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DoubleLine Opportunistic Credit Fund

Institutional holders · 13F as of Dec 31, 2025

67 holders

HolderValueShares% of shares
Matrix Trust Co$00—
WEDBUSH SECURITIES INC$40127,482—
Cambridge Investment Research Advisors, Inc.$44329,018—
FLAGSHIP HARBOR ADVISORS, LLC$1.7K112—
IFP Advisors, Inc$2.4K156—
Janney Montgomery Scott LLC$3.0K206,395—
HIGHLINE WEALTH PARTNERS LLC$6.1K400—
NBC SECURITIES, INC.$6.5K426—
Cape Investment Advisory, Inc.$7.3K481—
CoreCap Advisors, LLC$7.6K500—
JONES FINANCIAL COMPANIES LLLP$10.3K673—
Noble Wealth Management PBC$11.8K760—
JNBA Financial Advisors$16.1K1,059—
Morse Asset Management, Inc$27.2K1,783—
MPWM ADVISORY SOLUTIONS, LLC$30.5K2,000—
Principia Wealth Advisory, LLC$30.5K2,003—
Golden State Wealth Management, LLC$34.0K2,226—
Sit Investment Associates, Inc.$52.9K3,469,728—
COMERICA BANK$57.2K3,750—
TD Waterhouse Canada Inc.$83.7K5,487—
Papamarkou Wellner Asset Management inc.$160.1K10,500—
Focus Partners Wealth$164.7K10,800—
WORLD EQUITY GROUP, INC.$169.3K11,100—
SkyOak Wealth, LLC$171.5K11,248—
Mallini Complete Financial Planning LLC$189.3K12,414—
Kercheville Advisors, LLC$190.7K12,607—
Baird Financial Group, Inc.$195.2K12,800—
Kestra Advisory Services, LLC$202.4K13,270—
ARS Wealth Advisors Group, LLC$213.5K14,000—
READYSTATE ASSET MANAGEMENT LP$224.1K14,697—
MELFA WEALTH MANAGEMENT, INC.$238.0K15,609—
Fort Sheridan Advisors LLC$240.7K15,781—
Cetera Investment Advisers$261.0K17,113—
OSAIC HOLDINGS, INC.$268.4K17,593—
COMMONWEALTH EQUITY SERVICES, LLC$283.1K18,565—
Ashton Thomas Private Wealth, LLC$284.2K18,637—
HORIZON KINETICS ASSET MANAGEMENT LLC$298.9K20,471—
ENVESTNET ASSET MANAGEMENT INC$321.7K21,094—
Apriem Advisors$367.7K24,110—
United Advisor Group, LLC$368.1K24,141—
NewEdge Advisors, LLC$409.3K26,840—
VERUS CAPITAL PARTNERS, LLC$513.8K33,691—
Rockefeller Capital Management L.P.$652.1K42,761—
Gridiron Partners, LLC$669.7K43,917—
U.S. Capital Wealth Advisors, LLC$1.00M65,774—
Aviance Capital Partners, LLC$1.37M89,549—
ArchPoint Investors$1.54M100,964—
Berger Financial Group, Inc$1.65M107,945—
Ignite Planners, LLC$1.84M121,539—
RAYMOND JAMES FINANCIAL INC$2.36M154,779—
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