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 53 institutions that hold shares in the stock, with a total of 4.43 Million shares, which have been reported (via 13F filing form) to have a value of $201 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
785,769
shares
|
$35.7 Million
0.18% of portfolio
|
Q1 2024
Added 25.18%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2024 Q1 2024 |
487,697
shares
|
$22.1 Million
8.32% of portfolio
|
Q1 2024
Added 20.45%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 08, 2024 Q1 2024 |
406,634
shares
|
$18.5 Million
2.27% of portfolio
|
Q1 2024
Added 4.66%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 30, 2024 Q1 2024 |
328,101
shares
|
$14.9 Million
7.6% of portfolio
|
Q1 2024
Reduced 28.99%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
311,330
shares
|
$14.1 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
277,900
shares
|
$12.6 Million
0.49% of portfolio
|
Q1 2024
Added 11.76%
|
|
|
Waddell & Associates, LLC
|
May 08, 2024 Q1 2024 |
183,409
shares
|
$8.33 Million
1.15% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
181,609
shares
|
$8.25 Million
0.0% of portfolio
|
Q1 2024
Added 2.65%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Apr 02, 2024 Q1 2024 |
180,745
shares
|
$8.21 Million
6.89% of portfolio
|
Q1 2024
Added 4.79%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
141,191
shares
|
$6.41 Million
0.0% of portfolio
|
Q1 2024
Added 11.87%
|
|
|
Landmark Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
118,259
shares
|
$5.37 Million
2.51% of portfolio
|
Q1 2024
Added 5.54%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
May 13, 2024 Q1 2024 |
116,097
shares
|
$5.27 Million
4.02% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
107,445
shares
|
$4.88 Million
0.09% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
84,029
shares
|
$3.81 Million
0.0% of portfolio
|
Q1 2024
Reduced 36.64%
|
|
|
Aprio Wealth Management, LLC
|
Apr 10, 2024 Q1 2024 |
73,356
shares
|
$3.33 Million
0.7% of portfolio
|
Q1 2024
Added 19.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
69,934
shares
|
$3.18 Million
0.01% of portfolio
|
Q1 2024
Added 8.96%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
63,382
shares
|
$2.88 Million
0.88% of portfolio
|
Q1 2023
Added 157.12%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 24, 2024 Q1 2024 |
53,040
shares
|
$2.41 Million
0.53% of portfolio
|
Q1 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
46,821
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2024
Added 196.07%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
42,933
shares
|
$1.95 Million
0.68% of portfolio
|
Q1 2024
Reduced 83.91%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 17, 2024 Q1 2024 |
40,159
shares
|
$1.82 Million
0.16% of portfolio
|
Q1 2024
Added 3.05%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 10, 2024 Q1 2024 |
31,930
shares
|
$1.45 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
26,305
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 10, 2024 Q1 2024 |
26,020
shares
|
$1.18 Million
0.88% of portfolio
|
Q1 2024
Reduced 9.78%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2024 Q1 2024 |
22,354
shares
|
$1.01 Million
0.49% of portfolio
|
Q4 2023
Added 77.53%
|
|