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 55 institutions that hold shares in the stock, with a total of 5.44 Million shares, which have been reported (via 13F filing form) to have a value of $249 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,255,964
shares
|
$57.4 Million
0.26% of portfolio
|
Q3 2024
Added 22.35%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
480,235
shares
|
$21.9 Million
7.58% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
421,108
shares
|
$19.2 Million
2.18% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
366,118
shares
|
$16.7 Million
10.02% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
292,917
shares
|
$13.4 Million
0.47% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
289,978
shares
|
$13.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
203,885
shares
|
$9.31 Million
0.0% of portfolio
|
Q3 2024
Added 45.06%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
203,336
shares
|
$9.29 Million
7.44% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
196,795
shares
|
$8.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
189,587
shares
|
$8.66 Million
0.18% of portfolio
|
Q4 2024
Reduced 28.12%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
182,249
shares
|
$8.33 Million
1.06% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
168,178
shares
|
$7.68 Million
6.1% of portfolio
|
Q4 2024
Added 37.9%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
161,911
shares
|
$7.4 Million
5.72% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
132,116
shares
|
$6.04 Million
2.65% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
119,575
shares
|
$5.46 Million
0.83% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
113,355
shares
|
$5.18 Million
0.02% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
105,775
shares
|
$4.83 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
81,877
shares
|
$3.74 Million
0.59% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
63,382
shares
|
$2.9 Million
0.88% of portfolio
|
Q1 2023
Added 157.12%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
47,524
shares
|
$2.17 Million
0.16% of portfolio
|
Q4 2024
Added 11.54%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
31,930
shares
|
$1.46 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
31,255
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
29,723
shares
|
$1.36 Million
0.16% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
29,296
shares
|
$1.34 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
25,755
shares
|
$1.18 Million
0.1% of portfolio
|
Q4 2024
Added 7.39%
|