Institutional Ownership Doubleline ETF Tr Opportunisti (DBND)
This table provides information about the institutional ownership of Doubleline ETF Tr Opportunisti (DBND). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 8.96 Million shares, which have been reported (via 13F filing form) to have a value of $419 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,368,828
shares
|
$63.9 Million
0.19% of portfolio
|
Q3 2025
Added 23.74%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
618,301
shares
|
$28.9 Million
8.25% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Jul 31, 2025 Q2 2025 |
593,523
shares
|
$27.7 Million
11.89% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
568,329
shares
|
$26.5 Million
0.0% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
486,184
shares
|
$22.7 Million
2.33% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
414,817
shares
|
$19.4 Million
5.86% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
394,891
shares
|
$18.4 Million
0.01% of portfolio
|
Q2 2025
Added 289.96%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
393,834
shares
|
$18.4 Million
0.31% of portfolio
|
Q2 2025
Added 81.1%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
348,913
shares
|
$16.3 Million
0.0% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
276,751
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
212,011
shares
|
$9.9 Million
7.32% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
195,102
shares
|
$9.11 Million
0.35% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
188,922
shares
|
$8.82 Million
5.8% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
182,433
shares
|
$8.52 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
177,754
shares
|
$8.3 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
160,799
shares
|
$7.51 Million
0.92% of portfolio
|
Q2 2025
Added 47.45%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
158,102
shares
|
$7.38 Million
5.59% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
156,070
shares
|
$7.29 Million
3.88% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
142,702
shares
|
$6.66 Million
0.02% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
141,462
shares
|
$6.6 Million
3.49% of portfolio
|
Q2 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
135,838
shares
|
$6.34 Million
0.87% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
133,082
shares
|
$6.21 Million
2.87% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
132,691
shares
|
$6.2 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
125,539
shares
|
$5.86 Million
2.18% of portfolio
|
Q2 2025
Added 387.11%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
121,193
shares
|
$5.66 Million
0.41% of portfolio
|
Q2 2025
Added 30.16%
|