13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
DBL

DOUBLELINE OPPORTUNISTIC CR

78 institutions still hold DOUBLELINE OPPORTUNISTIC CR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 258623107·78 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.3%
vs prior quarter
13F value held
$87M
66.0% inst. owned
of float
Holders
78
+52 QoQ
filers reporting
Activity
+39 / −75
+974 added · −793 reduced
this quarter
Concentration
9.60%
Avior Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

78 institutions reported DBL in Q1 2026. Avior Wealth Management, LLC leads at 9.6% of the visible book. +52 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Avior Wealth Management, LLC
CIK 0001599868
$8M574K0.24%Q1 202602
UBS Group AG
CIK 0001610520
$8M569K0.00%Q1 202603
MORGAN STANLEY
CIK 0000895421
$8M563K0.00%Q1 202604
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$8M549K0.17%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$5M376K0.00%Q1 202606
Twelve Points Wealth Management LLC
CIK 0001877090
$5M364K1.17%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$5M312K0.00%Q1 202608
Stratos Wealth Advisors, LLC
CIK 0001707202
$4M289K0.26%Q1 202609
Intellectus Partners, LLC
CIK 0001677253
$4M282K0.84%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M275K0.00%Q1 202611
Catawba River Capital
CIK 0001843303
$4M262K1.85%Q1 202612
LPL Financial LLC
CIK 0001403438
$3M231K0.00%Q1 202613
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 0001316187
$3M193K0.33%Q1 202614
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$3M187K0.02%Q1 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$3M175K0.00%Q1 202616
Journey Advisory Group, LLC
CIK 0001840085
$3M173K0.22%Q1 202617
Invesco Ltd.
CIK 0000914208
$2M158K0.00%Q1 202618
Gridiron Partners, LLC
CIK 0001910867
$2M155K1.38%Q1 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M146K0.00%Q1 202620
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M143K0.05%Q1 2026
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