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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
23,983
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2024
Added 26.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,197
shares
|
$782,291
0.0% of portfolio
|
Q3 2024
Reduced 19.1%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
16,190
shares
|
$736,483
0.23% of portfolio
|
Q3 2024
Reduced 23.94%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
12,200
shares
|
$554,978
0.4% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
11,803
shares
|
$536,918
0.0% of portfolio
|
Q2 2024
Reduced 8.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
11,333
shares
|
$515,538
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
10,895
shares
|
$495,613
0.0% of portfolio
|
Q3 2024
Reduced 85.61%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
10,170
shares
|
$462,633
0.05% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,129
shares
|
$460,768
0.0% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$454,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
9,778
shares
|
$444,801
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
8,600
shares
|
$391,214
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
8,083
shares
|
$367,695
0.0% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
7,764
shares
|
$353,184
0.2% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
6,715
shares
|
$305,465
0.0% of portfolio
|
Q2 2024
Reduced 35.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,518
shares
|
$296,503
0.0% of portfolio
|
Q3 2024
Added 78.97%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
6,271
shares
|
$285,267
0.12% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,061
shares
|
$275,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
5,909
shares
|
$268,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
5,549
shares
|
$252,424
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,902
shares
|
$222,991
0.0% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
4,223
shares
|
$192,104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,011
shares
|
$91,480
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,369
shares
|
$62,275
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
694
shares
|
$31,570
0.01% of portfolio
|
Q3 2024
New holding
|