Doubleline Oppor Cor BND-UsdDBNDETF

13F holders, Q3 2025 (September 30)
82holders +5
10new positions
4sold out
1famous investor
$46.53avg. 13F price*

At the end of Q3 2025, 82 institutions reported holding Doubleline Oppor Cor BND-Usd (DBND) in their 13F filings, up 5 from Q2 2025. 10 opened new positions and 4 sold out. The largest holders were Cwm, LLC ($63.7M), Envestnet Asset Management Inc. ($30.2M) and Boothe Investment Group, Inc. ($29.6M). 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions10$36.6M
Exits4$9.3M

All 13F filers, Q2 2025 → Q3 2025: 2,222,858 shares bought and 303,015 shares sold, net +1,919,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 82 holders

Cwm, LLC 0.19% Add +23.7% 1,368,828 $63.7M
Envestnet Asset Management Inc. 0.01% Add +86.1% 649,397 $30.2M
Boothe Investment Group, Inc. 10.85% Add +7.3% 636,766 $29.6M
Raymond James Financial Inc. 0.01% Add +57.4% 621,576 $28.9M
Seascape Capital Management 8.25% Add +3.1% 618,301 $28.8M
UBS Group AG 0.01% Add +2.7% 583,898 $27.2M
Foundations Investment Advisors, LLC 0.37% Add +37.3% 540,715 $25.2M
W.G. Shaheen & Associates DBA Whitney & Co 2.17% Add +5.7% 513,979 $23.9M
Benchmark Financial Wealth Advisors, LLC 5.81% Add +12.8% 414,817 $19.3M
Guardian Wealth Advisors, LLC / NC 0.91% New 300,463 $14.0M
Aptus Capital Advisors, LLC 0.13% New 300,463 $14.0M
Cerity Partners LLC 0.02% Reduce -1.0% 276,751 $12.9M
Cravens & Co Advisors, LLC 6.99% Add +3.8% 220,034 $10.2M
Fortis Advisors, LLC 5.54% Add +32.0% 208,745 $9.7M
Beckerman Institutional, LLC 5.53% Add +6.8% 201,856 $9.4M
Waddell & Associates, LLC 0.72% Reduce -0.3% 181,957 $8.5M
Visionary Wealth Advisors 0.39% Add +2.2% 181,612 $8.5M
Optima Capital LLC 4.08% Add +15.7% 180,571 $8.4M
Aprio Wealth Management, LLC 0.81% Add +9.4% 175,890 $8.2M
Hippocratic Financial Advisors, LLC 3.54% Add +11.9% 158,319 $7.4M
Premier Path Wealth Partners, LLC 0.86% Add +6.0% 144,038 $6.7M
MML Investors Services, LLC 0.02% Add +0.4% 143,314 $6.7M
Cary Street Partners Financial LLC 0.17% Add +7.5% 142,604 $6.6M
Ausdal Financial Partners, Inc. 0.31% Add +12.4% 136,274 $6.3M
Stratos Wealth Advisors, LLC 0.30% Add +23.9% 135,710 $6.3M
Landmark Wealth Management, LLC 2.46% Add +5.0% 133,082 $6.2M
Osaic Holdings, Inc. 0.01% Add +1382.1% 108,934 $5.1M
Elyxium Wealth, LLC 1.73% Reduce -15.0% 106,689 $5.0M
Austin Wealth Management, LLC 0.62% Reduce -0.8% 84,774 $4.0M
Bristlecone Advisors, LLC 0.29% Add +41.8% 74,663 $3.5M
Elevation Point Wealth Partners, LLC 0.21% New 63,786 $3.0M
BlueChip Wealth Advisors LLC 1.22% Add +4.7% 61,604 $2.9M
Journey Advisory Group, LLC 0.20% New 58,529 $2.7M
Cornerstone Wealth Group, LLC 0.15% Add +0.8% 46,263 $2.2M
Royal Bank of Canada 0.00% Reduce -3.1% 42,202 $2.0M
L & S Advisors Inc 0.16% No change 31,930 $1.5M
SilverOak Wealth Management LLC 0.24% Add +11.4% 29,982 $1.4M
Smartleaf Asset Management LLC 0.08% Add +9.0% 28,355 $1.3M
Private Advisor Group, LLC 0.01% Add +9.0% 28,355 $1.3M
Algorithmic Investment Models, LLC 0.87% Reduce -4.0% 28,204 $1.3M
Beaumont Financial Advisors, LLC 0.08% Add +4.7% 26,202 $1.2M
Centurion Wealth Management LLC 0.28% New 25,972 $1.2M
LPL Financial LLC 0.00% Add +10.8% 25,691 $1.2M
Essential Planning, LLC. 0.41% Add +0.1% 25,467 $1.2M
AQR Capital Management 0.00% No change 24,074 $1.1M
Entrewealth, LLC 0.55% Add +1.3% 22,816 $1.1M
Goldman Sachs Group Inc. 0.00% New 14,987 $697K
Fearless Solutions, LLC dba Best Invest 0.44% Reduce -7.4% 14,712 $685K
Axxcess Wealth Management, LLC 0.01% Add +3.8% 12,201 $568K
Panoramic Investment Advisors, LLC 0.32% No change 12,175 $567K
National Bank of Canada 0.00% Reduce -18.9% 11,465 $533K
Barnes Wealth Management Group, Inc 0.29% Add +11.1% 11,283 $525K
Mercer Global Advisors Inc. 0.00% Add +6.8% 11,115 $517K
Comerica Bank 0.00% Add +0.1% 11,083 $516K
Jane Street Group, LLC 0.00% Reduce -86.0% 10,790 $502K
Principia Wealth Advisory, LLC 0.34% Add +8.2% 10,384 $483K
Janney Montgomery Scott LLC 0.00% Reduce -11.4% 9,425 $439K
Strategic Wealth Partners, Ltd. 0.03% No change 8,980 $418K
Lanark Financial, Inc. 0.03% Reduce -0.7% 8,716 $406K
Clifford Swan Investment Counsel LLC 0.01% No change 8,600 $400K
Cetera Investment Advisers 0.00% New 8,398 $391K
Clear Creek Financial Management, LLC 0.03% Add +43.6% 7,418 $345K
Stonehearth Capital Management, LLC 0.13% Reduce -3.1% 7,340 $342K
Cambridge Investment Research Advisors, Inc. 0.00% Add +13.7% 7,205 $335K
Equitable Holdings, Inc. 0.00% No change 6,803 $317K
Krilogy Financial LLC 0.01% New 6,800 $315K
Stewardship Advisors, LLC 0.07% Add +22.3% 6,660 $310K
Sigma Planning Corp 0.01% Reduce -2.4% 5,739 $267K
NWF Advisory Services Inc. 0.03% Add +1.2% 5,648 $263K
Triad Wealth Partners, LLC 0.03% New 4,622 $215K
Steward Partners Investment Advisory, LLC 0.00% Add +440.0% 2,700 $126K
Bank of America Corp. 0.00% New 2,688 $125K
Hollencrest Capital Management 0.00% No change 1,369 $64K
Beacon Capital Management, Inc. 0.00% Reduce -68.0% 1,144 $53K
Morgan Stanley 0.00% Add +97400.0% 975 $45K
Capital Analysts, LLC 0.00% No change 560 $26K
AdvisorNet Financial, Inc 0.00% Add +0.2% 496 $23K
Tortoise Investment Management, LLC 0.00% No change 290 $13K
Global Retirement Partners, LLC 0.00% No change 59 $3K
Assetmark, Inc. 0.00% No change 51 $2K
Farther Finance Advisors, LLC 0.00% Reduce -90.5% 48 $2K
Private Trust Co. NA 0.00% Reduce -98.3% 35 $2K

"% 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.