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DoubleLine Opportunistic Bond ETF

76 hedge funds and large institutions have $394M invested in DoubleLine Opportunistic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$51.2M
SCM
2
Seascape Capital Management
New Hampshire
$27.7M
BIG
3
Boothe Investment Group
Delaware
$27.4M
UBS Group
4
UBS Group
Switzerland
$26.3M
WC
5
Whitney & Co
New York
$22.5M
Raymond James Financial
6
Raymond James Financial
Florida
$18.3M
FIA
7
Foundations Investment Advisors
Arizona
$18.2M
BFWA
8
Benchmark Financial Wealth Advisors
Florida
$17M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.1M
Cerity Partners
10
Cerity Partners
New York
$12.9M
CCA
11
Cravens & Co Advisors
Tennessee
$9.8M
OCM
12
One Capital Management
California
$9.02M
BI
13
Beckerman Institutional
New Jersey
$8.74M
WA
14
Waddell & Associates
Tennessee
$8.44M
VWA
15
Visionary Wealth Advisors
Illinois
$8.22M
AWM
16
Aprio Wealth Management
Georgia
$7.44M
FA
17
Fortis Advisors
Pennsylvania
$7.31M
OC
18
Optima Capital
Oregon
$7.22M
MML Investors Services
19
MML Investors Services
Massachusetts
$6.6M
HFA
20
Hippocratic Financial Advisors
California
$6.54M
PPWP
21
Premier Path Wealth Partners
New Jersey
$6.28M
CSP
22
Cary Street Partners
Virginia
$6.14M
LWMNY
23
Landmark Wealth Management (New York)
New York
$5.86M
EW
24
Elyxium Wealth
California
$5.8M
AFP
25
Ausdal Financial Partners
Iowa
$5.6M