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 86 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $488 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,369
shares
|
$63,480
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
1,144
shares
|
$53,047
0.0% of portfolio
|
Q3 2025
Reduced 68.04%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
975
shares
|
$45,210
0.0% of portfolio
|
Q3 2025
Added 97400.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
560
shares
|
$25,967
0.0% of portfolio
|
Q4 2023
Reduced 26.8%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
496
shares
|
$22,999
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
290
shares
|
$13,447
0.0% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
59
shares
|
$2,735
0.0% of portfolio
|
Q2 2025
Reduced 63.58%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
51
shares
|
$2,364
0.0% of portfolio
|
Q2 2025
Reduced 57.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
48
shares
|
$2,225
0.0% of portfolio
|
Q3 2025
Reduced 90.46%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
35
shares
|
$1,622
0.0% of portfolio
|
Q3 2025
Reduced 98.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|