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DoubleLine Opportunistic Bond ETF (DBND) Institutional Ownership

$45.37 0.00 (0.00%)
As of 07/2/2026 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)
$308.28M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$10.60M
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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
6/3/2026NewEdge 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%
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%
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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%
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%
1/14/2026Centurion Wealth Management LLC28,422$1.32M0.3%+9.4%0.212%
1/13/2026Stonehearth 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%
11/17/2025Elevation 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%
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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%
11/13/2025Private 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%
11/10/2025Cary 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%


DBND Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 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), NewEdge Advisors LLC ($31.35M), Boothe Investment Group Inc. ($31.14M), Envestnet Asset Management Inc. ($30.22M), 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), CWM LLC ($986.17K), NewEdge Advisors LLC ($964.57K), Foundations Investment Advisors LLC ($775.08K), 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 6,665,674 shares in the last 24 months. This purchase volume represents approximately $308.28M in transactions.

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: 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).

Institutional investors have sold a total of 229,049 shares in the last 24 months. This volume of shares sold represents approximately $10.60M in transactions.


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This page (NYSEARCA:DBND) was last updated on 7/5/2026 by MarketBeat.com Staff.
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