Vault-13

DOUBLELINE OPPORTUNISTIC CR DBL

COM · Closed-End Fund · CUSIP 258623107

79 institutional holders +4 vs Q1 2026
10,982,53511.0m shares reported held*
$157.9mreported value*
12 new 25 added 28 reduced 7 sold out net bought ≈ $4.2m (+290.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $14.38.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 59Q4 22: 61Q1 23: 65Q2 23: 63Q3 23: 61Q4 23: 62Q1 24: 62Q2 24: 62Q3 24: 66Q4 24: 76Q1 25: 70Q2 25: 74Q3 25: 70Q4 25: 68Q1 26: 75Q2 26: 7979Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202259
Q4 202261
Q1 202365
Q2 202363
Q3 202361
Q4 202362
Q1 202462
Q2 202462
Q3 202466
Q4 202476
Q1 202570
Q2 202574
Q3 202570
Q4 202568
Q1 202675
Q2 202679

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 37 bought or addedQ3 24: 17 cut or sold outQ4 24: 41 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 40 bought or addedQ1 25: 25 cut or sold outQ2 25: 38 bought or addedQ2 25: 22 cut or sold outQ2 25Q3 25: 38 bought or addedQ3 25: 29 cut or sold outQ4 25: 35 bought or addedQ4 25: 27 cut or sold outQ4 25Q1 26: 36 bought or addedQ1 26: 26 cut or sold outQ2 26: 37 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243717
Q4 20244127
Q1 20254025
Q2 20253822
Q3 20253829
Q4 20253527
Q1 20263626
Q2 20263735

Biggest buyers

Shaker Financial Services, LLC Added +195,812+195.8k
Gridiron Partners, LLC Added +191,741+191.7k
ENVESTNET ASSET MANAGEMENT INC Added +75,190+75.2k
ROYAL BANK OF CANADA Added +64,077+64.1k
PARK AVENUE SECURITIES LLC New +60,607+60.6k
Twelve Points Wealth Management LLC Added +41,955+42.0k
AMERIPRISE FINANCIAL INC Added +38,089+38.1k
Stratos Wealth Advisors, LLC Added +37,744+37.7k
Cambridge Investment Research Advisors, Inc. Added +29,018+29.0k
Marex Group Ltd New +28,906+28.9k

Biggest sellers

Janney Montgomery Scott LLC Reduced -167,900-167.9k
ABSOLUTE INVESTMENT ADVISERS, LLC Reduced -128,538-128.5k
BANK OF AMERICA CORP /DE/ Reduced -54,664-54.7k
GUGGENHEIM CAPITAL LLC Reduced -53,938-53.9k
Quarry LP Reduced -50,559-50.6k
STIFEL FINANCIAL CORP Reduced -41,513-41.5k
MORGAN STANLEY Reduced -31,759-31.8k
Strategic Wealth Partners, Ltd. Reduced -24,156-24.2k
Thompson David Blair Reduced -16,483-16.5k
Cetera Investment Advisers Reduced -12,399-12.4k

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 0.85% of their portfolio Minneapolis, MN 3,125,6893.1m $44.9m $44.9m 0.85% Added +21.3k +21,281
2 Avior Wealth Management, LLC 0.23% of their portfolio OMAHA, NE 596,287596.3k $8.6m $8.6m 0.23% Added +22.3k +22,321
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 580,219580.2k $8.3m $8.3m 0.00% Added +11.0k +11,003
4 EVERGREEN CAPITAL MANAGEMENT LLC 0.14% of their portfolio Bellevue, WA 560,669560.7k $8.1m $8.1m 0.14% Added +11.9k +11,917
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 530,776530.8k $7.6m $7.6m 0.00% Reduced -31.8k -31,759
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 439,900439.9k $6.3m $6.3m 0.00% Added +64.1k +64,077
7 Twelve Points Wealth Management LLC 1.17% of their portfolio CONCORD, MA 405,759405.8k $5.8m $5.8m 1.17% Added +42.0k +41,955
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 350,374350.4k $5.0m $5.0m 0.00% Added +38.1k +38,089
9 Gridiron Partners, LLC 2.62% of their portfolio Wexford, PA 346,451346.5k $5.0m $5.0m 2.62% Added +191.7k +191,741
10 Stratos Wealth Advisors, LLC 0.26% of their portfolio BEACHWOOD, OH 326,385326.4k $4.7m $4.7m 0.26% Added +37.7k +37,744
11 Intellectus Partners, LLC 0.73% of their portfolio SAN FRANCISCO, CA 295,245295.2k $4.2m $4.2m 0.73% Added +13.4k +13,396
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 263,521263.5k $3.8m $3.8m 0.00% Reduced -11.3k -11,269
13 Catawba River Capital 1.67% of their portfolio LAKE WYLIE, SC 259,396259.4k $3.7m $3.7m 1.67% Reduced -3.1k -3,081
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 234,708234.7k $3.4m $3.4m 0.00% Added +3.9k +3,949
15 Shaker Financial Services, LLC 0.95% of their portfolio Arlington, VA 210,544210.5k $3.0m $3.0m 0.95% Added +195.8k +195,812
16 Journey Advisory Group, LLC 0.19% of their portfolio COVINGTON, KY 171,944171.9k $2.5m $2.5m 0.19% Reduced -1.4k -1,430
17 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 162,442162.4k $2.3m $2.3m 0.00% Added +4.1k +4,132
18 INDEPENDENT FINANCIAL GROUP, LLC 0.04% of their portfolio SAN DIEGO, CA 139,250139.2k $2.0m $2.0m 0.04% Reduced -3.6k -3,650
19 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 133,785133.8k $1.9m $1.9m 0.00% Reduced -41.5k -41,513
20 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 133,104133.1k $1.9m $1.9m 0.01% Reduced -53.9k -53,938
21 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 125,315125.3k $1.8m $1.8m 0.00% Reduced -10.5k -10,467
22 Ignite Planners, LLC 0.22% of their portfolio SAN CLEMENTE, CA 112,190112.2k $1.6m $1.6m 0.22% Reduced -2.6k -2,627
23 Aviance Capital Partners, LLC 0.17% of their portfolio NAPLES, FL 111,297111.3k $1.6m $1.6m 0.17% Added +16.2k +16,225
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 106,773106.8k $1.5m $1.5m 0.00% Added +75.2k +75,190
25 Berger Financial Group, Inc 0.08% of their portfolio PLYMOUTH, MN 103,409103.4k $1.5m $1.5m 0.08% Reduced -2.3k -2,255
26 ArchPoint Investors 0.31% of their portfolio CORAL GABLES, FL 100,964101.0k $1.5m $1.5m 0.31% Unchanged
27 Thompson David Blair 0.70% of their portfolio CHARLOTTE, NC 97,97698.0k $1.4m $1.4m 0.70% Reduced -16.5k -16,483
28 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 91,18791.2k $1.3m $1.3m 0.00% Reduced -54.7k -54,664
29 ABSOLUTE INVESTMENT ADVISERS, LLC 0.09% of their portfolio ROSEMARY BEACH, FL 64,64464.6k $929.6k $929.6k 0.09% Reduced -128.5k -128,538
30 Strategic Wealth Partners, Ltd. 0.06% of their portfolio INDEPENDENCE, OH 64,16064.2k $922.6k $922.6k 0.06% Reduced -24.2k -24,156
31 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 60,60760.6k $872.0k $872.0k 0.01% New
32 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 59,28759.3k $852.5k $852.5k 0.00% Added +13.6k +13,629
33 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 58,03658.0k $834.0k $834.0k 0.00% Added +29.0k +29,018
34 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 38,49538.5k $554.0k $554.0k 0.00% Reduced -167.9k -167,900
35 Marex Group Ltd 0.00% of their portfolio London, X0 28,90628.9k $415.7k $415.7k 0.00% New
36 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 25,75025.8k $370.3k $370.3k 0.00% Added +6.0k +6,000
37 Quarry LP 0.06% of their portfolio NEW YORK, NY 25,42725.4k $365.6k $365.6k 0.06% Reduced -50.6k -50,559
38 VERUS CAPITAL PARTNERS, LLC 0.02% of their portfolio SCOTTSDALE, AZ 25,20425.2k $362.4k $362.4k 0.02% Added +24 +24
39 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 24,54024.5k $353.0k $353.0k 0.01% Reduced -2.9k -2,942
40 United Advisor Group, LLC 0.04% of their portfolio CINCINNATI, OH 24,14124.1k $347.1k $347.1k 0.04% Unchanged
41 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 22,64922.6k $325.7k $325.7k 0.00% Reduced -1.6k -1,600
42 Pettinga Financial Advisors LLC 0.05% of their portfolio EVANSVILLE, IN 20,59220.6k $296.1k $296.1k 0.05% New
43 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 20,44120.4k $293.9k $293.9k 0.01% Unchanged
44 Apriem Advisors 0.03% of their portfolio IRVINE, CA 20,11020.1k $289.2k $289.2k 0.03% Reduced -4.0k -4,000
45 HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 19,04719.0k $273.9k $273.9k 0.00% Reduced -1.4k -1,424
46 Maridea Wealth Management LLC 0.03% of their portfolio BROOKLYN, NY 18,74018.7k $269.5k $269.5k 0.03% Added +6.6k +6,584
47 Blueprint Investment Partners LLC 0.02% of their portfolio GREENSBORO, NC 17,50017.5k $251.7k $251.7k 0.02% Reduced -4.3k -4,300
48 WORLD EQUITY GROUP, INC. 0.05% of their portfolio SCHAUMBURG, IL 16,60016.6k $238.7k $238.7k 0.05% Added +5.5k +5,500
49 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,96016.0k $229.5k $229.5k 0.00% Reduced -647 -647
50 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 15,86115.9k $228.1k $228.1k 0.00% New
51 Fort Sheridan Advisors LLC 0.02% of their portfolio HIGHLAND PARK, IL 15,78115.8k $226.9k $226.9k 0.02% Unchanged
52 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 13,55113.6k $194.9k $194.9k 0.00% Reduced -12.4k -12,399
53 Mallini Complete Financial Planning LLC 0.14% of their portfolio GAINESVILLE, FL 13,20613.2k $189.9k $189.9k 0.14% Added +132 +132
54 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,12313.1k $188.7k $188.7k 0.00% Reduced -617 -617
55 INTEGRATED CAPITAL MANAGEMENT, INC. 0.13% of their portfolio JESSUP, PA 12,93212.9k $186.0k $186.0k 0.13% New
56 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,70312.7k $182.7k $182.7k 0.00% New
57 MELFA WEALTH MANAGEMENT, INC. 0.10% of their portfolio WESTBOROUGH, MA 12,57012.6k $180.8k $180.8k 0.10% Reduced -3.0k -3,039
58 ARS Wealth Advisors Group, LLC 0.01% of their portfolio St. Petersburg, FL 12,35012.3k $177.6k $177.6k 0.01% Unchanged
59 Kercheville Advisors, LLC 0.05% of their portfolio San Antonio, TX 11,90011.9k $171.1k $171.1k 0.05% Added +3 +3
60 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 11,46411.5k $164.9k $164.9k 0.00% Added +664 +664
61 SkyOak Wealth, LLC 0.02% of their portfolio SOUTHFIELD, MI 10,38510.4k $149.3k $149.3k 0.02% Reduced -1.1k -1,052
62 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 10,00010.0k $143.8k $143.8k 0.00% New
63 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,0657.1k $101.6k $101.6k 0.00% Reduced -5.9k -5,889
64 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 5,4875.5k $78.6k $78.6k 0.00% Unchanged
65 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 3,7503.8k $53.9k $53.9k 0.00% Unchanged
66 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 3,6523.7k $52.5k $52.5k 0.00% New
67 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,5502.5k $36.7k $36.7k 0.00% New
68 Morse Asset Management, Inc 0.00% of their portfolio DARIEN, CT 1,8651.9k $26.8k $26.8k 0.00% Added +42 +42
69 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,2031.2k $17.3k $17.3k 0.00% New
70 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,0651.1k $15.3k $15.3k 0.00% Unchanged
71 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 1,0591.1k $15.2k $15.2k 0.00% Unchanged
72 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 503503 $7.2k $7.2k 0.00% New
73 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 500500 $7.2k $7.2k 0.00% Unchanged
74 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 426426 $6.1k $6.1k 0.00% Unchanged
75 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 400400 $5.8k $5.8k 0.00% Unchanged
76 Holos Integrated Wealth LLC 0.00% of their portfolio KENNETT SQUARE, PA 400400 $5.7k $5.7k 0.00% Unchanged
77 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 156156 $2.2k $2.2k 0.00% Unchanged
78 Principia Wealth Advisory, LLC 0.00% of their portfolio DALLAS, TX 138138 $2.0k $2.0k 0.00% Reduced -2.1k -2,111
79 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 9595 $1.4k $1.4k 0.00% New