$DBL

$13.65 -$0.08 (0.58%) Close

$DBL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 19.8M shares outstanding

Who owns DBL?

By type of holder

Institutions 55.4% Insiders 0.0% Everyone else 44.6%

Concentration Top 10 holders own 36.7%

Sit Investment Associates Inc 15.8% · Avior Wealth Management, LLC 3.0%

Institutional ownership

55.4%

+1.2 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

+244.8K

by institutions in Q2 2026

New / sold out

11 / 8

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Shaker Financial Services, LLC +195.8K
Gridiron Partners, LLC +191.7K

Biggest sellers in Q2 2026

Janney Montgomery Scott LLC −167.9K
Absolute Investment Advisers, LLC −128.5K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Doubleline Opportunistic Credit Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Doubleline Opportunistic Credit Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years60% 3–5 years7% 1–3 years21% Under 1 year13%

Quarterly turnover

7.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting DBL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SI Sit Investment Associates Inc	3.1M	15.81%	+21.3K (+0.7%)	≤2021	0.9%
Shares held by quarter Peak holding3.5M (Q4'25) Change over 8 quarters+375.7K Share of the company15.810% Sit Investment Associates Inc's full portfolio →
AW Avior Wealth Management, LLC	596.3K	3.02%	+22.3K (+3.9%)	Q1 '26	0.2%
Shares held by quarter Peak holding596.3K (Q2'26) Change over 8 quarters+596.3K Share of the company3.020% Avior Wealth Management, LLC's full portfolio →

Sit Investment Associates Inc

3.1M

% of company

15.81%

Change vs last qtr

+21.3K (+0.7%)

Held since

≤2021

Avior Wealth Management, LLC

596.3K

% of company

3.02%

Change vs last qtr

+22.3K (+3.9%)

Held since

Q1 '26

28 more super investors behind a free account

See every manager holding Doubleline Opportunistic Credit Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting DBL on Form N-PORT; together they hold 0.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II	$2.3M	159.7K	0.81%	0.28%	May 31, 2026
AC Absolute Cef Opportunities Unified Series Trust	$144K	9.9K	0.05%	2.54%	March 31, 2026

Invesco CEF Income Composite ETF

Invesco Exchange-Traded Fund Trust II

Position value

$2.3M

% of company

0.81%

% of the fund

0.28%

As of

May 31, 2026

Absolute Cef Opportunities

Unified Series Trust

Position value

$144K

% of company

0.05%

% of the fund

2.54%

As of

March 31, 2026

2 more funds behind a free account

See every fund holding Doubleline Opportunistic Credit Fund and how much of the fund the position is.

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