Who Owns DoubleLine Opportunistic Credit Fund Stock?
NYSE: DBLFinancial ServicesAsset ManagementUSD
Market open · Delayed 15 min · as of Oct 9, 10:16 AM ET
Ownership breakdown
- Held by institutions
- 55.59%
- Held by insiders
- 0.00%
- Institutional holders
- 85
- Institutions 55.6%
- Insiders 0.0%
- Public and other 44.4%
Who owns DoubleLine Opportunistic Credit Fund stock?
Institutional investors own about 55.6% of DoubleLine Opportunistic Credit Fund's shares, spread across 85 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.00% of DBL.
The largest institutional holders are SIT Investment Associates Inc (15.81%), Avior Wealth Management, LLC (3.02%) and UBS Group AG (2.93%). Together, the top 10 institutions control 36.7% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their DBL positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of DBL
| Institution | Shares | % Held | Change |
|---|---|---|---|
| SIT Investment Associates Inc | 3.13M | 15.81% | +0.7% |
| Avior Wealth Management, LLC | 596.29K | 3.02% | +3.9% |
| UBS Group AG | 580.22K | 2.93% | +1.9% |
| Evergreen Capital Management Llc | 560.67K | 2.84% | +2.2% |
| Morgan Stanley | 530.78K | 2.68% | -5.7% |
| Royal Bank of Canada | 439.90K | 2.22% | +17.1% |
| Twelve Points Wealth Management LLC | 405.76K | 2.05% | +11.5% |
| Ameriprise Financial, Inc. | 350.37K | 1.77% | +12.2% |
| Gridiron Partners, LLC | 346.45K | 1.75% | +123.9% |
| Stratos Wealth Advisors, LLC | 326.38K | 1.65% | +13.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of DBL
| Fund | Shares | % Held |
|---|---|---|
| Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF | 159.75K | 0.81% |
| Unified Series Trust-Absolute CEF Opportunities | 16.34K | 0.08% |
| SIT MUTUAL FUNDS INC-Sit Balanced Fund | 4.40K | 0.02% |
| ADVISORS' INNER CIRCLE III-Fundamental Core Fixed Income Fund | 295 | 0.00% |
Frequently asked questions
Who is the largest shareholder of DoubleLine Opportunistic Credit Fund?
SIT Investment Associates Inc is the largest institutional shareholder of DBL, owning 15.81% of shares outstanding (3.13M shares) as of its latest 13F filing.
What percentage of DoubleLine Opportunistic Credit Fund is owned by institutions?
Institutions own about 55.6% of DBL shares and 55.6% of the public float.
How much of DoubleLine Opportunistic Credit Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of DBL shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.