Doubleline Oppor Cor BND-UsdDBNDETF
13F holders, Q3 2024 (September 30)56holders +5
8new positions
5sold out
1famous investor
$47.36avg. 13F price*
At the end of Q3 2024, 56 institutions reported holding Doubleline Oppor Cor BND-Usd (DBND) in their 13F filings, up 5 from Q2 2024. 8 opened new positions and 5 sold out. The largest holders were Cwm, LLC ($59.5M), Seascape Capital Management ($22.7M) and W.G. Shaheen & Associates DBA Whitney & Co ($19.9M). One famous investor held it 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.4M |
| Exits | 5 | $3.6M |
All 13F filers, Q2 2024 → Q3 2024: 666,562 shares bought and 206,314 shares sold, net +460,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Cwm, LLC | 0.26% | Add +22.4% | 1,255,964 | $59.5M |
| Seascape Capital Management | 8.09% | Reduce -2.8% | 478,879 | $22.7M |
| W.G. Shaheen & Associates DBA Whitney & Co | 2.14% | Add +2.2% | 421,108 | $19.9M |
| Boothe Investment Group, Inc. | 7.92% | Add +1.6% | 366,118 | $17.3M |
| One Capital Management, LLC | 0.44% | Add +3.0% | 292,917 | $13.9M |
| Cerity Partners LLC | 0.03% | Reduce -2.8% | 289,978 | $13.7M |
| Foundations Investment Advisors, LLC | 0.26% | Add +871.8% | 263,745 | $12.5M |
| UBS Group AG | 0.00% | Add +45.1% | 203,885 | $9.7M |
| Cravens & Co Advisors, LLC | 7.44% | Reduce -4.5% | 203,336 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.0% | 196,795 | $9.3M |
| Waddell & Associates, LLC | 1.05% | Reduce -1.3% | 182,249 | $8.6M |
| Fortis Advisors, LLC | 5.09% | Add +43.0% | 165,809 | $7.9M |
| Landmark Wealth Management, LLC | 2.60% | Add +2.5% | 126,156 | $6.0M |
| Beckerman Institutional, LLC | 4.86% | — | 121,960 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +5.7% | 113,355 | $5.4M |
| Premier Path Wealth Partners, LLC | 0.84% | Add +8.0% | 112,739 | $5.3M |
| CW Advisors, LLC | 0.07% | Reduce -0.5% | 105,775 | $5.0M |
| Aprio Wealth Management, LLC | 0.58% | Reduce -1.2% | 76,355 | $3.6M |
| Cornerstone Wealth Group, LLC | 0.17% | Add +3.2% | 42,609 | $2.0M |
| L & S Advisors Inc | 0.18% | No change | 31,930 | $1.5M |
| AQR Capital Management | 0.00% | Add +23.3% | 31,255 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +2.3% | 29,723 | $1.4M |
| Essential Planning, LLC. | 0.57% | Reduce -3.8% | 29,296 | $1.4M |
| Algorithmic Investment Models, LLC | 0.89% | Reduce -4.8% | 25,656 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.09% | Add +26.3% | 23,983 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.1% | 17,197 | $814K |
| Stewardship Advisors, LLC | 0.22% | Reduce -23.9% | 16,190 | $767K |
| Panoramic Investment Advisors, LLC | 0.40% | — | 12,200 | $578K |
| Mercer Global Advisors Inc. | 0.00% | No change | 11,803 | $558K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.1% | 11,333 | $537K |
| NewEdge Advisors, LLC | 0.00% | Reduce -85.6% | 10,895 | $516K |
| Aveo Capital Partners, LLC | 0.05% | Add +1.0% | 10,170 | $482K |
| Raymond James & Associates | 0.00% | Add +7.1% | 10,129 | $480K |
| Comerica Bank | 0.00% | New | 10,000 | $474K |
| Tidal Investments LLC | 0.01% | Add +0.7% | 9,778 | $463K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 8,600 | $407K |
| LPL Financial LLC | 0.00% | Add +4.7% | 8,083 | $383K |
| Fortress Wealth Management, Inc. | 0.18% | Reduce -3.9% | 7,764 | $368K |
| National Bank of Canada | 0.00% | No change | 6,715 | $318K |
| Osaic Holdings, Inc. | 0.00% | Add +79.0% | 6,518 | $309K |
| Stonehearth Capital Management, LLC | 0.12% | Add +2.3% | 6,271 | $297K |
| Jane Street Group, LLC | 0.00% | New | 6,061 | $287K |
| Atria Investments, Inc | 0.00% | New | 5,909 | $280K |
| Sigma Planning Corp | 0.01% | Add +0.2% | 5,549 | $263K |
| Royal Bank of Canada | 0.00% | Reduce -8.2% | 4,902 | $232K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,223 | $200K |
| Private Trust Co. NA | 0.01% | New | 2,011 | $95K |
| Hollencrest Capital Management | 0.00% | No change | 1,369 | $65K |
| Highline Wealth Partners LLC | 0.01% | New | 694 | $33K |
| Capital Analysts, LLC | 0.00% | No change | 560 | $27K |
| Tortoise Investment Management, LLC | 0.00% | No change | 400 | $19K |
| Global Retirement Partners, LLC | 0.00% | No change | 162 | $8K |
| Northwest Capital Management Inc | 0.00% | New | 160 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -4.9% | 156 | $7K |
| Lanark Financial, Inc. | 0.00% | Add +2.3% | 88 | $4K |
| Farther Finance Advisors, LLC | 0.00% | New | 13 | $618 |
"% 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.