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DoubleLine Opportunistic Bond ETF

81 hedge funds and large institutions have $481M invested in DoubleLine Opportunistic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
$63.7M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.2M
BIG
3
Boothe Investment Group
Delaware
$29.6M
Raymond James Financial
4
Raymond James Financial
Florida
$28.9M
SCM
5
Seascape Capital Management
New Hampshire
$28.8M
UBS Group
6
UBS Group
Switzerland
$27.2M
FIA
7
Foundations Investment Advisors
Arizona
$25.2M
WC
8
Whitney & Co
New York
$23.9M
BFWA
9
Benchmark Financial Wealth Advisors
Florida
$19.3M
ACA
10
Aptus Capital Advisors
Alabama
$14M
GWANC
11
Guardian Wealth Advisors (North Carolina)
North Carolina
$14M
Cerity Partners
12
Cerity Partners
New York
$12.9M
CCA
13
Cravens & Co Advisors
Tennessee
$10.2M
FA
14
Fortis Advisors
Pennsylvania
$9.71M
BI
15
Beckerman Institutional
New Jersey
$9.39M
WA
16
Waddell & Associates
Tennessee
$8.47M
VWA
17
Visionary Wealth Advisors
Illinois
$8.45M
OC
18
Optima Capital
Oregon
$8.4M
AWM
19
Aprio Wealth Management
Georgia
$8.18M
HFA
20
Hippocratic Financial Advisors
California
$7.37M
PPWP
21
Premier Path Wealth Partners
New Jersey
$6.7M
MML Investors Services
22
MML Investors Services
Massachusetts
$6.67M
CSP
23
Cary Street Partners
Virginia
$6.64M
AFP
24
Ausdal Financial Partners
Iowa
$6.34M
SWA
25
Stratos Wealth Advisors
Ohio
$6.31M