DOUBLELINE OPPORT BND ETF (DBND) Institutional Shareholders
DOUBLELINE OPPORT BND ETF (DBND) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $670.62M in DBND holdings during the latest filing period.
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 $79.16M, representing an estimated loss of -3.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed DBND value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Foundations Investment Advisors, Llc, Raymond James Financial Inc, 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
95
Total Reported Value
$670.62M
Largest Holder
Cwm, Llc
Largest Position
$82.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
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 | $79,158,424 | -$3,086,181 | -3.75% | |
| Foundations Investment Advisors, Llc | 0.55% | 1,162,917 | $53,017,959 | $51,274,173 | -$1,743,786 | -3.29% | |
| Raymond James Financial Inc | 0.01% | 783,836 | $35,735,462 | $34,560,113 | -$1,175,349 | -3.29% | |
| Boothe Investment Group, Inc. | 10.84% | 754,481 | $34,397,162 | $33,265,822 | -$1,131,340 | -3.29% | |
| Newedge Advisors, Llc | 0.10% | 725,049 | $33,055,329 | $31,968,135 | -$1,087,194 | -3.29% | |
| Envestnet Asset Management Inc | 0.01% | 705,094 | $32,145,581 | $31,088,300 | -$1,057,281 | -3.29% | |
| Seascape Capital Management | 7.14% | 653,229 | $29,781,000 | $28,801,520 | -$979,480 | -3.29% | |
| Ubs Group Ag | 0.00% | 646,329 | $29,466,139 | $28,497,292 | -$968,847 | -3.29% | |
| W.G. Shaheen & Associates Dba Whitney & Co | 2.05% | 616,118 | $28,089,113 | $27,165,259 | -$923,854 | -3.29% | |
| Benchmark Financial Wealth Advisors, Llc | 5.87% | 521,491 | $23,775,018 | $22,993,060 | -$781,958 | -3.29% | |
| Mariner, Llc | 0.02% | 493,783 | $22,511,826 | $21,771,386 | -$740,440 | -3.29% | |
| Silveroak Wealth Management Llc | 1.93% | 328,419 | $14,972,786 | $14,480,322 | -$492,464 | -3.29% | |
| Aptus Capital Advisors, Llc | 0.10% | 306,991 | $13,995,873 | $13,535,540 | -$460,333 | -3.29% | |
| Guardian Wealth Advisors, Llc / Nc | 0.79% | 306,991 | $13,995,862 | $13,535,540 | -$460,322 | -3.29% | |
| Journey Advisory Group, Llc | 0.95% | 272,062 | $12,403,443 | $11,995,486 | -$407,957 | -3.29% | |
| Holcombe Financial, Inc. | 6.91% | 268,537 | $12,242,747 | $11,840,065 | -$402,682 | -3.29% | |
| Stratos Wealth Advisors, Llc | 0.59% | 237,611 | $10,832,838 | $10,476,507 | -$356,331 | -3.29% | |
| Beckerman Institutional, Llc | 5.11% | 235,558 | $10,739,144 | $10,385,988 | -$353,156 | -3.29% | |
| Mml Investors Services, Llc | 0.02% | 235,493 | $10,736,237 | $10,383,122 | -$353,115 | -3.29% | |
| Visionary Wealth Advisors | 0.41% | 228,259 | $10,406,451 | $10,064,168 | -$342,283 | -3.29% | |
| Aprio Wealth Management, Llc | 0.51% | 225,713 | $10,290,348 | $9,951,912 | -$338,436 | -3.29% | |
| Hippocratic Financial Advisors, Llc | 3.47% | 201,663 | $9,193,917 | $8,891,523 | -$302,394 | -3.29% | |
| Cravens & Co Advisors, Llc | 5.77% | 188,416 | $8,589,980 | $8,307,450 | -$282,530 | -3.29% | |
| Landmark Wealth Management, Llc | 2.04% | 186,581 | $8,506,339 | $8,226,543 | -$279,796 | -3.29% | |
| Waddell & Associates, Llc | 0.38% | 168,588 | $7,685,989 | $7,433,214 | -$252,775 | -3.29% | |
| Fortis Advisors, Llc | 3.54% | 165,920 | $7,564,380 | $7,315,579 | -$248,801 | -3.29% | |
| Ausdal Financial Partners, Inc. | 0.27% | 152,444 | $6,949,984 | $6,721,408 | -$228,576 | -3.29% | |
| Cary Street Partners Financial Llc | 0.14% | 140,876 | $6,422,625 | $6,211,364 | -$211,261 | -3.29% | |
| Elyxium Wealth, Llc | 0.66% | 137,206 | $6,255,299 | $6,049,550 | -$205,749 | -3.29% | |
| Optima Capital Llc | 2.23% | 124,123 | $5,658,830 | $5,472,707 | -$186,123 | -3.29% | |
| Premier Path Wealth Partners, Llc | 0.64% | 122,949 | $5,605,328 | $5,420,944 | -$184,384 | -3.29% | |
| Ashton Thomas Private Wealth, Llc | 0.11% | 115,052 | $5,245,294 | $5,072,758 | -$172,536 | -3.29% | |
| Osaic Holdings, Inc. | 0.01% | 104,756 | $4,775,881 | $4,618,797 | -$157,084 | -3.29% | |
| Elevation Point Wealth Partners, Llc | 0.08% | 96,654 | $4,406,500 | $4,261,572 | -$144,928 | -3.29% | |
| Vestmark Advisory Solutions, Inc. | 0.04% | 87,281 | $3,979,171 | $3,848,307 | -$130,864 | -3.29% | |
| Bluechip Wealth Advisors Llc | 1.49% | 85,933 | $3,917,707 | $3,788,872 | -$128,835 | -3.29% | |
| January Capital Advisors Llc | 3.21% | 84,184 | $3,837,991 | $3,711,757 | -$126,234 | -3.29% | |
| Cornerstone Wealth Group, Llc | 0.23% | 83,126 | $3,789,747 | $3,665,108 | -$124,639 | -3.29% | |
| Austin Wealth Management, Llc | 0.63% | 65,599 | $2,969,995 | $2,892,326 | -$77,669 | -2.62% | |
| Corient Private Wealth Llc | 0.00% | 63,238 | $2,883,053 | $2,788,227 | -$94,826 | -3.29% | |
| Vise Technologies, Inc. | 0.03% | 61,020 | $2,781,944 | $2,690,433 | -$91,511 | -3.29% | |
| Morgan Stanley | 0.00% | 49,415 | $2,252,924 | $2,178,757 | -$74,167 | -3.29% | |
| Bank Of America Corp | 0.00% | 43,645 | $1,989,787 | $1,924,352 | -$65,435 | -3.29% | |
| Entrewealth, Llc | 0.66% | 39,925 | $1,793,631 | $1,760,333 | -$33,298 | -1.86% | |
| Lpl Financial Llc | 0.00% | 37,499 | $1,709,618 | $1,653,368 | -$56,250 | -3.29% | |
| Pettinga Financial Advisors Llc | 0.26% | 36,215 | $1,651,061 | $1,596,756 | -$54,305 | -3.29% | |
| Aqr Capital Management Llc | 0.00% | 32,897 | $1,499,791 | $1,450,462 | -$49,329 | -3.29% | |
| Centurion Wealth Management Llc | 0.33% | 30,022 | $1,368,739 | $1,323,700 | -$45,039 | -3.29% | |
| Royal Bank Of Canada | 0.00% | 29,539 | $1,347,000 | $1,302,404 | -$44,596 | -3.31% | |
| Smartleaf Asset Management Llc | 0.04% | 29,364 | $1,343,403 | $1,294,688 | -$48,715 | -3.63% |
Frequently asked questions about DBND
Who owns the most DBND stock?
The largest holders of DBND are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DOUBLELINE OPPORT BND ETF (DBND).
Is DBND widely held by superinvestors?
Many widely followed stocks like DBND appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DBND is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.