January Capital Advisors’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

January Capital Advisors’s Portfolio DBND Stock Details DBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7M	Buy	+152,716	New	+$7.08M	9.43%	3

Other funds holding DBND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

January Capital Advisors's DBND Position: Q1 2026 in Review

January Capital Advisors opened a new position in DoubleLine Opportunistic Bond ETF (DBND) in Q1 2026: 152,716 shares worth $7M. The stake represents 9.43% of the portfolio and ranks #3 among its holdings.

100 funds tracked by Wall St. Rank hold DBND as of Q1 2026.

January Capital Advisors held 152,716 shares of DoubleLine Opportunistic Bond ETF worth $7M as of Q1 2026.
DoubleLine Opportunistic Bond ETF was a new January Capital Advisors position in Q1 2026.
DoubleLine Opportunistic Bond ETF made up 9.43% of January Capital Advisors's portfolio in Q1 2026, its #3 holding.
100 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.