DaveManuel.com · Institutional Ownership · Who Owns It
DOUBLELINE OPPORTUNISTIC CR (DBL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
78
Reporting holders
$157.9M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | $44.9M | 3,125,689 | 0.85% | 31q | +0.7%+$306.0K |
| Avior Wealth Management, LLC | $8.6M | 596,287 | 0.23% | 2q | +3.9%+$321.0K |
| UBS Group AG | $8.3M | 580,219 | 0.00% | 31q | +1.9%+$158.2K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $8.1M | 560,669 | 0.14% | 12q | +2.2%+$171.4K |
| MORGAN STANLEY | $7.6M | 530,776 | 0.00% | 35q | -5.6%-$456.7K |
| ROYAL BANK OF CANADA | $6.3M | 439,900 | 0.00% | 31q | +17.0%+$921.5K |
| Twelve Points Wealth Management LLC | $5.8M | 405,759 | 1.17% | 19q | +11.5%+$603.3K |
| AMERIPRISE FINANCIAL INC | $5.0M | 350,374 | 0.00% | 30q | +12.2%+$547.7K |
| Gridiron Partners, LLC | $5.0M | 346,451 | 2.62% | 11q | +123.9%+$2.8M |
| Stratos Wealth Advisors, LLC | $4.7M | 326,385 | 0.26% | 7q | +13.1%+$542.8K |
| Intellectus Partners, LLC | $4.2M | 295,245 | 0.73% | 30q | +4.8%+$192.6K |
| WELLS FARGO & COMPANY/MN | $3.8M | 263,521 | 0.00% | 31q | -4.1%-$162.0K |
| Catawba River Capital | $3.7M | 259,396 | 1.67% | 5q | -1.2%-$44.3K |
| LPL Financial LLC | $3.4M | 234,708 | 0.00% | 31q | +1.7%+$56.8K |
| Shaker Financial Services, LLC | $3.0M | 210,544 | 0.95% | 2q | +1329.2%+$2.8M |
| Journey Advisory Group, LLC | $2.5M | 171,944 | 0.19% | 6q | -0.8%-$20.6K |
| Invesco Ltd. | $2.3M | 162,442 | 0.00% | 31q | +2.6%+$59.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.0M | 139,250 | 0.04% | 11q | -2.6%-$52.5K |
| STIFEL FINANCIAL CORP | $1.9M | 133,785 | 0.00% | 18q | -23.7%-$597.0K |
| GUGGENHEIM CAPITAL LLC | $1.9M | 133,104 | 0.01% | 25q | -28.8%-$775.6K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 125,315 | 0.00% | 7q | -7.7%-$150.5K |
| Ignite Planners, LLC | $1.6M | 112,190 | 0.22% | 15q | -2.3%-$37.8K |
| Aviance Capital Partners, LLC | $1.6M | 111,297 | 0.17% | 28q | +17.1%+$233.3K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 106,773 | 0.00% | 5q | +238.1%+$1.1M |
| Berger Financial Group, Inc | $1.5M | 103,409 | 0.08% | 4q | -2.1%-$32.4K |
| ArchPoint Investors | $1.5M | 100,964 | 0.31% | 31q | HELD |
| Thompson David Blair | $1.4M | 97,976 | 0.70% | 4q | -14.4%-$237.0K |
| BANK OF AMERICA CORP /DE/ | $1.3M | 91,187 | 0.00% | 31q | -37.5%-$786.1K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $929.6K | 64,644 | 0.09% | 2q | -66.5%-$1.8M |
| Strategic Wealth Partners, Ltd. | $922.6K | 64,160 | 0.06% | 12q | -27.4%-$347.4K |
| PARK AVENUE SECURITIES LLC | $872.0K | 60,607 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $852.5K | 59,287 | 0.00% | 11q | +29.9%+$196.0K |
| Cambridge Investment Research Advisors, Inc. | $834.0K | 58,036 | 0.00% | 31q | +100.0%+$417.0K |
| Janney Montgomery Scott LLC | $554.0K | 38,495 | 0.00% | 29q | -81.3%-$2.4M |
| Marex Group Ltd | $415.7K | 28,906 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $370.3K | 25,750 | 0.00% | 3q | +30.4%+$86.3K |
| Quarry LP | $365.6K | 25,427 | 0.03% | 2q | -66.5%-$727.0K |
| VERUS CAPITAL PARTNERS, LLC | $362.4K | 25,204 | 0.02% | 20q | HELD |
| WEDBUSH SECURITIES INC | $353.0K | 24,540 | 0.01% | 11q | -10.7%-$42.3K |
| United Advisor Group, LLC | $347.1K | 24,141 | 0.04% | 10q | HELD |
| NewEdge Advisors, LLC | $325.7K | 22,649 | 0.00% | 19q | -6.6%-$23.0K |
| Pettinga Financial Advisors LLC | $296.1K | 20,592 | 0.05% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $293.9K | 20,441 | 0.01% | 11q | HELD |
| Apriem Advisors | $289.2K | 20,110 | 0.03% | 31q | -16.6%-$57.5K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $273.9K | 19,047 | 0.00% | 30q | -7.0%-$20.5K |
| Maridea Wealth Management LLC | $269.5K | 18,740 | 0.03% | 2q | +54.2%+$94.7K |
| Blueprint Investment Partners LLC | $251.7K | 17,500 | 0.02% | 2q | -19.7%-$61.8K |
| WORLD EQUITY GROUP, INC. | $238.7K | 16,600 | 0.05% | 7q | +49.5%+$79.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $229.5K | 15,960 | 0.00% | 7q | -3.9%-$9.3K |
| Arax Advisory Partners | $228.1K | 15,861 | 0.00% | new | NEW |
| Fort Sheridan Advisors LLC | $226.9K | 15,781 | 0.02% | 16q | HELD |
| Cetera Investment Advisers | $194.9K | 13,551 | 0.00% | 4q | -47.8%-$178.3K |
| Mallini Complete Financial Planning LLC | $189.9K | 13,206 | 0.14% | 7q | +1.0%+$1.9K |
| Kestra Advisory Services, LLC | $188.7K | 13,123 | 0.00% | 4q | -4.5%-$8.9K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $186.0K | 12,932 | 0.13% | new | NEW |
| CITADEL ADVISORS LLC | $182.7K | 12,703 | 0.00% | new | NEW |
| MELFA WEALTH MANAGEMENT, INC. | $180.8K | 12,570 | 0.10% | 15q | -19.5%-$43.7K |
| ARS Wealth Advisors Group, LLC | $177.6K | 12,350 | 0.01% | 11q | HELD |
| Kercheville Advisors, LLC | $171.1K | 11,900 | 0.05% | 23q | HELD |
| Focus Partners Wealth | $164.9K | 11,464 | 0.00% | 3q | +6.1%+$9.5K |
| SkyOak Wealth, LLC | $149.3K | 10,385 | 0.02% | 10q | -9.2%-$15.1K |
| NOMURA HOLDINGS INC | $143.8K | 10,000 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $101.6K | 7,065 | 0.00% | 26q | -45.5%-$84.7K |
| TD Waterhouse Canada Inc. | $78.6K | 5,487 | 0.00% | 19q | HELD |
| FIFTH THIRD BANCORP | $53.9K | 3,750 | 0.00% | 2q | HELD |
| Clear Street Group Inc. | $52.5K | 3,652 | 0.00% | new | NEW |
| Morse Asset Management, Inc | $26.8K | 1,865 | 0.00% | 8q | +2.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.3K | 1,203 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $15.3K | 1,065 | 0.00% | 2q | HELD |
| JNBA Financial Advisors | $15.2K | 1,059 | 0.00% | 31q | HELD |
| Cape Investment Advisory, Inc. | $7.2K | 503 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $7.2K | 500 | 0.00% | 8q | HELD |
| LANARK FINANCIAL, INC. | $6.1K | 426 | 0.00% | 6q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $5.8K | 400 | 0.00% | 4q | HELD |
| Holos Integrated Wealth LLC | $5.7K | 400 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $2.2K | 156 | 0.00% | 18q | HELD |
| Principia Wealth Advisory, LLC | $2.0K | 138 | 0.00% | 7q | -93.9%-$30.3K |
| JFS WEALTH ADVISORS, LLC | $1.4K | 95 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 24 | $35.5M | 2,616,658 | 1 | 13 | 4 | 0.0% |
| Q2 2026 | 78 | $157.9M | 10,979,985 | 11 | 23 | 28 | 0.0% |
| Q1 2026 | 75 | $156.3M | 10,706,174 | 12 | 22 | 21 | 0.0% |
| Q4 2025 | 67 | $156.5M | 10,262,619 | 7 | 28 | 16 | 0.0% |
| Q3 2025 | 69 | $164.2M | 10,540,274 | 8 | 27 | 18 | 0.0% |
| Q2 2025 | 73 | $165.6M | 10,766,818 | 7 | 28 | 17 | 0.0% |
| Q1 2025 | 69 | $157.8M | 10,097,185 | 7 | 30 | 12 | 0.0% |
| Q4 2024 | 76 | $130.2M | 8,398,978 | 12 | 26 | 21 | 0.0% |
| Q3 2024 | 66 | $272.1M | 10,315,539 | 7 | 28 | 15 | 0.0% |
| Q2 2024 | 62 | $124.1M | 8,075,719 | 5 | 24 | 19 | 0.0% |
| Q1 2024 | 62 | $147.7M | 9,580,625 | 7 | 27 | 11 | 0.0% |
| Q4 2023 | 62 | $134.5M | 8,761,424 | 10 | 19 | 17 | 0.0% |
| Q3 2023 | 60 | $101.1M | 6,935,035 | 5 | 24 | 15 | 0.0% |
| Q2 2023 | 62 | $98.7M | 6,799,633 | 4 | 23 | 17 | 0.0% |
| Q1 2023 | 65 | $95.6M | 6,807,218 | 7 | 21 | 19 | 0.0% |
| Q4 2022 | 62 | $96.3M | 6,476,773 | 7 | 21 | 21 | 0.0% |
| Q3 2022 | 58 | $217.5M | 15,047,225 | 3 | 24 | 16 | 0.0% |
| Q2 2022 | 69 | $237.1M | 15,203,626 | 11 | 22 | 21 | 0.0% |
| Q1 2022 | 65 | $256.9M | 15,323,626 | 5 | 24 | 22 | 0.0% |
| Q4 2021 | 66 | $303.1M | 15,810,486 | 4 | 15 | 28 | 0.0% |
| Q3 2021 | 70 | $300.0M | 15,212,847 | 5 | 25 | 19 | 0.0% |
| Q2 2021 | 70 | $298.8M | 14,897,450 | 3 | 26 | 19 | 0.0% |
| Q1 2021 | 73 | $297.8M | 15,085,624 | 7 | 19 | 25 | 0.0% |
| Q4 2020 | 66 | $303.6M | 15,454,259 | 6 | 29 | 17 | 0.0% |
| Q3 2020 | 61 | $284.4M | 14,919,705 | 3 | 18 | 21 | 0.0% |
| Q2 2020 | 63 | $281.4M | 14,848,204 | 6 | 19 | 20 | 0.0% |
| Q1 2020 | 63 | $248.2M | 14,520,396 | 6 | 25 | 20 | 0.0% |
| Q4 2019 | 71 | $310.7M | 15,052,483 | 6 | 29 | 16 | 0.0% |
| Q3 2019 | 67 | $138.0M | 6,663,867 | 9 | 21 | 21 | 0.0% |
| Q2 2019 | 66 | $136.6M | 6,528,371 | 7 | 19 | 20 | 0.0% |
| Q1 2019 | 68 | $139.1M | 6,885,660 | 12 | 21 | 19 | 0.0% |
| Q4 2018 | 62 | $126.5M | 6,676,451 | 0 | 1 | 3 | 0.0% |