DoubleLine Opportunistic Credit Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 3.47 M | $52.91 M | 2.01% | 17.75% |
| UBS GROUP AG | 01/29/2026 | 568.35 K | $8.67 M | -1.08% | 2.91% |
| MORGAN STANLEY | 02/13/2026 | 560.50 K | $8.55 M | 2.48% | 2.87% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 01/27/2026 | 527.23 K | $8.04 M | 2.99% | 2.70% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 475.87 K | $7.26 M | 8.30% | 2.43% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 01/23/2026 | 345.57 K | $5.28 M | -12.87% | 1.77% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 306.39 K | $4.67 M | 4.05% | 1.57% |
| ROYAL BANK OF CANADA | 02/17/2026 | 306.20 K | $4.67 M | 20.17% | 1.57% |
| INTELLECTUS PARTNERS, LLC | 02/10/2026 | 290.26 K | $4.43 M | 1.99% | 1.48% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 268.44 K | $4.09 M | 41.27% | 1.37% |
| STRATOS WEALTH ADVISORS, LLC | 01/20/2026 | 259.37 K | $3.96 M | 3.08% | 1.33% |
| R.P. BOGGS & CO. | 02/05/2026 | 257.64 K | $3.93 M | 4.18% | 1.32% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 236.26 K | $3.60 M | 1.14% | 1.21% |
| LPL FINANCIAL LLC | 02/11/2026 | 234.50 K | $3.58 M | 7.58% | 1.20% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 200.64 K | $3.06 M | -36.13% | 1.03% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 187.76 K | $2.86 M | -1.77% | 0.96% |
| JOURNEY ADVISORY GROUP, LLC | 01/27/2026 | 171.43 K | $2.61 M | 2.02% | 0.88% |
| INVESCO LTD. | 02/19/2026 | 156.06 K | $2.38 M | -4.89% | 0.80% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 154.78 K | $2.36 M | 5.22% | 0.79% |
| IGNITE PLANNERS, LLC | 02/06/2026 | 121.54 K | $1.84 M | 13.33% | 0.62% |
| BERGER FINANCIAL GROUP, INC | 01/27/2026 | 107.95 K | $1.65 M | 2.35% | 0.55% |
| ARCHPOINT INVESTORS | 02/13/2026 | 100.96 K | $1.54 M | 0.00% | 0.52% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 89.55 K | $1.37 M | -0.74% | 0.46% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 65.77 K | $1.00 M | 11.91% | 0.34% |
| GRIDIRON PARTNERS, LLC | 01/08/2026 | 43.92 K | $669.73 K | -98.03% | 0.22% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 42.76 K | $652.12 K | 66.90% | 0.22% |
| VERUS CAPITAL PARTNERS, LLC | 02/11/2026 | 33.69 K | $513.79 K | 1.45% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 29.02 K | $443.00 K | -0.03% | 0.15% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 27.94 K | $426.00 K | -1.13% | 0.14% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 26.84 K | $409.31 K | -0.74% | 0.14% |
| UNITED ADVISOR GROUP, LLC | 01/26/2026 | 24.14 K | $368.15 K | 0.00% | 0.12% |
| APRIEM ADVISORS | 02/13/2026 | 24.11 K | $367.68 K | 19.89% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 21.09 K | $321.68 K | 26.12% | 0.11% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 20.78 K | $316.85 K | -17.63% | 0.11% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 01/29/2026 | 18.64 K | $284.21 K | 4.59% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 18.57 K | $283.12 K | 11.47% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 17.59 K | $268.35 K | -24.85% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 17.11 K | $260.97 K | 43.90% | 0.09% |
| FORT SHERIDAN ADVISORS LLC | 02/10/2026 | 15.78 K | $240.66 K | 0.00% | 0.08% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 15.61 K | $238.04 K | 0.00% | 0.08% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 14.70 K | $224.13 K | 100.00% | 0.08% |
| ARS WEALTH ADVISORS GROUP, LLC | 01/12/2026 | 14.00 K | $213.50 K | -5.19% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 13.27 K | $202.36 K | 6.46% | 0.07% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 12.80 K | $195.20 K | 100.00% | 0.07% |
| KERCHEVILLE ADVISORS, LLC | 01/29/2026 | 12.61 K | $190.68 K | -10.53% | 0.06% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 01/06/2026 | 12.41 K | $189.31 K | 0.98% | 0.06% |
| SKYOAK WEALTH, LLC | 02/05/2026 | 11.25 K | $171.54 K | 1.60% | 0.06% |
| WORLD EQUITY GROUP, INC. | 01/12/2026 | 11.10 K | $169.28 K | 0.00% | 0.06% |
| COLONY GROUP, LLC | 02/13/2026 | 10.80 K | $164.70 K | 100.00% | 0.06% |
| PAPAMARKOU WELLNER ASSET MANAGEMENT INC. | 02/18/2026 | 10.50 K | $160.13 K | 100.00% | 0.05% |
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DoubleLine Opportunistic Credit Fund institutional Ownership - FAQ's
During the previous two years, 107 institutional investors and hedge funds held shares of DoubleLine Opportunistic Credit Fund. The most heavily invested institutionals were:
Nelson, Van Denburg & Campbell Wealth Management Group, LLC: 573,966
UBS Group AG: 569,216
Twelve Points Wealth Management LLC: 363,804
Stratos Wealth Advisors, LLC: 288,641
Intellectus Partners, LLC: 281,849
Janney Montgomery Scott LLC: 206,395
51.18% of DoubleLine Opportunistic Credit Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.84 M shares in the last 24 months. This purchase volume represents approximately $185.99 M in transactions.