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DoubleLine Opportunistic Credit Fund

Institutional holders · 13F as of Dec 31, 2025

67 holders

HolderValueShares% of shares
UBS Group AG$8.67M568,353—
Morgan Stanley$8.55M560,498—
Evergreen Capital Management LLC$8.01M548,752—
BANK OF AMERICA CORP /DE$7.26M475,873—
Twelve Points Wealth Management LLC$5.83M405,759—
Royal Bank of Canada$5.49M375,823—
AMERIPRISE FINANCIAL INC$4.67M306,390—
Intellectus Partners, LLC$4.43M290,261—
WELLS FARGO & COMPANY/MN$4.09M268,441—
Stratos Wealth Advisors, LLC$3.96M259,367—
Catawba River Capital$3.93M257,639—
LPL Financial LLC$3.38M234,708—
STIFEL FINANCIAL CORP$3.06M200,639—
ABSOLUTE INVESTMENT ADVISERS, LLC$2.82M193,182—
GUGGENHEIM CAPITAL LLC$2.73M187,042—
Journey Advisory Group, LLC$2.61M171,430—
Invesco Ltd.$2.38M156,062—
RAYMOND JAMES FINANCIAL INC$2.36M154,779—
Ignite Planners, LLC$1.84M121,539—
Berger Financial Group, Inc$1.65M107,945—
ArchPoint Investors$1.54M100,964—
Aviance Capital Partners, LLC$1.37M89,549—
U.S. Capital Wealth Advisors, LLC$1.00M65,774—
Gridiron Partners, LLC$669.7K43,917—
Rockefeller Capital Management L.P.$652.1K42,761—
VERUS CAPITAL PARTNERS, LLC$513.8K33,691—
NewEdge Advisors, LLC$409.3K26,840—
United Advisor Group, LLC$368.1K24,141—
Apriem Advisors$367.7K24,110—
ENVESTNET ASSET MANAGEMENT INC$321.7K21,094—
HORIZON KINETICS ASSET MANAGEMENT LLC$298.9K20,471—
Ashton Thomas Private Wealth, LLC$284.2K18,637—
COMMONWEALTH EQUITY SERVICES, LLC$283.1K18,565—
OSAIC HOLDINGS, INC.$268.4K17,593—
Cetera Investment Advisers$261.0K17,113—
Fort Sheridan Advisors LLC$240.7K15,781—
MELFA WEALTH MANAGEMENT, INC.$238.0K15,609—
READYSTATE ASSET MANAGEMENT LP$224.1K14,697—
ARS Wealth Advisors Group, LLC$213.5K14,000—
Kestra Advisory Services, LLC$202.4K13,270—
Baird Financial Group, Inc.$195.2K12,800—
Kercheville Advisors, LLC$190.7K12,607—
Mallini Complete Financial Planning LLC$189.3K12,414—
SkyOak Wealth, LLC$171.5K11,248—
WORLD EQUITY GROUP, INC.$169.3K11,100—
Focus Partners Wealth$164.7K10,800—
Papamarkou Wellner Asset Management inc.$160.1K10,500—
TD Waterhouse Canada Inc.$83.7K5,487—
COMERICA BANK$57.2K3,750—
Sit Investment Associates, Inc.$52.9K3,469,728—
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