Doubleline Oppor Cor BND-UsdDBNDETF

13F holders, Q1 2025 (March 31)
71holders +4
10new positions
4sold out
2famous investors
$46.17avg. 13F price*

At the end of Q1 2025, 71 institutions reported holding Doubleline Oppor Cor BND-Usd (DBND) in their 13F filings, up 4 from Q4 2024. 10 opened new positions and 4 sold out. The largest holders were Cwm, LLC ($51.2M), Boothe Investment Group, Inc. ($25.6M) and UBS Group AG ($25.3M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions10$22.5M
Exits4$2.2M

All 13F filers, Q4 2024 → Q1 2025: 1,620,786 shares bought and 2,100,293 shares sold, net −479,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 71 holders

Cwm, LLC 0.20% Reduce -2.1% 1,109,104 $51.2M
Boothe Investment Group, Inc. 11.69% Add +40.6% 554,999 $25.6M
UBS Group AG 0.01% Add +200.0% 548,824 $25.3M
Seascape Capital Management 8.73% Add +12.8% 541,805 $25.0M
W.G. Shaheen & Associates DBA Whitney & Co 2.24% Add +5.5% 456,615 $21.1M
Benchmark Financial Wealth Advisors, LLC 5.93% New 340,350 $15.7M
Envestnet Asset Management Inc. 0.01% Add +56.3% 334,920 $15.5M
Cerity Partners LLC 0.03% Reduce -0.4% 285,104 $13.2M
Foundations Investment Advisors, LLC 0.19% Add +14.7% 217,464 $10.0M
Cravens & Co Advisors, LLC 7.60% Add +0.3% 211,830 $9.8M
One Capital Management, LLC 0.30% Reduce -8.6% 192,983 $8.9M
Waddell & Associates, LLC 1.05% Add +1.6% 187,018 $8.6M
Beckerman Institutional, LLC 5.86% Add +4.2% 175,201 $8.1M
Fortis Advisors, LLC 4.87% Reduce -0.1% 161,812 $7.5M
Optima Capital LLC 4.06% Add +28.9% 137,895 $6.4M
Premier Path Wealth Partners, LLC 0.94% Add +9.0% 130,313 $6.0M
Landmark Wealth Management, LLC 2.62% Reduce -2.6% 128,639 $5.9M
MML Investors Services, LLC 0.02% Add +3.0% 128,379 $5.9M
Aprio Wealth Management, LLC 0.63% Add +33.2% 109,053 $5.0M
Raymond James Financial Inc. 0.00% Add +824.3% 101,265 $4.7M
CW Advisors, LLC 0.05% Reduce -6.2% 97,693 $4.5M
Ausdal Financial Partners, Inc. 0.32% Add +218.1% 93,112 $4.3M
BlueChip Wealth Advisors LLC 1.56% Add +234.1% 69,033 $3.2M
Stratos Wealth Advisors, LLC 0.13% New 52,686 $2.4M
Jane Street Group, LLC 0.00% Add +28.0% 50,058 $2.3M
Cornerstone Wealth Group, LLC 0.19% Add +3.0% 48,945 $2.3M
Royal Bank of Canada 0.00% Add +101.3% 44,576 $2.1M
Bristlecone Advisors, LLC 0.16% Add +152.0% 43,728 $2.0M
Citadel Advisors 0.00% Reduce -45.2% 41,442 $1.9M
AQR Capital Management 0.00% Reduce -13.2% 33,010 $1.5M
L & S Advisors Inc 0.21% No change 31,930 $1.5M
SilverOak Wealth Management LLC 0.26% Add +29.3% 26,452 $1.2M
Essential Planning, LLC. 0.49% Reduce -98.7% 26,253 $1.2M
Elyxium Wealth, LLC 0.53% New 25,772 $1.2M
Beaumont Financial Advisors, LLC 0.09% Reduce -3.5% 24,863 $1.1M
Private Advisor Group, LLC 0.01% New 23,895 $1.1M
Smartleaf Asset Management LLC 0.11% New 23,895 $1.1M
Algorithmic Investment Models, LLC 0.73% Reduce -28.6% 21,391 $988K
LPL Financial LLC 0.00% Add +99.1% 19,874 $918K
Fearless Solutions, LLC dba Best Invest 0.57% Reduce -2.4% 15,996 $739K
National Bank of Canada 0.00% No change 14,140 $653K
Panoramic Investment Advisors, LLC 0.38% Reduce -0.2% 12,175 $562K
Mercer Global Advisors Inc. 0.00% No change 11,803 $545K
Axxcess Wealth Management, LLC 0.01% Reduce -4.6% 11,583 $535K
Janney Montgomery Scott LLC 0.00% New 11,300 $522K
Comerica Bank 0.00% No change 11,070 $511K
Barnes Wealth Management Group, Inc 0.30% Add +29.6% 10,139 $468K
Susquehanna International Group, LLP 0.00% Add +102.2% 10,112 $467K
Lanark Financial, Inc. 0.04% — 9,176 $423K
Clifford Swan Investment Counsel LLC 0.01% No change 8,600 $397K
Principia Wealth Advisory, LLC 0.38% Reduce -0.2% 8,615 $392K
Flow Traders U.S. LLC 0.02% New 8,147 $376K
Stonehearth Capital Management, LLC 0.14% Add +20.7% 7,474 $345K
Equitable Holdings, Inc. 0.00% Add +13.9% 6,803 $314K
Osaic Holdings, Inc. 0.00% Reduce -26.4% 6,599 $305K
Sigma Planning Corp 0.01% Reduce -4.3% 5,661 $261K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -66.9% 5,483 $253K
Envestnet Portfolio Solutions, Inc. 0.00% Add +22.4% 5,451 $252K
Stewardship Advisors, LLC 0.07% Reduce -63.8% 5,446 $251K
NewEdge Advisors, LLC 0.00% Reduce -48.8% 5,277 $244K
Atria Investments, Inc 0.00% Reduce -24.5% 5,265 $243K
Private Trust Co. NA 0.01% No change 2,046 $94K
Hollencrest Capital Management 0.00% No change 1,369 $63K
Capital Analysts, LLC 0.00% No change 560 $26K
Steward Partners Investment Advisory, LLC 0.00% New 500 $23K
AdvisorNet Financial, Inc 0.00% New 495 $23K
Tortoise Investment Management, LLC 0.00% No change 400 $18K
Northwest Capital Management Inc 0.00% Add +28.2% 241 $11K
Assetmark, Inc. 0.00% New 120 $6K
Farther Finance Advisors, LLC 0.00% No change 13 $617
Morgan Stanley 0.00% No change 1 $68

"% 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.