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Disclosery

DBND DOUBLELINE ETF TRUST

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OPPO CORE BD ETF (fund)

66 managers (67 13F filers) reported a position in DBND shares at 2024-12-31, 7,534,215 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
66
13F filers
67
New
9
Added
29
Reduced
12
Sold out
5
Shares held by filers
7,534,215

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Essential Planning, LLC.1,944,507$89.5M0.58%+1,915,21113F-HRTimeline
CWM, LLCin group CWM, LLC1,132,713$51.3M0.21%-123,25113F-HRTimelineGroup
Seascape Capital Management480,235$21.7M7.58%+1,35613F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…432,631$19.6M2.06%+11,52313F-HRTimeline
Boothe Investment Group, Inc.394,620$17.9M7.76%+28,50213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC286,256$13M0.03%-3,72213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding218,732$9.91M+17,714Timeline
Cravens & Co Advisors, LLC211,270$9.57M7.28%+7,93413F-HRTimeline
One Capital Management, LLC211,098$9.56M0.32%-81,81913F-HRTimeline
Foundations Investment Advisors, LLC189,587$8.59M0.17%-74,15813F-HRTimeline
WADDELL & ASSOCIATES, LLC184,166$8.34M0.85%+1,91713F-HR/ATimeline
UBS Group AGin group UBS Group AG182,927$8.28M<0.01%-20,95813F-HRTimelineGroup
Beckerman Institutional, LLC168,178$7.62M6.1%+46,21813F-HRTimeline
Fortis Advisors, LLC161,911$7.33M4.81%-3,89813F-HRTimeline
Landmark Wealth Management, LLC132,116$5.98M2.65%+5,96013F-HRTimeline
MML INVESTORS SERVICES, LLC124,575$5.64M0.02%+11,22013F-HRTimeline
Premier Path Wealth Partners, LLC119,575$5.42M0.83%+6,83613F-HRTimeline
OPTIMA CAPITAL LLC106,952$4.84M3.34%13F-HRTimeline
CW Advisors, LLC104,123$4.72M0.06%-1,65213F-HRTimeline
Aprio Wealth Management, LLC81,877$3.71M0.54%+5,52213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC75,623$3.42M<0.01%new13F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …48,878$2.21M0.32%13F-HRTimeline
Cornerstone Wealth Group, LLC47,524$2.15M0.18%+4,91513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,099$1.77M<0.01%+33,03813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC38,007$1.72M<0.01%+6,75213F-HRTimelineGroup
L & S Advisors Inc31,930$1.45M0.16%013F-HRTimeline
Algorithmic Investment Models, LLC29,947$1.36M1.05%+4,29113F-HRTimeline
Ausdal Financial Partners, Inc.29,275$1.33M0.11%-44813F-HRTimeline
Beaumont Financial Advisors, LLC25,755$1.17M0.09%+1,77213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,139$1M<0.01%+17,23713F-HRTimelineGroup
BlueChip Wealth Advisors LLC20,661$936K0.52%new13F-HRTimeline
SilverOak Wealth Management LLC20,463$927K0.2%new13F-HRTimeline
Bristlecone Advisors, LLC17,354$786K0.06%new13F-HRTimeline
Cambridge Investment Research Advisors,…16,587$751K<0.01%-61013F-HRTimeline
Fearless Solutions, LLC dba Best Invest16,385$742K0.57%13F-HRTimeline
Stewardship Advisors, LLC15,061$682K0.19%-1,12913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,140$640K<0.01%+7,42513F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC12,200$553K0.36%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,139$550K0.01%+80613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,803$535K<0.01%013F-HRTimeline
COMERICA BANK11,070$501K<0.01%+1,07013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,956$496K<0.01%13F-HR/ATimelineGroup
NewEdge Advisors, LLC10,306$467K<0.01%-58913F-HRTimeline
LPL Financial LLC9,983$452K<0.01%+1,90013F-HRTimeline
Strategic Wealth Partners, Ltd.8,980$409K0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,970$406K<0.01%+2,45213F-HR/ATimelineGroup
Principia Wealth Advisory, LLC8,633$391K0.37%13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC8,600$389K0.01%013F-HRTimeline
Barnes Wealth Management Group, Inc7,821$354K0.24%13F-HRTimeline
Atria Investments, Inc6,970$316K<0.01%+1,06113F-HRTimeline
Stonehearth Capital Management, LLC6,192$280K0.11%-7913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,973$271K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp5,912$268K0.01%+36313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,000$226K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA2,046$92.7K0.01%+3513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,369$62K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC560$25K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…501$22.7K<0.01%+34513F-HRTimeline
Tortoise Investment Management, LLC400$18.1K<0.01%013F-HR/ATimeline
Minot DeBlois Advisors LLC273$12.4K0.01%13F-HRTimeline
Northwest Capital Management Inc188$8.51K<0.01%+2813F-HRTimeline
Global Retirement Partners, LLC162$7.34K<0.01%013F-HRTimeline
PMV Capital Advisers, LLC159$7.2K0.02%13F-HRTimeline
Bangor Savings Bank158$7.16K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC13$601<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$72<0.01%new13F-HR/ATimelineGroup