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 |
|---|---|---|---|---|---|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
10,139
shares
|
$468,624
0.3% of portfolio
|
Q1 2025
Added 29.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,129
shares
|
$468,162
0.0% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
9,600
shares
|
$443,712
0.38% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
8,980
shares
|
$415,055
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,776
shares
|
$405,626
0.03% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
8,600
shares
|
$397,492
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
7,585
shares
|
$350,578
0.0% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
7,573
shares
|
$350,024
0.16% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
6,803
shares
|
$314,434
0.0% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
6,338
shares
|
$292,942
0.0% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
5,882
shares
|
$271,866
0.01% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,580
shares
|
$257,907
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
5,446
shares
|
$251,714
0.07% of portfolio
|
Q1 2025
Reduced 63.84%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,165
shares
|
$238,726
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,046
shares
|
$94,566
0.01% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,369
shares
|
$63,275
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
560
shares
|
$25,883
0.0% of portfolio
|
Q4 2023
Reduced 26.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
503
shares
|
$23,248
0.0% of portfolio
|
Q2 2025
Added 3769.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
500
shares
|
$23,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
495
shares
|
$22,878
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
290
shares
|
$13,403
0.0% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
273
shares
|
$12,618
0.01% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
89
shares
|
$4,113
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
59
shares
|
$2,726
0.0% of portfolio
|
Q2 2025
Reduced 63.58%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
51
shares
|
$2,357
0.0% of portfolio
|
Q2 2025
Reduced 57.5%
|