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Disclosery

DBL DOUBLELINE OPPORTUNISTIC CR

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COM (fund), issuer CIK 1525201

75 managers (75 13F filers) reported a position in DBL shares at 2026-03-31, 10,706,174 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
75
13F filers
75
New
12
Added
24
Reduced
22
Sold out
4
Shares held by filers
10,706,174

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC3,104,408$45.3M0.92%-365,32013F-HRTimelineGroup
Avior Wealth Management, LLC573,966$8.38M0.24%new13F-HRTimeline
UBS Group AGin group UBS Group AG569,216$8.31M<0.01%+86313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY562,535$8.21M<0.01%+2,03713F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC548,752$8.01M0.17%+21,52213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA375,823$5.49M<0.01%+69,62113F-HRTimelineGroup
Twelve Points Wealth Management LLC363,804$5.31M1.17%+18,23513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC312,285$4.56M<0.01%+5,89513F-HR/ATimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.288,641$4.21M0.26%+29,27413F-HRTimelineGroup
Intellectus Partners, LLC281,849$4.11M0.84%-8,41213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN274,790$4.01M<0.01%+6,34913F-HR/ATimelineGroup
Catawba River Capital262,477$3.84M1.85%+4,83813F-HRTimeline
LPL Financial LLC230,759$3.37M<0.01%-3,74013F-HRTimeline
Janney Montgomery Scott LLC206,395$3.01M0.01%-29,86113F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC193,182$2.82M0.33%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC187,042$2.73M0.02%-71513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP175,298$2.56M<0.01%-25,34113F-HRTimelineGroup
Journey Advisory Group, LLC173,374$2.53M0.22%+1,94413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.158,310$2.31M<0.01%+2,24813F-HRTimelineGroup
Gridiron Partners, LLC154,710$2.26M1.38%+110,79313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/145,851$2.13M<0.01%-330,02213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC142,900$2.09M0.05%-4,90013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC135,782$1.98M<0.01%-18,99713F-HRTimelineGroup
Ignite Planners, LLC114,817$1.68M0.26%-6,72213F-HRTimeline
Thompson David Blair114,459$1.67M0.96%+87,36013F-HRTimeline
Berger Financial Group, Inc105,664$1.54M0.09%-2,28113F-HRTimeline
ArchPoint Investors100,964$1.47M0.35%013F-HRTimeline
Aviance Capital Partners, LLC95,072$1.39M0.16%+5,52313F-HRTimeline
Strategic Wealth Partners, Ltd.88,316$1.29M0.09%013F-HRTimeline
Quarry LP75,986$1.11M0.22%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…45,658$667K<0.01%+2,89713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,583$461K<0.01%+10,48913F-HRTimelineGroup
Cambridge Investment Research Advisors,…29,018$424K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC27,482$401K0.01%-45913F-HRTimeline
Cetera Investment Advisers25,950$379K<0.01%+8,83713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC25,180$368K0.03%-3,09113F-HRTimeline
NewEdge Advisors, LLC24,249$354K<0.01%-2,59113F-HR/ATimeline
United Advisor Group, LLC24,141$352K0.04%013F-HRTimeline
Apriem Advisors24,110$352K0.03%013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…21,800$318K0.03%new13F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC20,471$299K<0.01%-30613F-HRTimeline
Ashton Thomas Private Wealth, LLC20,441$298K0.01%+1,80413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,750$288K<0.01%+6,95013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC16,607$242K<0.01%-1,95813F-HRTimeline
Fort Sheridan Advisors LLC15,781$230K0.03%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,609$228K0.13%013F-HRTimeline
Shaker Financial Services, LLC14,732$215K0.07%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,000$204K0.01%-51,77413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,740$201K<0.01%+47013F-HRTimelineGroup
Mallini Complete Financial Planning LLC13,074$191K0.15%+66013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,954$189K<0.01%-4,63913F-HRTimelineGroup
ARS Wealth Advisors Group, LLC12,350$180K0.02%-1,65013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,291$179K<0.01%new13F-HRTimelineGroup
Maridea Wealth Management LLC12,156$177K0.03%new13F-HRTimeline
Kercheville Advisors, LLC11,897$174K0.06%-71013F-HRTimeline
SkyOak Wealth, LLC11,437$167K0.03%+18913F-HRTimeline
WORLD EQUITY GROUP, INC.11,100$162K0.04%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP10,907$159K0.01%-3,79013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,800$158K<0.01%013F-HRTimelineGroup
Papamarkou Wellner Asset Management inc.10,500$153K0.09%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,377$108K0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.5,487$80.3K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,750$54.8K<0.01%new13F-HRTimelineGroup
Principia Wealth Advisory, LLC2,249$32.8K0.02%+24613F-HRTimeline
Golden State Wealth Management, LLC2,212$32.3K<0.01%-1413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,000$29.2K0.02%013F-HRTimeline
Morse Asset Management, Inc1,823$26.6K0.01%+4013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,065$15.5K<0.01%new13F-HRTimeline
JNBA Financial Advisors1,059$15.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC500$7.3K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.426$6.22K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC400$5.84K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC400$5.75K<0.01%new13F-HRTimeline
IFP Advisors, Inc156$2.28K<0.01%013F-HRTimeline
Advisory Services Network, LLC75$1.09K<0.01%new13F-HRTimeline