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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 258620103

DOUBLELINE TOTAL RETURN BOND I

14 institutions · $18.2M total · 2,475,987 shares

#ManagerSharesValue% of TotalPeriod
1PARTNERS CAPITAL INVESTMENT GROUP, LLP1,947,286$17.2M78.64%2025-03-31
2L & S Advisors Inc49,774$438.5K2.01%2023-09-30
3LIBERTY WEALTH MANAGEMENT LLC18,375$159.3K0.74%2024-12-31
4VIMA LLC15,822$141.9K0.63%2024-03-31
5Ethos Financial Group, LLC12,564$112.1K0.50%2025-12-31
6Westside Investment Management, Inc.11,749$104.7K0.47%2025-12-31
7Garton & Associates Financial Advisors LLC3,031$27.0K0.12%2025-12-31
8Strategic Investment Solutions, Inc. /IL1,346$12.0K0.05%2023-09-30
9ORG Partners LLC1,186$10.2K0.04%2024-06-30
10Kohmann Bosshard Financial Services, LLC543$4.8K0.02%2025-12-31
11RE Dickinson Investment Advisors, LLC413,968$3.6K16.71%2023-09-30
12Hurley Capital, LLC79$6940.00%2025-03-31
13Brooklyn Investment Group24$2130.00%2025-06-30
14Old North State Trust, LLC240$20.00%2023-06-30