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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
12,201
shares
|
$565,760
0.01% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
12,175
shares
|
$564,554
0.32% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
11,465
shares
|
$531,632
0.0% of portfolio
|
Q3 2025
Reduced 18.92%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
11,283
shares
|
$523,192
0.29% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
11,115
shares
|
$515,402
0.0% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,083
shares
|
$513,918
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,790
shares
|
$500,332
0.0% of portfolio
|
Q3 2025
Reduced 86.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,129
shares
|
$469,681
0.0% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
9,600
shares
|
$445,152
0.38% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
9,425
shares
|
$437,037
0.0% of portfolio
|
Q3 2025
Reduced 11.44%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
8,980
shares
|
$416,402
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8,716
shares
|
$404,160
0.03% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
8,600
shares
|
$398,782
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
8,398
shares
|
$389,415
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
7,418
shares
|
$343,972
0.03% of portfolio
|
Q3 2025
Added 43.62%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
7,340
shares
|
$340,355
0.14% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
7,205
shares
|
$334,095
0.0% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,803
shares
|
$315,455
0.0% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
6,800
shares
|
$315,316
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
6,660
shares
|
$308,824
0.08% of portfolio
|
Q3 2025
Added 22.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,739
shares
|
$266,117
0.01% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
5,648
shares
|
$261,897
0.03% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
4,622
shares
|
$214,322
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,700
shares
|
$125,199
0.0% of portfolio
|
Q3 2025
Added 440.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,688
shares
|
$124,642
0.0% of portfolio
|
Q3 2025
New holding
|
|