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Disclosery

DBL DOUBLELINE OPPORTUNISTIC CR

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COM (common), issuer CIK 1525201

79 managers (79 13F filers) reported a position in DBL shares at 2026-06-30, 10,953,517 shares in all. 12 filers opened a position and 7 filers sold out during the quarter.

Managers
79
13F filers
79
New
12
Added
24
Reduced
28
Sold out
7
Shares held by filers
10,953,517

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC3,125,689$44.9M0.85%+21,28113F-HRTimelineGroup
Avior Wealth Management, LLC596,287$8.57M0.23%+22,32113F-HRTimeline
UBS Group AGin group UBS Group AG580,219$8.34M<0.01%+11,00313F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC560,669$8.06M0.14%+11,91713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY530,776$7.63M<0.01%-31,75913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA439,900$6.33M<0.01%+64,07713F-HRTimelineGroup
Twelve Points Wealth Management LLC405,759$5.83M1.17%+41,95513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC350,374$5.04M<0.01%+38,08913F-HRTimelineGroup
Gridiron Partners, LLC346,451$4.98M2.62%+191,74113F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.326,385$4.69M0.26%+37,74413F-HRTimelineGroup
Intellectus Partners, LLC295,245$4.25M0.73%+13,39613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN263,521$3.79M<0.01%-11,26913F-HRTimelineGroup
Catawba River Capital259,396$3.73M1.67%-3,08113F-HRTimeline
LPL Financial LLC234,708$3.38M<0.01%+3,94913F-HRTimeline
Shaker Financial Services, LLC210,544$3.03M0.95%+195,81213F-HRTimeline
Journey Advisory Group, LLC171,944$2.47M0.19%-1,43013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.162,442$2.34M<0.01%+4,13213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC139,250$2M0.04%-3,65013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP133,785$1.92M<0.01%-41,51313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC133,104$1.91M0.01%-53,93813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC125,315$1.8M<0.01%-10,46713F-HRTimelineGroup
Ignite Planners, LLC112,190$1.61M0.22%-2,62713F-HRTimeline
Aviance Capital Partners, LLC111,297$1.6M0.17%+16,22513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC106,773$1.54M<0.01%+75,19013F-HRTimelineGroup
Berger Financial Group, Inc103,409$1.49M0.08%-2,25513F-HRTimeline
ArchPoint Investors100,964$1.45M0.31%013F-HRTimeline
Thompson David Blair97,976$1.41M0.7%-16,48313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/91,187$1.31M<0.01%-54,66413F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC64,644$930K0.09%-128,53813F-HRTimeline
Strategic Wealth Partners, Ltd.64,160$923K0.06%-24,15613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC60,607$872K0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…59,287$853K<0.01%+13,62913F-HRTimelineGroup
Janney Montgomery Scott LLC38,495$554K<0.01%-167,90013F-HRTimeline
Cambridge Investment Research Advisors,…29,018$417K<0.01%013F-HR/ATimeline
Marex Group Ltdin group Marex Group Ltd28,906$416K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,750$370K<0.01%+6,00013F-HRTimelineGroup
Quarry LP25,427$366K0.06%-50,55913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC25,204$362K0.02%+2413F-HRTimeline
WEDBUSH SECURITIES INC24,540$353K0.01%-2,94213F-HRTimeline
United Advisor Group, LLC24,141$347K0.04%013F-HRTimeline
NewEdge Advisors, LLC22,649$326K<0.01%-1,60013F-HRTimeline
Pettinga Financial Advisors LLC20,592$296K0.05%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC20,441$294K0.01%013F-HRTimeline
Apriem Advisors20,110$289K0.03%-4,00013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC19,047$274K<0.01%-1,42413F-HRTimeline
Maridea Wealth Management LLC18,740$269K0.03%+6,58413F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…17,500$252K0.02%-4,30013F-HRTimelineGroup
WORLD EQUITY GROUP, INC.16,600$239K0.05%+5,50013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,960$230K<0.01%-64713F-HRTimeline
Arax Advisory Partners15,861$228K<0.01%new13F-HRTimeline
Fort Sheridan Advisors LLC15,781$227K0.02%013F-HRTimeline
Cetera Investment Advisers13,551$195K<0.01%-12,39913F-HRTimeline
Mallini Complete Financial Planning LLC13,206$190K0.14%+13213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,123$189K<0.01%-61713F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.12,932$186K0.13%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,703$183K<0.01%new13F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.12,570$181K0.1%-3,03913F-HRTimeline
ARS Wealth Advisors Group, LLC12,350$178K0.01%013F-HRTimeline
Kercheville Advisors, LLC11,900$171K0.05%+313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,464$165K<0.01%+66413F-HRTimelineGroup
SkyOak Wealth, LLC10,385$149K0.02%-1,05213F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD10,000$144K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,065$102K<0.01%-5,88913F-HRTimelineGroup
TD Waterhouse Canada Inc.5,487$78.6K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,750$53.9K<0.01%013F-HRTimelineGroup
Clear Street Group Inc.in group Clear Street Group Inc.3,652$52.5K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC2,550$36.7K<0.01%new13F-HRTimeline
Morse Asset Management, Inc1,865$26.8K<0.01%+4213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,203$17.3K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,065$15.3K<0.01%013F-HRTimeline
JNBA Financial Advisors1,059$15.2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.503$7.23K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC500$7.19K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.426$6.12K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC400$5.75K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC400$5.71K<0.01%013F-HRTimeline
IFP Advisors, Inc156$2.24K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC138$1.98K<0.01%-2,11113F-HRTimeline
JFS WEALTH ADVISORS, LLC95$1.37K<0.01%new13F-HRTimeline