Purchases and Sales Made in Q3 2025 in Doubleline ETF Tr Opportunisti (DBND)
This table provides information about the institutional ownership of Doubleline ETF Tr Opportunisti (DBND) during Q3 2025. The information is specifically focused on institutions that hold shares of DOUBLELINE ETF TR OPPORTUNISTI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
300K+ 86.12% |
$13.7M - $14.1M
|
649K
$30.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
300KNew |
$13.7M - $14M
|
300K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
300KNew |
$13.7M - $14M
|
300K
$13.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
263K+ 23.74% |
$12M - $12.3M
|
1.37M
$63.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
227K+ 57.4% |
$10.3M - $10.6M
|
622K
$28.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
147K+ 37.3% |
$6.69M - $6.87M
|
541K
$25.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102K+ 1382.1% |
$4.63M - $4.75M
|
109K
$5.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
63.8KNew |
$2.91M - $2.98M
|
63.8K
$2.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
58.5KNew |
$2.67M - $2.74M
|
58.5K
$2.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
50.6K+ 32.03% |
$2.31M - $2.37M
|
209K
$9.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
47.1K+ 12.81% |
$2.15M - $2.2M
|
415K
$19.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
43.2K+ 7.29% |
$1.97M - $2.02M
|
637K
$29.5M
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
27.8K+ 5.72% |
$1.27M - $1.3M
|
514K
$23.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26.1K+ 23.86% |
$1.19M - $1.22M
|
136K
$6.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
26KNew |
$1.18M - $1.21M
|
26K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
24.5K+ 15.7% |
$1.12M - $1.15M
|
181K
$8.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
22K+ 41.76% |
$1M - $1.03M
|
74.7K
$3.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
18.5K+ 3.09% |
$845K - $867K
|
618K
$28.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
16.9K+ 11.92% |
$768K - $788K
|
158K
$7.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
15.6K+ 2.74% |
$709K - $728K
|
584K
$27.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
15.1K+ 9.39% |
$688K - $706K
|
176K
$8.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.1K+ 12.44% |
$687K - $705K
|
136K
$6.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15KNew |
$683K - $701K
|
15K
$695K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
12.9K+ 6.85% |
$589K - $605K
|
202K
$9.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.91K+ 7.47% |
$452K - $464K
|
143K
$6.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.4KNew |
$383K - $393K
|
8.4K
$389K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8.2K+ 6.04% |
$374K - $383K
|
144K
$6.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
8.02K+ 3.78% |
$366K - $375K
|
220K
$10.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.8KNew |
$310K - $318K
|
6.8K
$315K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.29K+ 4.96% |
$286K - $294K
|
133K
$6.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.62KNew |
$211K - $216K
|
4.62K
$214K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.86K+ 2.17% |
$176K - $180K
|
182K
$8.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.06K+ 11.36% |
$139K - $143K
|
30K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.77K+ 4.7% |
$126K - $129K
|
61.6K
$2.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.69KNew |
$122K - $126K
|
2.69K
$125K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.49K+ 10.75% |
$114K - $117K
|
25.7K
$1.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.33K+ 8.97% |
$106K - $109K
|
28.4K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.33K+ 8.97% |
$106K - $109K
|
28.4K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.25K+ 43.62% |
$103K - $105K
|
7.42K
$344K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.2K+ 440.0% |
$100K - $103K
|
2.7K
$125K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.21K+ 22.29% |
$55.3K - $56.8K
|
6.66K
$309K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.18K+ 4.73% |
$53.9K - $55.3K
|
26.2K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.13K+ 11.09% |
$51.3K - $52.7K
|
11.3K
$523K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
974+ 97400.0% |
$44.4K - $45.5K
|
975
$45.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
867+ 13.68% |
$39.5K - $40.5K
|
7.21K
$334K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
712+ 6.84% |
$32.4K - $33.3K
|
11.1K
$515K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
612+ 0.43% |
$27.9K - $28.6K
|
143K
$6.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
445+ 3.79% |
$20.3K - $20.8K
|
12.2K
$566K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
391+ 0.85% |
$17.8K - $18.3K
|
46.3K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
288+ 1.28% |
$13.1K - $13.5K
|
22.8K
$1.06M
|
|