Who owns DoubleLine Opportunistic Core Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DBND from SEC Form 13F filings across 101 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 101 institutions disclosed 13.0M shares of DoubleLine Opportunistic Core Bond ETF worth $591.8M — about 79.9% of shares outstanding; the largest disclosed holder is Foundations Investment Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
101
13F holders
$591.8M
value, 2026 filers
79.9%
of shares outstanding (13.0M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DBND's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 1.2M | $53.0M | 0.5% | 7.2% | +20.2% |
| 2 | RAYMOND JAMES FINANCIAL INC | 783,836 | $35.7M | 0.0% | 4.8% | -1.0% |
| 3 | Boothe Investment Group, Inc. | 754,481 | $34.4M | 10.8% | 4.6% | +11.0% |
| 4 | NewEdge Advisors, LLC | 725,049 | $33.1M | 0.1% | 4.5% | +254.4% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 705,094 | $32.1M | 0.0% | 4.3% | -5.9% |
| 6 | Seascape Capital Management | 653,229 | $29.8M | 7.1% | 4% | +2.9% |
| 7 | UBS Group AG | 646,329 | $29.5M | 0.0% | 4% | +4.8% |
| 8 | W.G. Shaheen & Associates DBA Whitney & Co | 616,118 | $28.1M | 2.1% | 3.8% | +6.0% |
| 9 | Benchmark Financial Wealth Advisors, LLC | 521,491 | $23.8M | 5.9% | 3.2% | -0.1% |
| 10 | Mariner, LLC | 493,783 | $22.5M | 0.0% | 3% | +4.2% |
| 11 | SilverOak Wealth Management LLC | 328,419 | $15.0M | 1.9% | 2% | +562.8% |
| 12 | GUARDIAN WEALTH ADVISORS, LLC / NC | 306,991 | $14.0M | 0.8% | 1.9% | -0.5% |
| 13 | Aptus Capital Advisors, LLC | 306,991 | $14.0M | 0.1% | 1.9% | -0.5% |
| 14 | Journey Advisory Group, LLC | 272,062 | $12.4M | 0.9% | 1.7% | -45.2% |
| 15 | Holcombe Financial, Inc. | 268,537 | $12.2M | 6.9% | 1.7% | +3.3% |
| 16 | Stratos Wealth Advisors, LLC | 237,611 | $10.8M | 0.6% | 1.5% | +14.8% |
| 17 | Beckerman Institutional, LLC | 235,558 | $10.7M | 5.1% | 1.5% | +6.0% |
| 18 | MML INVESTORS SERVICES, LLC | 235,493 | $10.7M | 0.0% | 1.4% | +19.0% |
| 19 | Visionary Wealth Advisors | 228,259 | $10.4M | 0.4% | 1.4% | +12.9% |
| 20 | Aprio Wealth Management, LLC | 225,713 | $10.3M | 0.5% | 1.4% | -2.2% |
| 21 | Hippocratic Financial Advisors, LLC | 201,663 | $9.2M | 3.5% | 1.2% | +6.2% |
| 22 | Cravens & Co Advisors, LLC | 188,416 | $8.6M | 5.8% | 1.2% | -13.1% |
| 23 | Landmark Wealth Management, LLC | 186,581 | $8.5M | 2.0% | 1.1% | +5.1% |
| 24 | WADDELL & ASSOCIATES, LLC | 168,588 | $7.7M | 0.4% | 1% | +4.0% |
| 25 | Fortis Advisors, LLC | 165,920 | $7.6M | 3.5% | 1% | +0.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.