4 institutions reported holding $219,685 of Doubleline Total Return Bd Fd Cl I (DBLTX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ethos Financial Group, LLC ($111,208), Westside Investment Management, Inc. ($103,511), Financial Gravity Companies, Inc. ($3,313), OAKWORTH CAPITAL, INC. ($1,653). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $111,208 | 12,827 | Added |
| 2 | Westside Investment Management, Inc. | $103,511 | 11,749 | Hold |
| 3 | Financial Gravity Companies, Inc. | $3,313 | 376 | New |
| 4 | OAKWORTH CAPITAL, INC. | $1,653 | 190 | New |
Source: SEC Form 13F filings · as of 2026-06-30