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DoubleLine Opportunistic Bond ETF (DBND) Institutional Ownership

$43.69 -0.20 (-0.46%)
Closing price 04:10 PM Eastern
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$43.70 +0.01 (+0.01%)
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Institutional Ownership Changes (13F Filings) for DoubleLine Opportunistic Bond ETF (NYSEARCA:DBND)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$246.78M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$15.90M
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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
9/23/2026 Envestnet Asset Management Inc.705,094$32.15M0.0%-5.9%4.278%
9/9/2026 NewEdge Advisors LLC725,049$33.06M0.1%+6.0%4.400%
9/2/2026 Citadel Advisors LLC17,760$810K0.0%-39.5%0.108%
8/27/2026 Corient Private Wealth LP63,238$2.88M0.0%-23.7%0.384%
8/26/2026 Principia Wealth Advisory LLC12,378$564K0.1%+7.0%0.075%
8/25/2026 January Capital Advisors LLC84,184$3.84M3.2%-44.9%0.511%
8/23/2026 Guardian Wealth Advisors LLC NC306,991$14.00M0.8%-0.5%1.863%
8/22/2026 Premier Path Wealth Partners LLC122,949$5.61M0.6%+8.2%0.746%
8/21/2026 Triumph Capital Management7,590$346K0.1%+132.8%0.046%
8/17/2026 Bank of America Corp DE91,187$1.31M0.0%N/A0.553%
8/6/2026 Maridea Wealth Management LLC18,740$269K0.0%N/A0.114%
7/9/2026 Shrier Wealth Management LLC20,156$919K0.3%+11.5%0.126%
7/9/2026 Centurion Wealth Management LLC30,022$1.37M0.3%+2.0%0.187%
7/8/2026 Stonehearth Capital Management LLC8,812$402K0.1%+3.7%0.055%
6/3/2026 NewEdge Advisors LLC684,259$31.35M0.1%N/A4.364%
5/20/2026 January Capital Advisors LLC152,716$7.00M9.4%N/A0.974%
5/20/2026 Boothe Investment Group Inc.679,687$31.14M10.0%+5.3%4.335%
5/19/2026 Western Wealth Management LLC2,210$101K0.0%N/A0.014%
5/19/2026 NewEdge Advisors LLC204,611$9.37M0.2%N/A1.305%
5/19/2026 Bank of America Corp DE14,056$644K0.0%+224.9%0.090%
5/18/2026 Royal Bank of Canada40,882$1.87M0.0%-2.6%0.261%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co581,228$26.63M2.2%+7.0%3.707%
5/5/2026 Beaumont Financial Advisors LLC27,496$1.26M0.1%+4.2%0.175%
5/5/2026 Journey Advisory Group LLC496,108$22.73M1.9%+296.5%3.164%
5/5/2026 BlueChip Wealth Advisors LLC84,754$3.88M1.7%+17.1%0.541%
5/5/2026 Sigma Planning Corp5,245$240K0.0%-7.4%0.033%
5/4/2026 Beckerman Institutional LLC222,253$10.18M5.4%+5.6%1.417%
5/1/2026 Fifth Third Bancorp11,108$509K0.0%N/A0.071%
4/29/2026 Walser Wealth Management Company A Ltd Liability Co7,631$350K0.2%N/A0.049%
4/28/2026 Seascape Capital Management634,793$29.08M8.4%-1.7%4.048%
4/27/2026 Elevation Point Wealth Partners LLC93,046$4.26M0.1%+13.5%0.593%
4/23/2026 Manchester Financial Inc.8,545$391K0.1%+6.2%0.055%
4/23/2026 Premier Path Wealth Partners LLC113,682$5.21M0.7%-15.1%0.727%
4/22/2026 First Financial Group Corp4,725$216K0.2%N/A0.030%
4/22/2026 Janney Montgomery Scott LLC10,688$490K0.0%-7.4%0.068%
4/22/2026 Cornerstone Wealth Group LLC54,393$2.50M0.2%+13.8%0.348%
4/18/2026 Stonehearth Capital Management LLC8,497$389K0.2%+5.7%0.054%
4/17/2026 Stewardship Advisors LLC8,304$380K0.1%+7.4%0.053%
3/9/2026 Corient Private Wealth LLC86,114$3.99M0.0%N/A0.623%
2/24/2026 Barnes Wealth Management Group Inc12,100$561K0.3%+7.2%0.088%
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2/19/2026 Corient Private Wealth LLC86,114$3.99M0.0%N/A0.623%
2/18/2026 Mercer Global Advisors Inc. ADV10,305$478K0.0%-7.3%0.075%
2/18/2026 Gotham Asset Management LLC18,823$873K0.0%N/A0.136%
2/17/2026 AQR Capital Management LLC24,641$1.14M0.0%+2.4%0.178%
2/17/2026 Cetera Investment Advisers7,231$335K0.0%-13.9%0.052%
2/17/2026 Equitable Holdings Inc.7,453$346K0.0%+9.6%0.054%
2/17/2026 Osaic Holdings Inc.103,615$4.80M0.0%-4.9%0.750%
2/17/2026 Guardian Wealth Advisors LLC NC308,766$14.32M0.9%+2.8%2.234%
2/17/2026 Royal Bank of Canada41,967$1.95M0.0%-0.6%0.304%
2/16/2026 MML Investors Services LLC165,047$7.65M0.0%+15.2%1.194%
2/16/2026 Mariner LLC437,889$20.30M0.0%N/A3.169%
2/16/2026 Aptus Capital Advisors LLC308,766$14.32M0.1%+2.8%2.234%
2/13/2026 Visionary Wealth Advisors190,996$8.86M0.4%+5.2%1.382%
2/13/2026 Smartleaf Asset Management LLC29,358$1.36M0.1%+3.5%0.212%
2/13/2026 Ausdal Financial Partners Inc.174,879$8.11M0.4%+28.3%1.265%
2/12/2026 Beacon Capital Management Inc.630$29K0.0%-44.9%0.005%
2/12/2026 Elevation Point Wealth Partners LLC81,952$3.80M0.2%+28.5%0.593%
2/12/2026 Manchester Financial Inc.8,047$373K0.1%N/A0.058%
2/11/2026 Janney Montgomery Scott LLC11,542$535K0.0%+22.5%0.084%
2/11/2026 Waddell & Associates LLC164,566$7.63M0.5%-9.6%1.191%
2/11/2026 Cerity Partners LLC256,629$11.90M0.0%-7.3%1.857%
2/11/2026 LPL Financial LLC29,819$1.38M0.0%+16.1%0.216%
2/10/2026 Cravens & Co Advisors LLC210,965$9.80M6.5%-4.1%1.527%
2/10/2026 Goldman Sachs Group Inc.21,474$996K0.0%+43.3%0.155%
2/10/2026 Root Financial Partners LLC1,599$74K0.0%N/A0.012%
2/10/2026 Fortis Advisors LLC204,107$9.46M5.1%-2.2%1.477%
2/10/2026 Principia Wealth Advisory LLC10,926$507K0.1%+5.2%0.079%
2/10/2026 Beckerman Institutional LLC210,540$9.76M5.5%+4.3%1.523%
2/10/2026 Foundations Investment Advisors LLC700,920$32.50M0.4%+29.6%5.072%
2/9/2026 Cary Street Partners Financial LLC144,126$6.68M0.2%+1.1%1.043%
2/5/2026 Elyxium Wealth LLC116,398$5.40M0.1%+9.1%0.842%
2/5/2026 Panoramic Investment Advisors LLC15,125$701K0.4%+24.2%0.109%
2/5/2026 Landmark Wealth Management LLC140,901$6.53M2.5%+5.9%1.020%
2/3/2026 Boothe Investment Group Inc.645,479$29.93M10.7%+1.4%4.739%
1/30/2026 W.G. Shaheen & Associates DBA Whitney & Co543,338$25.19M2.0%+5.7%3.989%
1/29/2026 Aprio Wealth Management LLC221,618$10.28M0.6%+26.0%1.627%
1/29/2026 UBS Group AG605,984$28.10M0.0%+3.8%4.449%
1/29/2026 Sanctuary Advisors LLC6,205$288K0.0%N/A0.046%
1/29/2026 NBC Securities Inc.7,816$362K0.0%-10.3%0.057%
1/28/2026 SilverOak Wealth Management LLC33,934$1.57M0.2%+13.2%0.249%
1/27/2026 Benchmark Financial Wealth Advisors LLC492,384$22.83M6.6%+18.7%3.615%
1/27/2026 Journey Advisory Group LLC125,136$5.80M0.5%+113.8%0.919%
1/27/2026 Krilogy Financial LLC4,750$221K0.0%-30.1%0.035%
1/27/2026 Holcombe Financial Inc.239,289$11.10M7.0%N/A1.757%
1/26/2026 Cornerstone Wealth Group LLC47,804$2.22M0.2%+3.3%0.351%
1/26/2026CWM LLC1,622,210$75.21M0.2%+18.5%11.910%
1/26/2026 Austin Wealth Management LLC84,330$3.91M0.6%-0.5%0.619%
1/23/2026 Farther Finance Advisors LLC2,820$131K0.0%+5,775.0%0.021%
1/23/2026 Optima Capital LLC120,040$5.57M2.4%-33.5%0.889%
1/22/2026 Premier Path Wealth Partners LLC133,891$6.21M0.8%-7.0%0.992%
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1/21/2026 Seascape Capital Management645,968$29.95M8.5%+4.5%4.785%
1/21/2026 Clayton Financial Group LLC2,696$125K0.1%N/A0.020%
1/20/2026 Stratos Wealth Advisors LLC178,955$8.30M0.4%+31.9%1.326%
1/20/2026 Fearless Solutions LLC dba Best Invest13,652$633K0.4%-7.2%0.101%
1/20/2026 Hippocratic Financial Advisors LLC180,353$8.36M3.9%+13.9%1.336%
1/15/2026 Essential Planning LLC.23,761$1.10M0.4%-6.7%0.177%
1/15/2026 Shrier Wealth Management LLC12,441$577K0.2%N/A0.093%
1/15/2026 Stewardship Advisors LLC7,734$359K0.1%+16.1%0.058%
1/14/2026 Centurion Wealth Management LLC28,422$1.32M0.3%+9.4%0.212%
1/13/2026 Stonehearth Capital Management LLC8,042$373K0.1%+9.6%0.060%


DBND Institutional Ownership - Frequently Asked Questions

During the previous two years, 102 institutional investors and hedge funds held shares of DoubleLine Opportunistic Bond ETF. The most heavily invested institutionals were CWM LLC ($75.21M), NewEdge Advisors LLC ($33.06M), Foundations Investment Advisors LLC ($32.50M), Envestnet Asset Management Inc. ($32.15M), Boothe Investment Group Inc. ($31.14M), Seascape Capital Management ($29.08M), and Raymond James Financial Inc. ($28.92M).Learn more on DoubleLine Opportunistic Bond ETF's institutional investors.

Of the 93 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. ($1.92M), NewEdge Advisors LLC ($929.66K), Foundations Investment Advisors LLC ($747.94K), CWM LLC ($745.41K), Raymond James Financial Inc. ($632.53K), Journey Advisory Group LLC ($496.11K), and Benchmark Financial Wealth Advisors LLC ($492.38K).

Institutional investors have bought a total of 5,337,913 shares in the last 24 months. This purchase volume represents approximately $246.78M in transactions.

Of the 28 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: January Capital Advisors LLC ($68.53K), Optima Capital LLC ($60.53K), Envestnet Asset Management Inc. ($44.01K), Premier Path Wealth Partners LLC ($30.36K), Cerity Partners LLC ($22.84K), Corient Private Wealth LP ($19.67K), and Elyxium Wealth LLC ($18.85K).

Institutional investors have sold a total of 345,657 shares in the last 24 months. This volume of shares sold represents approximately $15.90M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DBND is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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