Doubleline Oppor Cor BND-UsdDBNDETF

13F holders, Q4 2025 (December 31)
90holders +8
13new positions
5sold out
2famous investors
$46.37avg. 13F price*

At the end of Q4 2025, 90 institutions reported holding Doubleline Oppor Cor BND-Usd (DBND) in their 13F filings, up 8 from Q3 2025. 13 opened new positions and 5 sold out. The largest holders were Cwm, LLC ($75.2M), Foundations Investment Advisors, LLC ($32.5M) and Raymond James Financial Inc. ($30.8M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions13$40.9M
Exits5$1.1M

All 13F filers, Q3 2025 → Q4 2025: 1,860,598 shares bought and 447,125 shares sold, net +1,413,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 90 holders

Cwm, LLC 0.20% Add +18.5% 1,622,210 $75.2M
Foundations Investment Advisors, LLC 0.43% Add +29.6% 700,920 $32.5M
Raymond James Financial Inc. 0.01% Add +6.9% 664,656 $30.8M
Seascape Capital Management 8.51% Add +4.5% 645,968 $29.9M
Boothe Investment Group, Inc. 10.71% Add +1.4% 645,479 $29.9M
UBS Group AG 0.01% Add +3.8% 605,984 $28.1M
W.G. Shaheen & Associates DBA Whitney & Co 2.01% Add +5.7% 543,338 $25.2M
Benchmark Financial Wealth Advisors, LLC 6.55% Add +18.7% 492,384 $22.8M
Mariner, LLC 0.02% New 437,889 $20.3M
Envestnet Asset Management Inc. 0.01% Reduce -43.9% 364,465 $16.9M
Guardian Wealth Advisors, LLC / NC 0.90% Add +2.8% 308,766 $14.3M
Aptus Capital Advisors, LLC 0.12% Add +2.8% 308,766 $14.3M
Cerity Partners LLC 0.02% Reduce -7.3% 256,629 $11.9M
Holcombe Financial, Inc. 6.97% New 239,289 $11.1M
Aprio Wealth Management, LLC 0.59% Add +26.0% 221,618 $10.3M
Cravens & Co Advisors, LLC 6.42% Reduce -4.1% 210,965 $9.8M
Beckerman Institutional, LLC 5.48% Add +4.3% 210,540 $9.8M
Fortis Advisors, LLC 5.21% Reduce -2.2% 204,107 $9.5M
Visionary Wealth Advisors 0.40% Add +5.2% 190,996 $8.9M
Hippocratic Financial Advisors, LLC 3.85% Add +13.9% 180,353 $8.4M
Stratos Wealth Advisors, LLC 0.40% Add +31.9% 178,955 $8.3M
Ausdal Financial Partners, Inc. 0.38% Add +28.3% 174,879 $8.1M
MML Investors Services, LLC 0.02% Add +15.2% 165,047 $7.7M
Waddell & Associates, LLC 0.51% Reduce -9.6% 164,566 $7.6M
Cary Street Partners Financial LLC 0.17% Add +1.1% 144,126 $6.7M
Landmark Wealth Management, LLC 2.50% Add +5.9% 140,901 $6.5M
Premier Path Wealth Partners, LLC 0.80% Reduce -7.0% 133,891 $6.2M
Journey Advisory Group, LLC 0.49% Add +113.8% 125,136 $5.8M
Optima Capital LLC 2.41% Reduce -33.5% 120,040 $5.6M
Elyxium Wealth, LLC 1.50% Add +9.1% 116,398 $5.4M
Osaic Holdings, Inc. 0.01% Reduce -4.9% 103,615 $4.8M
Corient Private Wealth LP 0.01% New 86,114 $4.0M
Austin Wealth Management, LLC 0.58% Reduce -0.5% 84,330 $3.9M
Elevation Point Wealth Partners, LLC 0.18% Add +28.5% 81,952 $3.8M
Vestmark Advisory Solutions, Inc. 0.05% New 81,952 $3.8M
BlueChip Wealth Advisors LLC 1.41% Add +17.5% 72,362 $3.4M
Cornerstone Wealth Group, LLC 0.15% Add +3.3% 47,804 $2.2M
Royal Bank of Canada 0.00% Reduce -0.6% 41,967 $1.9M
SilverOak Wealth Management LLC 0.25% Add +13.2% 33,934 $1.6M
L & S Advisors Inc 0.15% No change 31,930 $1.5M
LPL Financial LLC 0.00% Add +16.1% 29,819 $1.4M
Private Advisor Group, LLC 0.01% Add +3.8% 29,424 $1.4M
Smartleaf Asset Management LLC 0.05% Add +3.5% 29,358 $1.4M
Centurion Wealth Management LLC 0.29% Add +9.4% 28,422 $1.3M
Beaumont Financial Advisors, LLC 0.08% Add +0.7% 26,394 $1.2M
Algorithmic Investment Models, LLC 1.50% Reduce -6.9% 26,267 $1.2M
AQR Capital Management 0.00% Add +2.4% 24,641 $1.1M
Essential Planning, LLC. 0.35% Reduce -6.7% 23,761 $1.1M
Entrewealth, LLC 0.48% No change 22,816 $1.1M
Goldman Sachs Group Inc. 0.00% Add +43.3% 21,474 $996K
Gotham Asset Management 0.00% New 18,823 $873K
Panoramic Investment Advisors, LLC 0.38% Add +24.2% 15,125 $701K
Fearless Solutions, LLC dba Best Invest 0.38% Reduce -7.2% 13,652 $633K
Shrier Wealth Management, LLC 0.23% — 12,441 $577K
Barnes Wealth Management Group, Inc 0.30% Add +7.2% 12,100 $561K
Axxcess Wealth Management, LLC 0.01% Reduce -1.0% 12,075 $560K
Janney Montgomery Scott LLC 0.00% Add +22.5% 11,542 $535K
National Bank of Canada 0.00% No change 11,465 $532K
Comerica Bank 0.00% Add +0.1% 11,100 $515K
Principia Wealth Advisory, LLC 0.32% Add +5.2% 10,926 $507K
Mercer Global Advisors Inc. 0.00% Reduce -7.3% 10,305 $478K
Strategic Wealth Partners, Ltd. 0.03% No change 8,980 $416K
Clifford Swan Investment Counsel LLC 0.01% No change 8,600 $399K
Manchester Financial Inc. 0.07% New 8,047 $373K
Stonehearth Capital Management, LLC 0.14% Add +9.6% 8,042 $373K
Lanark Financial, Inc. 0.03% Reduce -10.3% 7,816 $362K
Stewardship Advisors, LLC 0.08% Add +16.1% 7,734 $359K
Equitable Holdings, Inc. 0.00% Add +9.6% 7,453 $346K
Cetera Investment Advisers 0.00% Reduce -13.9% 7,231 $335K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.5% 6,953 $322K
Sanctuary Advisors, LLC 0.00% New 6,205 $288K
NWF Advisory Services Inc. 0.03% Add +1.6% 5,739 $266K
Sigma Planning Corp 0.01% Reduce -1.3% 5,664 $263K
Krilogy Financial LLC 0.01% Reduce -30.1% 4,750 $221K
Bank of America Corp. 0.00% Add +60.9% 4,326 $201K
Farther Finance Advisors, LLC 0.00% Add +5775.0% 2,820 $131K
Steward Partners Investment Advisory, LLC 0.00% No change 2,700 $125K
Clayton Financial Group LLC 0.06% New 2,696 $125K
Root Financial Partners, LLC 0.00% New 1,599 $74K
Hollencrest Capital Management 0.00% No change 1,369 $63K
Beacon Capital Management, Inc. 0.00% Reduce -44.9% 630 $29K
Capital Analysts, LLC 0.00% No change 560 $26K
AdvisorNet Financial, Inc 0.00% Add +1.2% 502 $23K
JPMorgan Chase & Co. 0.00% New 453 $21K
Morgan Stanley 0.00% Reduce -55.9% 430 $20K
Rockefeller Capital Management L.P. 0.00% New 65 $3K
Global Retirement Partners, LLC 0.00% No change 59 $3K
Assetmark, Inc. 0.00% No change 51 $2K
SageView Advisory Group, LLC 0.00% New 38 $2K
Larson Financial Group LLC 0.00% New 4 $185

"% 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.