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DoubleLine Opportunistic Bond ETF
DBND

100 hedge funds and large institutions have $648M invested in DoubleLine Opportunistic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

19% more capital invested

Capital invested by funds: $546M → $648M (+$102M)

11% more funds holding

Funds holding: 90 → 100 (+10)

1.91% more ownership

Funds ownership: 89% → 90.92% (+1.9%)

Holders
100
Holders Change
+10
Holders Change %
+11.11%
% of All Funds
1.23%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
18
Increased
46
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$31.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.8M
3
JAG
Journey Advisory Group
Kentucky
+$17.2M
4
FIA
Foundations Investment Advisors
Arizona
+$12.3M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8.02M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$11.5M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$4.14M
3
FA
Fortis Advisors
Pennsylvania
-$1.83M
4
PPWP
Premier Path Wealth Partners
New Jersey
-$936K
5
AWM
Austin Wealth Management
Texas
-$631K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Waddell & Associates
Tennessee
$7.43M -$112K -2,412 -1%
JCA
27
January Capital Advisors
California
$7M +$7.08M +152,716 New
CSP
28
Cary Street Partners
Virginia
$6.5M -$108K -2,339 -2%
EW
29
Elyxium Wealth
California
$6.2M +$873K +18,836 +16%
OC
30
Optima Capital
Oregon
$5.84M +$344K +7,414 +6%
PPWP
31
Premier Path Wealth Partners
New Jersey
$5.21M -$936K -20,209 -15%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.72M -$27.2K -588 -0.6%
MYIA
33
Mount Yale Investment Advisors
Colorado
$4.26M +$514K +11,094 +14%
BWA
34
BlueChip Wealth Advisors
Georgia
$3.88M +$574K +12,392 +17%
VAS
35
Vestmark Advisory Solutions
Massachusetts
$3.86M +$107K +2,312 +3%
Corient Private Wealth
36
Corient Private Wealth
Florida
$3.8M -$4.14M -89,323 -52%
AWM
37
Austin Wealth Management
Texas
$3.23M -$631K -13,625 -16%
LPL Financial
38
LPL Financial
California
$2.92M +$1.57M +33,965 +114%
CWG
39
Cornerstone Wealth Group
North Carolina
$2.5M +$305K +6,589 +14%
SWM
40
SilverOak Wealth Management
Minnesota
$2.27M +$724K +15,619 +46%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.87M -$50.3K -1,085 -3%
Goldman Sachs
42
Goldman Sachs
New York
$1.64M +$659K +14,227 +66%
LSA
43
L & S Advisors
California
$1.46M – – –
AQR Capital Management
44
AQR Capital Management
Connecticut
$1.44M +$313K +6,761 +27%
CWM
45
Centurion Wealth Management
Virginia
$1.35M +$46.3K +1,000 +4%
PAG
46
Private Advisor Group
New Jersey
$1.35M -$2.78K -60 -0.2%
Citadel Advisors
47
Citadel Advisors
Florida
$1.34M +$1.36M +29,345 New
SAM
48
Smartleaf Asset Management
Massachusetts
$1.34M +$278 +6 +0%
BFA
49
Beaumont Financial Advisors
Massachusetts
$1.26M +$51.1K +1,102 +4%
BCM
50
Beaumont Capital Management
Massachusetts
$1.2M -$1.11K -24 -0.1%
1
2
3 4 5

DBND Hedge Fund Activity: Q1 2026 in Review

100 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q1 2026, worth a combined $648M — up 19% from $546M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DBND positions and 4 closed out — a net gain of 14 holders — while 46 added to existing stakes and 26 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $31.7M. The largest seller was Cerity Partners, cutting an estimated $11.5M.

  • 100 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q1 2026, up from 90 in Q4 2025.
  • Funds reported $648M of DoubleLine Opportunistic Bond ETF stock for Q1 2026, up 19% quarter-over-quarter.
  • 18 funds opened new DoubleLine Opportunistic Bond ETF positions in Q1 2026 and 4 closed out, a net change of +14 holders.
  • The largest DoubleLine Opportunistic Bond ETF buyer in Q1 2026 was NewEdge Advisors, an estimated $31.7M added.
  • The largest DoubleLine Opportunistic Bond ETF seller in Q1 2026 was Cerity Partners, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2026.