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Disclosery

DBL DOUBLELINE OPPORTUNISTIC CR

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COM (fund), issuer CIK 1525201

70 managers (70 13F filers) reported a position in DBL shares at 2025-03-31, 10,097,185 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
70
13F filers
70
New
7
Added
33
Reduced
14
Sold out
11
Shares held by filers
10,097,185

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC3,168,782$49.5M1.16%+227,69913F-HRTimelineGroup
LeConte Wealth Management, LLC938,344$14.7M9.35%13F-HRTimeline
UBS Group AGin group UBS Group AG574,377$8.98M<0.01%-2,00413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY573,773$8.97M<0.01%+29,98513F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC462,464$7.23M0.24%+14,40713F-HRTimeline
Twelve Points Wealth Management LLC373,236$5.83M1.58%-5,42313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC331,799$5.19M<0.01%+98,59413F-HRTimelineGroup
Janney Montgomery Scott LLC263,788$4.12M0.01%+68,37913F-HRTimeline
Intellectus Partners, LLC256,974$4.02M0.99%+5,27613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN230,019$3.6M<0.01%+8,74713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC227,704$3.56M0.03%+66,65213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA223,083$3.49M<0.01%+40,49513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/216,619$3.39M<0.01%+40,52413F-HRTimelineGroup
LPL Financial LLC212,935$3.33M<0.01%+70,43513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP175,086$2.74M<0.01%+26,58913F-HRTimelineGroup
Journey Advisory Group, LLC169,160$2.64M0.22%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,207$2.63M<0.01%+31,24713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.151,315$2.37M<0.01%+5,07513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC142,175$2.22M0.08%+12,52513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…138,565$2.17M0.19%-7,72213F-HRTimeline
ArchPoint Investors102,219$1.6M0.53%013F-HR/ATimeline
Aviance Capital Partners, LLC89,968$1.41M0.2%+7,22613F-HRTimeline
Ignite Planners, LLC84,248$1.3M0.25%+93913F-HRTimeline
Shaker Financial Services, LLC78,007$1.22M0.47%-32,57613F-HRTimeline
Consolidated Portfolio Review Corp68,326$1.07M0.17%-2,46113F-HRTimeline
Matrix Trust Co47,092$736K0.12%+12,43613F-HRTimeline
U.S. Capital Wealth Advisors, LLC46,624$729K0.02%-1,19013F-HRTimeline
Gridiron Partners, LLC40,017$625K0.4%013F-HRTimeline
COMERICA BANK36,077$564K<0.01%+7,61413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.34,963$546K0.03%+16,10413F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC28,236$441K0.01%-36213F-HRTimeline
Cambridge Investment Research Advisors,…27,890$436K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC27,725$433K0.02%-39313F-HRTimeline
NewEdge Advisors, LLC26,740$418K<0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC26,545$415K0.04%+2113F-HR/ATimeline
B. Riley Wealth Advisors, Inc.26,346$412K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,476$398K<0.01%+6913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,739$387K<0.01%+20313F-HRTimelineGroup
Fort Sheridan Advisors LLC24,469$382K0.06%-50013F-HRTimeline
United Advisor Group, LLC24,141$377K0.08%-74713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,251$332K<0.01%+6,78413F-HRTimeline
Apriem Advisors20,110$314K0.04%013F-HRTimeline
Ashton Thomas Private Wealth, LLC17,819$279K0.01%+31913F-HRTimeline
TD Waterhouse Canada Inc.17,523$273K<0.01%013F-HRTimeline
ARS Wealth Advisors Group, LLC16,400$256K0.04%-2,20013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,609$244K0.16%013F-HRTimeline
Kercheville Advisors, LLC14,057$220K0.09%+1613F-HRTimeline
WORLD EQUITY GROUP, INC.11,850$185K0.05%+60013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,746$184K<0.01%new13F-HRTimelineGroup
Mallini Complete Financial Planning LLC11,039$173K0.16%+10213F-HRTimeline
Transform Wealth, LLC10,800$169K0.01%013F-HRTimeline
SkyOak Wealth, LLC10,729$168K0.04%+16313F-HRTimeline
EWG Elevate Inc.10,300$161K0.06%new13F-HRTimeline
Golden State Wealth Management, LLC4,019$62.8K0.01%+3813F-HR/ATimeline
Principia Wealth Advisory, LLC3,981$61.5K0.06%+1,16013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,000$31.3K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,800$28.1K<0.01%013F-HRTimelineGroup
Morse Asset Management, Inc1,665$26K0.01%-21713F-HRTimeline
Steward Partners Investment Advisory, L…1,627$25.4K<0.01%-57813F-HRTimeline
Elequin Capital, LP1,088$17K<0.01%new13F-HRTimeline
JNBA Financial Advisors1,059$16.6K<0.01%013F-HRTimeline
Fortitude Family Office, LLC547$8.54K<0.01%+1213F-HRTimeline
CoreCap Advisors, LLC500$7.82K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.453$7.08K<0.01%+913F-HRTimeline
LANARK FINANCIAL, INC.426$6K<0.01%new13F-HRTimeline
CX Institutional300$5K<0.01%new13F-HRTimeline
IFP Advisors, Inc156$2.44K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management77$1.21K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1$16<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,00013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.