DOUBLELINE TOTAL RETURN BOND I

DBLTX

Institutions

Combined AUM (Q2 2026)

$219,685

Combined Shares (Q2 2026)

25,142

Overall Trend

Decrease

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+705

3 institutions added · 2 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-16,649

1 institutions reduced · 1 exits

Est. sell amount ≈ —

⚖️ Net Share Change

-15,944

—

Net Sell

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$219,685

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Ethos Financial Group, LLC	0.01%	0.01%	#2	$111,208	12,827	$111,779	12,688	+139+1.10%	Add
Westside Investment Management, Inc.	0.01%	0.02%	#1	$103,511	11,749	$103,746	11,749	00.00%	Unchanged
Financial Gravity Companies, Inc.	<0.01%	—	#3	$3,313	376	$0	0	+376	New Buy
Oakworth Capital, Inc.	<0.01%	—	#4	$1,653	190	$0	0	+190	New Buy

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow