DBND Institutional Ownership & Shareholders
DOUBLELINE OPPORT BND ETF (DBND) is currently held by 94 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $677.40M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cwm, Llc is currently the largest disclosed institutional shareholder of DBND tracked by InsiderSet, reporting ownership valued at approximately $82.24M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $79.39M, representing an estimated loss of -3.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed DBND value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Foundations Investment Advisors, Llc, Silveroak Wealth Management Llc, and several other long-term asset managers with concentrated positions in DOUBLELINE OPPORT BND ETF (DBND).
This page ranks the largest institutional DBND shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
94
Total Reported Value
$677.40M
Largest Holder
Cwm, Llc
Largest Position
$82.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.22% | 1,795,342 | $82,244,605 | $79,390,023 | -$2,854,582 | -3.47% | |
| Foundations Investment Advisors, Llc | 0.55% | 1,162,917 | $53,017,959 | $51,424,190 | -$1,593,769 | -3.01% | |
| Silveroak Wealth Management Llc | 5.14% | 992,779 | $43,166,031 | $43,900,687 | +$734,656 | +1.70% | |
| Boothe Investment Group, Inc. | 10.83% | 873,431 | $37,976,780 | $38,623,119 | +$646,339 | +1.70% | |
| Raymond James Financial Inc | 0.01% | 783,836 | $35,735,462 | $34,661,228 | -$1,074,234 | -3.01% | |
| Newedge Advisors, Llc | 0.10% | 725,049 | $33,055,329 | $32,061,667 | -$993,662 | -3.01% | |
| Envestnet Asset Management Inc | 0.01% | 705,094 | $32,145,581 | $31,179,257 | -$966,324 | -3.01% | |
| Seascape Capital Management | 7.14% | 653,229 | $29,781,000 | $28,885,786 | -$895,214 | -3.01% | |
| Ubs Group Ag | 0.00% | 646,329 | $29,466,139 | $28,580,668 | -$885,471 | -3.01% | |
| W.G. Shaheen & Associates Dba Whitney & Co | 2.05% | 616,118 | $28,089,113 | $27,244,738 | -$844,375 | -3.01% | |
| Mariner, Llc | 0.02% | 493,783 | $22,511,826 | $21,835,084 | -$676,742 | -3.01% | |
| Aptus Capital Advisors, Llc | 0.10% | 306,991 | $13,995,873 | $13,575,142 | -$420,731 | -3.01% | |
| Guardian Wealth Advisors, Llc / Nc | 0.79% | 306,991 | $13,995,862 | $13,575,142 | -$420,720 | -3.01% | |
| Benchmark Financial Wealth Advisors, Llc | 3.01% | 289,203 | $12,574,528 | $12,788,557 | +$214,029 | +1.70% | |
| Journey Advisory Group, Llc | 0.95% | 272,062 | $12,403,443 | $12,030,582 | -$372,861 | -3.01% | |
| Holcombe Financial, Inc. | 6.51% | 270,700 | $11,770,025 | $11,970,354 | +$200,329 | +1.70% | |
| Stratos Wealth Advisors, Llc | 0.59% | 237,611 | $10,832,838 | $10,507,158 | -$325,680 | -3.01% | |
| Beckerman Institutional, Llc | 5.11% | 235,558 | $10,739,144 | $10,416,375 | -$322,769 | -3.01% | |
| Mml Investors Services, Llc | 0.02% | 235,493 | $10,736,237 | $10,413,500 | -$322,737 | -3.01% | |
| Visionary Wealth Advisors | 0.41% | 228,259 | $10,406,451 | $10,093,613 | -$312,838 | -3.01% | |
| Hippocratic Financial Advisors, Llc | 3.63% | 212,386 | $9,234,529 | $9,391,709 | +$157,180 | +1.70% | |
| Landmark Wealth Management, Llc | 2.04% | 186,581 | $8,506,339 | $8,250,612 | -$255,727 | -3.01% | |
| Waddell & Associates, Llc | 0.38% | 168,588 | $7,685,989 | $7,454,961 | -$231,028 | -3.01% | |
| Fortis Advisors, Llc | 3.54% | 165,920 | $7,564,380 | $7,336,982 | -$227,398 | -3.01% | |
| Premier Path Wealth Partners, Llc | 0.88% | 172,666 | $7,507,513 | $7,635,291 | +$127,778 | +1.70% | |
| Ausdal Financial Partners, Inc. | 0.27% | 152,444 | $6,949,984 | $6,741,074 | -$208,910 | -3.01% | |
| Cary Street Partners Financial Llc | 0.14% | 140,876 | $6,422,625 | $6,229,537 | -$193,088 | -3.01% | |
| Aprio Wealth Management, Llc | 0.24% | 123,643 | $5,375,985 | $5,467,493 | +$91,508 | +1.70% | |
| Ashton Thomas Private Wealth, Llc | 0.11% | 115,052 | $5,245,294 | $5,087,599 | -$157,695 | -3.01% | |
| Elyxium Wealth, Llc | 0.48% | 109,862 | $4,776,788 | $4,858,098 | +$81,310 | +1.70% | |
| Osaic Holdings, Inc. | 0.01% | 104,756 | $4,775,881 | $4,632,310 | -$143,571 | -3.01% | |
| Elevation Point Wealth Partners, Llc | 0.08% | 96,654 | $4,406,500 | $4,274,040 | -$132,460 | -3.01% | |
| Vestmark Advisory Solutions, Inc. | 0.04% | 87,281 | $3,979,171 | $3,859,566 | -$119,605 | -3.01% | |
| Bluechip Wealth Advisors Llc | 1.49% | 85,933 | $3,917,707 | $3,799,957 | -$117,750 | -3.01% | |
| January Capital Advisors Llc | 3.21% | 84,184 | $3,837,991 | $3,722,616 | -$115,375 | -3.01% | |
| Cornerstone Wealth Group, Llc | 0.23% | 83,126 | $3,789,747 | $3,675,832 | -$113,915 | -3.01% | |
| Vise Technologies, Inc. | 0.03% | 79,414 | $3,452,899 | $3,511,687 | +$58,788 | +1.70% | |
| Optima Capital Llc | 1.36% | 79,185 | $3,442,964 | $3,501,561 | +$58,597 | +1.70% | |
| Austin Wealth Management, Llc | 0.63% | 65,599 | $2,969,995 | $2,900,788 | -$69,207 | -2.33% | |
| Corient Private Wealth Llc | 0.00% | 63,238 | $2,883,053 | $2,796,384 | -$86,669 | -3.01% | |
| Morgan Stanley | 0.00% | 49,415 | $2,252,924 | $2,185,131 | -$67,793 | -3.01% | |
| Bank Of America Corp | 0.00% | 43,645 | $1,989,787 | $1,929,982 | -$59,805 | -3.01% | |
| Entrewealth, Llc | 0.61% | 39,599 | $1,721,765 | $1,751,068 | +$29,303 | +1.70% | |
| Lpl Financial Llc | 0.00% | 37,499 | $1,709,618 | $1,658,206 | -$51,412 | -3.01% | |
| Pettinga Financial Advisors Llc | 0.26% | 36,465 | $1,585,499 | $1,612,482 | +$26,983 | +1.70% | |
| Aqr Capital Management Llc | 0.00% | 32,897 | $1,499,791 | $1,454,705 | -$45,086 | -3.01% | |
| L & S Advisors Inc | 0.15% | 31,930 | $1,455,705 | $1,411,945 | -$43,760 | -3.01% | |
| Royal Bank Of Canada | 0.00% | 29,539 | $1,347,000 | $1,306,215 | -$40,785 | -3.03% | |
| Smartleaf Asset Management Llc | 0.04% | 29,364 | $1,343,403 | $1,298,476 | -$44,927 | -3.34% | |
| Beaumont Financial Advisors, Llc | 0.08% | 29,532 | $1,284,051 | $1,305,905 | +$21,854 | +1.70% |
Frequently asked questions about DBND
Who are the largest institutional holders of DBND?
The largest institutional holders of DBND reported in the latest SEC Form 13F filings include Cwm, Llc, Foundations Investment Advisors, Llc, Silveroak Wealth Management Llc, Boothe Investment Group, Inc., and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported DBND position.
What is DBND institutional ownership?
This page tracks DBND positions reported by institutional investment managers through SEC Form 13F. DOUBLELINE OPPORT BND ETF (DBND) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DBND?
InsiderSet currently tracks 94 institutional managers reporting DBND holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DBND shareholders.
How much DBND stock do institutions own?
Institutional investment managers disclosed approximately $677.40M in DBND holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DBND institutional ownership last updated?
The latest DBND institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DBND holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DBND position after the reporting date.
Are institutions buying or selling DBND?
Institutional buying and selling can be analyzed by comparing DBND positions across consecutive 13F reporting periods. InsiderSet's DBND Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DBND ownership changes.
How has DBND institutional ownership changed over time?
InsiderSet tracks DBND institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.