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 53 institutions that hold shares in the stock, with a total of 4.43 Million shares, which have been reported (via 13F filing form) to have a value of $201 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
21,509
shares
|
$976,508
0.0% of portfolio
|
Q1 2024
Added 14.01%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 10, 2024 Q1 2024 |
18,996
shares
|
$862,418
0.08% of portfolio
|
Q1 2024
Added 5.76%
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2024 Q1 2024 |
18,899
shares
|
$858,014
0.0% of portfolio
|
Q1 2024
Added 36.53%
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
18,510
shares
|
$840,354
0.32% of portfolio
|
Q4 2023
New holding
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
14,050
shares
|
$637,870
0.48% of portfolio
|
Q1 2024
Added 57.87%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
12,854
shares
|
$583,571
0.0% of portfolio
|
Q1 2024
Reduced 29.64%
|
|
Aveo Capital Partners, LLC
|
May 06, 2024 Q1 2024 |
11,661
shares
|
$529,409
0.06% of portfolio
|
Q1 2024
Reduced 26.22%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
11,360
shares
|
$515,744
0.02% of portfolio
|
Q1 2024
Added 0.42%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
10,340
shares
|
$469,436
0.0% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
Toroso Investments, LLC
Massapequa, NY |
May 15, 2024 Q1 2024 |
9,672
shares
|
$439,108
0.01% of portfolio
|
Q1 2024
Reduced 8.44%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
9,065
shares
|
$411,551
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fortress Wealth Management, Inc.
|
Apr 19, 2024 Q1 2024 |
8,793
shares
|
$399,202
0.24% of portfolio
|
Q1 2024
Added 1.19%
|
|
Clifford Swan Investment Counsel LLC
|
Apr 16, 2024 Q1 2024 |
8,600
shares
|
$390,440
0.01% of portfolio
|
Q2 2023
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
7,733
shares
|
$351,078
0.0% of portfolio
|
Q1 2024
Reduced 42.74%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
6,220
shares
|
$282,388
0.0% of portfolio
|
Q1 2024
Reduced 68.83%
|
|
Stonehearth Capital Management, LLC
|
Apr 02, 2024 Q1 2024 |
5,954
shares
|
$270,311
0.12% of portfolio
|
Q1 2024
Added 5.53%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
5,530
shares
|
$251,062
0.01% of portfolio
|
Q1 2024
New holding
|
|
Firethorn Wealth Partners, LLC
|
Apr 16, 2024 Q1 2024 |
5,393
shares
|
$244,842
0.15% of portfolio
|
Q1 2024
New holding
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Apr 15, 2024 Q1 2024 |
5,168
shares
|
$234,627
0.06% of portfolio
|
Q1 2024
Reduced 10.29%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
4,739
shares
|
$215,150
0.0% of portfolio
|
Q1 2024
Reduced 14.72%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
2,676
shares
|
$121,490
0.0% of portfolio
|
Q1 2024
Reduced 63.79%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
560
shares
|
$25,424
0.0% of portfolio
|
Q4 2023
Reduced 26.8%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
500
shares
|
$22,700
0.0% of portfolio
|
Q3 2023
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
383
shares
|
$17,388
0.0% of portfolio
|
Q1 2024
Reduced 46.88%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
241
shares
|
$10,941
0.0% of portfolio
|
Q1 2024
New holding
|