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 57 institutions that hold shares in the stock, with a total of 5.45 Million shares, which have been reported (via 13F filing form) to have a value of $247 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,255,964
shares
|
$57.1 Million
0.26% of portfolio
|
Q3 2024
Added 22.35%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
478,879
shares
|
$21.8 Million
8.09% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
421,108
shares
|
$19.2 Million
2.18% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
366,118
shares
|
$16.7 Million
10.02% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
292,917
shares
|
$13.3 Million
0.47% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
289,978
shares
|
$13.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
263,745
shares
|
$12 Million
0.28% of portfolio
|
Q3 2024
Added 871.83%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
203,885
shares
|
$9.27 Million
0.0% of portfolio
|
Q3 2024
Added 45.06%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
203,336
shares
|
$9.25 Million
7.44% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
196,795
shares
|
$8.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
182,249
shares
|
$8.29 Million
1.06% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
165,809
shares
|
$7.54 Million
6.04% of portfolio
|
Q2 2024
Reduced 30.08%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
126,156
shares
|
$5.74 Million
2.6% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
121,960
shares
|
$5.55 Million
4.86% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
113,355
shares
|
$5.16 Million
0.02% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
112,739
shares
|
$5.13 Million
0.84% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
105,775
shares
|
$4.81 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
76,355
shares
|
$3.47 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
63,382
shares
|
$2.88 Million
0.88% of portfolio
|
Q1 2023
Added 157.12%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
42,609
shares
|
$1.94 Million
0.16% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
31,930
shares
|
$1.45 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
31,255
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
29,723
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
29,296
shares
|
$1.33 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
25,656
shares
|
$1.17 Million
0.89% of portfolio
|
Q3 2024
Reduced 4.78%
|