DoubleLine Funds Trust - DBLTX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McIlrath & Eck, LLC | History | No change | 16,649 | 146 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Ethos Financial Group, LLC | History | Added to | 12,827 | 111 | 0.01% | 0.01% | 2 | +139 | 1.1% | Q2 2026 | Aug 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 11,749 | 103 | 0.01% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Gravity Companies, Inc. | History | New | 376 | 3 | 0.0% | — | 4 | +376 | New | Q2 2026 | Aug 05, 2026 |
| Oakworth Capital, Inc. | History | New | 190 | 1 | 0.0% | — | 5 | +190 | New | Q2 2026 | Jul 22, 2026 |