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 88 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $493 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,368,828
shares
|
$63.5 Million
0.19% of portfolio
|
Q3 2025
Added 23.74%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
649,397
shares
|
$30.1 Million
0.01% of portfolio
|
Q3 2025
Added 86.12%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 21, 2026 Q4 2025 |
645,968
shares
|
$30 Million
8.51% of portfolio
|
Q4 2025
Added 4.47%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Oct 27, 2025 Q3 2025 |
636,766
shares
|
$29.5 Million
12.38% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
621,576
shares
|
$28.8 Million
0.01% of portfolio
|
Q3 2025
Added 57.4%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
583,898
shares
|
$27.1 Million
0.0% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
540,715
shares
|
$25.1 Million
0.4% of portfolio
|
Q3 2025
Added 37.3%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
513,979
shares
|
$23.8 Million
2.29% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
414,817
shares
|
$19.2 Million
5.86% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
300,463
shares
|
$13.9 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
300,463
shares
|
$13.9 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
276,751
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Oct 29, 2025 Q3 2025 |
220,034
shares
|
$10.2 Million
6.99% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
208,745
shares
|
$9.68 Million
6.83% of portfolio
|
Q3 2025
Added 32.03%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
201,856
shares
|
$9.36 Million
5.98% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
181,957
shares
|
$8.44 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
181,612
shares
|
$8.42 Million
0.43% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jan 20, 2026 Q4 2025 |
180,353
shares
|
$8.36 Million
3.85% of portfolio
|
Q4 2025
Added 13.92%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
178,955
shares
|
$8.3 Million
0.43% of portfolio
|
Q4 2025
Added 31.87%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
175,890
shares
|
$8.16 Million
0.91% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
144,038
shares
|
$6.68 Million
0.86% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
143,314
shares
|
$6.65 Million
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
142,604
shares
|
$6.61 Million
0.17% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
136,274
shares
|
$6.32 Million
0.34% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
133,082
shares
|
$6.17 Million
2.87% of portfolio
|
Q3 2025
Added 4.96%
|
|