DBND icon

DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

74 hedge funds and large institutions have $393M invested in DoubleLine Opportunistic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
0.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
10
Increased
36
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$18.3M
2
VWA
2
Visionary Wealth Advisors
Illinois
$8.22M
3
FIA
3
Foundations Investment Advisors
Arizona
$18.2M
4
HFA
4
Hippocratic Financial Advisors
California
$6.54M
5
CSP
5
Cary Street Partners
Virginia
$6.14M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
BWA
2
BlueChip Wealth Advisors
Georgia
$2.72M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$1.11M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Cerity Partners
5
Cerity Partners
New York
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$51.2M 1,106,231 -2,873 -0.3%
SCM
2
Seascape Capital Management
New Hampshire
$27.7M 599,767 +57,962 +11%
BIG
3
Boothe Investment Group
Delaware
$27.4M 593,523 +38,524 +7%
UBS Group
4
UBS Group
Switzerland
$26.3M 568,329 +19,505 +4%
WC
5
Whitney & Co
New York
$22.5M 486,184 +29,569 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$18.3M 394,891 +293,626 +290%
FIA
7
Foundations Investment Advisors
Arizona
$18.2M 393,834 +176,370 +81%
BFWA
8
Benchmark Financial Wealth Advisors
Florida
$17M 367,708 +27,358 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.1M 348,913 +13,993 +4%
Cerity Partners
10
Cerity Partners
New York
$12.9M 279,464 -5,640 -2%
CCA
11
Cravens & Co Advisors
Tennessee
$9.8M 212,011 +181 +0.1%
OCM
12
One Capital Management
California
$9.02M 195,102 +2,119 +1%
BI
13
Beckerman Institutional
New Jersey
$8.74M 188,922 +13,721 +8%
WA
14
Waddell & Associates
Tennessee
$8.44M 182,433 -4,585 -2%
VWA
15
Visionary Wealth Advisors
Illinois
$8.22M 177,754 +177,754 New
AWM
16
Aprio Wealth Management
Georgia
$7.44M 160,799 +51,746 +47%
FA
17
Fortis Advisors
Pennsylvania
$7.31M 158,102 -3,710 -2%
OC
18
Optima Capital
Oregon
$7.22M 156,070 +18,175 +13%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.6M 142,702 +14,323 +11%
HFA
20
Hippocratic Financial Advisors
California
$6.54M 141,462 +141,462 New
PPWP
21
Premier Path Wealth Partners
New Jersey
$6.28M 135,838 +5,525 +4%
CSP
22
Cary Street Partners
Virginia
$6.14M 132,691 +132,691 New
LWMNY
23
Landmark Wealth Management (New York)
New York
$5.86M 126,795 -1,844 -1%
EW
24
Elyxium Wealth
California
$5.8M 125,539 +99,767 +387%
AFP
25
Ausdal Financial Partners
Iowa
$5.6M 121,193 +28,081 +30%
1
2 3 4