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DoubleLine Opportunistic Bond ETF

88 hedge funds and large institutions have $542M invested in DoubleLine Opportunistic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
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

Top Sellers

1 -$13.3M
2 -$2.82M
3 -$936K
4
WA
Waddell & Associates
Tennessee
-$809K
5
Jane Street
Jane Street
New York
-$502K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$75.2M
FIA
2
Foundations Investment Advisors
Arizona
$32.5M
Raymond James Financial
3
Raymond James Financial
Florida
$30.8M
SCM
4
Seascape Capital Management
New Hampshire
$29.9M
BIG
5
Boothe Investment Group
Delaware
$29.9M
UBS Group
6
UBS Group
Switzerland
$28.1M
WC
7
Whitney & Co
New York
$25.2M
BFWA
8
Benchmark Financial Wealth Advisors
Florida
$22.8M
Mariner
9
Mariner
Kansas
$20.3M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$16.9M
GWANC
11
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.3M
ACA
12
Aptus Capital Advisors
Alabama
$14.3M
Cerity Partners
13
Cerity Partners
New York
$11.9M
HF
14
Holcombe Financial
Georgia
$11.1M
AWM
15
Aprio Wealth Management
Georgia
$10.3M
CCA
16
Cravens & Co Advisors
Tennessee
$9.8M
BI
17
Beckerman Institutional
New Jersey
$9.76M
FA
18
Fortis Advisors
Pennsylvania
$9.46M
VWA
19
Visionary Wealth Advisors
Illinois
$8.86M
HFA
20
Hippocratic Financial Advisors
California
$8.36M
SWA
21
Stratos Wealth Advisors
Ohio
$8.3M
AFP
22
Ausdal Financial Partners
Iowa
$8.11M
MML Investors Services
23
MML Investors Services
Massachusetts
$7.65M
WA
24
Waddell & Associates
Tennessee
$7.63M
CSP
25
Cary Street Partners
Virginia
$6.68M