DBLTX
DoubleLine Total Return Bond Fund Class I
1W: -0.7%
1M: -2.6%
3M: -4.2%
YTD: -5.4%
1Y: -5.6%
3Y: +10.6%
5Y: -4.9%
$8.35
-0.02 (-0.24%)
Weekly Expected Move ±0.7%
$8
$8
$8
$8
$8
Institutional Ownership — DBLTX
5
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
2
New Positions
1
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC NEW | 16,649 | 139K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Ethos Financial Group, LLC | 12,827 | 107K | +139 | +1.1% | 3Q | SEC ↗ |
| 3 | Westside Investment Management, Inc. | 11,749 | 98K | — | +0.0% | 26Q | SEC ↗ |
| 4 | Financial Gravity Companies, Inc. NEW | 376 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 5 | OAKWORTH CAPITAL, INC. NEW | 190 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Kohmann Bosshard Financial Services, L | 0 | 0K | -543 | -100.0% | 2Q | SEC ↗ |
| 7 | Garton & Associates Financial Advisors | 0 | 0K | -3,031 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 16,649 | 139K |
| Financial Gravity Companies, Inc. | 376 | 3K |
| OAKWORTH CAPITAL, INC. | 190 | 2K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 3,031 | 25K |
| Kohmann Bosshard Financial Services | 543 | 5K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Ethos Financial Group, LLC | +139 | +1.1% | 12,827 |
Biggest Decreases (0)
None.