DOUBLELINE OPPORTUNISTIC CR
CUSIP 258623107
Doubleline Opportunistic Cr has 72 institutional holders in Filings Flow’s 13F database, together reporting 10.56M shares worth $106M as of Q1 2026. The largest reported holders are Avior Wealth Management, LLC, Morgan Stanley, and Ubs Group AG.
Institutional Holders
72
Q1 2026
Reported Value
$106M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Catawba River Capital$208M AUM | 1.85% | $4M | 262.5K | Q1 2026OLDER |
| Gridiron Partners, LLC$164M AUM | 1.38% | $2M | 154.7K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 1.17% | $5M | 363.8K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.84% | $4M | 281.8K | Q1 2026OLDER |
| ArchPoint Investors$420M AUM | 0.35% | $1M | 101.0K | Q1 2026OLDER |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 0.33% | $3M | 193.2K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.29% | $2M | 150.7K | Q3 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.26% | $2M | 114.8K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.26% | $4M | 288.6K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.23% | $9M | 596.3K | Q2 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 0.22% | $3M | 173.4K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.20% | $1M | 76.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.17% | $2M | 140.5K | Q3 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.17% | $8M | 548.8K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.16% | $1M | 95.1K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.14% | $189,910 | 13.2K | Q2 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.13% | $227,892 | 15.6K | Q1 2026OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 0.13% | $185,964 | 12.9K | Q2 2026 |
| Papamarkou Wellner Asset Management inc.$164M AUM | 0.09% | $153,300 | 10.5K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.09% | $1M | 88.3K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.09% | $2M | 105.7K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.07% | $215,088 | 14.7K | Q1 2026OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 0.06% | $162,811 | 10.4K | Q3 2025OLDER |
| EWG Elevate Inc.$320M AUM | 0.06% | $179,637 | 11.5K | Q3 2025OLDER |
| Kercheville Advisors, LLC$313M AUM | 0.06% | $173,703 | 11.9K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.05% | $238,708 | 16.6K | Q2 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 0.05% | $296,113 | 20.6K | Q2 2026 |
| United Advisor Group, LLC$811M AUM | 0.04% | $352,459 | 24.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.04% | $2M | 139.3K | Q2 2026 |
| Apriem Advisors$1.0B AUM | 0.03% | $352,006 | 24.1K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.03% | $318,280 | 21.8K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.03% | $166,973 | 11.4K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.03% | $3M | 166.5K | Q3 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.03% | $431,129 | 28.3K | Q2 2026 |
| Fort Sheridan Advisors LLC$828M AUM | 0.03% | $230,403 | 15.8K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.03% | $177,475 | 12.2K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $3M | 187.0K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.02% | $30,546 | 2.0K | Q4 2025OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.02% | $29,200 | 2.0K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.02% | $180,310 | 12.3K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $107,706 | 7.4K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.01% | $159,242 | 10.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $298,439 | 20.4K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $11,841 | 760 | Q4 2025OLDER |
| Morse Asset Management, Inc$481M AUM | 0.01% | $26,618 | 1.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $204,400 | 14.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $32,306 | 2.2K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.00% | $298,877 | 20.5K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $45,083 | 2.9K | Q3 2025OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.00% | $5,752 | 400 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 175.3K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $7,342 | 481 | Q4 2025OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $15,462 | 1.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $354,035 | 24.2K | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $8M | 569.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $666,617 | 45.7K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $5,752 | 400 | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 312.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 375.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 230.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $200,599 | 13.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 274.8K | Q2 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $168,264 | 10.8K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 135.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $9M | 560.5K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $6,219 | 426 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $288,350 | 19.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $378,874 | 25.9K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 158.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $242,470 | 16.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $189,199 | 13.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $15,549 | 1.1K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $80,330 | 5.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $57,188 | 3.8K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $7,190 | 500 | Q2 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $157,680 | 10.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 145.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $461,107 | 31.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $54,750 | 3.8K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $1,708 | 112 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $2,278 | 156 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $179,449 | 12.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $1,095 | 75 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $10,263 | 673 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.