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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 6 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
6
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
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$1.11M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
26
Stratos Wealth Advisors
Ohio
$5.07M 109,569 +56,883 +108%
CWM
27
Congress Wealth Management
Massachusetts
$4.65M 100,599 +2,906 +3%
AWM
28
Austin Wealth Management
Texas
$3.92M 85,418 +85,418 New
Jane Street
29
Jane Street
New York
$3.57M 77,112 +27,054 +54%
BWA
30
BlueChip Wealth Advisors
Georgia
$2.72M 58,836 -10,197 -15%
BA
31
Bristlecone Advisors
Washington
$2.44M 52,670 +8,942 +20%
CWG
32
Cornerstone Wealth Group
North Carolina
$2.12M 45,872 -3,073 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.02M 43,570 -1,006 -2%
LSA
34
L & S Advisors
California
$1.48M 31,930 – –
BCM
35
Beaumont Capital Management
Massachusetts
$1.36M 29,396 +8,005 +37%
SWM
36
SilverOak Wealth Management
Minnesota
$1.24M 26,924 +472 +2%
PAG
37
Private Advisor Group
New Jersey
$1.2M 26,022 +2,127 +9%
SAM
38
Smartleaf Asset Management
Massachusetts
$1.2M 26,022 +2,127 +9%
EP
39
Essential Planning
New Hampshire
$1.18M 25,437 -816 -3%
BFA
40
Beaumont Financial Advisors
Massachusetts
$1.16M 25,019 +156 +0.6%
AQR Capital Management
41
AQR Capital Management
Connecticut
$1.11M 24,074 -8,936 -27%
LPL Financial
42
LPL Financial
California
$1.07M 23,197 +3,323 +17%
E
43
EntreWealth
Texas
$1.04M 22,528 +22,528 New
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$653K 14,140 – –
PIA
45
Panoramic Investment Advisors
Colorado
$563K 12,175 – –
AWM
46
Axxcess Wealth Management
California
$544K 11,756 +173 +1%
Comerica Bank
47
Comerica Bank
Texas
$512K 11,070 – –
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$492K 10,643 -657 -6%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$481K 10,403 -1,400 -12%
BWMG
50
Barnes Wealth Management Group
California
$470K 10,157 +18 +0.2%
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