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DoubleLine Opportunistic Bond ETF (DBND) Institutional Ownership

$45.45 +0.10 (+0.22%)
As of 01/21/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for DoubleLine Opportunistic Bond ETF (NYSEARCA:DBND)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$99.17M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$13.38M
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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
1/21/2025Stewardship Advisors LLC15,061$682K0.2%-7.0%0.253%
1/17/2025 Beaumont Financial Advisors LLC25,755$1.17M0.1%+7.4%0.432%
1/15/2025 Premier Path Wealth Partners LLC119,575$5.42M0.8%+6.1%2.006%
1/14/2025 Fortis Advisors LLC161,911$7.33M4.8%-2.4%2.717%
1/13/2025 Aprio Wealth Management LLC81,877$3.71M0.5%+7.2%1.374%
11/15/2024MML Investors Services LLC113,355$5.37M0.0%+5.7%1.902%
11/15/2024Jane Street Group LLC6,061$287K0.0%N/A0.102%
11/14/2024Cravens & Co Advisors LLC203,336$9.63M7.4%-4.5%3.412%
11/13/2024Private Trust Co. NA2,011$95K0.0%N/A0.034%
11/12/2024Cerity Partners LLC289,978$13.73M0.0%-2.8%4.865%
11/12/2024Waddell & Associates LLC182,249$8.63M1.0%-1.3%3.058%
11/8/2024W.G. Shaheen & Associates DBA Whitney & Co421,108$19.94M2.1%+2.2%7.066%
11/7/2024 Fortis Advisors LLC165,809$7.85M5.1%+43.0%2.782%
11/7/2024Essential Planning LLC.29,296$1.39M0.6%-3.8%0.492%
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%
10/30/2024Landmark Wealth Management LLC126,156$5.98M2.6%+2.5%2.117%
10/25/2024Cornerstone Wealth Group LLC42,609$2.02M0.2%+3.2%0.715%
10/25/2024 Highline Wealth Partners LLC694$33K0.0%N/A0.012%
10/21/2024Foundations Investment Advisors LLC263,745$12.49M0.3%+871.8%4.425%
10/21/2024Stewardship 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%
10/8/2024CWM 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%
8/6/2024Ausdal 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%
8/2/2024Foundations 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%
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7/24/2024Cornerstone 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%
7/10/2024Stewardship Advisors LLC21,287$966K0.3%-50.4%0.357%
7/10/2024CWM 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%
4/24/2024Landmark Wealth Management LLC118,259$5.43M2.5%+5.5%1.984%
4/18/2024Panoramic 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%
4/17/2024Cornerstone Wealth Group LLC40,159$1.84M0.2%+3.0%1.103%
4/16/2024Firethorn 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%
2/7/2024NBC 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%
2/1/2024CWM 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%
1/23/2024Panoramic Investment Advisors LLC8,900$412K0.4%N/A0.245%
1/22/2024Landmark Wealth Management LLC112,050$5.18M2.6%+4.7%3.078%
1/18/2024Pettinga 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%
1/11/2024Stewardship Advisors LLC266,861$12.34M4.5%-2.7%7.331%
1/11/2024Pasadena Private Wealth LLC5,761$266K0.1%N/A0.158%
1/10/2024Sound 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%
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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%
11/4/2023NBC 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%
(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, 54 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 ($19.94M), Boothe Investment Group Inc. ($16.19M), Cerity Partners LLC ($13.73M), 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 51 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 ($402.99K), Cerity Partners LLC ($314.56K), Stewardship Advisors LLC ($267.49K), 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 5,550,442 shares in the last 24 months. This purchase volume represents approximately $255.09M in transactions.

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

Of the 19 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 ($220.05K), Congress Wealth Management LLC DE ($191.41K), Boothe Investment Group Inc. ($178.33K), Stewardship Advisors LLC ($35.39K), Fortress Wealth Management Inc. ($34.82K), Seascape Capital Management ($13.70K), and Cravens & Co Advisors LLC ($13.16K).

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

Institutional investors have sold a total of 716,081 shares in the last 24 months. This volume of shares sold represents approximately $32.69M in transactions.


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This page (NYSEARCA:DBND) was last updated on 1/22/2025 by MarketBeat.com Staff
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