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 68 institutions that hold shares in the stock, with a total of 8.16 Million shares, which have been reported (via 13F filing form) to have a value of $376 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
1,944,507
shares
|
$89.7 Million
0.59% of portfolio
|
Q4 2024
Added 6537.45%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,109,104
shares
|
$51.2 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 17, 2025 Q1 2025 |
554,999
shares
|
$25.6 Million
13.36% of portfolio
|
Q1 2025
Added 40.64%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
541,805
shares
|
$25 Million
8.73% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
432,631
shares
|
$20 Million
2.15% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
340,350
shares
|
$15.7 Million
5.96% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
334,920
shares
|
$15.4 Million
0.01% of portfolio
|
Q1 2025
Added 56.3%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
285,104
shares
|
$13.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
211,270
shares
|
$9.75 Million
7.28% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
211,098
shares
|
$9.74 Million
0.34% of portfolio
|
Q4 2024
Reduced 27.93%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
189,587
shares
|
$8.75 Million
0.18% of portfolio
|
Q4 2024
Reduced 28.12%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
184,166
shares
|
$8.5 Million
0.86% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
182,927
shares
|
$8.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
168,178
shares
|
$7.76 Million
6.1% of portfolio
|
Q4 2024
Added 37.9%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
161,812
shares
|
$7.46 Million
5.77% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
132,116
shares
|
$6.09 Million
2.65% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
130,313
shares
|
$6.01 Million
0.94% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
124,575
shares
|
$5.75 Million
0.02% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
104,123
shares
|
$4.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
81,877
shares
|
$3.78 Million
0.59% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
75,623
shares
|
$3.49 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
63,382
shares
|
$2.92 Million
0.88% of portfolio
|
Q1 2023
Added 157.12%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
52,686
shares
|
$2.43 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
48,945
shares
|
$2.26 Million
0.19% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
39,099
shares
|
$1.8 Million
0.0% of portfolio
|
Q4 2024
Added 545.09%
|