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 |
|---|---|---|---|---|---|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
133,082
shares
|
$6.17 Million
2.87% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
108,934
shares
|
$5.05 Million
0.01% of portfolio
|
Q3 2025
Added 1382.1%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
106,689
shares
|
$4.95 Million
1.73% of portfolio
|
Q3 2025
Reduced 15.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
100,599
shares
|
$4.66 Million
0.05% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
84,774
shares
|
$3.93 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
74,663
shares
|
$3.46 Million
0.3% of portfolio
|
Q3 2025
Added 41.76%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
63,786
shares
|
$2.96 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
63,382
shares
|
$2.94 Million
0.88% of portfolio
|
Q1 2023
Added 157.12%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
61,604
shares
|
$2.86 Million
1.22% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
58,529
shares
|
$2.71 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
46,263
shares
|
$2.15 Million
0.15% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
42,202
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
31,930
shares
|
$1.48 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
29,982
shares
|
$1.39 Million
0.24% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
28,355
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
28,355
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
28,204
shares
|
$1.31 Million
0.87% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
26,202
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
25,972
shares
|
$1.2 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
25,691
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
25,467
shares
|
$1.18 Million
0.41% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
24,074
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.07%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
22,816
shares
|
$1.06 Million
0.55% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
14,987
shares
|
$694,947
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
14,712
shares
|
$682,195
0.44% of portfolio
|
Q3 2025
Reduced 7.4%
|
|