TAMPA, FL
DOUBLELINE OPPORTUNISTIC CREDIT FUNDDBL— Latest position per institution from SEC 13F filings
15
Institutional holders
10.18M
Total shares held
100.93M
Estimated value
508.79K
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
3.13M
Value
44.95K
Filed
Jun 30, 2026
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 1260824
Shares
753.05K
Value
10.20M
Filed
Sep 30, 2026
LECONTE WEALTH MANAGEMENT, LLC
CIK 2060443
Shares
636.94K
Value
9.80M
Filed
Jun 30, 2025
AVIOR WEALTH MANAGEMENT, LLC
CIK 1599868
Shares
604.10K
Value
8.19M
Filed
Sep 30, 2026
UBS GROUP AG
CIK 1610520
Shares
580.22K
Value
8.34M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
530.78K
Value
7.63M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
439.90K
Value
6.33M
Filed
Jun 30, 2026
TWELVE POINTS WEALTH MANAGEMENT LLC
CIK 1877090
Shares
405.76K
Value
5.83M
Filed
Jun 30, 2026
GRIDIRON PARTNERS, LLC
CIK 1910867
Shares
369.13K
Value
5M
Filed
Sep 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
350.37K
Value
5.04M
Filed
Jun 30, 2026
STRATOS WEALTH ADVISORS, LLC
CIK 1707202
Shares
326.38K
Value
4.69M
Filed
Jun 30, 2026
INTELLECTUS PARTNERS, LLC
CIK 1677253
Shares
295.25K
Value
4.25M
Filed
Jun 30, 2026
HERR INVESTMENT GROUP LLC
CIK 1922235
Shares
283.07K
Value
4.35M
Filed
Jun 30, 2024
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
263.52K
Value
3.79M
Filed
Jun 30, 2026
CATAWBA RIVER CAPITAL
CIK 1843303
Shares
259.40K
Value
3.73M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
234.71K
Value
3.38M
Filed
Jun 30, 2026
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 1316187
Shares
216.75K
Value
2.94M
Filed
Sep 30, 2026
JOURNEY ADVISORY GROUP, LLC
CIK 1840085
Shares
171.94K
Value
2.47M
Filed
Jun 30, 2026
POLAR ASSET MANAGEMENT PARTNERS INC.
CIK 1326389
Shares
166.46K
Value
2.59M
Filed
Sep 30, 2025
INVESCO LTD.
CIK 914208
Shares
162.44K
Value
2.34M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 3.13M | 44.95K | Jun 30, 2026 |
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | 1260824 | 753.05K | 10.20M | Sep 30, 2026 |
| 3 | LECONTE WEALTH MANAGEMENT, LLC | 2060443 | 636.94K | 9.80M | Jun 30, 2025 |
| 4 | AVIOR WEALTH MANAGEMENT, LLC | 1599868 | 604.10K | 8.19M | Sep 30, 2026 |
| 5 | UBS GROUP AG | 1610520 | 580.22K | 8.34M | Jun 30, 2026 |
| 6 | MORGAN STANLEY | 895421 | 530.78K | 7.63M | Jun 30, 2026 |
| 7 | ROYAL BANK OF CANADA | 1000275 | 439.90K | 6.33M | Jun 30, 2026 |
| 8 | TWELVE POINTS WEALTH MANAGEMENT LLC | 1877090 | 405.76K | 5.83M | Jun 30, 2026 |
| 9 | GRIDIRON PARTNERS, LLC | 1910867 | 369.13K | 5M | Sep 30, 2026 |
| 10 | AMERIPRISE FINANCIAL INC | 820027 | 350.37K | 5.04M | Jun 30, 2026 |
| 11 | STRATOS WEALTH ADVISORS, LLC | 1707202 | 326.38K | 4.69M | Jun 30, 2026 |
| 12 | INTELLECTUS PARTNERS, LLC | 1677253 | 295.25K | 4.25M | Jun 30, 2026 |
| 13 | HERR INVESTMENT GROUP LLC | 1922235 | 283.07K | 4.35M | Jun 30, 2024 |
| 14 | WELLS FARGO & COMPANY/MN | 72971 | 263.52K | 3.79M | Jun 30, 2026 |
| 15 | CATAWBA RIVER CAPITAL | 1843303 | 259.40K | 3.73M | Jun 30, 2026 |
| 16 | LPL FINANCIAL LLC | 1403438 | 234.71K | 3.38M | Jun 30, 2026 |
| 17 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | 216.75K | 2.94M | Sep 30, 2026 |
| 18 | JOURNEY ADVISORY GROUP, LLC | 1840085 | 171.94K | 2.47M | Jun 30, 2026 |
| 19 | POLAR ASSET MANAGEMENT PARTNERS INC. | 1326389 | 166.46K | 2.59M | Sep 30, 2025 |
| 20 | INVESCO LTD. | 914208 | 162.44K | 2.34M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.