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DoubleLine Opportunistic Bond ETF (DBND) Institutional Ownership

$45.85 +0.20 (+0.44%)
As of 07/9/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for DoubleLine Opportunistic Bond ETF (NYSEARCA:DBND)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$204.44M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$13.30M
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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
6/13/2025Optima Capital LLC137,895$6.37M4.1%+28.9%1.336%
5/19/2025Jane Street Group LLC50,058$2.31M0.0%+28.0%0.497%
5/16/2025NewEdge Advisors LLC5,277$244K0.0%-48.8%0.056%
5/16/2025AQR Capital Management LLC33,010$1.52M0.0%-13.1%0.351%
5/16/2025Algorithmic Investment Models LLC21,391$988K0.7%-28.6%0.228%
5/16/2025Aprio Wealth Management LLC109,053$5.04M0.6%+33.2%1.160%
5/15/2025Royal Bank of Canada44,576$2.06M0.0%+101.3%0.474%
5/14/2025Smartleaf Asset Management LLC23,895$1.10M0.1%N/A0.254%
5/14/2025Barnes Wealth Management Group Inc10,139$468K0.3%+29.6%0.108%
5/14/2025CW Advisors LLC97,693$4.51M0.1%-6.2%1.039%
5/14/2025Flow Traders U.S. LLC8,147$376K0.0%N/A0.087%
5/13/2025Raymond James Financial Inc.101,265$4.68M0.0%+824.3%1.077%
5/12/2025Bristlecone Advisors LLC43,728$2.02M0.2%+152.0%0.465%
5/7/2025Foundations Investment Advisors LLC217,464$10.04M0.2%+14.7%2.313%
5/7/2025Waddell & Associates LLC187,018$8.64M1.0%+1.5%1.990%
5/6/2025W.G. Shaheen & Associates DBA Whitney & Co456,615$21.08M2.2%+5.5%4.858%
5/6/2025BlueChip Wealth Advisors LLC69,033$3.19M1.4%+234.1%0.734%
5/5/2025Elyxium Wealth LLC25,772$1.19M0.5%N/A0.274%
5/5/2025Beckerman Institutional LLC175,201$8.09M5.9%+4.2%1.864%
5/5/2025Private Advisor Group LLC23,895$1.10M0.0%N/A0.254%
5/2/2025Landmark Wealth Management LLC128,639$5.94M2.6%-2.6%1.369%
5/2/2025Sigma Planning Corp5,661$261K0.0%-4.2%0.060%
5/1/2025CWM LLC1,109,104$51.21M0.2%-2.1%11.799%
4/30/2025Cerity Partners LLC285,104$13.16M0.0%-0.4%3.033%
4/30/2025Axxcess Wealth Management LLC11,583$535K0.0%-4.6%0.123%
4/30/2025SilverOak Wealth Management LLC26,452$1.22M0.3%+29.3%0.281%
4/30/2025Stratos Wealth Advisors LLC52,686$2.43M0.1%N/A0.560%
4/29/2025Envestnet Asset Management Inc.334,920$15.46M0.0%+56.3%3.563%
4/29/2025Seascape Capital Management541,805$25.02M8.7%+12.8%5.764%
4/25/2025Benchmark Financial Wealth Advisors LLC340,350$15.71M5.9%N/A3.621%
4/23/2025Cornerstone Wealth Group LLC48,945$2.26M0.2%+3.0%0.530%
4/22/2025Cambridge Investment Research Advisors Inc.5,483$253K0.0%-66.9%0.059%
4/21/2025Envestnet Portfolio Solutions Inc.5,451$252K0.0%+22.4%0.059%
4/21/2025Premier Path Wealth Partners LLC130,313$6.02M0.9%+9.0%1.410%
4/17/2025Boothe Investment Group Inc.554,999$25.62M11.7%+40.6%6.006%
4/17/2025Janney Montgomery Scott LLC11,300$522K0.0%N/A0.122%
4/17/2025Stewardship Advisors LLC5,446$251K0.1%-63.8%0.059%
4/9/2025 NBC Securities Inc.9,176$423K0.0%N/A0.099%
4/1/2025 Stonehearth Capital Management LLC7,474$345K0.1%+20.7%0.082%
2/19/2025Parr Mcknight Wealth Management Group LLC48,878$2.21M0.3%N/A0.820%
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2/17/2025Strategic Wealth Partners Ltd.8,980$409K0.0%N/A0.151%
2/17/2025Citadel Advisors LLC75,623$3.43M0.0%N/A1.269%
2/17/2025Beaumont Capital Management LLC29,947$1.36M1.0%+16.7%0.502%
2/14/2025Jane Street Group LLC39,099$1.77M0.0%+545.1%0.656%
2/14/2025Comerica Bank11,070$501K0.0%+10.7%0.186%
2/14/2025MML Investors Services LLC124,575$5.64M0.0%+9.9%2.090%
2/13/2025Cravens & Co Advisors LLC211,270$9.57M7.3%+3.9%3.545%
2/13/2025NewEdge Advisors LLC10,306$467K0.0%-5.4%0.173%
2/13/2025Waddell & Associates LLC184,166$8.34M0.9%+1.1%3.090%
2/13/2025Raymond James Financial Inc.10,956$496K0.0%N/A0.184%
2/13/2025Cerity Partners LLC286,256$12.96M0.0%-1.3%4.803%
2/13/2025Envestnet Asset Management Inc.214,279$9.70M0.0%+8.9%3.595%
2/12/2025National Bank of Canada FI14,140$640K0.0%+110.6%0.237%
2/12/2025BlueChip Wealth Advisors LLC20,661$936K0.5%N/A0.347%
2/12/2025Ausdal Financial Partners Inc.29,275$1.33M0.1%-1.5%0.491%
2/11/2025Congress Wealth Management LLC DE104,123$4.72M0.1%-1.6%1.747%
2/11/2025LPL Financial LLC9,983$452K0.0%+23.5%0.168%
2/10/2025Axxcess Wealth Management LLC12,139$550K0.0%+7.1%0.204%
2/10/2025Envestnet Portfolio Solutions Inc.4,453$202K0.0%+5.4%0.075%
2/10/2025Essential Planning LLC.1,944,507$89.47M0.6%+6,537.4%32.626%
2/6/2025One Capital Management LLC211,098$9.56M0.3%-27.9%3.542%
2/6/2025Raymond James Financial Inc.10,956$496K0.0%N/A0.184%
2/6/2025Atria Investments Inc6,970$316K0.0%+18.0%0.117%
2/4/2025W.G. Shaheen & Associates DBA Whitney & Co432,631$19.59M2.1%+2.7%7.259%
2/4/2025Boothe Investment Group Inc.394,620$17.87M7.8%+7.8%6.621%
2/3/2025Sigma Planning Corp5,912$268K0.0%+6.5%0.099%
1/31/2025SilverOak Wealth Management LLC20,463$927K0.2%N/A0.343%
1/30/2025Seascape Capital Management480,235$21.75M7.6%+0.3%8.058%
1/29/2025Beckerman Institutional LLC168,178$7.62M6.1%+37.9%2.822%
1/29/2025Bristlecone Advisors LLC17,354$786K0.1%N/A0.291%
1/22/2025Landmark Wealth Management LLC132,116$5.98M2.7%+4.7%2.217%
1/22/2025Foundations Investment Advisors LLC189,587$8.59M0.2%-28.1%3.181%
1/22/2025Cornerstone Wealth Group LLC47,524$2.15M0.2%+11.5%0.797%
1/21/2025Stewardship Advisors LLC15,061$682K0.2%-7.0%0.253%
1/17/2025Beaumont Financial Advisors LLC25,755$1.17M0.1%+7.4%0.432%
1/15/2025Premier Path Wealth Partners LLC119,575$5.42M0.8%+6.1%2.006%
1/14/2025Fortis Advisors LLC161,911$7.33M4.8%-2.4%2.717%
1/13/2025Aprio Wealth Management LLC81,877$3.71M0.5%+7.2%1.374%
11/15/2024MML Investors Services LLC113,355$5.37M0.0%+5.7%1.902%
11/15/2024Jane Street Group LLC6,061$287K0.0%N/A0.102%
11/14/2024Cravens & Co Advisors LLC203,336$9.63M7.4%-4.5%3.412%
11/13/2024Private Trust Co. NA2,011$95K0.0%N/A0.034%
11/12/2024Cerity Partners LLC289,978$13.73M0.0%-2.8%4.865%
11/12/2024Waddell & Associates LLC182,249$8.63M1.0%-1.3%3.058%
11/8/2024W.G. Shaheen & Associates DBA Whitney & Co421,108$19.94M2.1%+2.2%7.066%
11/7/2024Fortis Advisors LLC165,809$7.85M5.1%+43.0%2.782%
11/7/2024Essential Planning LLC.29,296$1.39M0.6%-3.8%0.492%
11/1/2024Atria Investments Inc5,909$280K0.0%N/A0.099%
11/1/2024Seascape Capital Management478,879$22.68M8.1%-2.8%8.035%
11/1/2024Beckerman Institutional LLC121,960$5.78M4.9%N/A2.046%
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10/30/2024Landmark Wealth Management LLC126,156$5.98M2.6%+2.5%2.117%
10/25/2024Cornerstone Wealth Group LLC42,609$2.02M0.2%+3.2%0.715%
10/25/2024Highline Wealth Partners LLC694$33K0.0%N/A0.012%
10/21/2024Foundations Investment Advisors LLC263,745$12.49M0.3%+871.8%4.425%
10/21/2024Stewardship Advisors LLC16,190$767K0.2%-23.9%0.272%
10/18/2024Fortress Wealth Management Inc.7,764$368K0.2%-3.9%0.130%
10/9/2024Beaumont Financial Advisors LLC23,983$1.14M0.1%+26.3%0.402%
10/8/2024CWM LLC1,255,964$59.48M0.3%+22.3%21.073%
10/8/2024Aprio Wealth Management LLC76,355$3.62M0.6%-1.2%1.281%
8/16/2024NewEdge Advisors LLC75,698$3.44M0.0%N/A1.270%
(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, 72 institutional investors and hedge funds held shares of DoubleLine Opportunistic Bond ETF. The most heavily invested institutionals were Essential Planning LLC. ($89.47M), CWM LLC ($51.21M), Boothe Investment Group Inc. ($25.62M), Seascape Capital Management ($25.02M), W.G. Shaheen & Associates DBA Whitney & Co ($21.08M), Benchmark Financial Wealth Advisors LLC ($15.71M), and Envestnet Asset Management Inc. ($15.46M).Learn more on DoubleLine Opportunistic Bond ETF's institutional investors.

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

Of the 66 institutional investors that purchased DoubleLine Opportunistic Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Essential Planning LLC. ($1.93M), CWM LLC ($1.10M), Benchmark Financial Wealth Advisors LLC ($340.35K), Cerity Partners LLC ($314.56K), Foundations Investment Advisors LLC ($291.62K), Envestnet Asset Management Inc. ($290.34K), and Seascape Capital Management ($283.54K).

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

Institutional investors have bought a total of 4,459,584 shares in the last 24 months. This purchase volume represents approximately $204.44M in transactions.

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

Of the 25 institutional investors that sold DoubleLine Opportunistic Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: One Capital Management LLC ($81.82K), Foundations Investment Advisors LLC ($74.16K), CWM LLC ($23.61K), Stewardship Advisors LLC ($15.84K), Seascape Capital Management ($13.70K), Cerity Partners LLC ($13.09K), and Cambridge Investment Research Advisors Inc. ($11.10K).

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

Institutional investors have sold a total of 290,385 shares in the last 24 months. This volume of shares sold represents approximately $13.30M in transactions.


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This page (NYSEARCA:DBND) was last updated on 7/10/2025 by MarketBeat.com Staff
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