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 74 institutions that hold shares in the stock, with a total of 6.98 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,109,104
shares
|
$50.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 17, 2025 Q1 2025 |
554,999
shares
|
$25.2 Million
13.36% of portfolio
|
Q1 2025
Added 40.64%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
548,824
shares
|
$24.9 Million
0.0% of portfolio
|
Q1 2025
Added 200.02%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
541,805
shares
|
$24.6 Million
8.73% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
456,615
shares
|
$20.7 Million
2.36% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
340,350
shares
|
$15.4 Million
5.96% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
334,920
shares
|
$15.2 Million
0.01% of portfolio
|
Q1 2025
Added 56.3%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
285,104
shares
|
$12.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
217,464
shares
|
$9.87 Million
0.2% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
211,830
shares
|
$9.61 Million
7.6% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
192,983
shares
|
$8.76 Million
0.32% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
187,018
shares
|
$8.49 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
175,201
shares
|
$7.95 Million
5.86% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
161,812
shares
|
$7.34 Million
5.77% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
130,313
shares
|
$5.91 Million
0.94% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
128,639
shares
|
$5.84 Million
2.62% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
128,379
shares
|
$5.83 Million
0.02% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
109,053
shares
|
$4.95 Million
0.69% of portfolio
|
Q1 2025
Added 33.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
101,265
shares
|
$4.6 Million
0.0% of portfolio
|
Q1 2025
Added 824.29%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
97,693
shares
|
$4.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
93,112
shares
|
$4.23 Million
0.35% of portfolio
|
Q1 2025
Added 218.06%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
69,033
shares
|
$3.13 Million
1.57% of portfolio
|
Q1 2025
Added 234.12%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
63,382
shares
|
$2.88 Million
0.88% of portfolio
|
Q1 2023
Added 157.12%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
52,686
shares
|
$2.39 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
50,058
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Added 28.03%
|