,092,096 | -$153,523 | -3.62% | |
| Wells Fargo & Company/Mn | 0.00% | 263,521 | $3,789,431 | $3,652,401 | -$137,030 | -3.62% | |
| Catawba River Capital | 1.67% | 259,396 | $3,730,123 | $3,595,229 | -$134,894 | -3.62% | |
| Lpl Financial Llc | 0.00% | 234,708 | $3,375,102 | $3,253,053 | -$122,049 | -3.62% | |
| Shaker Financial Services, Llc | 0.95% | 210,544 | $3,027,623 | $2,918,140 | -$109,483 | -3.62% | |
| Journey Advisory Group, Llc | 0.19% | 171,944 | $2,472,555 | $2,383,144 | -$89,411 | -3.62% | |
| Invesco Ltd. | 0.00% | 162,442 | $2,335,916 | $2,251,446 | -$84,470 | -3.62% | |
| Independent Financial Group, Llc | 0.04% | 139,250 | $2,002,415 | $1,930,005 | -$72,410 | -3.62% | |
| Stifel Financial Corp | 0.00% | 133,785 | $1,923,824 | $1,854,260 | -$69,564 | -3.62% | |
| Guggenheim Capital Llc | 0.01% | 133,104 | $1,914,036 | $1,844,821 | -$69,215 | -3.62% | |
| Raymond James Financial Inc | 0.00% | 125,315 | $1,802,035 | $1,736,866 | -$65,169 | -3.62% | |
| Ignite Planners, Llc | 0.22% | 112,190 | $1,613,286 | $1,554,953 | -$58,333 | -3.62% | |
| Aviance Capital Partners, Llc | 0.17% | 111,297 | $1,600,448 | $1,542,576 | -$57,872 | -3.62% | |
| Envestnet Asset Management Inc | 0.00% | 106,773 | $1,535,393 | $1,479,874 | -$55,519 | -3.62% | |
| Berger Financial Group, Inc | 0.08% | 103,409 | $1,487,022 | $1,433,249 | -$53,773 | -3.62% | |
| Archpoint Investors | 0.31% | 100,964 | $1,451,862 | $1,399,361 | -$52,501 | -3.62% | |
| Bank Of America Corp | 0.00% | 91,187 | $1,311,270 | $1,263,852 | -$47,418 | -3.62% | |
| Absolute Investment Advisers, Llc | 0.09% | 64,644 | $929,581 | $895,966 | -$33,615 | -3.62% | |
| Strategic Wealth Partners, Ltd. | 0.06% | 64,160 | $922,621 | $889,258 | -$33,363 | -3.62% | |
| Park Avenue Securities Llc | 0.01% | 60,607 | $872,000 | $840,013 | -$31,987 | -3.67% | |
| Rockefeller Capital Management L.P. | 0.00% | 59,287 | $852,547 | $821,718 | -$30,829 | -3.62% | |
| Janney Montgomery Scott Llc | 0.00% | 38,495 | $554,000 | $533,541 | -$20,459 | -3.69% | |
| Marex Group Plc | 0.00% | 28,906 | $415,668 | $400,637 | -$15,031 | -3.62% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 26,346 | $411,781 | $365,156 | -$46,625 | -11.32% | |
| Baird Financial Group, Inc. | 0.00% | 25,750 | $370,285 | $356,895 | -$13,390 | -3.62% | |
| Quarry Lp | 0.06% | 25,427 | $365,640 | $352,418 | -$13,222 | -3.62% | |
| Verus Capital Partners, Llc | 0.02% | 25,204 | $362,429 | $349,327 | -$13,102 | -3.61% | |
| Wedbush Securities Inc | 0.01% | 24,540 | $353,000 | $340,124 | -$12,876 | -3.65% | |
| United Advisor Group, Llc | 0.04% | 24,141 | $347,148 | $334,594 | -$12,554 | -3.62% | |
| Newedge Advisors, Llc | 0.00% | 22,649 | $325,693 | $313,915 | -$11,778 | -3.62% | |
| Pettinga Financial Advisors Llc | 0.05% | 20,592 | $296,113 | $285,405 | -$10,708 | -3.62% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 20,441 | $293,942 | $283,312 | -$10,630 | -3.62% | |
| Apriem Advisors | 0.03% | 20,110 | $289,182 | $278,725 | -$10,457 | -3.62% | |
| Horizon Kinetics Asset Management Llc | 0.00% | 19,047 | $273,896 | $263,991 | -$9,905 | -3.62% | |
| Maridea Wealth Management Llc | 0.03% | 18,740 | $269,479 | $259,736 | -$9,743 | -3.62% | |
| Blueprint Investment Partners Llc | 0.02% | 17,500 | $251,650 | $242,550 | -$9,100 | -3.62% | |
| World Equity Group, Inc. | 0.05% | 16,600 | $238,708 | $230,076 | -$8,632 | -3.62% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,960 | $229,500 | $221,206 | -$8,294 | -3.61% | |
| Arax Advisory Partners | 0.00% | 15,861 | $228,081 | $219,833 | -$8,248 | -3.62% | |
| Fort Sheridan Advisors Llc | 0.02% | 15,781 | $226,931 | $218,725 | -$8,206 | -3.62% |
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.