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DoubleLine Opportunistic Bond ETF

90 hedge funds and large institutions have $546M invested in DoubleLine Opportunistic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $481M → $546M (+$64.9M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

10% more funds holding

Funds holding: 8290 (+8)

1.47% more ownership

Funds ownership: 87.53%89% (+1.5%)

Holders
90
Holders Change
+8
Holders Change %
+9.76%
% of All Funds
1.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
14
Increased
44
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
26
Cary Street Partners
Virginia
$6.68M +$70.8K +1,522 +1%
LWMNY
27
Landmark Wealth Management (New York)
New York
$6.53M +$364K +7,819 +6%
PPWP
28
Premier Path Wealth Partners
New Jersey
$6.21M -$472K -10,147 -7%
JAG
29
Journey Advisory Group
Kentucky
$5.8M +$3.1M +66,607 +114%
OC
30
Optima Capital
Oregon
$5.57M -$2.82M -60,531 -34%
EW
31
Elyxium Wealth
California
$5.4M +$452K +9,709 +9%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.8M -$247K -5,319 -5%
AWM
33
Austin Wealth Management
Texas
$3.91M -$20.7K -444 -0.5%
MYIA
34
Mount Yale Investment Advisors
Colorado
$3.8M +$845K +18,166 +28%
VAS
35
Vestmark Advisory Solutions
Massachusetts
$3.8M +$3.81M +81,952 New
BWA
36
BlueChip Wealth Advisors
Georgia
$3.36M +$500K +10,758 +17%
CWG
37
Cornerstone Wealth Group
North Carolina
$2.22M +$71.7K +1,541 +3%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.95M -$10.9K -235 -0.6%
SWM
39
SilverOak Wealth Management
Minnesota
$1.57M +$184K +3,952 +13%
LSA
40
L & S Advisors
California
$1.48M
LPL Financial
41
LPL Financial
California
$1.38M +$192K +4,128 +16%
PAG
42
Private Advisor Group
New Jersey
$1.36M +$49.7K +1,069 +4%
SAM
43
Smartleaf Asset Management
Massachusetts
$1.36M +$46.7K +1,003 +4%
CWM
44
Centurion Wealth Management
Virginia
$1.32M +$114K +2,450 +9%
BFA
45
Beaumont Financial Advisors
Massachusetts
$1.22M +$8.93K +192 +0.7%
BCM
46
Beaumont Capital Management
Massachusetts
$1.22M -$90.1K -1,937 -7%
AQR Capital Management
47
AQR Capital Management
Connecticut
$1.14M +$26.4K +567 +2%
EP
48
Essential Planning
New Hampshire
$1.1M -$79.4K -1,706 -7%
E
49
EntreWealth
Texas
$1.06M
Goldman Sachs
50
Goldman Sachs
New York
$996K +$302K +6,487 +43%