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Doubleline Total Return Bond I

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Westside Investment Management, Inc.
UNCHANGED
Shares11,749 from 11,749
Change0 (0%)
Value$98.1K (-$5.4K)
Filed 2026-11-02
Oakworth Capital, Inc.
INCREASED
Shares191 from 190
Change+1 (+1%)
Value$1.6K (-$59)
Filed 2026-10-26
Ethos Financial Group, LLC
N/A
Shares— from 12,827
Change-12,827 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 376
Change-376 (-100%)
Value—
Status
Westside Investment Management, Inc.
UNCHANGED11,74911,74900%$103.5K$98.1K-$5.4K2026-11-02
Oakworth Capital, Inc.
INCREASED191190+1+1%$1.7K$1.6K-$592026-10-26
Ethos Financial Group, LLC
N/A—12,827-12,827-100%$111.2K———
Financial Gravity Companies, Inc.
N/A—376-376-100%$3.3K———
Showing 4 of 4 institutions