Stock
Doubleline Opportunistic Cr
Ticker not mapped · held by 72 managers
Reported value
$105.1M
Holders
72
+12 new · −5 exited
Holders’ est. mark
−$3.87M
Price effect on 60 books still in the name
Largest holder
$8.38M
Avior Wealth Management, LLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Avior Wealth Management, LLC | 574K | $8.38M | — | New |
| UBS Group AG | 569.2K | $8.31M | −$369.4K | Cut−$356.8K |
| MORGAN STANLEY | 562.5K | $8.21M | −$364.3K | Cut−$334.6K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 548.8K | $8.01M | −$342.7K | Cut−$28.5K |
| ROYAL BANK OF CANADA | 375.8K | $5.49M | −$199.5K | Added$817K |
| Twelve Points Wealth Management LLC | 363.8K | $5.31M | −$238.4K | Added$27.8K |
| AMERIPRISE FINANCIAL INC | 312.3K | $4.56M | −$199.2K | Cut−$113.1K |
| Stratos Wealth Advisors, LLC | 288.6K | $4.21M | −$168.6K | Added$258.8K |
| Intellectus Partners, LLC | 281.8K | $4.11M | −$183.2K | Cut−$311.5K |
| WELLS FARGO & COMPANY/MN | 274.8K | $4.01M | −$174.5K | Cut−$81.8K |
| Catawba River Capital | 262.5K | $3.84M | −$157.2K | Cut−$86.3K |
| LPL Financial LLC | 230.8K | $3.37M | −$150K | Cut−$207K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 193.2K | $2.82M | — | New |
| GUGGENHEIM CAPITAL LLC | 187K | $2.73M | −$121.6K | Cut−$132.5K |
| STIFEL FINANCIAL CORP | 175.3K | $2.56M | −$114K | Cut−$500.4K |
| Journey Advisory Group, LLC | 173.4K | $2.53M | −$111.4K | Cut−$83K |
| Invesco Ltd. | 158.3K | $2.31M | −$101.4K | Cut−$68.6K |
| Gridiron Partners, LLC | 154.7K | $2.26M | −$28.5K | Added$1.59M |
| BANK OF AMERICA CORP /DE/ | 145.9K | $2.13M | −$94.8K | Cut−$5.13M |
| INDEPENDENT FINANCIAL GROUP, LLC | 142.9K | $2.09M | −$92.9K | Cut−$167.6K |
| RAYMOND JAMES FINANCIAL INC | 135.8K | $1.98M | −$88.3K | Cut−$378K |
| Ignite Planners, LLC | 114.8K | $1.68M | −$62K | Cut−$163.8K |
| Berger Financial Group, Inc | 105.7K | $1.54M | −$68.7K | Cut−$103.5K |
| ArchPoint Investors | 101K | $1.47M | −$65.6K | Cut−$65.6K |
| Aviance Capital Partners, LLC | 95.1K | $1.39M | −$58.2K | Added$22.4K |
| Strategic Wealth Partners, Ltd. | 88.3K | $1.29M | −$57.4K | Cut−$57.4K |
| Quarry LP | 76K | $1.11M | — | New |
| Rockefeller Capital Management L.P. | 45.7K | $666.6K | −$27.8K | Added$14.5K |
| ENVESTNET ASSET MANAGEMENT INC | 31.6K | $461.1K | −$13.7K | Added$139.4K |
| Cetera Investment Advisers | 25.9K | $378.9K | −$11.1K | Added$117.9K |
| VERUS CAPITAL PARTNERS, LLC | 25.2K | $367.6K | −$16.4K | Cut−$146.2K |
| United Advisor Group, LLC | 24.1K | $352.5K | −$15.7K | Cut−$15.7K |
| Apriem Advisors | 24.1K | $352K | −$15.7K | Cut−$15.7K |
| Blueprint Investment Partners LLC | 21.8K | $318.3K | — | New |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 20.5K | $298.9K | −$13.3K | Cut−$18K |
| Ashton Thomas Private Wealth, LLC | 20.4K | $298.4K | −$12.1K | Added$14.2K |
| Baird Financial Group, Inc. | 19.8K | $288.4K | −$8.32K | Added$93.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | 16.6K | $242.5K | −$10.8K | Cut−$40.6K |
| Fort Sheridan Advisors LLC | 15.8K | $230.4K | −$10.3K | Cut−$10.3K |
| MELFA WEALTH MANAGEMENT, INC. | 15.6K | $227.9K | −$10.1K | Cut−$10.1K |
| Shaker Financial Services, LLC | 14.7K | $215.1K | — | New |
| U.S. Capital Wealth Advisors, LLC | 14K | $204.4K | −$9.1K | Cut−$798.7K |
| Kestra Advisory Services, LLC | 13.7K | $200.6K | −$8.62K | Cut−$1.76K |
| Mallini Complete Financial Planning LLC | 13.1K | $190.9K | −$8.06K | Added$1.58K |
| OSAIC HOLDINGS, INC. | 13K | $189.2K | −$8.39K | Cut−$79.2K |
| ARS Wealth Advisors Group, LLC | 12.3K | $180.3K | −$8.03K | Cut−$33.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.3K | $179.4K | — | New |
| Maridea Wealth Management LLC | 12.2K | $177.5K | — | New |
| Kercheville Advisors, LLC | 11.9K | $173.7K | −$6.24K | Cut−$17K |
| SkyOak Wealth, LLC | 11.4K | $167K | −$7.32K | Cut−$4.56K |
| WORLD EQUITY GROUP, INC. | 11.1K | $162.1K | −$7.22K | Cut−$7.21K |
| READYSTATE ASSET MANAGEMENT LP | 10.9K | $159.2K | −$7.09K | Cut−$64.9K |
| Focus Partners Wealth | 10.8K | $157.7K | −$7.02K | Cut−$7.02K |
| Papamarkou Wellner Asset Management inc. | 10.5K | $153.3K | −$6.83K | Cut−$6.83K |
| Golden State Equity Partners | 7.38K | $107.7K | — | New |
| TD Waterhouse Canada Inc. | 5.49K | $80.3K | −$3.35K | Cut−$3.35K |
| FIFTH THIRD BANCORP | 3.75K | $54.8K | — | New |
| SIT INVESTMENT ASSOCIATES INC | 3.1M | $45.3K | −$2.02K | Cut−$7.59K |
| Golden State Wealth Management, LLC | 2.21K | $32.3K | −$1.43K | Cut−$1.65K |
| MPWM ADVISORY SOLUTIONS, LLC | 2K | $29.2K | −$1.3K | Cut−$1.3K |
| Morse Asset Management, Inc | 1.82K | $26.6K | −$1.16K | Cut−$575 |
| HARBOUR INVESTMENTS, INC. | 1.06K | $15.5K | — | New |
| JNBA Financial Advisors | 1.06K | $15.5K | −$688 | Cut−$688 |
| CoreCap Advisors, LLC | 500 | $7.3K | −$325 | Cut−$325 |
| NBC SECURITIES, INC. | 426 | $6.22K | −$277 | Cut−$277 |
| HIGHLINE WEALTH PARTNERS LLC | 400 | $5.84K | −$260 | Cut−$260 |
| Holos Integrated Wealth LLC | 400 | $5.75K | — | New |
| Janney Montgomery Scott LLC | 206.4K | $3.01K | −$135 | Cut−$590 |
| IFP Advisors, Inc | 156 | $2.28K | −$101 | Cut−$101 |
| Advisory Services Network, LLC | 75 | $1.09K | — | New |
| Cambridge Investment Research Advisors, Inc. | 29K | $424 | −$19 | Cut−$19 |
| WEDBUSH SECURITIES INC | 27.5K | $401 | −$18 | Cut−$25 |
Who left
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.