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DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

70 hedge funds and large institutions have $325M invested in DoubleLine Opportunistic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
0.95%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
11
Increased
28
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$16.9M
2
BFWA
Benchmark Financial Wealth Advisors
Florida
+$15.7M
3
BIG
Boothe Investment Group
Delaware
+$7.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.57M
5
Raymond James Financial
Raymond James Financial
Florida
+$4.17M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$88.6M
2
PMWMG
Parr McKnight Wealth Management Group
Minnesota
-$2.21M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.09M
5
OCM
One Capital Management
California
-$836K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
26
Cornerstone Wealth Group
North Carolina
$2.26M +$65.6K +1,421 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.06M +$1.04M +22,437 +101%
BA
28
Bristlecone Advisors
Washington
$2.02M +$1.22M +26,374 +152%
Citadel Advisors
29
Citadel Advisors
Florida
$1.91M -$1.58M -34,181 -45%
AQR Capital Management
30
AQR Capital Management
Connecticut
$1.52M -$231K -4,997 -13%
LSA
31
L & S Advisors
California
$1.47M – – –
SWM
32
SilverOak Wealth Management
Minnesota
$1.22M +$277K +5,989 +29%
EP
33
Essential Planning
New Hampshire
$1.21M -$88.6M -1,918,254 -99%
EW
34
Elyxium Wealth
California
$1.19M +$1.19M +25,772 New
BFA
35
Beaumont Financial Advisors
Massachusetts
$1.15M -$41.2K -892 -3%
PAG
36
Private Advisor Group
New Jersey
$1.1M +$1.1M +23,895 New
SAM
37
Smartleaf Asset Management
Massachusetts
$1.1M +$1.1M +23,895 New
BCM
38
Beaumont Capital Management
Massachusetts
$988K -$395K -8,556 -29%
LPL Financial
39
LPL Financial
California
$918K +$457K +9,891 +99%
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$653K – – –
PIA
41
Panoramic Investment Advisors
Colorado
$562K -$1.15K -25 -0.2%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$545K – – –
AWM
43
Axxcess Wealth Management
California
$535K -$25.7K -556 -5%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$522K +$522K +11,300 New
Comerica Bank
45
Comerica Bank
Texas
$511K – – –
BWMG
46
Barnes Wealth Management Group
California
$468K +$107K +2,318 +30%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$467K +$236K +5,112 +102%
NS
48
NBC Securities
Alabama
$423K +$423K +9,176 New
CSIC
49
Clifford Swan Investment Counsel
California
$397K – – –
PWA
50
Principia Wealth Advisory
Texas
$392K -$818 -18 -0.2%
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