13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
DBND

DOUBLELINE OPPORTUNISTIC BOND

105 institutions still hold DOUBLELINE OPPORTUNISTIC BOND as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25861r105·105 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.2%
vs prior quarter
13F value held
$482M
71.0% inst. owned
of float
Holders
105
+66 QoQ
filers reporting
Activity
+50 / −7
+774 added · −688 reduced
this quarter
Concentration
17.08%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

105 institutions reported DBND in Q1 2026. CWM, LLC leads at 17.1% of the visible book. +66 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$82M1.8M0.22%Q1 202602
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$44M967K0.55%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$36M791K0.01%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$34M749K0.01%Q1 202605
NewEdge Advisors, LLC
CIK 0001633516
$31M684K0.11%Q1 202606
Boothe Investment Group, Inc.
CIK 0001749798
$31M680K10.02%Q1 202607
UBS Group AG
CIK 0001610520
$28M617K0.00%Q1 202608
W.G. Shaheen & Associates DBA Whitney & Co
CIK 0001577001
$27M581K2.22%Q1 202609
Benchmark Financial Wealth Advisors, LLC
CIK 0001757706
$24M522K6.62%Q1 202610
Journey Advisory Group, LLC
CIK 0001840085
$23M496K1.94%Q1 202611
Mariner, LLC
CIK 0001373442
$22M474K0.03%Q1 202612
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$14M309K0.89%Q1 202613
Aptus Capital Advisors, LLC
CIK 0001664193
$14M309K0.11%Q1 202614
Holcombe Financial, Inc.
CIK 0002056177
$12M260K7.00%Q1 202615
Aprio Wealth Management, LLC
CIK 0001803519
$11M231K0.58%Q1 202616
Beckerman Institutional, LLC
CIK 0002043468
$10M222K5.41%Q1 202617
Cravens & Co Advisors, LLC
CIK 0001966116
$10M217K6.45%Q1 202618
Stratos Wealth Advisors, LLC
CIK 0001707202
$9M207K0.58%Q1 202619
Visionary Wealth Advisors
CIK 0001802984
$9M202K0.41%Q1 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$9M198K0.03%Q1 2026
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