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Disclosery

DBL DOUBLELINE OPPORTUNISTIC CR

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COM (fund), issuer CIK 1525201

68 managers (68 13F filers) reported a position in DBL shares at 2025-12-31, 10,262,619 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
68
13F filers
68
New
7
Added
28
Reduced
18
Sold out
9
Shares held by filers
10,262,619

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC3,469,728$52.9M1.04%+68,21313F-HRTimelineGroup
UBS Group AGin group UBS Group AG568,353$8.67M<0.01%-6,19413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY560,498$8.55M<0.01%+13,58913F-HR/ATimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC527,230$8.04M0.18%+15,31913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/475,873$7.26M<0.01%+36,47213F-HRTimelineGroup
Twelve Points Wealth Management LLC345,569$5.28M1.19%-51,02613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC306,390$4.67M<0.01%+11,92013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA306,202$4.67M<0.01%+51,39413F-HRTimelineGroup
Intellectus Partners, LLC290,261$4.43M0.86%+5,65613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN268,441$4.09M<0.01%+78,41613F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.259,367$3.96M0.19%+7,74413F-HRTimelineGroup
Catawba River Capital257,639$3.93M1.75%+10,32913F-HRTimeline
Janney Montgomery Scott LLC236,256$3.6M0.01%+2,67013F-HRTimeline
LPL Financial LLC234,499$3.58M<0.01%+16,52213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP200,639$3.06M<0.01%-113,49013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC187,757$2.86M0.02%-3,38713F-HRTimelineGroup
Journey Advisory Group, LLC171,430$2.61M0.22%+3,39613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.156,062$2.38M<0.01%-8,02313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC154,779$2.36M<0.01%+7,68113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC147,800$2.25M0.05%-1,68513F-HRTimeline
Ignite Planners, LLC121,539$1.84M0.28%+14,29713F-HRTimeline
Berger Financial Group, Inc107,945$1.65M0.1%+2,47713F-HRTimeline
ArchPoint Investors100,964$1.54M0.37%013F-HRTimeline
Aviance Capital Partners, LLC89,549$1.37M0.16%-67013F-HRTimeline
Strategic Wealth Partners, Ltd.88,316$1.35M0.09%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC65,774$1M0.03%+7,00013F-HRTimeline
Gridiron Partners, LLC43,917$670K0.38%-2,187,34013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,761$652K<0.01%+17,14013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…29,018$443K<0.01%-913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC28,271$431K0.03%+48113F-HR/ATimeline
WEDBUSH SECURITIES INC27,941$426K0.01%-31913F-HRTimeline
Thompson David Blair27,099$413K0.24%13F-HRTimeline
NewEdge Advisors, LLC26,840$409K<0.01%-20013F-HRTimeline
United Advisor Group, LLC24,141$368K0.05%013F-HRTimeline
Apriem Advisors24,110$368K0.03%+4,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,094$322K<0.01%+4,36913F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC20,777$317K<0.01%-4,44713F-HRTimeline
Ashton Thomas Private Wealth, LLC18,637$284K0.01%+81813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,565$283K<0.01%+1,91013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,593$268K<0.01%-5,81613F-HRTimelineGroup
Cetera Investment Advisers17,113$261K<0.01%+5,22113F-HRTimeline
Fort Sheridan Advisors LLC15,781$241K0.03%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,609$238K0.14%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP14,697$224K0.01%new13F-HRTimeline
ARS Wealth Advisors Group, LLC14,000$214K0.02%-76713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,270$202K<0.01%+80513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,800$195K<0.01%new13F-HRTimelineGroup
Kercheville Advisors, LLC12,607$191K0.05%-1,48313F-HRTimeline
Mallini Complete Financial Planning LLC12,414$189K0.15%+12013F-HRTimeline
SkyOak Wealth, LLC11,248$172K0.03%+17713F-HRTimeline
WORLD EQUITY GROUP, INC.11,100$169K0.05%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,800$165K<0.01%new13F-HRTimelineGroup
Papamarkou Wellner Asset Management inc.10,500$160K0.1%new13F-HRTimeline
TD Waterhouse Canada Inc.5,487$83.7K<0.01%013F-HRTimeline
COMERICA BANK3,750$57.2K<0.01%-17,02713F-HRTimeline
Golden State Wealth Management, LLC2,226$34K<0.01%-1,87113F-HRTimeline
Principia Wealth Advisory, LLC2,003$30.5K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,000$30.5K0.02%013F-HRTimeline
Morse Asset Management, Inc1,783$27.2K0.01%+3713F-HRTimeline
JNBA Financial Advisors1,059$16.1K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP673$10.3K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC500$7.62K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.481$7.34K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.426$6.5K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC400$6.1K<0.01%013F-HRTimeline
IFP Advisors, Inc156$2.38K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC112$1.71K<0.01%new13F-HRTimeline
Matrix Trust Co0$00%-47,77713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.