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DoubleLine Opportunistic Bond ETF

77 hedge funds and large institutions have $394M invested in DoubleLine Opportunistic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWMG
51
Barnes Wealth Management Group
California
$470K
PWA
52
Principia Wealth Advisory
Texas
$444K
SWP
53
Strategic Wealth Partners
Ohio
$415K
NS
54
NBC Securities
Alabama
$405K
CSIC
55
Clifford Swan Investment Counsel
California
$398K
SCM
56
Stonehearth Capital Management
Massachusetts
$350K
Osaic Holdings
57
Osaic Holdings
Arizona
$340K
EH
58
Equitable Holdings
New York
$315K
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$293K
SPC
60
Sigma Planning Corp
Michigan
$272K
NAS
61
NWF Advisory Services
California
$258K
AG
62
AmeriFlex Group
Nevada
$257K
SA
63
Stewardship Advisors
Pennsylvania
$252K
CCFM
64
Clear Creek Financial Management
Washington
$239K
BCMIO
65
Beacon Capital Management Inc (Ohio)
Ohio
$165K
PTC
66
Private Trust Company
Ohio
$94.6K
HCM
67
Hollencrest Capital Management
California
$63.3K
CAL
68
Capital Analysts LLC
Pennsylvania
$26K
FFA
69
Farther Finance Advisors
California
$23.3K
SPIA
70
Steward Partners Investment Advisory
New York
$23.1K
AF
71
Advisornet Financial
Minnesota
$22.9K
TIM
72
Tortoise Investment Management
New York
$13.4K
NCM
73
Northwest Capital Management
Oregon
$12.6K
Wells Fargo
74
Wells Fargo
California
$4.12K
GRP
75
Global Retirement Partners
California
$2.73K