Doubleline Oppor Cor BND-UsdDBNDETF

13F holders, Q2 2024 (June 30)
51holders −2
4new positions
5sold out
2famous investors
$45.36avg. 13F price*

At the end of Q2 2024, 51 institutions reported holding Doubleline Oppor Cor BND-Usd (DBND) in their 13F filings, down 2 from Q1 2024. 4 opened new positions and 5 sold out. The largest holders were Cwm, LLC ($46.6M), Seascape Capital Management ($22.4M) and W.G. Shaheen & Associates DBA Whitney & Co ($18.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Doubleline Oppor Cor BND-Usd
CUSIP
25861R105
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 53Q1 2024Q2 2024: 51Q2 2024Q3 2024: 56Q3 2024Q4 2024: 67Q4 2024Q1 2025: 71Q1 2025Q2 2025: 77Q2 2025Q3 2025: 82Q3 2025Q4 2025: 90Q4 2025Q1 2026: 101Q1 2026Q2 2026: 100Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions4$4.7M
Exits5$3.2M

All 13F filers, Q1 2024 → Q2 2024: 616,831 shares bought and 172,695 shares sold, net +444,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 51 holders

Cwm, LLC 0.22% Add +30.6% 1,026,537 $46.6M
Seascape Capital Management 8.34% Add +1.0% 492,575 $22.4M
W.G. Shaheen & Associates DBA Whitney & Co 2.15% Add +1.3% 411,938 $18.7M
Boothe Investment Group, Inc. 7.50% Add +9.8% 360,314 $16.2M
Cerity Partners LLC 0.04% Reduce -4.2% 298,191 $13.5M
One Capital Management, LLC 0.44% Add +2.3% 284,338 $12.9M
Cravens & Co Advisors, LLC 7.17% Add +17.8% 212,845 $9.7M
Envestnet Asset Management Inc. 0.00% Add +16.5% 211,582 $9.6M
Waddell & Associates, LLC 1.10% Add +0.6% 184,570 $8.4M
UBS Group AG 0.00% Reduce -0.5% 140,548 $6.4M
Landmark Wealth Management, LLC 4.35% Add +4.0% 123,040 $5.6M
Fortis Advisors, LLC 3.71% Reduce -0.1% 115,938 $5.3M
MML Investors Services, LLC 0.02% Add +53.4% 107,249 $4.9M
CW Advisors, LLC 0.08% Reduce -1.1% 106,319 $4.8M
Premier Path Wealth Partners, LLC 0.81% Add +96.8% 104,361 $4.7M
Aprio Wealth Management, LLC 0.64% Add +5.3% 77,275 $3.5M
NewEdge Advisors, LLC 0.03% New 75,698 $3.4M
Citadel Advisors 0.00% Add +408.2% 46,068 $2.1M
Cornerstone Wealth Group, LLC 0.17% Add +2.8% 41,293 $1.9M
L & S Advisors Inc 0.19% No change 31,930 $1.4M
Essential Planning, LLC. 0.61% Add +36.2% 30,438 $1.4M
Ausdal Financial Partners, Inc. 0.14% Add +10.5% 29,057 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -67.3% 27,433 $1.2M
Foundations Investment Advisors, LLC 0.03% New 27,139 $1.2M
Algorithmic Investment Models, LLC 0.96% Add +3.5% 26,945 $1.2M
AQR Capital Management 0.00% Add +34.2% 25,359 $1.2M
Stewardship Advisors, LLC 0.32% Reduce -50.4% 21,287 $966K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.2% 21,257 $965K
Beaumont Financial Advisors, LLC 0.07% No change 18,996 $862K
Mercer Global Advisors Inc. 0.00% Reduce -8.2% 11,803 $536K
Axxcess Wealth Management, LLC 0.01% Reduce -0.1% 11,346 $515K
Aveo Capital Partners, LLC 0.05% Reduce -13.6% 10,070 $457K
Tidal Investments LLC 0.01% Add +0.4% 9,709 $441K
Raymond James & Associates 0.00% Add +22.3% 9,459 $429K
Clifford Swan Investment Counsel LLC 0.01% No change 8,600 $390K
Fortress Wealth Management, Inc. 0.19% Reduce -8.2% 8,076 $367K
LPL Financial LLC 0.00% Add +62.8% 7,717 $350K
National Bank of Canada 0.00% Reduce -35.1% 6,715 $302K
Stonehearth Capital Management, LLC 0.12% Add +3.0% 6,131 $278K
Sigma Planning Corp 0.01% Add +0.2% 5,540 $252K
Royal Bank of Canada 0.00% Reduce -14.1% 5,342 $243K
Firethorn Wealth Partners, LLC 0.14% Reduce -2.2% 5,275 $239K
Osaic Holdings, Inc. 0.00% Add +36.1% 3,642 $165K
Hollencrest Capital Management 0.00% New 1,369 $62K
Capital Analysts, LLC 0.00% No change 560 $25K
Tortoise Investment Management, LLC 0.00% Reduce -20.0% 400 $18K
DT Investment Partners, LLC 0.00% New 202 $9K
Avior Wealth Management, LLC 0.00% No change 182 $8K
Concourse Financial Group Securities, Inc. 0.00% No change 164 $7K
Global Retirement Partners, LLC 0.00% No change 162 $7K
Lanark Financial, Inc. 0.00% Reduce -77.5% 86 $3K

"% of holder's portfolio" is DBND's weight in each manager's 13F, not the share of Doubleline Oppor Cor BND-Usd the manager owns.