DOUBLELINE OPPORT BND ETF (DBND) Institutional Ownership Changes & 13F Activity

DOUBLELINE OPPORT BND ETF (DBND). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Newedge Advisors, Llc, Foundations Investment Advisors, Llc, January Capital Advisors Llc, Ausdal Financial Partners, Inc., and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-11,585-39.5%17,760$809.69KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-19,667-23.7%63,238$2.88MQ2 2026Aug 27, 2026
January Capital Advisors LlcSell-68,532-44.9%84,184$3.84MQ2 2026Aug 25, 2026
Equitable Holdings, Inc.Buy+3,281+36.4%12,304$560.94KQ2 2026Aug 17, 2026
Foundations Investment Advisors, LlcBuy+195,601+20.2%1,162,917$53.02MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-37,294-19.7%152,444$6.95MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+29,589+210.5%43,645$1.99MQ2 2026Aug 14, 2026
Entrewealth, LlcBuy+17,249+76.1%39,925$1.79MQ2 2026Aug 14, 2026
Strategic Family Wealth Counselors, L.L.C.Buy+12,07112,071$550.32KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-11,343-27.7%29,539$1.35MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcSell-7,806-41.5%11,017$502.27KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-7,648-1.0%783,836$35.74MQ2 2026Aug 14, 2026
Forum Finance Group S.A.Buy+6,850+248.2%9,610$354.00KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+3,017+3.6%87,281$3.98MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,729+1.7%104,756$4.78MQ2 2026Aug 14, 2026
Guardian Wealth Advisors, Llc / NcSell-1,625-0.5%306,991$14.00MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+1,495+4.8%32,897$1.50MQ2 2026Aug 14, 2026
Shelton Capital ManagementSell-1,108-5.5%19,134$872.34KQ2 2026Aug 14, 2026
Morgan StanleyBuy+29,617+149.6%49,415$2.25MQ2 2026Aug 13, 2026
Ubs Group AgBuy+29,358+4.8%646,329$29.47MQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsBuy+26,163+12.9%228,259$10.41MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+21,30021,300$971.08KQ2 2026Aug 13, 2026
Mariner, LlcBuy+19,847+4.2%493,783$22.51MQ2 2026Aug 13, 2026
Panoramic Investment Advisors, LlcBuy+19,37519,375$883.32KQ2 2026Aug 13, 2026
Fortis Advisors, LlcBuy+1,271+0.8%165,920$7.56MQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+520,438+254.4%725,049$33.06MQ2 2026Aug 12, 2026
Cravens & Co Advisors, LlcSell-28,412-13.1%188,416$8.59MQ2 2026Aug 12, 2026
Stonex Group Inc.Buy+4,8674,867$222.10KQ2 2026Aug 12, 2026
Elevation Point Wealth Partners, LlcBuy+3,608+3.9%96,654$4.41MQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcSell-1,625-0.5%306,991$14.00MQ2 2026Aug 12, 2026
Showing 30 of 103

Frequently asked questions about DBND activity

  • Which institutional owners are buying DBND?

    Institutional owners buying DBND include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DBND activity?

    "Buy" means an investor increased their reported position in DBND compared to the prior reporting period. This reflects growing exposure to DOUBLELINE OPPORT BND ETF (DBND) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DBND increasing?

    Institutional interest in DBND can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.