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 79 institutions that hold shares in the stock, with a total of 8.96 Million shares, which have been reported (via 13F filing form) to have a value of $419 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
10,157
shares
|
$474,230
0.28% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,129
shares
|
$472,923
0.0% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
9,600
shares
|
$448,224
0.38% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
9,425
shares
|
$440,053
0.0% of portfolio
|
Q3 2025
Reduced 11.44%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
8,980
shares
|
$419,276
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,776
shares
|
$409,751
0.03% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
8,600
shares
|
$401,534
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
7,350
shares
|
$343,171
0.0% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
7,340
shares
|
$342,704
0.14% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
6,803
shares
|
$317,632
0.0% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
6,338
shares
|
$295,921
0.0% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
5,882
shares
|
$274,630
0.01% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,580
shares
|
$260,530
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
5,580
shares
|
$260,530
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
5,446
shares
|
$254,273
0.07% of portfolio
|
Q1 2025
Reduced 63.84%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,165
shares
|
$241,153
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,369
shares
|
$63,918
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
1,144
shares
|
$53,413
0.0% of portfolio
|
Q3 2025
Reduced 68.04%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
560
shares
|
$26,146
0.0% of portfolio
|
Q4 2023
Reduced 26.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
500
shares
|
$23,345
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
496
shares
|
$23,158
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
290
shares
|
$13,540
0.0% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
89
shares
|
$4,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
59
shares
|
$2,754
0.0% of portfolio
|
Q2 2025
Reduced 63.58%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
51
shares
|
$2,381
0.0% of portfolio
|
Q2 2025
Reduced 57.5%
|