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DoubleLine Opportunistic Bond ETF
DBND

90 hedge funds and large institutions have $546M invested in DoubleLine Opportunistic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 22

13% more capital invested

Capital invested by funds: $481M → $546M (+$64.9M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

10% more funds holding

Funds holding: 82 → 90 (+8)

1.47% more ownership

Funds ownership: 87.53% → 89% (+1.5%)

Holders
90
Holders Change
+8
Holders Change %
+9.76%
% of All Funds
1.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
14
Increased
44
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
Mariner
Kansas
+$20.4M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$11.8M
3
HF
Holcombe Financial
Georgia
+$11.1M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$8.01M
5
FIA
Foundations Investment Advisors
Arizona
+$7.45M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.3M
2
OC
Optima Capital
Oregon
-$2.82M
3
Cerity Partners
Cerity Partners
New York
-$936K
4
WA
Waddell & Associates
Tennessee
-$809K
5
Jane Street
Jane Street
New York
-$502K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
76
Farther Finance Advisors
California
$131K +$129K +2,772 +5,775%
SPIA
77
Steward Partners Investment Advisory
New York
$125K – – –
CFG
78
Clayton Financial Group
Missouri
$125K +$125K +2,696 New
RFP
79
Root Financial Partners
California
$74.1K +$74.4K +1,599 New
HCM
80
Hollencrest Capital Management
California
$63.5K – – –
BCMIO
81
Beacon Capital Management Inc (Ohio)
Ohio
$29.2K -$23.9K -514 -45%
CAL
82
Capital Analysts LLC
Pennsylvania
$26K – – –
AF
83
Advisornet Financial
Minnesota
$23.3K +$279 +6 +1%
JP Morgan Chase
84
JP Morgan Chase
New York
$21K +$21.1K +453 New
Morgan Stanley
85
Morgan Stanley
New York
$20K -$25.4K -545 -56%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$3.04K +$3.02K +65 New
GRP
87
Global Retirement Partners
California
$2.74K – – –
AssetMark Inc
88
AssetMark Inc
California
$2.37K – – –
SAG
89
SageView Advisory Group
California
$1.76K +$1.77K +38 New
LFG
90
Larson Financial Group
Missouri
$185 +$186 +4 New
Jane Street
91
Jane Street
New York
– -$502K -10,790 Closed
CCFM
92
Clear Creek Financial Management
Washington
– -$345K -7,418 Closed
TWP
93
Triad Wealth Partners
Kansas
– -$215K -4,622 Closed
TIM
94
Tortoise Investment Management
New York
– -$13.5K -290 Closed
PTC
95
Private Trust Company
Ohio
– -$1.63K -35 Closed
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DBND Hedge Fund Activity: Q4 2025 in Review

90 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Opportunistic Bond ETF (DBND) for Q4 2025, worth a combined $546M — up 13% from $481M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DBND positions and 5 closed out — a net gain of 9 holders — while 44 added to existing stakes and 22 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $20.4M. The largest seller was Envestnet Asset Management, cutting an estimated $13.3M.

  • 90 institutional investors held DoubleLine Opportunistic Bond ETF (DBND) as of Q4 2025, up from 82 in Q3 2025.
  • Funds reported $546M of DoubleLine Opportunistic Bond ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 14 funds opened new DoubleLine Opportunistic Bond ETF positions in Q4 2025 and 5 closed out, a net change of +9 holders.
  • The largest DoubleLine Opportunistic Bond ETF buyer in Q4 2025 was Mariner, an estimated $20.4M added.
  • The largest DoubleLine Opportunistic Bond ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2025.