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Doubleline Opport Credit (DBL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Evergreen Capital Management LLC
INCREASED
Shares753,047 from 560,669
Change+192,378 (+34%)
Value$10.2M (+$2.1M)
Filed 2026-10-23
Avior Wealth Management, LLC
INCREASED
Shares604,096 from 596,287
Change+7,809 (+1%)
Value$8.2M (-$389.1K)
Filed 2026-10-13
Twelve Points Wealth Management LLC
DECREASED
Shares400,372 from 405,759
Change-5,387 (-1%)
Value$5.4M (-$397.8K)
Filed 2026-11-03
Gridiron Partners, LLC
INCREASED
Shares369,129 from 346,451
Change+22,678 (+7%)
Value$5.0M (+$19.7K)
Filed 2026-10-08
Absolute Investment Advisers, LLC
INCREASED
Shares216,749 from 64,644
Change+152,105 (+235%)
Value$2.9M (+$2.0M)
Filed 2026-10-21
LPL Financial LLC
DECREASED
Shares215,891 from 234,708
Change-18,817 (-8%)
Value$2.9M (-$449.8K)
Filed 2026-11-06
Journey Advisory Group, LLC
DECREASED
Shares171,601 from 171,944
Change-343 (0%)
Value$2.3M (-$147.4K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares126,600 from 139,250
Change-12,650 (-9%)
Value$1.7M (-$287.0K)
Filed 2026-10-13
Aviance Capital Partners, LLC
INCREASED
Shares123,106 from 111,297
Change+11,809 (+11%)
Value$1.7M (+$67.6K)
Filed 2026-10-29
Ignite Planners, LLC
INCREASED
Shares114,405 from 112,190
Change+2,215 (+2%)
Value$1.6M (-$63.1K)
Filed 2026-10-14
Shaker Financial Services, LLC
DECREASED
Shares89,661 from 210,544
Change-120,883 (-57%)
Value$1.2M (-$1.8M)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares71,196 from 60,607
Change+10,589 (+17%)
Value$965.0K (+$93.0K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares29,123 from 29,018
Change+105 (+0%)
Value$395.0K (-$22.0K)
Filed 2026-11-02
Verus Capital Partners, LLC
INCREASED
Shares26,171 from 25,204
Change+967 (+4%)
Value$354.6K (-$7.8K)
Filed 2026-11-03
United Advisor Group, LLC
UNCHANGED
Shares24,141 from 24,141
Change0 (0%)
Value$327.1K (-$20.0K)
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares24,015 from 24,540
Change-525 (-2%)
Value$325.0K (-$28.0K)
Filed 2026-10-22
World Equity Group, Inc.
INCREASED
Shares21,055 from 16,600
Change+4,455 (+27%)
Value$285.3K (+$46.6K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
DECREASED
Shares18,752 from 20,441
Change-1,689 (-8%)
Value$254.1K (-$39.9K)
Filed 2026-11-03
Blueprint Investment Partners LLC
INCREASED
Shares18,200 from 17,500
Change+700 (+4%)
Value$246.6K (-$5.0K)
Filed 2026-10-28
Sigma Planning Corp
NEW
Shares14,982
Change+14,982
Value$203.0K
Filed 2026-10-23
Pettinga Financial Advisors LLC
DECREASED
Shares13,500 from 20,592
Change-7,092 (-34%)
Value$182.9K (-$113.2K)
Filed 2026-10-13
Mallini Complete Financial Planning LLC
INCREASED
Shares13,361 from 13,206
Change+155 (+1%)
Value$181.0K (-$8.9K)
Filed 2026-10-06
Integrated Capital Management, Inc.
INCREASED
Shares13,333 from 12,932
Change+401 (+3%)
Value$180.7K (-$5.3K)
Filed 2026-10-09
Melfa Wealth Management, Inc.
UNCHANGED
Shares12,570 from 12,570
Change0 (0%)
Value$170.3K (-$10.4K)
Filed 2026-11-06
Kercheville Advisors, LLC
INCREASED
Shares11,902 from 11,900
Change+2 (+0%)
Value$161.3K (-$9.8K)
Filed 2026-10-19
Kestra Advisory Services, LLC
DECREASED
Shares11,672 from 13,123
Change-1,451 (-11%)
Value$158.2K (-$30.6K)
Filed 2026-11-02
SkyOak Wealth, LLC
INCREASED
Shares10,594 from 10,385
Change+209 (+2%)
Value$143.6K (-$5.8K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
UNCHANGED
Shares5,487 from 5,487
Change0 (0%)
Value$74.4K (-$4.2K)
Filed 2026-10-16
US Bancorp \de\
NEW
Shares4,000
Change+4,000
Value$54.2K
Filed 2026-11-05
Fifth Third Bancorp
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$50.8K (-$3.1K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares3,573
Change+3,573
Value$48.4K
Filed 2026-11-03
Jnba Financial Advisors
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$14.4K (-$879)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares700
Change+700
Value$9.5K
Filed 2026-11-04
PNC Financial Services Group, Inc.
NEW
Shares526
Change+526
Value$7.1K
Filed 2026-11-06
Cape Investment Advisory, Inc.
INCREASED
Shares514 from 503
Change+11 (+2%)
Value$7.0K (-$261)
Filed 2026-10-13
CoreCap Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.8K (-$415)
Filed 2026-10-08
NBH Bank
NEW
Shares454
Change+454
Value$6.2K
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$5.8K (-$353)
Filed 2026-10-26
Highline Wealth Partners LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$5.4K (-$332)
Filed 2026-10-19
Holos Integrated Wealth LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$5.4K (-$352)
Filed 2026-10-23
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 15,960
Change-15,960 (-100%)
Value$0 (-$229.5K)
Filed 2026-11-02
ARS Wealth Advisors Group, LLC
CLOSED
Shares0 from 12,350
Change-12,350 (-100%)
Value$0 (-$177.6K)
Filed 2026-10-16
IFP Advisors, Inc
CLOSED
Shares0 from 156
Change-156 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-03
SIT Investment Associates Inc
N/A
Shares— from 3,125,689
Change-3,125,689 (-100%)
Value—
UBS Group AG
N/A
Shares— from 580,219
Change-580,219 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 530,776
Change-530,776 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 439,900
Change-439,900 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 350,374
Change-350,374 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 326,385
Change-326,385 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 295,245
Change-295,245 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 263,521
Change-263,521 (-100%)
Value—
Catawba River Capital
N/A
Shares— from 259,396
Change-259,396 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 162,442
Change-162,442 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 133,785
Change-133,785 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 133,104
Change-133,104 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 125,315
Change-125,315 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 106,773
Change-106,773 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 103,409
Change-103,409 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 100,964
Change-100,964 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 97,976
Change-97,976 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 91,187
Change-91,187 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 64,160
Change-64,160 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 59,287
Change-59,287 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 38,495
Change-38,495 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 28,906
Change-28,906 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 25,750
Change-25,750 (-100%)
Value—
Quarry LP
N/A
Shares— from 25,427
Change-25,427 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,649
Change-22,649 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 20,110
Change-20,110 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 19,047
Change-19,047 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 18,740
Change-18,740 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,861
Change-15,861 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 15,781
Change-15,781 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,551
Change-13,551 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,703
Change-12,703 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,464
Change-11,464 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,065
Change-7,065 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Status
Evergreen Capital Management LLC
INCREASED753,047560,669+192,378+34%$8.1M$10.2M+$2.1M2026-10-23
Avior Wealth Management, LLC
INCREASED604,096596,287+7,809+1%$8.6M$8.2M-$389.1K2026-10-13
Twelve Points Wealth Management LLC
DECREASED400,372405,759-5,387-1%$5.8M$5.4M-$397.8K2026-11-03
Gridiron Partners, LLC
INCREASED369,129346,451+22,678+7%$5.0M$5.0M+$19.7K2026-10-08
Absolute Investment Advisers, LLC
INCREASED216,74964,644+152,105+235%$929.6K$2.9M+$2.0M2026-10-21
LPL Financial LLC
DECREASED215,891234,708-18,817-8%$3.4M$2.9M-$449.8K2026-11-06
Journey Advisory Group, LLC
DECREASED171,601171,944-3430%$2.5M$2.3M-$147.4K2026-11-04
Independent Financial Group, LLC
DECREASED126,600139,250-12,650-9%$2.0M$1.7M-$287.0K2026-10-13
Aviance Capital Partners, LLC
INCREASED123,106111,297+11,809+11%$1.6M$1.7M+$67.6K2026-10-29
Ignite Planners, LLC
INCREASED114,405112,190+2,215+2%$1.6M$1.6M-$63.1K2026-10-14
Shaker Financial Services, LLC
DECREASED89,661210,544-120,883-57%$3.0M$1.2M-$1.8M2026-10-14
Park Avenue Securities LLC
INCREASED71,19660,607+10,589+17%$872.0K$965.0K+$93.0K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED29,12329,018+105+0%$417.0K$395.0K-$22.0K2026-11-02
Verus Capital Partners, LLC
INCREASED26,17125,204+967+4%$362.4K$354.6K-$7.8K2026-11-03
United Advisor Group, LLC
UNCHANGED24,14124,14100%$347.1K$327.1K-$20.0K2026-11-03
Wedbush Securities Inc
DECREASED24,01524,540-525-2%$353.0K$325.0K-$28.0K2026-10-22
World Equity Group, Inc.
INCREASED21,05516,600+4,455+27%$238.7K$285.3K+$46.6K2026-10-14
Ashton Thomas Private Wealth, LLC
DECREASED18,75220,441-1,689-8%$293.9K$254.1K-$39.9K2026-11-03
Blueprint Investment Partners LLC
INCREASED18,20017,500+700+4%$251.7K$246.6K-$5.0K2026-10-28
Sigma Planning Corp
NEW14,982—+14,982——$203.0K—2026-10-23
Pettinga Financial Advisors LLC
DECREASED13,50020,592-7,092-34%$296.1K$182.9K-$113.2K2026-10-13
Mallini Complete Financial Planning LLC
INCREASED13,36113,206+155+1%$189.9K$181.0K-$8.9K2026-10-06
Integrated Capital Management, Inc.
INCREASED13,33312,932+401+3%$186.0K$180.7K-$5.3K2026-10-09
Melfa Wealth Management, Inc.
UNCHANGED12,57012,57000%$180.8K$170.3K-$10.4K2026-11-06
Kercheville Advisors, LLC
INCREASED11,90211,900+2+0%$171.1K$161.3K-$9.8K2026-10-19
Kestra Advisory Services, LLC
DECREASED11,67213,123-1,451-11%$188.7K$158.2K-$30.6K2026-11-02
SkyOak Wealth, LLC
INCREASED10,59410,385+209+2%$149.3K$143.6K-$5.8K2026-10-28
TD Waterhouse Canada Inc.
UNCHANGED5,4875,48700%$78.6K$74.4K-$4.2K2026-10-16
US Bancorp \de\
NEW4,000—+4,000——$54.2K—2026-11-05
Fifth Third Bancorp
UNCHANGED3,7503,75000%$53.9K$50.8K-$3.1K2026-11-05
Ascentis Independent Advisors
NEW3,573—+3,573——$48.4K—2026-11-03
Jnba Financial Advisors
UNCHANGED1,0591,05900%$15.2K$14.4K-$8792026-11-03
Nova Financial LLC
NEW700—+700——$9.5K—2026-11-04
PNC Financial Services Group, Inc.
NEW526—+526——$7.1K—2026-11-06
Cape Investment Advisory, Inc.
INCREASED514503+11+2%$7.2K$7.0K-$2612026-10-13
CoreCap Advisors, LLC
UNCHANGED50050000%$7.2K$6.8K-$4152026-10-08
NBH Bank
NEW454—+454——$6.2K—2026-11-05
Lanark Financial, Inc.
UNCHANGED42642600%$6.1K$5.8K-$3532026-10-26
Highline Wealth Partners LLC
UNCHANGED40040000%$5.8K$5.4K-$3322026-10-19
Holos Integrated Wealth LLC
UNCHANGED40040000%$5.7K$5.4K-$3522026-10-23
Commonwealth Equity Services, LLC
CLOSED015,960-15,960-100%$229.5K$0-$229.5K2026-11-02
ARS Wealth Advisors Group, LLC
CLOSED012,350-12,350-100%$177.6K$0-$177.6K2026-10-16
IFP Advisors, Inc
CLOSED0156-156-100%$2.2K$0-$2.2K2026-10-16
JFS Wealth Advisors, LLC
CLOSED095-95-100%$1.4K$0-$1.4K2026-11-03
SIT Investment Associates Inc
N/A—3,125,689-3,125,689-100%$44.9M———
UBS Group AG
N/A—580,219-580,219-100%$8.3M———
Morgan Stanley
N/A—530,776-530,776-100%$7.6M———
Royal Bank of Canada
N/A—439,900-439,900-100%$6.3M———
Ameriprise Financial Inc
N/A—350,374-350,374-100%$5.0M———
Stratos Wealth Advisors, LLC
N/A—326,385-326,385-100%$4.7M———
Intellectus Partners, LLC
N/A—295,245-295,245-100%$4.2M———
Wells Fargo & Company
N/A—263,521-263,521-100%$3.8M———
Catawba River Capital
N/A—259,396-259,396-100%$3.7M———
Invesco Ltd.
N/A—162,442-162,442-100%$2.3M———
Stifel Financial Corp
N/A—133,785-133,785-100%$1.9M———
Guggenheim Capital LLC
N/A—133,104-133,104-100%$1.9M———
Raymond James Financial Inc
N/A—125,315-125,315-100%$1.8M———
Envestnet Asset Management Inc
N/A—106,773-106,773-100%$1.5M———
Berger Financial Group, Inc
N/A—103,409-103,409-100%$1.5M———
ArchPoint Investors
N/A—100,964-100,964-100%$1.5M———
Thompson David Blair
N/A—97,976-97,976-100%$1.4M———
Bank of America Corp
N/A—91,187-91,187-100%$1.3M———
Strategic Wealth Partners, Ltd.
N/A—64,160-64,160-100%$922.6K———
Rockefeller Capital Management L.P.
N/A—59,287-59,287-100%$852.5K———
Janney Montgomery Scott LLC
N/A—38,495-38,495-100%$554.0K———
Marex Group Ltd
N/A—28,906-28,906-100%$415.7K———
Baird Financial Group, Inc.
N/A—25,750-25,750-100%$370.3K———
Quarry LP
N/A—25,427-25,427-100%$365.6K———
NewEdge Advisors, LLC
N/A—22,649-22,649-100%$325.7K———
Apriem Advisors
N/A—20,110-20,110-100%$289.2K———
Horizon Kinetics Asset Management LLC
N/A—19,047-19,047-100%$273.9K———
Maridea Wealth Management LLC
N/A—18,740-18,740-100%$269.5K———
Arax Advisory Partners
N/A—15,861-15,861-100%$228.1K———
Fort Sheridan Advisors LLC
N/A—15,781-15,781-100%$226.9K———
Cetera Investment Advisers
N/A—13,551-13,551-100%$194.9K———
Citadel Advisors LLC
N/A—12,703-12,703-100%$182.7K———
Focus Partners Wealth
N/A—11,464-11,464-100%$164.9K———
Nomura Holdings Inc
N/A—10,000-10,000-100%$143.8K———
Osaic Holdings, Inc.
N/A—7,065-7,065-100%$101.6K———
Clear Street Group Inc.
N/A—3,652-3,652-100%$52.5K———
Morse Asset Management, Inc
N/A—1,865-1,865-100%$26.8K———
Northwestern Mutual Wealth Management Co
N/A—1,203-1,203-100%$17.3K———
Harbour Investments, Inc.
N/A—1,065-1,065-100%$15.3K———
Showing 83 of 83 institutions