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DoubleLine Opportunistic Bond ETF (DBND) Institutional Ownership

$45.60 -0.06 (-0.13%)
As of 04/17/2025 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)
43
Total
Institutional Inflows
(last 12 months)
$176.10M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$11.32M
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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
4/17/2025 Boothe Investment Group Inc.554,999$25.62M11.7%+40.6%6.006%
4/17/2025 Janney Montgomery Scott LLC11,300$522K0.0%N/A0.122%
4/17/2025 Stewardship Advisors LLC5,446$251K0.1%-63.8%0.059%
4/9/2025 NBC Securities Inc.9,176$423K0.0%N/A0.099%
4/1/2025 Stonehearth Capital Management LLC7,474$345K0.1%+20.7%0.082%
2/19/2025Parr Mcknight Wealth Management Group LLC48,878$2.21M0.3%N/A0.820%
2/17/2025Strategic Wealth Partners Ltd.8,980$409K0.0%N/A0.151%
2/17/2025Citadel Advisors LLC75,623$3.43M0.0%N/A1.269%
2/17/2025Beaumont Capital Management LLC29,947$1.36M1.0%+16.7%0.502%
2/14/2025Jane Street Group LLC39,099$1.77M0.0%+545.1%0.656%
2/14/2025Comerica Bank11,070$501K0.0%+10.7%0.186%
2/14/2025MML Investors Services LLC124,575$5.64M0.0%+9.9%2.090%
2/13/2025Cravens & Co Advisors LLC211,270$9.57M7.3%+3.9%3.545%
2/13/2025NewEdge Advisors LLC10,306$467K0.0%-5.4%0.173%
2/13/2025Waddell & Associates LLC184,166$8.34M0.9%+1.1%3.090%
2/13/2025Raymond James Financial Inc.10,956$496K0.0%N/A0.184%
2/13/2025Cerity Partners LLC286,256$12.96M0.0%-1.3%4.803%
2/13/2025Envestnet Asset Management Inc.214,279$9.70M0.0%+8.9%3.595%
2/12/2025National Bank of Canada FI14,140$640K0.0%+110.6%0.237%
2/12/2025BlueChip Wealth Advisors LLC20,661$936K0.5%N/A0.347%
2/12/2025Ausdal Financial Partners Inc.29,275$1.33M0.1%-1.5%0.491%
2/11/2025Congress Wealth Management LLC DE104,123$4.72M0.1%-1.6%1.747%
2/11/2025LPL Financial LLC9,983$452K0.0%+23.5%0.168%
2/10/2025Axxcess Wealth Management LLC12,139$550K0.0%+7.1%0.204%
2/10/2025Envestnet Portfolio Solutions Inc.4,453$202K0.0%+5.4%0.075%
2/10/2025Essential Planning LLC.1,944,507$89.47M0.6%+6,537.4%32.626%
2/6/2025One Capital Management LLC211,098$9.56M0.3%-27.9%3.542%
2/6/2025Raymond James Financial Inc.10,956$496K0.0%N/A0.184%
2/6/2025Atria Investments Inc6,970$316K0.0%+18.0%0.117%
2/4/2025W.G. Shaheen & Associates DBA Whitney & Co432,631$19.59M2.1%+2.7%7.259%
2/4/2025 Boothe Investment Group Inc.394,620$17.87M7.8%+7.8%6.621%
2/3/2025Sigma Planning Corp5,912$268K0.0%+6.5%0.099%
1/31/2025SilverOak Wealth Management LLC20,463$927K0.2%N/A0.343%
1/30/2025Seascape Capital Management480,235$21.75M7.6%+0.3%8.058%
1/29/2025Beckerman Institutional LLC168,178$7.62M6.1%+37.9%2.822%
1/29/2025Bristlecone Advisors LLC17,354$786K0.1%N/A0.291%
1/22/2025Landmark Wealth Management LLC132,116$5.98M2.7%+4.7%2.217%
1/22/2025Foundations Investment Advisors LLC189,587$8.59M0.2%-28.1%3.181%
1/22/2025Cornerstone Wealth Group LLC47,524$2.15M0.2%+11.5%0.797%
1/21/2025 Stewardship Advisors LLC15,061$682K0.2%-7.0%0.253%
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1/17/2025Beaumont Financial Advisors LLC25,755$1.17M0.1%+7.4%0.432%
1/15/2025Premier 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%
1/13/2025Aprio 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%
10/21/2024 Stewardship Advisors LLC16,190$767K0.2%-23.9%0.272%
10/18/2024Fortress Wealth Management Inc.7,764$368K0.2%-3.9%0.130%
10/9/2024Beaumont Financial Advisors LLC23,983$1.14M0.1%+26.3%0.402%
10/8/2024CWM LLC1,255,964$59.48M0.3%+22.3%21.073%
10/8/2024Aprio 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%
7/24/2024Premier Path Wealth Partners LLC104,361$4.74M0.8%+96.8%1.751%
7/24/2024Cornerstone Wealth Group LLC41,293$1.88M0.2%+2.8%0.693%
7/23/2024 Boothe 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%
7/10/2024Aprio Wealth Management LLC77,275$3.51M0.6%+5.3%1.297%
7/10/2024 Stewardship Advisors LLC21,287$966K0.3%-50.4%0.357%
7/10/2024CWM LLC1,026,537$46.61M0.2%+30.6%17.224%
5/17/2024Tidal Investments LLC9,672$444K0.0%-8.4%0.162%
5/11/2024Beaumont Financial Advisors LLC18,996$872K0.1%+5.8%0.319%
4/29/2024Seascape Capital Management487,697$22.38M8.3%+20.5%8.183%
4/24/2024Premier 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%
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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%
4/16/2024 Firethorn Wealth Partners LLC5,393$247K0.1%N/A0.148%
4/16/2024Pasadena Private Wealth LLC5,168$237K0.1%-10.3%0.142%
4/10/2024Aprio 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%
(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, 62 institutional investors and hedge funds held shares of DoubleLine Opportunistic Bond ETF. The most heavily invested institutionals were Essential Planning LLC. ($89.47M), CWM LLC ($59.48M), Boothe Investment Group Inc. ($25.62M), Seascape Capital Management ($21.75M), W.G. Shaheen & Associates DBA Whitney & Co ($19.59M), Cerity Partners LLC ($12.96M), and Envestnet Asset Management Inc. ($9.70M).Learn more on DBND's institutional investors.

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

Of the 59 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: Essential Planning LLC. ($1.94M), CWM LLC ($1.10M), Seascape Capital Management ($320.32K), Cerity Partners LLC ($314.56K), W.G. Shaheen & Associates DBA Whitney & Co ($290.44K), Foundations Investment Advisors LLC ($263.75K), and One Capital Management LLC ($255.10K).

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

Institutional investors have bought a total of 6,717,691 shares in the last 24 months. This purchase volume represents approximately $306.80M in transactions.

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

Of the 23 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 ($193.06K), Boothe Investment Group Inc. ($178.33K), One Capital Management LLC ($81.82K), Foundations Investment Advisors LLC ($74.16K), Stewardship Advisors LLC ($45.00K), and Fortress Wealth Management Inc. ($34.82K).

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

Institutional investors have sold a total of 887,144 shares in the last 24 months. This volume of shares sold represents approximately $40.45M in transactions.


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This page (NYSEARCA:DBND) was last updated on 4/20/2025 by MarketBeat.com Staff
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