DBND icon

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 %
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
BCMIO
63
Beacon Capital Management Inc (Ohio)
Ohio
$165K +$165K +3,579 New
PTC
64
Private Trust Company
Ohio
$94.6K – – –
HCM
65
Hollencrest Capital Management
California
$63.3K – – –
CAL
66
Capital Analysts LLC
Pennsylvania
$26K – – –
FFA
67
Farther Finance Advisors
California
$23.3K +$22.7K +490 +3,769%
SPIA
68
Steward Partners Investment Advisory
New York
$23.1K – – –
AF
69
Advisornet Financial
Minnesota
$22.9K – – –
TIM
70
Tortoise Investment Management
New York
$13.4K -$5.09K -110 -28%
NCM
71
Northwest Capital Management
Oregon
$12.6K +$1.48K +32 +13%
Wells Fargo
72
Wells Fargo
California
$4.12K +$4.12K +89 New
GRP
73
Global Retirement Partners
California
$2.73K +$2.73K +59 New
AssetMark Inc
74
AssetMark Inc
California
$2.36K -$3.19K -69 -58%
Morgan Stanley
75
Morgan Stanley
New York
$82 – – –
1 2
3
4