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DoubleLine Opportunistic Bond ETF (DBND) Institutional Ownership

$45.66
-0.14 (-0.31%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for DoubleLine Opportunistic Bond ETF (NYSEARCA:DBND)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$104.38M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$13.82M
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DBND Institutional Buying and Selling by Quarter

DoubleLine Opportunistic Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Atria Investments Inc5,909$280K0.0%N/A0.099%
11/1/2024Seascape Capital Management478,879$22.68M8.1%-2.8%8.035%
11/1/2024Beckerman Institutional LLC121,960$5.78M4.9%N/A2.046%
10/30/2024 Landmark Wealth Management LLC126,156$5.98M2.6%+2.5%2.117%
10/25/2024 Cornerstone Wealth Group LLC42,609$2.02M0.2%+3.2%0.715%
10/25/2024 Highline Wealth Partners LLC694$33K0.0%N/A0.012%
10/21/2024 Foundations Investment Advisors LLC263,745$12.49M0.3%+871.8%4.425%
10/21/2024 Stewardship Advisors LLC16,190$767K0.2%-23.9%0.272%
10/18/2024Fortress Wealth Management Inc.7,764$368K0.2%-3.9%0.130%
10/9/2024 Beaumont Financial Advisors LLC23,983$1.14M0.1%+26.3%0.402%
10/8/2024 CWM LLC1,255,964$59.48M0.3%+22.3%21.073%
10/8/2024 Aprio Wealth Management LLC76,355$3.62M0.6%-1.2%1.281%
8/16/2024NewEdge Advisors LLC75,698$3.44M0.0%N/A1.270%
8/15/2024AQR Capital Management LLC25,359$1.15M0.0%+34.2%0.425%
8/13/2024Hollencrest Capital Management1,369$62K0.0%N/A0.023%
8/12/2024Mercer Global Advisors Inc. ADV11,803$536K0.0%-8.2%0.198%
8/9/2024One Capital Management LLC284,338$12.91M0.4%+2.3%4.771%
8/8/2024Envestnet Asset Management Inc.211,582$9.61M0.0%+16.5%3.550%
8/6/2024Waddell & Associates LLC184,570$8.38M1.1%+0.6%3.097%
8/6/2024 Ausdal Financial Partners Inc.29,057$1.32M0.1%+10.5%0.488%
8/3/2024National Bank of Canada FI6,715$302K0.0%-35.1%0.113%
8/2/2024 Foundations Investment Advisors LLC27,139$1.23M0.0%N/A0.455%
8/2/2024Aveo Capital Partners LLC10,070$457K0.1%-13.6%0.169%
8/1/2024Cravens & Co Advisors LLC212,845$9.66M7.2%+17.8%3.571%
7/31/2024W.G. Shaheen & Associates DBA Whitney & Co411,938$18.70M2.1%+1.3%6.912%
7/24/2024 Premier Path Wealth Partners LLC104,361$4.74M0.8%+96.8%1.751%
7/24/2024 Cornerstone Wealth Group LLC41,293$1.88M0.2%+2.8%0.693%
7/23/2024Boothe Investment Group Inc.360,314$16.19M7.5%+9.8%6.046%
7/16/2024Fortress Wealth Management Inc.8,076$367K0.2%-8.2%0.136%
7/10/2024 Aprio Wealth Management LLC77,275$3.51M0.6%+5.3%1.297%
7/10/2024 Stewardship Advisors LLC21,287$966K0.3%-50.4%0.357%
7/10/2024 CWM LLC1,026,537$46.61M0.2%+30.6%17.224%
5/17/2024Tidal Investments LLC9,672$444K0.0%-8.4%0.162%
5/11/2024 Beaumont Financial Advisors LLC18,996$872K0.1%+5.8%0.319%
4/29/2024Seascape Capital Management487,697$22.38M8.3%+20.5%8.183%
4/24/2024 Premier Path Wealth Partners LLC53,040$2.43M0.5%N/A0.890%
4/24/2024 Landmark Wealth Management LLC118,259$5.43M2.5%+5.5%1.984%
4/18/2024 Panoramic Investment Advisors LLC14,050$645K0.5%+57.9%0.386%
4/18/2024Congress Wealth Management LLC DE107,445$4.93M0.1%-1.3%2.952%
4/17/2024 Cornerstone Wealth Group LLC40,159$1.84M0.2%+3.0%1.103%
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4/16/2024 Firethorn Wealth Partners LLC5,393$247K0.1%N/A0.148%
4/16/2024Pasadena Private Wealth LLC5,168$237K0.1%-10.3%0.142%
4/10/2024 Aprio Wealth Management LLC73,356$3.37M0.7%+19.8%2.015%
4/2/2024Cravens & Co Advisors LLC180,745$8.29M6.9%+4.8%4.966%
4/2/2024 Stonehearth Capital Management LLC5,954$273K0.1%+5.5%0.164%
2/14/2024Waddell & Associates LLC184,382$8.53M1.1%+126.8%5.065%
2/13/2024Essential Planning LLC.22,354$1.03M0.5%+77.5%0.614%
2/12/2024Fortress Wealth Management Inc.8,690$402K0.2%-54.5%0.239%
2/9/2024Congress Wealth Management LLC DE108,891$5.04M0.1%-63.6%2.992%
2/9/2024Cravens & Co Advisors LLC172,488$7.98M6.9%-2.1%4.739%
2/8/2024W.G. Shaheen & Associates DBA Whitney & Co388,516$17.97M2.3%+7.3%10.674%
2/7/2024One Capital Management LLC248,665$11.50M0.5%N/A6.831%
2/7/2024 NBC Securities Inc.721$33K0.0%-40.6%0.020%
2/6/2024National Bank of Canada FI10,420$480K0.0%-4.8%0.286%
2/6/2024Aveo Capital Partners LLC15,805$731K0.1%+2.9%0.434%
2/1/2024 CWM LLC627,690$29.03M0.2%+5.7%17.244%
1/31/2024 Beaumont Financial Advisors LLC17,961$831K0.1%+1.3%0.493%
1/29/2024Boothe Investment Group Inc.462,081$21.37M9.7%-0.6%12.695%
1/29/2024 ORG Partners LLC1,010$47K0.0%-77.4%0.028%
1/29/2024Seascape Capital Management404,887$18.73M7.9%+0.9%11.123%
1/26/2024Cerity Partners LLC314,558$14.55M0.0%N/A8.642%
1/23/2024 Panoramic Investment Advisors LLC8,900$412K0.4%N/A0.245%
1/22/2024 Landmark Wealth Management LLC112,050$5.18M2.6%+4.7%3.078%
1/18/2024 Pettinga Financial Advisors LLC12,215$565K0.2%N/A0.336%
1/17/2024 Aprio Wealth Management LLC61,243$2.83M0.6%+9.7%1.683%
1/16/2024Raymond James & Associates13,505$625K0.0%-3.2%0.371%
1/11/2024 Stewardship Advisors LLC266,861$12.34M4.5%-2.7%7.331%
1/11/2024Pasadena Private Wealth LLC5,761$266K0.1%N/A0.158%
1/10/2024 Sound Income Strategies LLC2,678$124K0.0%N/A0.074%
1/9/2024 Stonehearth Capital Management LLC5,642$261K0.1%+8.3%0.155%
11/16/2023Cravens & Co Advisors LLC176,137$7.77M7.3%+0.5%4.839%
11/15/2023Axxcess Wealth Management LLC11,139$491K0.0%+7.6%0.306%
11/13/2023Envestnet Asset Management Inc.158,549$7.00M0.0%+12.1%4.356%
11/9/2023Seascape Capital Management401,176$17.70M8.4%+5.2%11.021%
11/9/2023Beaumont Capital Management LLC33,645$1.48M1.1%+6.4%0.924%
11/9/2023UBS Group AG139,726$6.17M0.0%+9.0%3.839%
11/8/2023W.G. Shaheen & Associates DBA Whitney & Co362,182$15.98M2.4%+1.3%9.950%
11/8/2023Essential Planning LLC.12,592$556K0.3%+50.0%0.346%
11/8/2023 Janney Montgomery Scott LLC4,823$213K0.0%N/A0.133%
11/7/2023Waddell & Associates LLC81,298$3.59M0.5%N/A2.233%
11/7/2023Atria Investments Inc24,381$1.08M0.0%N/A0.670%
11/6/2023Aveo Capital Partners LLC15,357$678K0.1%-65.7%0.422%
11/6/2023Sigma Planning Corp6,422$283K0.0%N/A0.176%
11/4/2023 NBC Securities Inc.1,214$53K0.0%N/A0.033%
11/3/2023 ORG Partners LLC4,477$198K0.1%N/A0.123%
11/1/2023 Beaumont Financial Advisors LLC17,727$782K0.1%+4.6%0.487%
10/30/2023Boothe Investment Group Inc.464,794$20.51M10.3%-27.4%12.769%
10/30/2023Congress Wealth Management LLC DE298,856$13.19M0.3%+10.5%8.210%
10/24/2023Raymond James & Associates13,951$616K0.0%+36.2%0.383%
10/18/2023 Cornerstone Wealth Group LLC25,294$1.12M0.2%+4.8%0.695%
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10/13/2023 Landmark Wealth Management LLC107,006$4.72M2.7%+3.7%2.940%
10/11/2023 CWM LLC593,943$26.21M0.2%N/A16.317%
10/11/2023 Stewardship Advisors LLC274,377$12.11M4.7%+67.8%7.538%
10/10/2023 Aprio Wealth Management LLC55,809$2.46M0.7%N/A1.533%
8/14/2023W.G. Shaheen & Associates DBA Whitney & Co357,602$16.51M2.4%+2.2%9.824%
8/10/2023Pinnacle Wealth Management LLC177,349$8.19M8.3%N/A4.872%
8/8/2023Aveo Capital Partners LLC44,768$2.07M0.3%-80.9%1.230%
8/4/2023Envestnet Asset Management Inc.141,449$6.53M0.0%+289.6%4.623%
8/4/2023Seascape Capital Management381,510$17.62M8.3%+42.8%12.468%
8/4/2023Clifford Swan Investment Counsel LLC8,600$397K0.0%N/A0.281%
(Data available from 1/1/2016 forward)

DBND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DBND shares?

During the previous two years, 51 institutional investors and hedge funds held shares of DoubleLine Opportunistic Bond ETF. The most heavily invested institutionals were CWM LLC ($59.48M), Seascape Capital Management ($22.68M), W.G. Shaheen & Associates DBA Whitney & Co ($18.70M), Boothe Investment Group Inc. ($16.19M), Cerity Partners LLC ($14.55M), One Capital Management LLC ($12.91M), and Foundations Investment Advisors LLC ($12.49M).Learn more on DBND's institutional investors.

Which institutional investors have been buying DoubleLine Opportunistic Bond ETF stock?

Of the 49 institutional investors that purchased DoubleLine Opportunistic Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CWM LLC ($1.10M), Boothe Investment Group Inc. ($672.62K), Seascape Capital Management ($487.70K), W.G. Shaheen & Associates DBA Whitney & Co ($393.82K), Cerity Partners LLC ($314.56K), Stewardship Advisors LLC ($274.38K), and Foundations Investment Advisors LLC ($263.75K).

How much institutional buying is happening at DoubleLine Opportunistic Bond ETF?

Institutional investors have bought a total of 5,596,459 shares in the last 24 months. This purchase volume represents approximately $257.07M in transactions.

Which DoubleLine Opportunistic Bond ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold DoubleLine Opportunistic Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aveo Capital Partners LLC ($222.86K), Congress Wealth Management LLC DE ($194.39K), Boothe Investment Group Inc. ($178.33K), Fortress Wealth Management Inc. ($48.35K), Stewardship Advisors LLC ($34.26K), Seascape Capital Management ($13.70K), and National Bank of Canada FI ($4.85K).

How much institutional selling is happening at DoubleLine Opportunistic Bond ETF?

Institutional investors have sold a total of 713,523 shares in the last 24 months. This volume of shares sold represents approximately $32.54M in transactions.


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This page (NYSEARCA:DBND) was last updated on 11/2/2024 by MarketBeat.com Staff
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