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DoubleLine Opportunistic Bond ETF (DBND) Institutional Ownership

$46.09 +0.19 (+0.41%)
As of 08/1/2025 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)
55
Total
Institutional Inflows
(last 12 months)
$213.31M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$14.23M
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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
8/1/2025Envestnet Asset Management Inc.348,913$16.13M0.0%+4.2%3.207%
7/31/2025 Boothe Investment Group Inc.593,523$27.45M10.5%+6.9%5.455%
7/30/2025 BlueChip Wealth Advisors LLC58,836$2.72M1.1%-14.8%0.541%
7/29/2025 Stratos Wealth Advisors LLC109,569$5.07M0.3%+108.0%1.007%
7/29/2025 SilverOak Wealth Management LLC26,924$1.25M0.2%+1.8%0.247%
7/28/2025 Cornerstone Wealth Group LLC45,872$2.12M0.2%-6.3%0.422%
7/25/2025 Landmark Wealth Management LLC126,795$5.86M2.5%-1.4%1.165%
7/25/2025 CWM LLC1,106,231$51.15M0.2%-0.3%10.167%
7/23/2025 Clear Creek Financial Management LLC5,165$239K0.0%N/A0.047%
7/23/2025 Fortis Advisors LLC158,102$7.31M4.7%-2.3%1.453%
7/21/2025 Ameriflex Group Inc.5,580$257K0.1%N/A0.051%
7/17/2025 Janney Montgomery Scott LLC10,643$492K0.0%-5.8%0.099%
7/15/2025 Hippocratic Financial Advisors LLC141,462$6.54M3.5%N/A1.310%
7/15/2025 Optima Capital LLC156,070$7.22M3.9%+13.2%1.445%
7/14/2025 Seascape Capital Management599,767$27.73M8.7%+10.7%5.553%
6/13/2025 Optima 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%
5/6/2025 BlueChip 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%
5/2/2025 Landmark Wealth Management LLC128,639$5.94M2.6%-2.6%1.369%
5/2/2025Sigma Planning Corp5,661$261K0.0%-4.2%0.060%
5/1/2025 CWM LLC1,109,104$51.21M0.2%-2.1%11.799%
4/30/2025Cerity Partners LLC285,104$13.16M0.0%-0.4%3.033%
4/30/2025 Axxcess Wealth Management LLC11,583$535K0.0%-4.6%0.123%
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4/30/2025 SilverOak Wealth Management LLC26,452$1.22M0.3%+29.3%0.281%
4/30/2025 Stratos 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%
4/29/2025 Seascape Capital Management541,805$25.02M8.7%+12.8%5.764%
4/25/2025Benchmark Financial Wealth Advisors LLC340,350$15.71M5.9%N/A3.621%
4/23/2025 Cornerstone Wealth Group LLC48,945$2.26M0.2%+3.0%0.530%
4/22/2025 Cambridge Investment Research Advisors Inc.5,483$253K0.0%-66.9%0.059%
4/21/2025 Envestnet 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%
4/17/2025 Boothe Investment Group Inc.554,999$25.62M11.7%+40.6%6.006%
4/17/2025 Janney Montgomery Scott LLC11,300$522K0.0%N/A0.122%
4/17/2025 Stewardship 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%
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%
2/12/2025 BlueChip 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%
2/10/2025 Axxcess Wealth Management LLC12,139$550K0.0%+7.1%0.204%
2/10/2025 Envestnet 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%
2/4/2025 Boothe Investment Group Inc.394,620$17.87M7.8%+7.8%6.621%
2/3/2025Sigma Planning Corp5,912$268K0.0%+6.5%0.099%
1/31/2025 SilverOak Wealth Management LLC20,463$927K0.2%N/A0.343%
1/30/2025 Seascape 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%
1/22/2025 Landmark 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%
1/22/2025 Cornerstone Wealth Group LLC47,524$2.15M0.2%+11.5%0.797%
1/21/2025 Stewardship Advisors LLC15,061$682K0.2%-7.0%0.253%
1/17/2025 Beaumont Financial Advisors LLC25,755$1.17M0.1%+7.4%0.432%
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1/15/2025Premier Path Wealth Partners LLC119,575$5.42M0.8%+6.1%2.006%
1/14/2025 Fortis 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%
11/13/2024 Private 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%
(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, 75 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 ($51.15M), Seascape Capital Management ($27.73M), Boothe Investment Group Inc. ($27.45M), W.G. Shaheen & Associates DBA Whitney & Co ($21.08M), Envestnet Asset Management Inc. ($16.13M), and Benchmark Financial Wealth Advisors LLC ($15.71M).Learn more on DoubleLine Opportunistic Bond ETF's institutional investors.

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

Of the 69 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), Seascape Capital Management ($341.50K), Benchmark Financial Wealth Advisors LLC ($340.35K), Cerity Partners LLC ($314.56K), Envestnet Asset Management Inc. ($304.33K), and Foundations Investment Advisors LLC ($291.62K).

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

Institutional investors have bought a total of 4,648,589 shares in the last 24 months. This purchase volume represents approximately $213.31M in transactions.

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

Of the 27 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 ($26.48K), 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 310,431 shares in the last 24 months. This volume of shares sold represents approximately $14.23M in transactions.


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This page (NYSEARCA:DBND) was last updated on 8/2/2025 by MarketBeat.com Staff
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