DBND icon

DoubleLine Opportunistic Bond ETF

76 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, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
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
PWA
51
Principia Wealth Advisory
Texas
$444K
SWP
52
Strategic Wealth Partners
Ohio
$415K
NS
53
NBC Securities
Alabama
$405K
CSIC
54
Clifford Swan Investment Counsel
California
$398K
SCM
55
Stonehearth Capital Management
Massachusetts
$350K
Osaic Holdings
56
Osaic Holdings
Arizona
$344K
EH
57
Equitable Holdings
New York
$315K
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$293K
SPC
59
Sigma Planning Corp
Michigan
$272K
NAS
60
NWF Advisory Services
California
$258K
AG
61
AmeriFlex Group
Nevada
$257K
SA
62
Stewardship Advisors
Pennsylvania
$252K
CCFM
63
Clear Creek Financial Management
Washington
$239K
BCMIO
64
Beacon Capital Management Inc (Ohio)
Ohio
$165K
PTC
65
Private Trust Company
Ohio
$94.6K
HCM
66
Hollencrest Capital Management
California
$63.3K
CAL
67
Capital Analysts LLC
Pennsylvania
$26K
FFA
68
Farther Finance Advisors
California
$23.3K
SPIA
69
Steward Partners Investment Advisory
New York
$23.1K
AF
70
Advisornet Financial
Minnesota
$22.9K
TIM
71
Tortoise Investment Management
New York
$13.4K
NCM
72
Northwest Capital Management
Oregon
$12.6K
Wells Fargo
73
Wells Fargo
California
$4.12K
GRP
74
Global Retirement Partners
California
$2.73K
AssetMark Inc
75
AssetMark Inc
California
$2.36K