Doubleline Oppor Cor BND-UsdDBNDETF
13F holders, Q4 2024 (December 31)67holders +11
9new positions
4sold out
2famous investors
$45.47avg. 13F price*
At the end of Q4 2024, 67 institutions reported holding Doubleline Oppor Cor BND-Usd (DBND) in their 13F filings, up 11 from Q3 2024. 9 opened new positions and 4 sold out. The largest holders were Essential Planning, LLC. ($89.5M), Cwm, LLC ($51.3M) and Seascape Capital Management ($21.7M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $7.0M |
| Exits | 4 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 2,297,616 shares bought and 340,719 shares sold, net +1,956,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Essential Planning, LLC. | 0.58% | Add +6537.4% | 1,944,507 | $89.5M |
| Cwm, LLC | 0.21% | Reduce -9.8% | 1,132,713 | $51.3M |
| Seascape Capital Management | 7.58% | Add +0.3% | 480,235 | $21.7M |
| W.G. Shaheen & Associates DBA Whitney & Co | 2.06% | Add +2.7% | 432,631 | $19.6M |
| Boothe Investment Group, Inc. | 7.76% | Add +7.8% | 394,620 | $17.9M |
| Cerity Partners LLC | 0.03% | Reduce -1.3% | 286,256 | $13.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.9% | 214,279 | $9.7M |
| Cravens & Co Advisors, LLC | 7.28% | Add +3.9% | 211,270 | $9.6M |
| One Capital Management, LLC | 0.32% | Reduce -27.9% | 211,098 | $9.6M |
| Foundations Investment Advisors, LLC | 0.17% | Reduce -28.1% | 189,587 | $8.6M |
| Waddell & Associates, LLC | 0.85% | Add +1.1% | 184,166 | $8.3M |
| UBS Group AG | 0.00% | Reduce -10.3% | 182,927 | $8.3M |
| Beckerman Institutional, LLC | 6.10% | Add +37.9% | 168,178 | $7.6M |
| Fortis Advisors, LLC | 4.81% | Reduce -2.4% | 161,911 | $7.3M |
| Landmark Wealth Management, LLC | 2.65% | Add +4.7% | 132,116 | $6.0M |
| MML Investors Services, LLC | 0.02% | Add +9.9% | 124,575 | $5.6M |
| Premier Path Wealth Partners, LLC | 0.83% | Add +6.1% | 119,575 | $5.4M |
| Optima Capital LLC | 3.34% | — | 106,952 | $4.8M |
| CW Advisors, LLC | 0.06% | Reduce -1.6% | 104,123 | $4.7M |
| Aprio Wealth Management, LLC | 0.54% | Add +7.2% | 81,877 | $3.7M |
| Citadel Advisors | 0.00% | New | 75,623 | $3.4M |
| Parr McKnight Wealth Management Group, LLC | 0.32% | — | 48,878 | $2.2M |
| Cornerstone Wealth Group, LLC | 0.18% | Add +11.5% | 47,524 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +545.1% | 39,099 | $1.8M |
| AQR Capital Management | 0.00% | Add +21.6% | 38,007 | $1.7M |
| L & S Advisors Inc | 0.18% | No change | 31,930 | $1.4M |
| Algorithmic Investment Models, LLC | 1.05% | Add +16.7% | 29,947 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -1.5% | 29,275 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.09% | Add +7.4% | 25,755 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +351.6% | 22,139 | $1.0M |
| BlueChip Wealth Advisors LLC | 0.52% | New | 20,661 | $936K |
| SilverOak Wealth Management LLC | 0.20% | New | 20,463 | $927K |
| Bristlecone Advisors, LLC | 0.06% | New | 17,354 | $786K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.5% | 16,587 | $751K |
| Fearless Solutions, LLC dba Best Invest | 0.57% | — | 16,385 | $742K |
| Stewardship Advisors, LLC | 0.19% | Reduce -7.0% | 15,061 | $682K |
| National Bank of Canada | 0.00% | Add +110.6% | 14,140 | $640K |
| Panoramic Investment Advisors, LLC | 0.36% | No change | 12,200 | $553K |
| Axxcess Wealth Management, LLC | 0.01% | Add +7.1% | 12,139 | $550K |
| Mercer Global Advisors Inc. | 0.00% | No change | 11,803 | $535K |
| Comerica Bank | 0.00% | Add +10.7% | 11,070 | $501K |
| Raymond James Financial Inc. | 0.00% | — | 10,956 | $496K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.4% | 10,306 | $467K |
| LPL Financial LLC | 0.00% | Add +23.5% | 9,983 | $452K |
| Strategic Wealth Partners, Ltd. | 0.03% | New | 8,980 | $409K |
| Osaic Holdings, Inc. | 0.00% | Add +37.6% | 8,970 | $406K |
| Principia Wealth Advisory, LLC | 0.37% | — | 8,633 | $391K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 8,600 | $389K |
| Barnes Wealth Management Group, Inc | 0.24% | — | 7,821 | $354K |
| Atria Investments, Inc | 0.00% | Add +18.0% | 6,970 | $316K |
| Stonehearth Capital Management, LLC | 0.11% | Reduce -1.3% | 6,192 | $280K |
| Equitable Holdings, Inc. | 0.00% | New | 5,973 | $271K |
| Sigma Planning Corp | 0.01% | Add +6.5% | 5,912 | $268K |
| Susquehanna International Group, LLP | 0.00% | New | 5,000 | $226K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.5% | 4,453 | $202K |
| Private Trust Co. NA | 0.01% | Add +1.7% | 2,046 | $93K |
| Hollencrest Capital Management | 0.00% | No change | 1,369 | $62K |
| Capital Analysts, LLC | 0.00% | No change | 560 | $25K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +221.2% | 501 | $23K |
| Tortoise Investment Management, LLC | 0.00% | No change | 400 | $18K |
| Minot DeBlois Advisors LLC | 0.01% | — | 273 | $12K |
| Northwest Capital Management Inc | 0.00% | Add +17.5% | 188 | $9K |
| Global Retirement Partners, LLC | 0.00% | No change | 162 | $7K |
| PMV Capital Advisers, LLC | 0.02% | — | 159 | $7K |
| Bangor Savings Bank | 0.00% | New | 158 | $7K |
| Farther Finance Advisors, LLC | 0.00% | No change | 13 | $601 |
| Morgan Stanley | 0.00% | New | 1 | $72 |
"% 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.