Skip to content
Disclosery

DBL DOUBLELINE OPPORTUNISTIC CR

Follow

COM (fund), issuer CIK 1525201

74 managers (74 13F filers) reported a position in DBL shares at 2025-06-30, 10,483,399 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
74
13F filers
74
New
7
Added
31
Reduced
18
Sold out
4
Shares held by filers
10,483,399

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC3,270,893$50.3M1.07%+102,11113F-HRTimelineGroup
LeConte Wealth Management, LLC636,937$9.8M6.63%-301,40713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY610,350$9.39M<0.01%+36,57713F-HRTimelineGroup
UBS Group AGin group UBS Group AG574,028$8.83M<0.01%-34913F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC500,142$7.69M0.23%+37,67813F-HRTimeline
Twelve Points Wealth Management LLC398,592$6.13M1.65%+25,35613F-HRTimeline
Intellectus Partners, LLC281,283$4.33M0.93%+24,30913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC276,175$4.25M<0.01%-55,62413F-HRTimelineGroup
Janney Montgomery Scott LLC273,200$4.2M0.01%+9,41213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP269,372$4.14M<0.01%+94,28613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA257,871$3.97M<0.01%+34,78813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/235,865$3.63M<0.01%+19,24613F-HRTimelineGroup
Catawba River Capital233,390$3.59M1.82%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC216,658$3.33M0.03%-11,04613F-HRTimelineGroup
LPL Financial LLC214,105$3.29M<0.01%+1,17013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN192,453$2.96M<0.01%-37,56613F-HRTimelineGroup
Journey Advisory Group, LLC169,914$2.61M0.2%+75413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC156,595$2.41M0.07%+14,42013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC148,939$2.29M<0.01%-19,26813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…140,546$2.16M0.17%+1,98113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.133,465$2.05M<0.01%-17,85013F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.117,227$1.8M0.1%+82,26413F-HRTimelineGroup
Ignite Planners, LLC105,511$1.6M0.28%+21,26313F-HR/ATimeline
ArchPoint Investors100,964$1.55M0.46%-1,25513F-HRTimeline
Aviance Capital Partners, LLC89,022$1.37M0.18%-94613F-HRTimeline
Strategic Wealth Partners, Ltd.87,336$1.34M0.11%13F-HRTimeline
Consolidated Portfolio Review Corp87,003$1.34M0.19%+18,67713F-HRTimeline
Matrix Trust Co50,160$771K0.12%+3,06813F-HRTimeline
U.S. Capital Wealth Advisors, LLC47,463$730K0.02%+83913F-HRTimeline
Gridiron Partners, LLC40,017$615K0.38%013F-HRTimeline
COMERICA BANK35,527$546K<0.01%-55013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,240$450K<0.01%+7,98913F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management28,533$439K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC28,235$434K0.02%+51013F-HRTimeline
Cambridge Investment Research Advisors,…27,899$429K<0.01%+913F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC26,820$412K<0.01%-1,41613F-HRTimeline
NewEdge Advisors, LLC26,740$411K<0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC26,567$409K0.04%+2213F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,548$393K<0.01%+7213F-HR/ATimelineGroup
Shaker Financial Services, LLC25,219$388K0.14%-52,78813F-HRTimeline
United Advisor Group, LLC24,141$371K0.06%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,867$336K<0.01%-2,87213F-HR/ATimelineGroup
Apriem Advisors20,110$309K0.03%013F-HRTimeline
Fort Sheridan Advisors LLC18,272$281K0.04%-6,19713F-HRTimeline
Ashton Thomas Private Wealth, LLC17,819$274K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.17,070$263K<0.01%-45313F-HRTimeline
ARS Wealth Advisors Group, LLC16,300$251K0.03%-10013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,609$240K0.15%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,338$221K<0.01%new13F-HRTimelineGroup
Kercheville Advisors, LLC14,073$216K0.07%+1613F-HRTimeline
Mariner, LLCin group Mariner, LLC12,478$192K<0.01%+73213F-HRTimelineGroup
Mallini Complete Financial Planning LLC12,176$187K0.24%+1,13713F-HRTimeline
EWG Elevate Inc.11,530$177K0.05%+1,23013F-HRTimeline
SkyOak Wealth, LLC10,897$168K0.03%+16813F-HRTimeline
NorthCoast Asset Management LLC10,800$166K<0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.10,350$159K0.04%-1,50013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,116$156K0.01%new13F-HRTimelineGroup
Elequin Capital, LP6,614$102K0.01%+5,52613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC4,198$64.6K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC4,057$62.4K0.01%+3813F-HRTimeline
Principia Wealth Advisory, LLC3,981$61.2K0.05%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,864$44.1K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC2,000$30.8K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…1,627$25K<0.01%013F-HRTimeline
Morse Asset Management, Inc1,510$23.2K0.01%-15513F-HRTimeline
JNBA Financial Advisors1,059$16.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC500$7.69K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.462$7.11K<0.01%+913F-HRTimeline
LANARK FINANCIAL, INC.426$6K<0.01%013F-HRTimeline
IFP Advisors, Inc156$2.4K<0.01%013F-HRTimeline
Global Retirement Partners, LLC117$1.8K<0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management77$1.19K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1$15<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.