Cetera Investment Advisers
DBL

Cetera Investment Advisers’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Cetera Investment Advisers’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$379K Buy
25,950
+8,837
+52% +$132K ﹤0.01% 3775
2025
Q4 		$261K Buy
17,113
+5,221
+44% +$80.4K ﹤0.01% 4025
2025
Q3 		$185K Buy
+11,892
New +$183K ﹤0.01% 4174

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Cetera Investment Advisers's DBL Position: Q1 2026 in Review

Cetera Investment Advisers increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 52% in Q1 2026, buying an estimated $132K and bringing the position to 25,950 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #3775.

Cetera Investment Advisers first reported a position in DBL in Q3 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • Cetera Investment Advisers held 25,950 shares of DoubleLine Opportunistic Credit Fund worth $379K as of Q1 2026.
  • Cetera Investment Advisers bought 8,837 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $132K.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3775 holding.
  • Cetera Investment Advisers first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.