Institutional Ownership Double Line Opportunistic Credit Fund (DBL)
This table provides information about the institutional ownership of Double Line Opportunistic Credit Fund (DBL). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 8.63 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
47,814
shares
|
$749,723
0.02% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
40,017
shares
|
$627,466
0.39% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
34,656
shares
|
$543,406
0.09% of portfolio
|
Q4 2024
Added 705.58%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
31,944
shares
|
$500,881
0.05% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
28,598
shares
|
$448,416
0.01% of portfolio
|
Q4 2024
Reduced 58.42%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
28,463
shares
|
$446,299
0.0% of portfolio
|
Q1 2024
Added 14.99%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
28,118
shares
|
$440,890
0.02% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
27,890
shares
|
$437,315
0.0% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
26,740
shares
|
$419,283
0.0% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
25,407
shares
|
$398,381
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
24,969
shares
|
$391,513
0.06% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
24,888
shares
|
$390,243
0.08% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
23,911
shares
|
$374,924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
20,110
shares
|
$315,324
0.04% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
18,859
shares
|
$295,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
18,600
shares
|
$291,648
0.04% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
17,523
shares
|
$274,760
0.0% of portfolio
|
Q4 2024
Reduced 69.12%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
17,500
shares
|
$274,400
0.01% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
15,609
shares
|
$244,749
0.16% of portfolio
|
Q1 2024
Added 0.81%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,694
shares
|
$230,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
14,600
shares
|
$228,928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,467
shares
|
$226,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
14,041
shares
|
$220,162
0.08% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,860
shares
|
$217,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
11,250
shares
|
$176,400
0.04% of portfolio
|
Q4 2024
New holding
|