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 74 institutions that hold shares in the stock, with a total of 6.98 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
8,615
shares
|
$390,948
0.38% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
8,600
shares
|
$390,268
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,147
shares
|
$369,710
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
7,474
shares
|
$339,170
0.14% of portfolio
|
Q1 2025
Added 20.7%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,803
shares
|
$308,720
0.0% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,599
shares
|
$299,462
0.0% of portfolio
|
Q4 2024
Added 35.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
5,661
shares
|
$256,896
0.01% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
5,483
shares
|
$248,818
0.0% of portfolio
|
Q1 2025
Reduced 66.94%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,451
shares
|
$247,366
0.0% of portfolio
|
Q1 2025
Added 22.41%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,446
shares
|
$247,139
0.07% of portfolio
|
Q1 2025
Reduced 63.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,277
shares
|
$239,470
0.0% of portfolio
|
Q1 2025
Reduced 48.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
5,265
shares
|
$238,925
0.0% of portfolio
|
Q1 2025
Reduced 24.46%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,046
shares
|
$92,847
0.01% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,369
shares
|
$62,125
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
560
shares
|
$25,412
0.0% of portfolio
|
Q4 2023
Reduced 26.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
500
shares
|
$22,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
495
shares
|
$22,463
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
400
shares
|
$18,152
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
241
shares
|
$10,936
0.0% of portfolio
|
Q1 2025
Added 28.19%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
162
shares
|
$7,351
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
120
shares
|
$5,445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
13
shares
|
$589
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|