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DoubleLine Opportunistic Bond ETF (DBND) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for DoubleLine Opportunistic Bond ETF (NYSEARCA:DBND)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$114.52M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$28.36M
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DBND Institutional Buying and Selling by Quarter

DoubleLine Opportunistic Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024 Beaumont Financial Advisors LLC18,996$872K0.1%+5.8%0.319%
4/29/2024 Seascape Capital Management487,697$22.38M8.3%+20.5%8.183%
4/24/2024 Premier Path Wealth Partners LLC53,040$2.43M0.5%N/A0.890%
4/24/2024 Landmark Wealth Management LLC118,259$5.43M2.5%+5.5%1.984%
4/18/2024 Panoramic Investment Advisors LLC14,050$645K0.5%+57.9%0.386%
4/18/2024 Congress Wealth Management LLC DE 107,445$4.93M0.1%-1.3%2.952%
4/17/2024 Cornerstone Wealth Group LLC40,159$1.84M0.2%+3.0%1.103%
4/16/2024 Firethorn Wealth Partners LLC5,393$247K0.1%N/A0.148%
4/16/2024 Pasadena Private Wealth LLC5,168$237K0.1%-10.3%0.142%
4/10/2024 Aprio Wealth Management LLC73,356$3.37M0.7%+19.8%2.015%
4/2/2024 Cravens & Co Advisors LLC180,745$8.29M6.9%+4.8%4.966%
4/2/2024 Stonehearth Capital Management LLC5,954$273K0.1%+5.5%0.164%
2/14/2024 Waddell & Associates LLC184,382$8.53M1.1%+126.8%5.065%
2/13/2024 Essential Planning LLC.22,354$1.03M0.5%+77.5%0.614%
2/12/2024 Fortress Wealth Management Inc.8,690$402K0.2%-54.5%0.239%
2/9/2024 Congress Wealth Management LLC DE 108,891$5.04M0.1%-63.6%2.992%
2/9/2024 Cravens & Co Advisors LLC172,488$7.98M6.9%-2.1%4.739%
2/8/2024 W.G. Shaheen & Associates DBA Whitney & Co388,516$17.97M2.3%+7.3%10.674%
2/7/2024 One Capital Management LLC248,665$11.50M0.5%N/A6.831%
2/7/2024 NBC Securities Inc.721$33K0.0%-40.6%0.020%
2/6/2024 National Bank of Canada FI10,420$480K0.0%-4.8%0.286%
2/6/2024 Aveo Capital Partners LLC15,805$731K0.1%+2.9%0.434%
2/1/2024 CWM LLC627,690$29.03M0.2%+5.7%17.244%
1/31/2024 Beaumont Financial Advisors LLC17,961$831K0.1%+1.3%0.493%
1/29/2024 Boothe Investment Group Inc.462,081$21.37M9.7%-0.6%12.695%
1/29/2024 ORG Partners LLC1,010$47K0.0%-77.4%0.028%
1/29/2024 Seascape Capital Management404,887$18.73M7.9%+0.9%11.123%
1/26/2024Cerity Partners LLC314,558$14.55M0.0%N/A8.642%
1/23/2024 Panoramic Investment Advisors LLC8,900$412K0.4%N/A0.245%
1/22/2024 Landmark Wealth Management LLC112,050$5.18M2.6%+4.7%3.078%
1/18/2024 Pettinga Financial Advisors LLC12,215$565K0.2%N/A0.336%
1/17/2024 Aprio Wealth Management LLC61,243$2.83M0.6%+9.7%1.683%
1/16/2024 Raymond James & Associates13,505$625K0.0%-3.2%0.371%
1/11/2024 Stewardship Advisors LLC266,861$12.34M4.5%-2.7%7.331%
1/11/2024 Pasadena Private Wealth LLC5,761$266K0.1%N/A0.158%
1/10/2024 Sound Income Strategies LLC2,678$124K0.0%N/A0.074%
1/9/2024 Stonehearth Capital Management LLC5,642$261K0.1%+8.3%0.155%
11/16/2023 Cravens & Co Advisors LLC176,137$7.77M7.3%+0.5%4.839%
11/15/2023Axxcess Wealth Management LLC11,139$491K0.0%+7.6%0.306%
11/13/2023 Envestnet Asset Management Inc.158,549$7.00M0.0%+12.1%4.356%
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11/9/2023 Seascape Capital Management401,176$17.70M8.4%+5.2%11.021%
11/9/2023 Beaumont Capital Management LLC33,645$1.48M1.1%+6.4%0.924%
11/9/2023 UBS Group AG139,726$6.17M0.0%+9.0%3.839%
11/8/2023 W.G. Shaheen & Associates DBA Whitney & Co362,182$15.98M2.4%+1.3%9.950%
11/8/2023 Essential Planning LLC.12,592$556K0.3%+50.0%0.346%
11/8/2023 Janney Montgomery Scott LLC4,823$213K0.0%N/A0.133%
11/7/2023 Waddell & Associates LLC81,298$3.59M0.5%N/A2.233%
11/7/2023Atria Investments Inc24,381$1.08M0.0%N/A0.670%
11/6/2023 Aveo Capital Partners LLC15,357$678K0.1%-65.7%0.422%
11/6/2023 Sigma Planning Corp6,422$283K0.0%N/A0.176%
11/4/2023 NBC Securities Inc.1,214$53K0.0%N/A0.033%
11/3/2023 ORG Partners LLC4,477$198K0.1%N/A0.123%
11/1/2023 Beaumont Financial Advisors LLC17,727$782K0.1%+4.6%0.487%
10/30/2023 Boothe Investment Group Inc.464,794$20.51M10.3%-27.4%12.769%
10/30/2023 Congress Wealth Management LLC DE298,856$13.19M0.3%+10.5%8.210%
10/24/2023 Raymond James & Associates13,951$616K0.0%+36.2%0.383%
10/18/2023 Cornerstone Wealth Group LLC25,294$1.12M0.2%+4.8%0.695%
10/13/2023 Landmark Wealth Management LLC107,006$4.72M2.7%+3.7%2.940%
10/11/2023 CWM LLC593,943$26.21M0.2%N/A16.317%
10/11/2023 Stewardship Advisors LLC274,377$12.11M4.7%+67.8%7.538%
10/10/2023 Aprio Wealth Management LLC55,809$2.46M0.7%N/A1.533%
8/14/2023 W.G. Shaheen & Associates DBA Whitney & Co357,602$16.51M2.4%+2.2%9.824%
8/10/2023 Pinnacle Wealth Management LLC177,349$8.19M8.3%N/A4.872%
8/8/2023 Aveo Capital Partners LLC44,768$2.07M0.3%-80.9%1.230%
8/4/2023 Envestnet Asset Management Inc.141,449$6.53M0.0%+289.6%4.623%
8/4/2023 Seascape Capital Management381,510$17.62M8.3%+42.8%12.468%
8/4/2023 Clifford Swan Investment Counsel LLC8,600$397K0.0%N/A0.281%
8/3/2023 Beaumont Capital Management LLC31,632$1.46M1.0%N/A1.034%
8/2/2023 Cornerstone Wealth Group LLC24,135$1.12M0.2%+3.5%0.789%
8/2/2023 Beaumont Financial Advisors LLC16,947$783K0.1%N/A0.554%
7/28/2023 Cravens & Co Advisors LLC175,311$8.10M7.5%+11.8%5.729%
7/26/2023 Fortress Wealth Management Inc.19,002$878K0.6%-26.9%0.621%
7/26/2023 National Bank of Canada FI10,945$505K0.0%-6.0%0.358%
7/17/2023 Boothe Investment Group Inc.640,410$29.57M15.7%+2.5%20.928%
7/14/2023 Landmark Wealth Management LLC103,179$4.77M4.2%+3.7%3.372%
7/13/2023 Congress Wealth Management LLC DE270,436$12.49M0.3%+14.5%8.838%
7/10/2023 Stewardship Advisors LLC163,472$7.55M2.8%+3.8%5.342%
5/26/2023 Cravens & Co Advisors LLC156,862$7.33M6.8%+38.9%5.126%
5/9/2023 Essential Planning LLC.7,464$349K0.2%N/A0.511%
5/5/2023Andesa Financial Management Inc.63,382$1.76M0.9%+157.1%4.341%
5/4/2023 Glassman Wealth Services897$42K0.0%N/A0.061%
5/3/2023 Aveo Capital Partners LLC233,816$10.92M1.5%+65.5%16.015%
5/3/2023 W.G. Shaheen & Associates DBA Whitney & Co349,902$16.34M2.6%+182.0%23.966%
5/1/2023 Seascape Capital Management267,082$12.47M6.4%+58.3%18.293%
4/25/2023 Cornerstone Wealth Group LLC23,312$1.09M0.2%N/A1.597%
4/20/2023 Fortress Wealth Management Inc.25,990$1.21M0.9%-38.7%1.780%
4/17/2023 Landmark Wealth Management LLC99,487$4.65M2.6%+129.1%6.814%
4/14/2023 Congress Wealth Management LLC DE236,253$11.03M0.3%+12.5%16.182%
4/14/2023 Raymond James & Associates10,325$482K0.0%-8.3%0.707%
4/13/2023 Boothe Investment Group Inc.624,634$29.17M15.5%N/A42.783%
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4/12/2023 National Bank of Canada FI11,645$544K0.0%N/A0.798%
4/12/2023 Stewardship Advisors LLC157,474$7.35M2.8%+2,184.9%10.786%
4/4/2023 Stonehearth Capital Management LLC5,314$248K0.1%+12.2%0.364%
2/27/2023 Cravens & Co Advisors LLC112,952$5.14M4.8%N/A8.185%
2/8/2023 Belpointe Asset Management LLC2,202$100K0.0%N/A0.160%
2/8/2023Capital Analysts LLC560$25K0.0%N/A0.041%
2/7/2023 Envestnet Asset Management Inc.12,786$582K0.0%N/A0.927%
2/3/2023 Aveo Capital Partners LLC141,265$6.43M1.0%+38.9%10.237%
2/3/2023 W.G. Shaheen & Associates DBA Whitney & Co124,073$5.64M1.0%N/A8.991%
2/2/2023 Congress Wealth Management LLC DE210,012$9.55M0.2%+0.3%15.218%
(Data available from 1/1/2016 forward)

DBND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DBND shares?

During the previous two years, 44 institutional investors and hedge funds held shares of DoubleLine Opportunistic Bond ETF. The most heavily invested institutionals were CWM LLC ($29.03M), Seascape Capital Management ($22.38M), Boothe Investment Group Inc. ($21.37M), W.G. Shaheen & Associates DBA Whitney & Co ($17.97M), Cerity Partners LLC ($14.55M), Stewardship Advisors LLC ($12.34M), and One Capital Management LLC ($11.50M).Learn more on DBND's institutional investors.

Which institutional investors have been buying DoubleLine Opportunistic Bond ETF stock?

Of the 43 institutional investors that purchased DoubleLine Opportunistic Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boothe Investment Group Inc. ($640.41K), CWM LLC ($627.69K), Seascape Capital Management ($487.70K), W.G. Shaheen & Associates DBA Whitney & Co ($388.52K), Cerity Partners LLC ($314.56K), Congress Wealth Management LLC DE ($301.84K), and Stewardship Advisors LLC ($274.38K).

How much institutional buying is happening at DoubleLine Opportunistic Bond ETF?

Institutional investors have bought a total of 4,993,065 shares in the last 24 months. This purchase volume represents approximately $229.80M in transactions.

Which DoubleLine Opportunistic Bond ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold DoubleLine Opportunistic Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aveo Capital Partners LLC ($221.27K), Congress Wealth Management LLC DE ($194.39K), Boothe Investment Group Inc. ($178.33K), Fortress Wealth Management Inc. ($47.32K), Stewardship Advisors LLC ($7.52K), Ausdal Financial Partners Inc. ($4.34K), and Cravens & Co Advisors LLC ($3.65K).

How much institutional selling is happening at DoubleLine Opportunistic Bond ETF?

Institutional investors have sold a total of 663,976 shares in the last 24 months. This volume of shares sold represents approximately $30.25M in transactions.


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This page (NYSEARCA:DBND) was last updated on 5/15/2024 by MarketBeat.com Staff

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