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Doubleline Oppor COR Bnd-Usd (DBND)

CUSIP: 25861R105 | NYSE | 166 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

SilverOak Wealth Management LLC992,779
5.1% of portfolio›$43.2M
Boothe Investment Group, Inc.873,431
10.8% of portfolio›$38.0M
W.G. Shaheen & Associates DBA Whitney & Co655,523
2.0% of portfolio›$28.5M
Journey Advisory Group, LLC290,842
0.9% of portfolio›$12.6M
Benchmark Financial Wealth Advisors, LLC289,203
3.0% of portfolio›$12.6M
Holcombe Financial, Inc.270,700
6.5% of portfolio›$11.8M
Visionary Wealth Advisors235,374
0.4% of portfolio›$10.2M
Hippocratic Financial Advisors, LLC212,386
3.6% of portfolio›$9.2M
Landmark Wealth Management, LLC195,414
2.0% of portfolio›$8.5M
Premier Path Wealth Partners, LLC172,666
0.9% of portfolio›$7.5M
Aprio Wealth Management, LLC123,643
0.2% of portfolio›$5.4M
Ashton Thomas Private Wealth, LLC121,455
0.1% of portfolio›$5.3M
Elevation Point Wealth Partners, LLC112,789
0.1% of portfolio›$4.9M
Elyxium Wealth, LLC109,862
0.5% of portfolio›$4.8M
BlueChip Wealth Advisors LLC91,012
1.3% of portfolio›$4.0M
Cornerstone Wealth Group, LLC85,933
0.2% of portfolio›$3.7M
Vise Technologies, Inc.79,414
0.0% of portfolio›$3.5M
Optima Capital LLC79,185
1.4% of portfolio›$3.4M
Entrewealth, LLC39,599
0.6% of portfolio›$1.7M
Pettinga Financial Advisors LLC36,465
0.3% of portfolio›$1.6M
Beaumont Financial Advisors, LLC29,532
0.1% of portfolio›$1.3M
Centurion Wealth Management LLC29,023
0.3% of portfolio›$1.3M
Walser Wealth Management Company, A Ltd Liability Co26,743
0.5% of portfolio›$1.2M
Algorithmic Investment Models, LLC26,606
1.4% of portfolio›$1.2M
Blue Line Capital, LLC / IL26,175
0.9% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.24,673
0.0% of portfolio›$1.1M
Essential Planning, Llc.21,955
0.3% of portfolio›$954.6K
Shrier Wealth Management, LLC21,451
0.3% of portfolio›$932.7K
Strategic Family Wealth Counselors, L.L.C.16,650
0.2% of portfolio›$723.9K
Park Avenue Securities LLC16,576
0.0% of portfolio›$721.0K
Axxcess Wealth Management, LLC13,939
0.0% of portfolio›$606.1K
Fifth Third Bancorp11,334
0.0% of portfolio›$492.8K
Good Harbor Advisors, Inc.10,781
0.4% of portfolio›$468.8K
Stonehearth Capital Management, LLC9,017
0.1% of portfolio›$392.1K
Triumph Capital Management8,632
0.1% of portfolio›$375.3K
Apollon Wealth Management, LLC8,481
0.0% of portfolio›$368.8K
Stewardship Advisors, LLC8,280
0.1% of portfolio›$360.0K
Joseph P. Lucia & Associates, LLC8,145
0.1% of portfolio›$354.1K
Sigma Planning Corp5,687
0.0% of portfolio›$247.3K
NWF Advisory Services Inc.5,665
0.0% of portfolio›$246.3K
Lanark Financial, Inc.5,058
0.0% of portfolio›$219.9K
First Financial Group Corp4,745
0.2% of portfolio›$206.3K
EverSource Wealth Advisors, LLC3,000
0.0% of portfolio›$130.4K
Clayton Financial Group LLC2,696
0.1% of portfolio›$117.2K
Farther Finance Advisors, LLC2,550
0.0% of portfolio›$110.9K
Ashton Thomas Securities, LLC1,976
0.0% of portfolio›$85.9K
StyleTurnoverLocationFiled
SilverOak Wealth Management LLC
992,779$43.2M5.1%ETFVery LowEdina, MN2026-10-29
Boothe Investment Group, Inc.
873,431$38.0M10.8%YieldLowDover, DE2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
655,523$28.5M2.0%CoreLowRochester, NY2026-11-03
Journey Advisory Group, LLC
290,842$12.6M0.9%CoreMediumCovington, KY2026-11-04
Benchmark Financial Wealth Advisors, LLC
289,203$12.6M3.0%ETFLowBoca Raton, FL2026-10-20
Holcombe Financial, Inc.
270,700$11.8M6.5%ETFLowAtlanta, GA2026-10-16
Visionary Wealth Advisors
235,374$10.2M0.4%ETFLowO'Fallon, IL2026-11-04
Hippocratic Financial Advisors, LLC
212,386$9.2M3.6%ETFLowWestlake Village, CA2026-10-13
Landmark Wealth Management, LLC
195,414$8.5M2.0%ETFVery LowMelville, NY2026-11-03
Premier Path Wealth Partners, LLC
172,666$7.5M0.9%GrowthMediumMadison, NJ2026-10-16
Aprio Wealth Management, LLC
123,643$5.4M0.2%ETFMediumAtlanta, GA2026-10-28
Ashton Thomas Private Wealth, LLC
121,455$5.3M0.1%CoreMediumScottsdale, AZ2026-11-03
Elevation Point Wealth Partners, LLC
112,789$4.9M0.1%CoreHighDenver, CO2026-11-05
Elyxium Wealth, LLC
109,862$4.8M0.5%GrowthVery LowBeverly Hills, CA2026-10-27
BlueChip Wealth Advisors LLC
91,012$4.0M1.3%ETFMediumMilton, GA2026-11-03
Cornerstone Wealth Group, LLC
85,933$3.7M0.2%CoreMediumHuntersville, NC2026-11-02
Vise Technologies, Inc.
79,414$3.5M0.0%IndexLowNew York, NY2026-10-29
Optima Capital LLC
79,185$3.4M1.4%ETFHighPortland, OR2026-10-29
Entrewealth, LLC
39,599$1.7M0.6%ETFLowAustin, TX2026-10-14
Pettinga Financial Advisors LLC
36,465$1.6M0.3%ETFMediumEvansville, IN2026-10-13
Beaumont Financial Advisors, LLC
29,532$1.3M0.1%GrowthMediumNeedham, MA2026-10-22
Centurion Wealth Management LLC
29,023$1.3M0.3%ETFMediumMclean, VA2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
26,743$1.2M0.5%GrowthHighTampa, FL2026-10-15
Algorithmic Investment Models, LLC
26,606$1.2M1.4%ETFHighBoston, MA2026-11-04
Blue Line Capital, LLC / IL
26,175$1.1M0.9%GrowthHighChicago, IL2026-11-04
Cambridge Investment Research Advisors, Inc.
24,673$1.1M0.0%ETFLowFairfield, IA2026-11-02
Essential Planning, Llc.
21,955$954.6K0.3%ETFLowPortsmouth, NH2026-10-21
Shrier Wealth Management, LLC
21,451$932.7K0.3%CoreVery LowLos Angeles, CA2026-10-20
Strategic Family Wealth Counselors, L.L.C.
16,650$723.9K0.2%ETFVery LowFairfield, NJ2026-10-29
Park Avenue Securities LLC
16,576$721.0K0.0%ETFMediumNew York, NY2026-10-26
Axxcess Wealth Management, LLC
13,939$606.1K0.0%CoreLowCarlsbad, CA2026-10-21
Fifth Third Bancorp
11,334$492.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Good Harbor Advisors, Inc.
10,781$468.8K0.4%ETFVery LowGloucester, MA2026-10-20
Stonehearth Capital Management, LLC
9,017$392.1K0.1%ETFMediumDanvers, MA2026-10-13
Triumph Capital Management
8,632$375.3K0.1%ETFMediumDenver, CO2026-10-14
Apollon Wealth Management, LLC
8,481$368.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Stewardship Advisors, LLC
8,280$360.0K0.1%ETFMediumMount Joy, PA2026-10-20
Joseph P. Lucia & Associates, LLC
8,145$354.1K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Sigma Planning Corp
5,687$247.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
NWF Advisory Services Inc.
5,665$246.3K0.0%GARPLowLos Angeles, CA2026-10-19
Lanark Financial, Inc.
5,058$219.9K0.0%CoreMediumBirmingham, AL2026-10-26
First Financial Group Corp
4,745$206.3K0.2%ETFLowRaleigh, NC2026-10-22
EverSource Wealth Advisors, LLC
3,000$130.4K0.0%CoreMediumBirmingham, AL2026-11-04
Clayton Financial Group LLC
2,696$117.2K0.1%ETFLowSt. Louis, MO2026-10-13
Farther Finance Advisors, LLC
2,550$110.9K0.0%IndexLowSan Francisco, CA2026-10-08
Ashton Thomas Securities, LLC
1,976$85.9K0.0%ETFMediumRochester, NY2026-10-26