EE
DBL

EWG Elevate’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

EWG Elevate’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
2025
Q3 		$180K Hold
11,530
– – 0.06% 116
2025
Q2 		$177K Buy
11,530
+1,230
+12% +$19K 0.05% 140
2025
Q1 		$161K Buy
+10,300
New +$161K 0.06% 120

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWG Elevate's DBL Position: Q3 2025 in Review

EWG Elevate held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q3 2025 at 11,530 shares worth $180K. The position accounts for 0.06% of the portfolio, ranked #116.

EWG Elevate first reported a position in DBL in Q1 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold DBL as of Q3 2025.

  • EWG Elevate held 11,530 shares of DoubleLine Opportunistic Credit Fund worth $180K as of Q3 2025.
  • EWG Elevate left its DoubleLine Opportunistic Credit Fund share count unchanged in Q3 2025.
  • DoubleLine Opportunistic Credit Fund made up 0.06% of EWG Elevate's portfolio in Q3 2025, its #116 holding.
  • EWG Elevate first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.