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 |
|---|---|---|---|---|---|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
31,930
shares
|
$1.47 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
29,947
shares
|
$1.38 Million
1.05% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
29,275
shares
|
$1.35 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
25,755
shares
|
$1.19 Million
0.1% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
22,139
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 351.63%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
20,661
shares
|
$952,885
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
20,463
shares
|
$943,753
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
17,354
shares
|
$800,366
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
16,587
shares
|
$764,992
0.0% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
15,061
shares
|
$694,613
0.2% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
14,140
shares
|
$652,136
0.0% of portfolio
|
Q4 2024
Added 110.57%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
12,200
shares
|
$562,664
0.36% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
12,139
shares
|
$559,850
0.01% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,803
shares
|
$544,354
0.0% of portfolio
|
Q2 2024
Reduced 8.18%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
11,070
shares
|
$510,548
0.0% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
10,956
shares
|
$505,290
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
10,306
shares
|
$475,312
0.0% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,129
shares
|
$467,149
0.0% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,983
shares
|
$460,415
0.0% of portfolio
|
Q4 2024
Added 23.51%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
8,980
shares
|
$414,157
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
8,600
shares
|
$396,632
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,268
shares
|
$335,200
0.0% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
6,970
shares
|
$321,456
0.0% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
6,192
shares
|
$285,575
0.11% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
5,973
shares
|
$275,474
0.0% of portfolio
|
Q4 2024
New holding
|