Purchases and Sales Made in Q4 2025 in Doubleline ETF Tr Opportunisti (DBND)
This table provides information about the institutional ownership of Doubleline ETF Tr Opportunisti (DBND) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
43.2K+ 31.87% |
$2M - $2.03M
|
179K
$8.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
27.7K+ 4.47% |
$1.28M - $1.3M
|
646K
$30M
|
|
|
Jan 20, 2026
Q4 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
22K+ 13.92% |
$1.02M - $1.03M
|
180K
$8.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
12.4KNew |
$576K - $583K
|
12.4K
$577K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.77K+ 5775.0% |
$128K - $130K
|
2.82K
$131K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.7KNew |
$125K - $126K
|
2.7K
$125K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.45K+ 9.43% |
$113K - $115K
|
28.4K
$1.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.07K+ 16.13% |
$49.7K - $50.4K
|
7.73K
$359K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
702+ 9.56% |
$32.5K - $32.9K
|
8.04K
$373K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
192+ 0.73% |
$8.88K - $9K
|
26.4K
$1.22M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.21% |
$278 - $281
|
502
$23.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-1.06K- 7.21% |
$49K - $49.7K
|
13.7K
$633K
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.71K- 6.7% |
$78.9K - $80K
|
23.8K
$1.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-60.5K- 33.52% |
$2.8M - $2.84M
|
120K
$5.57M
|
|