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 | 05/13/2026 | 3.10 M | $45.32 M | -10.53% | 15.88% |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 04/09/2026 | 573.97 K | $8.38 M | 100.00% | 2.94% |
| UBS GROUP AG | 05/05/2026 | 569.22 K | $8.31 M | 0.15% | 2.91% |
| MORGAN STANLEY | 05/15/2026 | 562.54 K | $8.21 M | 0.36% | 2.88% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 05/14/2026 | 548.75 K | $8.01 M | 4.08% | 2.81% |
| ROYAL BANK OF CANADA | 05/15/2026 | 375.82 K | $5.49 M | 22.74% | 1.92% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 04/14/2026 | 363.80 K | $5.31 M | 5.28% | 1.86% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 312.29 K | $4.56 M | 1.92% | 1.60% |
| STRATOS WEALTH ADVISORS, LLC | 04/28/2026 | 288.64 K | $4.21 M | 11.29% | 1.48% |
| INTELLECTUS PARTNERS, LLC | 04/10/2026 | 281.85 K | $4.11 M | -2.90% | 1.44% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 274.79 K | $4.01 M | 2.37% | 1.41% |
| R.P. BOGGS & CO. | 05/11/2026 | 262.48 K | $3.84 M | 1.88% | 1.34% |
| LPL FINANCIAL LLC | 05/06/2026 | 230.76 K | $3.37 M | -1.59% | 1.18% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 206.40 K | $3.01 M | -12.64% | 1.06% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 193.18 K | $2.82 M | 100.00% | 0.99% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 187.04 K | $2.73 M | -0.38% | 0.96% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 175.30 K | $2.56 M | -12.63% | 0.90% |
| JOURNEY ADVISORY GROUP, LLC | 05/05/2026 | 173.37 K | $2.53 M | 1.13% | 0.89% |
| INVESCO LTD. | 05/12/2026 | 158.31 K | $2.31 M | 1.44% | 0.81% |
| GRIDIRON PARTNERS, LLC | 04/13/2026 | 154.71 K | $2.26 M | 252.28% | 0.79% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 145.85 K | $2.13 M | -69.35% | 0.75% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 142.90 K | $2.09 M | -3.32% | 0.73% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 135.78 K | $1.98 M | -12.27% | 0.69% |
| IGNITE PLANNERS, LLC | 04/17/2026 | 114.82 K | $1.68 M | -5.53% | 0.59% |
| BERGER FINANCIAL GROUP, INC | 04/28/2026 | 105.66 K | $1.54 M | -2.11% | 0.54% |
| ARCHPOINT INVESTORS | 05/14/2026 | 100.96 K | $1.47 M | 0.00% | 0.52% |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 95.07 K | $1.39 M | 6.17% | 0.49% |
| STRATEGIC WEALTH PARTNERS, LTD. | 05/12/2026 | 88.32 K | $1.29 M | 0.00% | 0.45% |
| QUARRY LP | 05/15/2026 | 75.99 K | $1.11 M | 100.00% | 0.39% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 45.66 K | $666.62 K | 6.77% | 0.23% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 31.58 K | $461.11 K | 49.73% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 29.02 K | $424.00 K | 0.00% | 0.15% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 27.48 K | $401.00 K | -1.64% | 0.14% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 25.95 K | $378.87 K | 51.64% | 0.13% |
| VERUS CAPITAL PARTNERS, LLC | 05/22/2026 | 25.18 K | $367.63 K | -25.26% | 0.13% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 24.25 K | $354.04 K | -9.65% | 0.12% |
| UNITED ADVISOR GROUP, LLC | 04/17/2026 | 24.14 K | $352.46 K | 0.00% | 0.12% |
| APRIEM ADVISORS | 05/15/2026 | 24.11 K | $352.01 K | 0.00% | 0.12% |
| BLUEPRINT INVESTMENT PARTNERS LLC | 05/15/2026 | 21.80 K | $318.28 K | 100.00% | 0.11% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 20.47 K | $298.88 K | -1.47% | 0.10% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 05/11/2026 | 20.44 K | $298.44 K | 9.68% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 19.75 K | $288.35 K | 54.30% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 16.61 K | $242.47 K | -10.55% | 0.08% |
| FORT SHERIDAN ADVISORS LLC | 05/06/2026 | 15.78 K | $230.40 K | 0.00% | 0.08% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 15.61 K | $227.89 K | 0.00% | 0.08% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 14.73 K | $215.09 K | 100.00% | 0.08% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 04/07/2026 | 14.00 K | $204.40 K | -78.72% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 13.74 K | $200.60 K | 3.54% | 0.07% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 04/13/2026 | 13.07 K | $190.89 K | 5.32% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 12.95 K | $189.20 K | -26.37% | 0.07% |
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DoubleLine Opportunistic Credit Fund institutional Ownership - FAQ's
During the previous two years, 106 institutional investors and hedge funds held shares of DoubleLine Opportunistic Credit Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 3.1 M
Nelson, Van Denburg & Campbell Wealth Management Group, LLC: 573,966
UBS Group AG: 569,216
MORGAN STANLEY: 562,535
EVERGREEN CAPITAL MANAGEMENT LLC: 548,752
ROYAL BANK OF CANADA: 375,823
54.17% of DoubleLine Opportunistic Credit Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.24 M shares in the last 24 months. This purchase volume represents approximately $177.35 M in transactions.