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 | 08/12/2026 | 3.13 M | $44.95 M | 0.69% | 15.81% |
| AVIOR WEALTH MANAGEMENT, LLC | 07/07/2026 | 596.29 K | $8.57 M | 3.89% | 3.02% |
| UBS GROUP AG | 08/13/2026 | 580.22 K | $8.34 M | 1.93% | 2.93% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 07/23/2026 | 560.67 K | $8.06 M | 2.17% | 2.84% |
| MORGAN STANLEY | 08/13/2026 | 530.78 K | $7.63 M | -5.65% | 2.68% |
| ROYAL BANK OF CANADA | 08/14/2026 | 439.90 K | $6.33 M | 17.05% | 2.22% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 08/07/2026 | 405.76 K | $5.83 M | 11.53% | 2.05% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 350.37 K | $5.04 M | 12.20% | 1.77% |
| GRIDIRON PARTNERS, LLC | 08/05/2026 | 346.45 K | $4.98 M | 123.94% | 1.75% |
| STRATOS WEALTH ADVISORS, LLC | 08/11/2026 | 326.39 K | $4.69 M | 13.08% | 1.65% |
| INTELLECTUS PARTNERS, LLC | 08/12/2026 | 295.25 K | $4.25 M | 4.75% | 1.49% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 263.52 K | $3.79 M | -4.10% | 1.33% |
| CATAWBA RIVER CAPITAL | 07/22/2026 | 259.40 K | $3.73 M | -1.17% | 1.31% |
| LPL FINANCIAL LLC | 08/07/2026 | 234.71 K | $3.38 M | 1.71% | 1.19% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 210.54 K | $3.03 M | 1,329.16% | 1.06% |
| JOURNEY ADVISORY GROUP, LLC | 08/04/2026 | 171.94 K | $2.47 M | -0.82% | 0.87% |
| INVESCO LTD. | 08/14/2026 | 162.44 K | $2.34 M | 2.61% | 0.82% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 139.25 K | $2.00 M | -2.55% | 0.70% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 133.79 K | $1.92 M | -23.68% | 0.68% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 133.10 K | $1.91 M | -28.84% | 0.67% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 125.32 K | $1.80 M | -7.71% | 0.63% |
| IGNITE PLANNERS, LLC | 07/23/2026 | 112.19 K | $1.61 M | -2.29% | 0.57% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 111.30 K | $1.60 M | 17.07% | 0.56% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 106.77 K | $1.54 M | 238.07% | 0.54% |
| BERGER FINANCIAL GROUP, INC | 08/04/2026 | 103.41 K | $1.49 M | -2.13% | 0.52% |
| ARCHPOINT INVESTORS | 08/13/2026 | 100.96 K | $1.45 M | 0.00% | 0.51% |
| THOMPSON DAVID BLAIR | 08/14/2026 | 97.98 K | $1.41 M | -14.40% | 0.50% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 91.19 K | $1.31 M | -37.48% | 0.46% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 64.64 K | $929.58 K | -66.54% | 0.33% |
| STRATEGIC WEALTH PARTNERS, LTD. | 08/12/2026 | 64.16 K | $922.62 K | -27.35% | 0.32% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 60.61 K | $872.00 K | 100.00% | 0.31% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 59.29 K | $852.55 K | 29.85% | 0.30% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 38.50 K | $554.00 K | -81.35% | 0.19% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 29.02 K | $417.00 K | 0.00% | 0.15% |
| MAREX GROUP LTD | 08/14/2026 | 28.91 K | $415.67 K | 100.00% | 0.15% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 25.75 K | $370.29 K | 30.38% | 0.13% |
| QUARRY LP | 08/14/2026 | 25.43 K | $365.64 K | -66.54% | 0.13% |
| VERUS CAPITAL PARTNERS, LLC | 08/06/2026 | 25.20 K | $362.43 K | 0.10% | 0.13% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 24.54 K | $353.00 K | -10.71% | 0.12% |
| UNITED ADVISOR GROUP, LLC | 07/29/2026 | 24.14 K | $347.15 K | 0.00% | 0.12% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 22.65 K | $325.69 K | -6.60% | 0.11% |
| PETTINGA FINANCIAL ADVISORS LLC | 07/09/2026 | 20.59 K | $296.11 K | 100.00% | 0.10% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 20.44 K | $293.94 K | 0.00% | 0.10% |
| APRIEM ADVISORS | 08/14/2026 | 20.11 K | $289.18 K | -16.59% | 0.10% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 19.05 K | $273.90 K | -6.96% | 0.10% |
| MARIDEA WEALTH MANAGEMENT LLC | 08/06/2026 | 18.74 K | $269.48 K | 54.16% | 0.09% |
| BLUEPRINT INVESTMENT PARTNERS LLC | 08/04/2026 | 17.50 K | $251.65 K | -19.72% | 0.09% |
| WORLD EQUITY GROUP, INC. | 07/09/2026 | 16.60 K | $238.71 K | 49.55% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 15.96 K | $229.50 K | -3.90% | 0.08% |
| ARAX ADVISORY PARTNERS | 08/10/2026 | 15.86 K | $228.08 K | 100.00% | 0.08% |
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DoubleLine Opportunistic Credit Fund institutional Ownership - FAQ's
During the previous two years, 102 institutional investors and hedge funds held shares of DoubleLine Opportunistic Credit Fund. The most heavily invested institutionals were:
EVERGREEN CAPITAL MANAGEMENT LLC: 753,047
Twelve Points Wealth Management LLC: 400,372
Journey Advisory Group, LLC: 171,601
Aviance Capital Partners, LLC: 123,106
PARK AVENUE SECURITIES LLC: 71,196
Cambridge Investment Research Advisors, Inc.: 29,123
55.40% of DoubleLine Opportunistic Credit Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.24 M shares in the last 24 months. This purchase volume represents approximately $162.84 M in transactions.