We are live on ! Find out more
DBND icon

DoubleLine Opportunistic Bond ETF

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: 89 (+1)

10% more funds holding

Funds holding: 8290 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$75.2M +$11.8M +253,382 +19%
FIA
2
Foundations Investment Advisors
Arizona
$32.5M +$7.45M +160,205 +30%
Raymond James Financial
3
Raymond James Financial
Florida
$30.8M +$2M +43,080 +7%
SCM
4
Seascape Capital Management
New Hampshire
$29.9M +$1.29M +27,667 +4%
BIG
5
Boothe Investment Group
Delaware
$29.9M +$405K +8,713 +1%
UBS Group
6
UBS Group
Switzerland
$28.1M +$1.03M +22,086 +4%
WC
7
Whitney & Co
New York
$25.2M +$1.37M +29,359 +6%
BFWA
8
Benchmark Financial Wealth Advisors
Florida
$22.8M +$3.61M +77,567 +19%
Mariner
9
Mariner
Kansas
$20.3M +$20.4M +437,889 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$16.9M -$13.3M -284,932 -44%
GWANC
11
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.3M +$386K +8,303 +3%
ACA
12
Aptus Capital Advisors
Alabama
$14.3M +$386K +8,303 +3%
Cerity Partners
13
Cerity Partners
New York
$11.9M -$936K -20,122 -7%
HF
14
Holcombe Financial
Georgia
$11.1M +$11.1M +239,289 New
AWM
15
Aprio Wealth Management
Georgia
$10.3M +$2.13M +45,728 +26%
CCA
16
Cravens & Co Advisors
Tennessee
$9.8M -$422K -9,069 -4%
BI
17
Beckerman Institutional
New Jersey
$9.76M +$404K +8,684 +4%
FA
18
Fortis Advisors
Pennsylvania
$9.46M -$216K -4,638 -2%
VWA
19
Visionary Wealth Advisors
Illinois
$8.86M +$437K +9,384 +5%
HFA
20
Hippocratic Financial Advisors
California
$8.36M +$1.03M +22,034 +14%
SWA
21
Stratos Wealth Advisors
Ohio
$8.3M +$2.01M +43,245 +32%
AFP
22
Ausdal Financial Partners
Iowa
$8.11M +$1.8M +38,605 +28%
Corient Private Wealth
23
Corient Private Wealth
Florida
$7.99M +$8.01M +172,228 New
MML Investors Services
24
MML Investors Services
Massachusetts
$7.65M +$1.01M +21,733 +15%
WA
25
Waddell & Associates
Tennessee
$7.63M -$809K -17,391 -10%