DoubleLine Opportunistic Credit Fund (DBL) shareholders

DBLNYSE

$13.26+0.04 (+0.30%)

Close on Nov 13, 2026Market cap –P/E –Yield –

Ownership

Institutional holdings as of Jun 30, 2026, from 13F filings

Held by institutions

11M

Shares held, 13F filers

Institutional holders

12 new, 7 sold out

Net institutional buying

In Q2 2026

Insider trades, 12 months

0 buys · 0 sales

Open-market trades only

Shares held by institutions

Holders of more than 5%

Latest Schedule 13D (active) or 13G (passive) filed by each holder

Holder	Shares	% of class	Filing	As of
Sit Investment Associates, Inc.	2,948,686	17.04%	13G (passive) amendment	Dec 31, 2023

Top institutional holders

13F holdings as of Jun 30, 2026

Holder	Shares	% of DBL	Value	Change	% of portfolio
Sit Investment Associates Inc	3,125,689	–	$44.95M	+21,281	0.85%
Avior Wealth Management, LLC	596,287	–	$8.57M	+22,321	0.23%
UBS Group AG	580,219	–	$8.34M	+11,003	0.00%
Evergreen Capital Management LLC	560,669	–	$8.06M	+11,917	0.14%
Morgan Stanley	530,776	–	$7.63M	−31,759	0.00%
Royal Bank of Canada	439,900	–	$6.33M	+64,077	0.00%
Twelve Points Wealth Management LLC	405,759	–	$5.83M	+41,955	1.17%
Ameriprise Financial Inc	350,374	–	$5.04M	+38,089	0.00%
Gridiron Partners, LLC	346,451	–	$4.98M	+191,741	2.62%
Stratos Wealth Advisors, LLC	326,385	–	$4.69M	+37,744	0.26%
Intellectus Partners, LLC	295,245	–	$4.25M	+13,396	0.73%
Wells Fargo & Company/Mn	263,521	–	$3.79M	−11,269	0.00%
R.P. Boggs & Co.	259,396	–	$3.73M	−3,081	1.67%
LPL Financial LLC	234,708	–	$3.38M	+3,949	0.00%
Shaker Financial Services, LLC	210,544	–	$3.03M	+195,812	0.95%
Journey Advisory Group, LLC	171,944	–	$2.47M	−1,430	0.19%
Invesco Ltd.	162,442	–	$2.34M	+4,132	0.00%
Independent Financial Group, LLC	139,250	–	$2.00M	−3,650	0.04%
Stifel Financial Corp	133,785	–	$1.92M	−41,513	0.00%
Guggenheim Capital LLC	133,104	–	$1.91M	−53,938	0.01%

Institutional buying and selling by quarter

Positions opened, added to, reduced and closed by 13F filers

Quarter	Holders	Shares held	New / added	Reduced / closed	Shares bought	Shares sold
Q2 2026	79	11M	12 / 25	28 / 7	1M	1M
Q1 2026	75	11M	12 / 24	22 / 3	1M	1M
Q4 2025	67	10M	8 / 28	17 / 10	0M	3M
Q3 2025	70	13M	8 / 31	18 / 11	3M	1M
Q2 2025	73	11M	9 / 31	18 / 4	1M	1M
Q1 2025	69	10M	8 / 33	13 / 12	2M	0M
Q4 2024	76	8M	18 / 29	20 / 7	1M	3M
Q3 2024	66	10M	7 / 30	15 / 2	3M	0M
Q2 2024	62	8M	6 / 25	19 / 5	1M	2M
Q1 2024	62	10M	7 / 33	11 / 6	1M	0M
Q4 2023	62	9M	11 / 20	18 / 9	2M	0M
Q3 2023	60	7M	6 / 28	16 / 8	1M	1M

Top mutual fund and ETF holders

Latest monthly portfolio reports (Form N-PORT)

4 funds held DBL in Q2 2026, 95% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.

Fund	Shares	% of DBL	Value	% of fund	As of
Invesco CEF Income Composite ETF	159,689	–	$2.30M	0.28%	May 31, 2026
Sit Balanced Fund	4,400	–	$63.27K	0.08%	Jun 30, 2026
Absolute Cef Opportunities	3,300	–	$47.45K	0.97%	Jun 30, 2026
Fundamental Core Fixed Income Fund	295	–	$4.24K	0.01%	Jun 30, 2026

Officers, directors and major owners

People who filed Forms 3, 4 or 5 in the last two years

Name	Role	Latest filing
Gheorghe Rotar	Vice President	Mar 31, 2026
Carolyn Liu-Hartman	Vice President	Aug 27, 2025
Ana Alcantara	Vice President	Jun 4, 2025
Mark Simone	Vice President	Feb 27, 2025
Ali Zaidi	–	Oct 22, 2025
Jonathan Kingery	–	Oct 21, 2025

Insider trades

Common stock transactions reported on Form 4, newest first

Insider	Date	Transaction	Shares	Price	Value	Shares after
Matthew Edward Baca –	Jun 3, 2015	Sale	−1,788	$23.89	$42.72K	0
Matthew Edward Baca –	Sep 9, 2014	Buy	+500	$23.30	$11.65K	1,651
Matthew Edward Baca –	Sep 9, 2014	Buy	+500	$23.30	$11.65K	750
Matthew Edward Baca –	Apr 18, 2013	Buy	+760	$26.65	$20.25K	1,026

Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.

Short interest

Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)

Short % of shares outstanding

–

0M shares short

Days to cover

1.0

At 0M shares a day

Change since last report

+203.1%

From 0M shares

Short volume, 20 days

37.2%

Of volume reported to FINRA

Shares sold short, last 12 months

Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of DoubleLine Opportunistic Credit Fund's stock actually held short. Settlement fails (shares not delivered on time) peaked at 4,874 shares on Aug 21, 2026 over the last 90 days.

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