DOUBLELINE OPPOR COR BND-USD DBND
$45.37
+0.1% 52w: $43.62 – $46.22
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data43.6244.9246.22
Jun 20, 2025 Jul 2, 2026
Institutional holders
100
+10 QoQ
13F value
$648.1M
+18.6% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns DBND?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CWM, LLC | Wealth advisor | 1.8M | $82.2M | 0.2% | +10.7% |
| Foundations Investment Advisors, LLC | Wealth advisor | 967.3K | $44.3M | 0.5% | +38.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 791.5K | $36.3M | 0.0% | +19.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 749.1K | $34.3M | 0.0% | +105.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 684.3K | $31.3M | 0.1% | New |
| Boothe Investment Group, Inc. | Wealth advisor | 679.7K | $31.1M | 10.0% | +5.3% |
| Seascape Capital Management | Other | 634.8K | $29.1M | 8.4% | -1.7% |
| UBS Group AG | Bank broker | 617.0K | $28.3M | 0.0% | +1.8% |
| W.G. Shaheen & Associates DBA Whitney & Co ★2 | Fundamental diversified | 581.2K | $26.6M | 2.2% | +7.0% |
| Benchmark Financial Wealth Advisors, LLC | Wealth advisor | 522.1K | $23.9M | 6.6% | +6.0% |
| Journey Advisory Group, LLC | Wealth advisor | 496.1K | $22.7M | 1.9% | +296.5% |
| Mariner, LLC | Diversified mechanical | 473.9K | $21.7M | 0.0% | +8.2% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 308.6K | $14.1M | 0.9% | 0.0% |
| Aptus Capital Advisors, LLC | Wealth advisor | 308.6K | $14.1M | 0.1% | 0.0% |
| Holcombe Financial, Inc. | Wealth advisor | 260.0K | $11.9M | 7.0% | +8.6% |
| Aprio Wealth Management, LLC | Wealth advisor | 230.8K | $10.6M | 0.6% | +4.1% |
| Beckerman Institutional, LLC | Wealth advisor | 222.3K | $10.2M | 5.4% | +5.6% |
| Cravens & Co Advisors, LLC | Wealth advisor | 216.8K | $9.9M | 6.5% | +2.8% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 207.1K | $9.5M | 0.6% | +15.7% |
| Visionary Wealth Advisors | Wealth advisor | 202.1K | $9.3M | 0.4% | +5.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 197.9K | $9.1M | 0.0% | +19.9% |
| Hippocratic Financial Advisors, LLC | Wealth advisor | 189.9K | $8.7M | 3.8% | +5.3% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 189.7K | $8.7M | 0.4% | +8.5% |
| Landmark Wealth Management, LLC | Wealth advisor | 177.5K | $8.1M | 2.2% | +26.0% |
| Fortis Advisors, LLC | Wealth advisor | 164.6K | $7.5M | 3.8% | -19.3% |
| WADDELL & ASSOCIATES, LLC | Wealth advisor | 162.2K | $7.4M | 0.4% | -1.5% |
| January Capital Advisors LLC | Wealth advisor | 152.7K | $7.0M | 9.4% | — |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 141.8K | $6.5M | 0.2% | -1.6% |
| Elyxium Wealth, LLC | Other | 135.2K | $6.2M | 2.0% | +16.2% |
| OPTIMA CAPITAL LLC | Wealth advisor | 127.5K | $5.8M | 2.7% | +6.2% |
| Premier Path Wealth Partners, LLC | Other | 113.7K | $5.2M | 0.7% | -15.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 103.0K | $4.7M | 0.0% | -0.6% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 93.0K | $4.3M | 0.1% | +13.5% |
| BlueChip Wealth Advisors LLC | Wealth advisor | 84.8K | $3.9M | 1.7% | +17.1% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 84.3K | $3.9M | 0.0% | +2.8% |
| Corient Private Wealth LLC | Diversified mechanical | 82.9K | $3.8M | 0.0% | -51.9% |
| Austin Wealth Management, LLC | Wealth advisor | 70.7K | $3.2M | 0.7% | -16.2% |
| LPL Financial LLC | Bank broker | 63.8K | $2.9M | 0.0% | +113.9% |
| Cornerstone Wealth Group, LLC | Other | 54.4K | $2.5M | 0.2% | +13.8% |
| SilverOak Wealth Management LLC | Wealth advisor | 49.6K | $2.3M | 0.4% | +46.0% |
| ROYAL BANK OF CANADA | Bank broker | 40.9K | $1.9M | 0.0% | -2.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 35.7K | $1.6M | 0.0% | +66.3% |
| L & S Advisors Inc | Other | 31.9K | $1.5M | 0.2% | Held |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 31.4K | $1.4M | 0.0% | +27.4% |
| Centurion Wealth Management LLC | Wealth advisor | 29.4K | $1.3M | 0.3% | +3.5% |
| Private Advisor Group, LLC | Wealth advisor | 29.4K | $1.3M | 0.0% | -0.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 29.3K | $1.3M | 0.0% | New |
| Smartleaf Asset Management LLC | Wealth advisor | 29.4K | $1.3M | 0.0% | 0.0% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 27.5K | $1.3M | 0.1% | +4.2% |
| Algorithmic Investment Models, LLC | Wealth advisor | 26.2K | $1.2M | 1.5% | -0.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.