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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
560
shares
|
$25,474
0.0% of portfolio
|
Q4 2023
Reduced 26.8%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
400
shares
|
$18,196
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
162
shares
|
$7,369
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
160
shares
|
$7,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
156
shares
|
$7,096
0.0% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
88
shares
|
$4,003
0.0% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
13
shares
|
$591
0.0% of portfolio
|
Q3 2024
New holding
|