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DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

75 hedge funds and large institutions have $393M invested in DoubleLine Opportunistic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.01%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
11
Increased
36
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
BWA
BlueChip Wealth Advisors
Georgia
$2.72M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
AQR Capital Management
AQR Capital Management
Connecticut
$1.11M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
26
Stratos Wealth Advisors
Ohio
$5.07M +$2.63M +56,883 +108%
CWM
27
Congress Wealth Management
Massachusetts
$4.65M +$134K +2,906 +3%
AWM
28
Austin Wealth Management
Texas
$3.92M +$3.92M +85,418 New
Jane Street
29
Jane Street
New York
$3.57M +$1.25M +27,054 +54%
BWA
30
BlueChip Wealth Advisors
Georgia
$2.72M -$472K -10,197 -15%
BA
31
Bristlecone Advisors
Washington
$2.44M +$413K +8,942 +20%
CWG
32
Cornerstone Wealth Group
North Carolina
$2.12M -$142K -3,073 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.02M -$46.5K -1,006 -2%
LSA
34
L & S Advisors
California
$1.48M – – –
BCM
35
Beaumont Capital Management
Massachusetts
$1.36M +$370K +8,005 +37%
SWM
36
SilverOak Wealth Management
Minnesota
$1.24M +$21.8K +472 +2%
PAG
37
Private Advisor Group
New Jersey
$1.2M +$98.4K +2,127 +9%
SAM
38
Smartleaf Asset Management
Massachusetts
$1.2M +$98K +2,127 +9%
EP
39
Essential Planning
New Hampshire
$1.18M -$37.7K -816 -3%
BFA
40
Beaumont Financial Advisors
Massachusetts
$1.16M +$7.21K +156 +0.6%
AQR Capital Management
41
AQR Capital Management
Connecticut
$1.11M -$413K -8,936 -27%
LPL Financial
42
LPL Financial
California
$1.07M +$154K +3,323 +17%
E
43
EntreWealth
Texas
$1.04M +$1.04M +22,528 New
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$653K – – –
PIA
45
Panoramic Investment Advisors
Colorado
$563K – – –
AWM
46
Axxcess Wealth Management
California
$544K +$8K +173 +1%
Comerica Bank
47
Comerica Bank
Texas
$512K – – –
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$492K -$30.4K -657 -6%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$481K -$64.7K -1,400 -12%
BWMG
50
Barnes Wealth Management Group
California
$470K +$832 +18 +0.2%
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