DOSSIER · 13F Holders · Q1 2026
DBL

DOUBLELINE OPPORTUNISTIC CR

85 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 258623107·85 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$135M
visible holders
Holders
85
filers reporting
Concentration
33.64%
SIT INVESTMENT ASSOCIATES INC #1
top holder share
AI Holders Summary · Q1 2026

85 institutions reported DBL in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 33.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$45M3.1M0.92%Q1 2026
02
Avior Wealth Management, LLC
CIK 0001599868
$9M596K0.23%Q2 2026
03
UBS Group AG
CIK 0001610520
$8M580K0.00%Q2 2026
04
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$8M561K0.14%Q2 2026
05
MORGAN STANLEY
CIK 0000895421
$8M531K0.00%Q2 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$6M440K0.00%Q2 2026
07
Twelve Points Wealth Management LLC
CIK 0001877090
$6M406K1.17%Q2 2026
08
AMERIPRISE FINANCIAL INC
CIK 0000820027
$5M350K0.00%Q2 2026
09
Gridiron Partners, LLC
CIK 0001910867
$5M346K2.62%Q2 2026
10
Stratos Wealth Advisors, LLC
CIK 0001707202
$5M326K0.26%Q2 2026
11
Intellectus Partners, LLC
CIK 0001677253
$4M295K0.73%Q2 2026
12
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M264K0.00%Q2 2026
13
Catawba River Capital
CIK 0001843303
$4M259K1.67%Q2 2026
14
LPL Financial LLC
CIK 0001403438
$3M235K0.00%Q2 2026
15
Shaker Financial Services, LLC
CIK 0001511794
$3M211K0.95%Q2 2026
16
Janney Montgomery Scott LLC
CIK 0001329948
$3M206K0.01%Q1 2026
17
Journey Advisory Group, LLC
CIK 0001840085
$2M172K0.19%Q2 2026
18
Invesco Ltd.
CIK 0000914208
$2M162K0.00%Q2 2026
19
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M139K0.04%Q2 2026
20
STIFEL FINANCIAL CORP
CIK 0000720672
$2M134K0.00%Q2 2026
Page 1 of 5
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Insiders at DOUBLELINE OPPORTUNISTIC CR
Salter John C.Woolson RaymondBaca Matthew Edward