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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 2025-09-30, 12,771,531 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
70
13F filers
70
New
7
Added
32
Reduced
17
Sold out
11
Shares held by filers
12,771,531

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC3,401,515$53M1.08%+130,62213F-HRTimelineGroup
UBS Group AGin group UBS Group AG574,547$8.95M<0.01%+51913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY546,909$8.52M<0.01%-63,44113F-HR/ATimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC511,911$7.98M0.19%+11,76913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/439,401$6.85M<0.01%+203,53613F-HR/ATimelineGroup
Twelve Points Wealth Management LLC396,595$6.18M1.54%-1,99713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP314,129$4.89M<0.01%+44,75713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC294,470$4.59M<0.01%+18,29513F-HRTimelineGroup
Intellectus Partners, LLC284,605$4.43M0.86%+3,32213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA254,808$3.97M<0.01%-3,06313F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.251,623$3.92M0.19%+134,39613F-HRTimelineGroup
Catawba River Capital247,310$3.85M1.75%+13,92013F-HRTimeline
Janney Montgomery Scott LLC233,586$3.64M0.01%-39,61413F-HRTimeline
LPL Financial LLC217,977$3.4M<0.01%+3,87213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC191,144$2.98M0.02%-25,51413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN190,025$2.96M<0.01%-2,42813F-HRTimelineGroup
Journey Advisory Group, LLC168,034$2.62M0.19%-1,88013F-HRTimeline
Polar Asset Management Partners Inc.166,458$2.59M0.05%new13F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.164,085$2.56M<0.01%+30,62013F-HRTimelineGroup
Consolidated Portfolio Review Corp150,666$2.35M0.29%+63,66313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC149,485$2.33M0.06%-7,11013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC147,098$2.29M<0.01%-1,84113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…140,546$2.17M0.17%013F-HRTimeline
Ignite Planners, LLC107,242$1.67M0.27%+1,73113F-HRTimeline
Berger Financial Group, Inc105,468$1.64M0.1%new13F-HRTimeline
ArchPoint Investors100,964$1.57M0.43%013F-HRTimeline
Aviance Capital Partners, LLC90,219$1.41M0.17%+1,19713F-HRTimeline
Strategic Wealth Partners, Ltd.88,316$1.38M0.1%+98013F-HRTimeline
U.S. Capital Wealth Advisors, LLC58,774$916K0.02%+11,31113F-HRTimeline
Matrix Trust Co47,777$744K0.12%-2,38313F-HRTimeline
Gridiron Partners, LLC2,231,257$684K0.39%+2,191,24013F-HRTimeline
Cambridge Investment Research Advisors,…29,027$452K<0.01%+1,12813F-HRTimeline
Shaker Financial Services, LLC28,537$445K0.15%+3,31813F-HRTimeline
WEDBUSH SECURITIES INC28,260$440K0.01%+2513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC27,790$433K0.03%+1,22313F-HR/ATimeline
NewEdge Advisors, LLC27,040$421K<0.01%+30013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,621$399K<0.01%+7313F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC25,224$393K<0.01%-1,59613F-HRTimeline
United Advisor Group, LLC24,141$376K0.05%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,409$365K<0.01%+1,54213F-HRTimelineGroup
COMERICA BANK20,777$324K<0.01%-14,75013F-HRTimeline
Apriem Advisors20,110$313K0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC17,819$278K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,725$261K<0.01%+2,38713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC16,655$259K<0.01%-12,58513F-HRTimeline
Fort Sheridan Advisors LLC15,781$246K0.03%-2,49113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,609$243K0.14%013F-HRTimeline
ARS Wealth Advisors Group, LLC14,767$230K0.02%-1,53313F-HRTimeline
Kercheville Advisors, LLC14,090$220K0.07%+1713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,465$194K<0.01%new13F-HRTimelineGroup
Mallini Complete Financial Planning LLC12,294$192K0.16%+11813F-HRTimeline
Cetera Investment Advisers11,892$185K<0.01%new13F-HRTimeline
EWG Elevate Inc.11,530$180K0.06%013F-HRTimeline
WORLD EQUITY GROUP, INC.11,100$173K0.04%+75013F-HRTimeline
SkyOak Wealth, LLC11,071$172K0.03%+17413F-HRTimeline
NorthCoast Asset Management LLC10,800$168K<0.01%013F-HRTimeline
Blackhawk Capital Partners, LLC10,450$163K0.06%new13F-HRTimeline
TD Waterhouse Canada Inc.5,487$85.1K<0.01%-11,58313F-HRTimeline
Golden State Wealth Management, LLC4,097$63.8K0.01%+4013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,894$45.1K<0.01%+3013F-HRTimelineGroup
Principia Wealth Advisory, LLC2,003$31.2K0.02%-1,97813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,000$31.2K0.02%013F-HRTimeline
Morse Asset Management, Inc1,746$27.2K0.01%+23613F-HRTimeline
JNBA Financial Advisors1,059$16.5K<0.01%013F-HRTimeline
Noble Wealth Management PBC760$11.8K0.01%13F-HRTimeline
CoreCap Advisors, LLC500$7.79K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.426$6.64K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC400$6.23K<0.01%new13F-HRTimeline
IFP Advisors, Inc156$2.43K<0.01%013F-HR/ATimeline
Advisory Services Network, LLC75$1.17K<0.01%new13F-HRTimeline