Who owns DoubleLine Opportunistic Core Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of DBND from SEC Form 13F filings across 62 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, 62 institutions disclosed 7.6M shares of DoubleLine Opportunistic Core Bond ETF worth $344.6M — about 46.9% of shares outstanding; the largest disclosed holder is Foundations Investment Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
62
13F holders
$344.6M
value, 2026 filers
46.9%
of shares outstanding (7.6M sh)
13
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 | NewEdge Advisors, LLC | 725,049 | $33.1M | 0.1% | 4.5% | +254.4% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 705,094 | $32.1M | 0.0% | 4.3% | -5.9% |
| 5 | UBS Group AG | 646,329 | $29.5M | 0.0% | 4% | +4.8% |
| 6 | Benchmark Financial Wealth Advisors, LLC | 521,491 | $23.8M | 5.9% | 3.2% | -0.1% |
| 7 | Mariner, LLC | 493,783 | $22.5M | 0.0% | 3% | +4.2% |
| 8 | Aptus Capital Advisors, LLC | 306,991 | $14.0M | 0.1% | 1.9% | -0.5% |
| 9 | Stratos Wealth Advisors, LLC | 237,611 | $10.8M | 0.6% | 1.5% | +14.8% |
| 10 | MML INVESTORS SERVICES, LLC | 235,493 | $10.7M | 0.0% | 1.4% | +19.0% |
| 11 | Ausdal Financial Partners, Inc. | 152,444 | $6.9M | 0.3% | 0.9% | -19.7% |
| 12 | CARY STREET PARTNERS FINANCIAL LLC | 140,876 | $6.4M | 0.1% | 0.9% | -0.6% |
| 13 | Elyxium Wealth, LLC | 137,206 | $6.3M | 0.7% | 0.8% | +1.5% |
| 14 | OPTIMA CAPITAL LLC | 124,123 | $5.7M | 2.2% | 0.8% | -2.6% |
| 15 | Premier Path Wealth Partners, LLC | 122,949 | $5.6M | 0.6% | 0.8% | +8.2% |
| 16 | Ashton Thomas Private Wealth, LLCNEW | 115,052 | $5.2M | 0.1% | 0.7% | new |
| 17 | OSAIC HOLDINGS, INC. | 104,756 | $4.8M | 0.0% | 0.6% | +1.7% |
| 18 | ELEVATION POINT WEALTH PARTNERS, LLC | 96,654 | $4.4M | 0.1% | 0.6% | +3.9% |
| 19 | Vestmark Advisory Solutions, Inc. | 87,281 | $4.0M | 0.0% | 0.5% | +3.6% |
| 20 | BlueChip Wealth Advisors LLC | 85,933 | $3.9M | 1.5% | 0.5% | +1.4% |
| 21 | Cornerstone Wealth Group, LLC | 83,126 | $3.8M | 0.2% | 0.5% | +52.8% |
| 22 | Corient Private Wealth LP | 63,238 | $2.9M | 0.0% | 0.4% | -23.7% |
| 23 | Vise Technologies, Inc.NEW | 61,020 | $2.8M | 0.0% | 0.4% | new |
| 24 | MORGAN STANLEY | 49,415 | $2.3M | 0.0% | 0.3% | +149.6% |
| 25 | Cambridge Investment Research Advisors, Inc. | 44,878 | $2,046 | 0.0% | 0.3% | +517.1% |
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.