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DoubleLine Opportunistic Bond ETF

100 hedge funds and large institutions have $648M invested in DoubleLine Opportunistic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

19% more capital invested

Capital invested by funds: $546M → $648M (+$102M)

11% more funds holding

Funds holding: 90100 (+10)

1.91% more ownership

Funds ownership: 89%90.92% (+1.9%)

Holders
100
Holders Change
+10
Holders Change %
+11.11%
% of All Funds
1.23%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
18
Increased
46
Reduced
26
Closed
4
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 +$8.02M +173,132 +11%
FIA
2
Foundations Investment Advisors
Arizona
$44.3M +$12.3M +266,396 +38%
Raymond James Financial
3
Raymond James Financial
Florida
$36.3M +$5.88M +126,828 +19%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.3M +$17.8M +384,638 +106%
NA
5
NewEdge Advisors
Louisiana
$31.3M +$31.7M +684,259 New
BIG
6
Boothe Investment Group
Delaware
$31.1M +$1.59M +34,208 +5%
SCM
7
Seascape Capital Management
New Hampshire
$29.1M -$518K -11,175 -2%
UBS Group
8
UBS Group
Switzerland
$28.3M +$509K +10,987 +2%
WC
9
Whitney & Co
New York
$26.6M +$1.76M +37,890 +7%
BFWA
10
Benchmark Financial Wealth Advisors
Florida
$23.9M +$1.38M +29,714 +6%
JAG
11
Journey Advisory Group
Kentucky
$22.7M +$17.2M +370,972 +296%
Mariner
12
Mariner
Kansas
$21.7M +$1.67M +36,047 +8%
GWANC
13
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.1M -$6.95K -150 -0%
ACA
14
Aptus Capital Advisors
Alabama
$14.1M -$6.95K -150 -0%
HF
15
Holcombe Financial
Georgia
$11.9M +$958K +20,670 +9%
AWM
16
Aprio Wealth Management
Georgia
$10.6M +$423K +9,135 +4%
BI
17
Beckerman Institutional
New Jersey
$10.2M +$543K +11,713 +6%
CCA
18
Cravens & Co Advisors
Tennessee
$9.93M +$272K +5,863 +3%
SWA
19
Stratos Wealth Advisors
Ohio
$9.49M +$1.3M +28,109 +16%
VWA
20
Visionary Wealth Advisors
Illinois
$9.26M +$514K +11,100 +6%
MML Investors Services
21
MML Investors Services
Massachusetts
$9.07M +$1.52M +32,895 +20%
HFA
22
Hippocratic Financial Advisors
California
$8.7M +$443K +9,556 +5%
AFP
23
Ausdal Financial Partners
Iowa
$8.69M +$689K +14,859 +8%
LWMNY
24
Landmark Wealth Management (New York)
New York
$8.13M +$1.69M +36,569 +26%
FA
25
Fortis Advisors
Pennsylvania
$7.54M -$1.83M -39,458 -19%