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 65 institutions that hold shares in the stock, with a total of 7.47 Million shares, which have been reported (via 13F filing form) to have a value of $344 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
|
Feb 04, 2025 Q4 2024 |
1,132,713
shares
|
$52.2 Million
0.21% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
480,235
shares
|
$22.1 Million
7.58% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
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%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Feb 04, 2025 Q4 2024 |
394,620
shares
|
$18.2 Million
8.06% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
286,256
shares
|
$13.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
214,279
shares
|
$9.88 Million
0.0% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
211,270
shares
|
$9.74 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
|
$8.74 Million
0.18% of portfolio
|
Q4 2024
Reduced 28.12%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
184,166
shares
|
$8.49 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 |
Jan 13, 2025 Q4 2024 |
161,911
shares
|
$7.47 Million
5.72% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
132,116
shares
|
$6.09 Million
2.65% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
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%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
119,575
shares
|
$5.51 Million
0.83% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
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%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
48,878
shares
|
$2.25 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
47,524
shares
|
$2.19 Million
0.16% of portfolio
|
Q4 2024
Added 11.54%
|
|
|
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%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
38,007
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 21.6%
|