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DoubleLine Opportunistic Bond ETF (DBND) Institutional Ownership

$45.58 +0.02 (+0.04%)
As of 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)
75
Total
Institutional Inflows
(last 12 months)
$272.68M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$11.71M
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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
5/5/2026Beaumont Financial Advisors LLC27,496$1.26M0.1%+4.2%0.175%
5/5/2026Journey Advisory Group LLC496,108$22.73M1.9%+296.5%3.164%
5/5/2026BlueChip 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%
3/9/2026Corient Private Wealth LLC86,114$3.99M0.0%N/A0.623%
2/24/2026Barnes Wealth Management Group Inc12,100$561K0.3%+7.2%0.088%
2/19/2026Corient Private Wealth LLC86,114$3.99M0.0%N/A0.623%
2/18/2026Mercer Global Advisors Inc. ADV10,305$478K0.0%-7.3%0.075%
2/18/2026Gotham Asset Management LLC18,823$873K0.0%N/A0.136%
2/17/2026AQR Capital Management LLC24,641$1.14M0.0%+2.4%0.178%
2/17/2026Cetera Investment Advisers7,231$335K0.0%-13.9%0.052%
2/17/2026Equitable Holdings Inc.7,453$346K0.0%+9.6%0.054%
2/17/2026Osaic Holdings Inc.103,615$4.80M0.0%-4.9%0.750%
2/17/2026Guardian Wealth Advisors LLC NC308,766$14.32M0.9%+2.8%2.234%
2/17/2026Royal 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%
2/16/2026Mariner LLC437,889$20.30M0.0%N/A3.169%
2/16/2026Aptus Capital Advisors LLC308,766$14.32M0.1%+2.8%2.234%
2/13/2026Visionary Wealth Advisors190,996$8.86M0.4%+5.2%1.382%
2/13/2026Smartleaf Asset Management LLC29,358$1.36M0.1%+3.5%0.212%
2/13/2026Ausdal 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%
2/11/2026Waddell & Associates LLC164,566$7.63M0.5%-9.6%1.191%
2/11/2026Cerity Partners LLC256,629$11.90M0.0%-7.3%1.857%
2/11/2026LPL Financial LLC29,819$1.38M0.0%+16.1%0.216%
2/10/2026Cravens & Co Advisors LLC210,965$9.80M6.5%-4.1%1.527%
2/10/2026Goldman Sachs Group Inc.21,474$996K0.0%+43.3%0.155%
2/10/2026 Root Financial Partners LLC1,599$74K0.0%N/A0.012%
2/10/2026Fortis Advisors LLC204,107$9.46M5.1%-2.2%1.477%
2/10/2026Principia Wealth Advisory LLC10,926$507K0.1%+5.2%0.079%
2/10/2026 Beckerman Institutional LLC210,540$9.76M5.5%+4.3%1.523%
2/10/2026Foundations 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%
2/5/2026Elyxium Wealth LLC116,398$5.40M0.1%+9.1%0.842%
2/5/2026Panoramic 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%
2/3/2026Boothe Investment Group Inc.645,479$29.93M10.7%+1.4%4.739%
1/30/2026W.G. Shaheen & Associates DBA Whitney & Co543,338$25.19M2.0%+5.7%3.989%
1/29/2026Aprio Wealth Management LLC221,618$10.28M0.6%+26.0%1.627%
1/29/2026UBS Group AG605,984$28.10M0.0%+3.8%4.449%
1/29/2026Sanctuary 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%
1/27/2026Journey 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%
1/23/2026Optima 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%
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%
11/17/2025Mercer Global Advisors Inc. ADV11,115$517K0.0%+6.8%0.091%
11/17/2025National Bank of Canada FI11,465$533K0.0%-18.9%0.094%
11/17/2025 Elevation Point Wealth Partners LLC63,786$2.97M0.2%N/A0.525%
11/17/2025Ausdal Financial Partners Inc.136,274$6.34M0.3%+12.4%1.121%
11/17/2025Bank of America Corp DE2,688$125K0.0%N/A0.022%
11/14/2025Raymond James Financial Inc.621,576$28.92M0.0%+57.4%5.112%
11/14/2025Barnes Wealth Management Group Inc11,283$525K0.3%+11.1%0.093%
11/13/2025UBS Group AG583,898$27.17M0.0%+2.7%4.802%
11/13/2025 Private Advisor Group LLC28,355$1.32M0.0%+9.0%0.233%
11/12/2025Entrewealth LLC22,816$1.06M0.5%+1.3%0.188%
11/12/2025Aptus Capital Advisors LLC300,463$13.98M0.1%N/A2.471%
11/12/2025Aprio Wealth Management LLC175,890$8.18M0.8%+9.4%1.446%
11/10/2025 Cary Street Partners Financial LLC142,604$6.64M0.2%+7.5%1.173%
11/10/2025Waddell & Associates LLC181,957$8.47M0.7%-0.3%1.496%
11/10/2025Algorithmic Investment Models LLC28,204$1.31M0.9%-4.1%0.232%
11/10/2025Journey Advisory Group LLC58,529$2.72M0.2%N/A0.481%
11/10/2025Fortis Advisors LLC208,745$9.71M5.5%+32.0%1.717%
11/10/2025 Clear Creek Financial Management LLC7,418$345K0.0%+43.6%0.061%
11/7/2025 Axxcess Wealth Management LLC12,201$568K0.0%+3.8%0.100%
11/7/2025W.G. Shaheen & Associates DBA Whitney & Co513,979$23.92M2.2%+5.7%4.227%
11/6/2025 Krilogy Financial LLC6,800$315K0.0%N/A0.056%
11/6/2025 Stratos Wealth Advisors LLC135,710$6.32M0.3%+23.9%1.116%


DBND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DBND shares?

During the previous two years, 100 institutional investors and hedge funds held shares of DoubleLine Opportunistic Bond ETF. The most heavily invested institutionals were CWM LLC ($75.21M), Foundations Investment Advisors LLC ($32.50M), Envestnet Asset Management Inc. ($30.22M), Boothe Investment Group Inc. ($29.93M), Seascape Capital Management ($29.08M), Raymond James Financial Inc. ($28.92M), and UBS Group AG ($28.10M).Learn more on DoubleLine Opportunistic Bond ETF's institutional investors.

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

Of the 91 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), CWM LLC ($986.17K), Foundations Investment Advisors LLC ($775.08K), Raymond James Financial Inc. ($632.53K), Journey Advisory Group LLC ($496.11K), Benchmark Financial Wealth Advisors LLC ($492.38K), and Envestnet Asset Management Inc. ($482.58K).

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

Institutional investors have bought a total of 5,885,693 shares in the last 24 months. This purchase volume represents approximately $272.68M in transactions.

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

Of the 30 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: Optima Capital LLC ($60.53K), Premier Path Wealth Partners LLC ($30.36K), Cerity Partners LLC ($28.48K), Elyxium Wealth LLC ($18.85K), Waddell & Associates LLC ($17.87K), Seascape Capital Management ($11.18K), and BlueChip Wealth Advisors LLC ($10.20K).

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

Institutional investors have sold a total of 252,976 shares in the last 24 months. This volume of shares sold represents approximately $11.71M in transactions.


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This page (NYSEARCA:DBND) was last updated on 5/5/2026 by MarketBeat.com Staff.
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