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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -11,585 | -39.5% | 17,760 | $809.69K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -19,667 | -23.7% | 63,238 | $2.88M | Q2 2026 | Aug 27, 2026 |
| January Capital Advisors Llc | Sell | -68,532 | -44.9% | 84,184 | $3.84M | Q2 2026 | Aug 25, 2026 |
| Equitable Holdings, Inc. | Buy | +3,281 | +36.4% | 12,304 | $560.94K | Q2 2026 | Aug 17, 2026 |
| Foundations Investment Advisors, Llc | Buy | +195,601 | +20.2% | 1,162,917 | $53.02M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -37,294 | -19.7% | 152,444 | $6.95M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +29,589 | +210.5% | 43,645 | $1.99M | Q2 2026 | Aug 14, 2026 |
| Entrewealth, Llc | Buy | +17,249 | +76.1% | 39,925 | $1.79M | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | Buy | +12,071 | — | 12,071 | $550.32K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -11,343 | -27.7% | 29,539 | $1.35M | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, Llc | Sell | -7,806 | -41.5% | 11,017 | $502.27K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -7,648 | -1.0% | 783,836 | $35.74M | Q2 2026 | Aug 14, 2026 |
| Forum Finance Group S.A. | Buy | +6,850 | +248.2% | 9,610 | $354.00K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +3,017 | +3.6% | 87,281 | $3.98M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,729 | +1.7% | 104,756 | $4.78M | Q2 2026 | Aug 14, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Sell | -1,625 | -0.5% | 306,991 | $14.00M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +1,495 | +4.8% | 32,897 | $1.50M | Q2 2026 | Aug 14, 2026 |
| Shelton Capital Management | Sell | -1,108 | -5.5% | 19,134 | $872.34K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +29,617 | +149.6% | 49,415 | $2.25M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +29,358 | +4.8% | 646,329 | $29.47M | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Buy | +26,163 | +12.9% | 228,259 | $10.41M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +21,300 | — | 21,300 | $971.08K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +19,847 | +4.2% | 493,783 | $22.51M | Q2 2026 | Aug 13, 2026 |
| Panoramic Investment Advisors, Llc | Buy | +19,375 | — | 19,375 | $883.32K | Q2 2026 | Aug 13, 2026 |
| Fortis Advisors, Llc | Buy | +1,271 | +0.8% | 165,920 | $7.56M | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +520,438 | +254.4% | 725,049 | $33.06M | Q2 2026 | Aug 12, 2026 |
| Cravens & Co Advisors, Llc | Sell | -28,412 | -13.1% | 188,416 | $8.59M | Q2 2026 | Aug 12, 2026 |
| Stonex Group Inc. | Buy | +4,867 | — | 4,867 | $222.10K | Q2 2026 | Aug 12, 2026 |
| Elevation Point Wealth Partners, Llc | Buy | +3,608 | +3.9% | 96,654 | $4.41M | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Sell | -1,625 | -0.5% | 306,991 | $14.00M | Q2 2026 | Aug 12, 2026 |
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.