Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Doubleline Funds Trust - DoubleLine Total Return Bond Fund Class N include Sofos Investments, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | NP | FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 145,670,560 | 1.14 | 1,271,704 | -0.35 | ||||
| 2025-05-29 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 530,970 | 1.38 | 4,784 | 2.64 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1,167 | 11 |
