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 | 11/13/2025 | 3.40 M | $53.00 M | 3.99% | 18.02% |
| GRIDIRON PARTNERS, LLC | 10/14/2025 | 2.23 M | $684.23 K | 5,475.77% | 11.82% |
| UBS GROUP AG | 11/13/2025 | 574.55 K | $8.95 M | 0.09% | 3.04% |
| MORGAN STANLEY | 11/14/2025 | 546.91 K | $8.52 M | -10.39% | 2.90% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 10/28/2025 | 511.91 K | $7.98 M | 2.35% | 2.71% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 439.40 K | $6.85 M | 86.29% | 2.33% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 10/22/2025 | 396.60 K | $6.18 M | -0.50% | 2.10% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 314.13 K | $4.89 M | 16.62% | 1.66% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 294.47 K | $4.59 M | 6.62% | 1.56% |
| INTELLECTUS PARTNERS, LLC | 11/12/2025 | 284.61 K | $4.43 M | 1.18% | 1.51% |
| ROYAL BANK OF CANADA | 11/14/2025 | 254.81 K | $3.97 M | -1.19% | 1.35% |
| STRATOS WEALTH ADVISORS, LLC | 11/06/2025 | 251.62 K | $3.92 M | 114.65% | 1.33% |
| R.P. BOGGS & CO. | 11/10/2025 | 247.31 K | $3.85 M | 5.96% | 1.31% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 233.59 K | $3.64 M | -14.50% | 1.24% |
| LPL FINANCIAL LLC | 11/12/2025 | 217.98 K | $3.40 M | 1.81% | 1.15% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 191.14 K | $2.98 M | -11.78% | 1.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 190.03 K | $2.96 M | -1.26% | 1.01% |
| JOURNEY ADVISORY GROUP, LLC | 11/10/2025 | 168.03 K | $2.62 M | -1.11% | 0.89% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 166.46 K | $2.59 M | 100.00% | 0.88% |
| INVESCO LTD. | 11/13/2025 | 164.09 K | $2.56 M | 22.94% | 0.87% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 11/12/2025 | 150.67 K | $2.35 M | 73.17% | 0.80% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 147.10 K | $2.29 M | -1.24% | 0.78% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 140.55 K | $2.17 M | 0.00% | 0.74% |
| IGNITE PLANNERS, LLC | 10/08/2025 | 107.24 K | $1.67 M | 1.64% | 0.57% |
| BERGER FINANCIAL GROUP, INC | 10/14/2025 | 105.47 K | $1.64 M | 100.00% | 0.56% |
| ARCHPOINT INVESTORS | 11/12/2025 | 100.96 K | $1.57 M | 0.00% | 0.53% |
| AVIANCE CAPITAL PARTNERS, LLC | 10/29/2025 | 90.22 K | $1.41 M | 1.34% | 0.48% |
| STRATEGIC WEALTH PARTNERS, LTD. | 11/14/2025 | 88.32 K | $1.38 M | 1.12% | 0.47% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 10/09/2025 | 58.77 K | $915.70 K | 23.83% | 0.31% |
| MATRIX TRUST CO | 10/14/2025 | 47.78 K | $744.00 K | -4.75% | 0.25% |
| VERUS CAPITAL PARTNERS, LLC | 11/10/2025 | 33.21 K | $517.42 K | 3.82% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 29.03 K | $452.00 K | 4.04% | 0.15% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 28.54 K | $444.61 K | 13.16% | 0.15% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 28.26 K | $440.00 K | 0.09% | 0.15% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 27.04 K | $421.28 K | 1.12% | 0.14% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 25.62 K | $399.18 K | 0.29% | 0.14% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 11/14/2025 | 25.22 K | $392.99 K | -5.95% | 0.13% |
| UNITED ADVISOR GROUP, LLC | 11/12/2025 | 24.14 K | $376.12 K | 0.00% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 23.41 K | $364.55 K | 7.05% | 0.12% |
| COMERICA BANK | 11/14/2025 | 20.78 K | $323.71 K | -41.52% | 0.11% |
| APRIEM ADVISORS | 11/10/2025 | 20.11 K | $313.31 K | 0.00% | 0.11% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 11/04/2025 | 17.82 K | $277.62 K | 0.00% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 16.73 K | $260.58 K | 16.65% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 16.66 K | $259.00 K | -43.04% | 0.09% |
| FORT SHERIDAN ADVISORS LLC | 11/13/2025 | 15.78 K | $245.87 K | -13.63% | 0.08% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 15.61 K | $243.19 K | 0.00% | 0.08% |
| ARS WEALTH ADVISORS GROUP, LLC | 10/06/2025 | 14.77 K | $230.07 K | -9.40% | 0.08% |
| KERCHEVILLE ADVISORS, LLC | 10/22/2025 | 14.09 K | $219.52 K | 0.12% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 12.47 K | $194.20 K | 100.00% | 0.07% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 10/20/2025 | 12.29 K | $191.53 K | 0.97% | 0.07% |
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DoubleLine Opportunistic Credit Fund institutional Ownership - FAQ's
During the previous two years, 87 institutional investors and hedge funds held shares of DoubleLine Opportunistic Credit Fund. The most heavily invested institutionals were:
EVERGREEN CAPITAL MANAGEMENT LLC: 527,230
Stratos Wealth Advisors, LLC: 259,367
R.P. Boggs & Co.: 257,639
Journey Advisory Group, LLC: 171,430
Berger Financial Group, Inc: 107,945
Gridiron Partners, LLC: 43,917
66.88% of DoubleLine Opportunistic Credit Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.36 M shares in the last 24 months. This purchase volume represents approximately $157.06 M in transactions.