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DoubleLine Opportunistic Bond ETF
DBND

Overview Fund Activity

74 hedge funds and large institutions have $393M invested in DoubleLine Opportunistic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
0.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
10
Increased
36
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
BWA
2
BlueChip Wealth Advisors
Georgia
$2.72M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$1.11M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
51
Principia Wealth Advisory
Texas
$444K +$45.5K +985 +11%
SWP
52
Strategic Wealth Partners
Ohio
$415K +$415K +8,980 New
NS
53
NBC Securities
Alabama
$405K -$18.5K -400 -4%
CSIC
54
Clifford Swan Investment Counsel
California
$398K – – –
SCM
55
Stonehearth Capital Management
Massachusetts
$350K +$4.58K +99 +1%
Osaic Holdings
56
Osaic Holdings
Arizona
$344K +$44.7K +986 +15%
EH
57
Equitable Holdings
New York
$315K – – –
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$293K +$39.5K +855 +16%
SPC
59
Sigma Planning Corp
Michigan
$272K +$10.2K +221 +4%
AG
60
AmeriFlex Group
Nevada
$257K +$257K +5,580 New
SA
61
Stewardship Advisors
Pennsylvania
$252K – – –
CCFM
62
Clear Creek Financial Management
Washington
$239K +$239K +5,165 New
PTC
63
Private Trust Company
Ohio
$94.6K – – –
HCM
64
Hollencrest Capital Management
California
$63.3K – – –
CAL
65
Capital Analysts LLC
Pennsylvania
$26K – – –
FFA
66
Farther Finance Advisors
California
$23.3K +$22.7K +490 +3,769%
SPIA
67
Steward Partners Investment Advisory
New York
$23.1K – – –
AF
68
Advisornet Financial
Minnesota
$22.9K – – –
TIM
69
Tortoise Investment Management
New York
$13.4K -$5.09K -110 -28%
NCM
70
Northwest Capital Management
Oregon
$12.6K +$1.48K +32 +13%
Wells Fargo
71
Wells Fargo
California
$4.12K +$4.12K +89 New
GRP
72
Global Retirement Partners
California
$2.73K +$2.73K +59 New
AssetMark Inc
73
AssetMark Inc
California
$2.36K -$3.19K -69 -58%
Morgan Stanley
74
Morgan Stanley
New York
$82 – – –
Citadel Advisors
75
Citadel Advisors
Florida
– -$1.91M -41,442 Closed
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