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 77 institutions that hold shares in the stock, with a total of 8.58 Million shares, which have been reported (via 13F filing form) to have a value of $396 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
109,569
shares
|
$5.06 Million
0.28% of portfolio
|
Q2 2025
Added 107.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
100,599
shares
|
$4.65 Million
0.05% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
85,418
shares
|
$3.95 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
77,112
shares
|
$3.56 Million
0.0% of portfolio
|
Q2 2025
Added 54.05%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
63,382
shares
|
$2.93 Million
0.88% of portfolio
|
Q1 2023
Added 157.12%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
58,836
shares
|
$2.72 Million
1.21% of portfolio
|
Q2 2025
Reduced 14.77%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
52,670
shares
|
$2.43 Million
0.21% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
45,872
shares
|
$2.12 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
43,570
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
31,930
shares
|
$1.48 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
29,396
shares
|
$1.36 Million
0.93% of portfolio
|
Q2 2025
Added 37.42%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
26,924
shares
|
$1.24 Million
0.23% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
26,022
shares
|
$1.2 Million
0.11% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
26,022
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
25,437
shares
|
$1.18 Million
0.44% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
25,019
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
24,074
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
23,197
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 16.72%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
22,528
shares
|
$1.04 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
14,140
shares
|
$653,550
0.0% of portfolio
|
Q4 2024
Added 110.57%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
12,175
shares
|
$562,728
0.35% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
11,756
shares
|
$543,362
0.01% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,070
shares
|
$511,655
0.0% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
10,643
shares
|
$491,919
0.0% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
10,403
shares
|
$480,826
0.0% of portfolio
|
Q2 2025
Reduced 11.86%
|