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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
48,945
shares
|
$2.22 Million
0.19% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
44,576
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Added 101.35%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
43,728
shares
|
$1.98 Million
0.17% of portfolio
|
Q1 2025
Added 151.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
41,442
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 45.2%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
33,010
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
31,930
shares
|
$1.45 Million
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
26,452
shares
|
$1.2 Million
0.26% of portfolio
|
Q1 2025
Added 29.27%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
26,253
shares
|
$1.19 Million
0.49% of portfolio
|
Q1 2025
Reduced 98.65%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
25,772
shares
|
$1.17 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
24,863
shares
|
$1.13 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
23,895
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
23,895
shares
|
$1.08 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
21,391
shares
|
$970,723
0.73% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
19,874
shares
|
$901,882
0.0% of portfolio
|
Q1 2025
Added 99.08%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
14,140
shares
|
$641,673
0.0% of portfolio
|
Q4 2024
Added 110.57%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
12,175
shares
|
$552,501
0.38% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
11,803
shares
|
$535,620
0.0% of portfolio
|
Q2 2024
Reduced 8.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
11,583
shares
|
$525,636
0.01% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
11,300
shares
|
$512,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,070
shares
|
$502,356
0.0% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
10,139
shares
|
$460,107
0.3% of portfolio
|
Q1 2025
Added 29.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,129
shares
|
$459,654
0.0% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,112
shares
|
$458,882
0.0% of portfolio
|
Q1 2025
Added 102.24%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
9,176
shares
|
$416,406
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
8,980
shares
|
$407,512
0.04% of portfolio
|
Q4 2024
New holding
|