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DoubleLine Opportunistic Bond ETF (DBND) Institutional Ownership

$43.55 +0.05 (+0.11%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$43.55 0.00 (0.00%)
As of 04:00 AM Eastern
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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)
$233.40M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$15.91M
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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
10/14/2026Triumph Capital Management8,632$375K0.1%+13.7%0.050%
10/8/2026Farther Finance Advisors LLC2,550$111K0.0%-12.3%0.015%
9/23/2026Envestnet Asset Management Inc.705,094$32.15M0.0%-5.9%4.278%
9/9/2026NewEdge Advisors LLC725,049$33.06M0.1%+6.0%4.400%
9/2/2026Citadel Advisors LLC17,760$810K0.0%-39.5%0.108%
8/27/2026Corient Private Wealth LP63,238$2.88M0.0%-23.7%0.384%
8/26/2026Principia Wealth Advisory LLC12,378$564K0.1%+7.0%0.075%
8/25/2026January Capital Advisors LLC84,184$3.84M3.2%-44.9%0.511%
8/23/2026Guardian Wealth Advisors LLC NC306,991$14.00M0.8%-0.5%1.863%
8/22/2026Premier Path Wealth Partners LLC122,949$5.61M0.6%+8.2%0.746%
8/21/2026Triumph Capital Management7,590$346K0.1%+132.8%0.046%
8/17/2026Bank of America Corp DE91,187$1.31M0.0%N/A0.553%
8/6/2026Maridea Wealth Management LLC18,740$269K0.0%N/A0.114%
7/9/2026Shrier Wealth Management LLC20,156$919K0.3%+11.5%0.126%
7/9/2026Centurion Wealth Management LLC30,022$1.37M0.3%+2.0%0.187%
7/8/2026Stonehearth Capital Management LLC8,812$402K0.1%+3.7%0.055%
6/3/2026NewEdge Advisors LLC684,259$31.35M0.1%N/A4.364%
5/20/2026January Capital Advisors LLC152,716$7.00M9.4%N/A0.974%
5/20/2026Boothe Investment Group Inc.679,687$31.14M10.0%+5.3%4.335%
5/19/2026Western Wealth Management LLC2,210$101K0.0%N/A0.014%
5/19/2026NewEdge Advisors LLC204,611$9.37M0.2%N/A1.305%
5/19/2026Bank of America Corp DE14,056$644K0.0%+224.9%0.090%
5/18/2026Royal Bank of Canada40,882$1.87M0.0%-2.6%0.261%
5/6/2026W.G. Shaheen & Associates DBA Whitney & Co581,228$26.63M2.2%+7.0%3.707%
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%
5/5/2026Sigma Planning Corp5,245$240K0.0%-7.4%0.033%
5/4/2026Beckerman Institutional LLC222,253$10.18M5.4%+5.6%1.417%
5/1/2026Fifth Third Bancorp11,108$509K0.0%N/A0.071%
4/29/2026Walser Wealth Management Company A Ltd Liability Co7,631$350K0.2%N/A0.049%
4/28/2026Seascape Capital Management634,793$29.08M8.4%-1.7%4.048%
4/27/2026Elevation Point Wealth Partners LLC93,046$4.26M0.1%+13.5%0.593%
4/23/2026Manchester Financial Inc.8,545$391K0.1%+6.2%0.055%
4/23/2026Premier Path Wealth Partners LLC113,682$5.21M0.7%-15.1%0.727%
4/22/2026First Financial Group Corp4,725$216K0.2%N/A0.030%
4/22/2026Janney Montgomery Scott LLC10,688$490K0.0%-7.4%0.068%
4/22/2026Cornerstone Wealth Group LLC54,393$2.50M0.2%+13.8%0.348%
4/18/2026Stonehearth Capital Management LLC8,497$389K0.2%+5.7%0.054%
4/17/2026Stewardship Advisors LLC8,304$380K0.1%+7.4%0.053%
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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%
2/16/2026MML 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%
2/12/2026Beacon Capital Management Inc.630$29K0.0%-44.9%0.005%
2/12/2026Elevation Point Wealth Partners LLC81,952$3.80M0.2%+28.5%0.593%
2/12/2026Manchester Financial Inc.8,047$373K0.1%N/A0.058%
2/11/2026Janney 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%
2/10/2026Root 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%
2/10/2026Beckerman Institutional LLC210,540$9.76M5.5%+4.3%1.523%
2/10/2026Foundations Investment Advisors LLC700,920$32.50M0.4%+29.6%5.072%
2/9/2026Cary 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%
2/5/2026Landmark 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%
1/29/2026NBC Securities Inc.7,816$362K0.0%-10.3%0.057%
1/28/2026SilverOak Wealth Management LLC33,934$1.57M0.2%+13.2%0.249%
1/27/2026Benchmark 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%
1/27/2026Krilogy Financial LLC4,750$221K0.0%-30.1%0.035%
1/27/2026Holcombe Financial Inc.239,289$11.10M7.0%N/A1.757%
1/26/2026Cornerstone Wealth Group LLC47,804$2.22M0.2%+3.3%0.351%
1/26/2026CWM LLC1,622,210$75.21M0.2%+18.5%11.910%
1/26/2026Austin Wealth Management LLC84,330$3.91M0.6%-0.5%0.619%
1/23/2026Farther Finance Advisors LLC2,820$131K0.0%+5,775.0%0.021%
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1/23/2026Optima Capital LLC120,040$5.57M2.4%-33.5%0.889%
1/22/2026Premier Path Wealth Partners LLC133,891$6.21M0.8%-7.0%0.992%
1/21/2026Seascape Capital Management645,968$29.95M8.5%+4.5%4.785%
1/21/2026Clayton Financial Group LLC2,696$125K0.1%N/A0.020%
1/20/2026Stratos Wealth Advisors LLC178,955$8.30M0.4%+31.9%1.326%
1/20/2026Fearless Solutions LLC dba Best Invest13,652$633K0.4%-7.2%0.101%
1/20/2026Hippocratic Financial Advisors LLC180,353$8.36M3.9%+13.9%1.336%
1/15/2026Essential Planning LLC.23,761$1.10M0.4%-6.7%0.177%
1/15/2026Shrier Wealth Management LLC12,441$577K0.2%N/A0.093%
1/15/2026Stewardship Advisors LLC7,734$359K0.1%+16.1%0.058%


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), Raymond James Financial Inc. ($632.53K), CWM LLC ($515.98K), Journey Advisory Group LLC ($496.11K), and Benchmark Financial Wealth Advisors LLC ($492.38K).

Institutional investors have bought a total of 5,050,386 shares in the last 24 months. This purchase volume represents approximately $233.40M in transactions.

Of the 29 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 346,013 shares in the last 24 months. This volume of shares sold represents approximately $15.91M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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