Who Owns DBND?
DoubleLine Opportunistic Core Bond ETF — Institutional Ownership & 13F Holdings
$45.99
-0.04 (-0.09%)
Market Cap
$679.8M
Shares Outstanding
15,493,808
Institutional Holders
69
Total Inst. Value
$216.1M
% of Float Held
—
QoQ Holder Change
+33
Institutional data as of Q1 2025
New Positions
21
Closed Positions
8
Increased
23
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Boothe Investment Group, Inc. | $25.6M | 554,999 |
| 2 | UBS Group AG | $25.3M | 548,824 |
| 3 | Seascape Capital ManagementNew | $25.0M | 541,805 |
| 4 | W.G. Shaheen & Associates DBA Whitney & Co | $21.1M | 456,615 |
| 5 | Benchmark Financial Wealth Advisors, LLCNew | $15.7M | 340,350 |
| 6 | Cravens & Co Advisors, LLC | $9.8M | 211,830 |
| 7 | One Capital Management, LLC | $8.9M | 192,983 |
| 8 | WADDELL & ASSOCIATES, LLC | $8.6M | 187,018 |
| 9 | Fortis Advisors, LLCNew | $7.5M | 161,812 |
| 10 | OPTIMA CAPITAL LLCNew | $6.4M | 137,895 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Boothe Investment Group, Inc. | +160K | $25.6M |
| UBS Group AG | +366K | $25.3M |
| Seascape Capital ManagementNew | +542K | $25.0M |
| W.G. Shaheen & Associates DBA Whitney & Co | +24K | $21.1M |
| Benchmark Financial Wealth Advisors, LLCNew | +340K | $15.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -34K | $2K |
| CWM, LLC | -24K | $51K |
| One Capital Management, LLC | -18K | $8.9M |
| Cambridge Investment Research Advisors, Inc. | -11K | $253K |
| Algorithmic Investment Models, LLC | -9K | $988K |
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Frequently Asked Questions
How many institutional investors hold DBND?
As of Q1 2025, 69 institutional investors report holding DBND (DoubleLine Opportunistic Core Bond ETF) in their 13F filings.
Which hedge fund owns the most DBND?
The largest institutional holder of DBND is Boothe Investment Group, Inc. with $25.6M in shares.
Are institutions buying or selling DBND?
This quarter, 21 institutions opened new positions in DBND and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.