We are live on ! Find out more
DBND icon

DoubleLine Opportunistic Bond ETF
DBND

82 hedge funds and large institutions have $481M invested in DoubleLine Opportunistic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 16

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $394M → $481M (+$87.2M)

6% more funds holding

Funds holding: 77 → 82 (+5)

6.48% more ownership

Funds ownership: 81.06% → 87.53% (+6.5%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
10
Increased
45
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.9M
2
ACA
Aptus Capital Advisors
Alabama
+$13.9M
3
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
+$13.9M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$12.1M
5
Raymond James Financial
Raymond James Financial
Florida
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
OCM
One Capital Management
California
-$9.02M
2
Jane Street
Jane Street
New York
-$3.06M
3
EW
Elyxium Wealth
California
-$870K
4
AG
AmeriFlex Group
Nevada
-$257K
5
Cerity Partners
Cerity Partners
New York
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWMNY
26
Landmark Wealth Management (New York)
New York
$6.19M +$290K +6,287 +5%
Osaic Holdings
27
Osaic Holdings
Arizona
$5.07M +$4.69M +101,584 +1,382%
EW
28
Elyxium Wealth
California
$4.96M -$870K -18,850 -15%
AWM
29
Austin Wealth Management
Texas
$3.97M -$29.7K -644 -0.8%
BA
30
Bristlecone Advisors
Washington
$3.47M +$1.02M +21,993 +42%
MYIA
31
Mount Yale Investment Advisors
Colorado
$2.97M +$2.94M +63,786 New
BWA
32
BlueChip Wealth Advisors
Georgia
$2.87M +$128K +2,768 +5%
JAG
33
Journey Advisory Group
Kentucky
$2.72M +$2.7M +58,529 New
CWG
34
Cornerstone Wealth Group
North Carolina
$2.15M +$18K +391 +0.9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.96M -$63.1K -1,368 -3%
LSA
36
L & S Advisors
California
$1.49M – – –
SWM
37
SilverOak Wealth Management
Minnesota
$1.4M +$141K +3,058 +11%
SAM
38
Smartleaf Asset Management
Massachusetts
$1.32M +$108K +2,333 +9%
PAG
39
Private Advisor Group
New Jersey
$1.32M +$108K +2,333 +9%
BCM
40
Beaumont Capital Management
Massachusetts
$1.31M -$55K -1,192 -4%
BFA
41
Beaumont Financial Advisors
Massachusetts
$1.22M +$54.6K +1,183 +5%
CWM
42
Centurion Wealth Management
Virginia
$1.21M +$1.2M +25,972 New
LPL Financial
43
LPL Financial
California
$1.2M +$115K +2,494 +11%
EP
44
Essential Planning
New Hampshire
$1.18M +$1.39K +30 +0.1%
AQR Capital Management
45
AQR Capital Management
Connecticut
$1.12M – – –
E
46
EntreWealth
Texas
$1.06M +$13.3K +288 +1%
Goldman Sachs
47
Goldman Sachs
New York
$697K +$692K +14,987 New
FSBI
48
Fearless Solutions (Best Invest)
Texas
$685K -$54.3K -1,176 -7%
AWM
49
Axxcess Wealth Management
California
$568K +$20.5K +445 +4%
PIA
50
Panoramic Investment Advisors
Colorado
$567K – – –
1
2
3 4

DBND Hedge Fund Activity: Q3 2025 in Review

82 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q3 2025, worth a combined $481M — up 22% from $394M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DBND positions and 4 closed out — a net gain of 6 holders — while 45 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $13.9M. The largest seller was One Capital Management, exiting entirely with an estimated $9.02M sold.

  • 82 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q3 2025, up from 77 in Q2 2025.
  • Funds reported $481M of DoubleLine Opportunistic Bond ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 10 funds opened new DoubleLine Opportunistic Bond ETF positions in Q3 2025 and 4 closed out, a net change of +6 holders.
  • The largest DoubleLine Opportunistic Bond ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $13.9M added.
  • The largest DoubleLine Opportunistic Bond ETF seller in Q3 2025 was One Capital Management, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2025.