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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 %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$51.2M -$133K -2,873 -0.3%
SCM
2
Seascape Capital Management
New Hampshire
$27.7M +$2.68M +57,962 +11%
BIG
3
Boothe Investment Group
Delaware
$27.4M +$1.78M +38,524 +7%
UBS Group
4
UBS Group
Switzerland
$26.3M +$902K +19,505 +4%
WC
5
Whitney & Co
New York
$22.5M +$1.37M +29,569 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$18.3M +$13.6M +293,626 +290%
FIA
7
Foundations Investment Advisors
Arizona
$18.2M +$8.16M +176,370 +81%
BFWA
8
Benchmark Financial Wealth Advisors
Florida
$17M +$1.27M +27,358 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.1M +$647K +13,993 +4%
Cerity Partners
10
Cerity Partners
New York
$12.9M -$261K -5,640 -2%
CCA
11
Cravens & Co Advisors
Tennessee
$9.8M +$8.37K +181 +0.1%
OCM
12
One Capital Management
California
$9.02M +$98K +2,119 +1%
BI
13
Beckerman Institutional
New Jersey
$8.74M +$634K +13,721 +8%
WA
14
Waddell & Associates
Tennessee
$8.44M -$212K -4,585 -2%
VWA
15
Visionary Wealth Advisors
Illinois
$8.22M +$8.22M +177,754 New
AWM
16
Aprio Wealth Management
Georgia
$7.44M +$2.39M +51,746 +47%
FA
17
Fortis Advisors
Pennsylvania
$7.31M -$172K -3,710 -2%
OC
18
Optima Capital
Oregon
$7.22M +$840K +18,175 +13%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.6M +$662K +14,323 +11%
HFA
20
Hippocratic Financial Advisors
California
$6.54M +$6.54M +141,462 New
PPWP
21
Premier Path Wealth Partners
New Jersey
$6.28M +$255K +5,525 +4%
CSP
22
Cary Street Partners
Virginia
$6.14M +$6.14M +132,691 New
LWMNY
23
Landmark Wealth Management (New York)
New York
$5.86M -$85.3K -1,844 -1%
EW
24
Elyxium Wealth
California
$5.8M +$4.61M +99,767 +387%
AFP
25
Ausdal Financial Partners
Iowa
$5.6M +$1.3M +28,081 +30%
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