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DoubleLine Opportunistic Bond ETF

101 hedge funds and large institutions have $639M invested in DoubleLine Opportunistic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
$82.2M
FIA
2
Foundations Investment Advisors
Arizona
$44.3M
Raymond James Financial
3
Raymond James Financial
Florida
$36.3M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.3M
BIG
5
Boothe Investment Group
Delaware
$31.1M
SCM
6
Seascape Capital Management
New Hampshire
$29.1M
UBS Group
7
UBS Group
Switzerland
$28.3M
WC
8
Whitney & Co
New York
$26.6M
BFWA
9
Benchmark Financial Wealth Advisors
Florida
$23.9M
JAG
10
Journey Advisory Group
Kentucky
$22.7M
NA
11
NewEdge Advisors
Louisiana
$22.2M
Mariner
12
Mariner
Kansas
$21.7M
GWANC
13
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.1M
ACA
14
Aptus Capital Advisors
Alabama
$14.1M
HF
15
Holcombe Financial
Georgia
$11.9M
AWM
16
Aprio Wealth Management
Georgia
$10.6M
BI
17
Beckerman Institutional
New Jersey
$10.2M
CCA
18
Cravens & Co Advisors
Tennessee
$9.93M
SWA
19
Stratos Wealth Advisors
Ohio
$9.49M
VWA
20
Visionary Wealth Advisors
Illinois
$9.26M
MML Investors Services
21
MML Investors Services
Massachusetts
$9.07M
HFA
22
Hippocratic Financial Advisors
California
$8.7M
AFP
23
Ausdal Financial Partners
Iowa
$8.69M
LWMNY
24
Landmark Wealth Management (New York)
New York
$8.13M
FA
25
Fortis Advisors
Pennsylvania
$7.54M