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Disclosery

DBND DOUBLELINE ETF TRUST

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OPPO CORE BD ETF (fund)

71 managers (72 13F filers) reported a position in DBND shares at 2025-03-31, 7,054,241 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
71
13F filers
72
New
11
Added
28
Reduced
22
Sold out
4
Shares held by filers
7,054,241

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CWM, LLCin group CWM, LLC1,109,104$51.2M0.2%-23,60913F-HRTimelineGroup
Boothe Investment Group, Inc.554,999$25.6M11.69%+160,37913F-HRTimeline
UBS Group AGin group UBS Group AG548,824$25.3M0.01%+365,89713F-HRTimelineGroup
Seascape Capital Management541,805$25M8.73%+61,57013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…456,615$21.1M2.24%+23,98413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding340,371$15.7M+121,639Timeline
Benchmark Financial Wealth Advisors, LLC340,350$15.7M5.93%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC285,104$13.2M0.03%-1,15213F-HRTimelineGroup
Foundations Investment Advisors, LLC217,464$10M0.19%+27,87713F-HRTimeline
Cravens & Co Advisors, LLC211,830$9.78M7.6%+56013F-HRTimeline
One Capital Management, LLC192,983$8.91M0.3%-18,11513F-HRTimeline
WADDELL & ASSOCIATES, LLC187,018$8.63M1.05%+2,85213F-HR/ATimeline
Beckerman Institutional, LLC175,201$8.09M5.86%+7,02313F-HRTimeline
Fortis Advisors, LLC161,812$7.47M4.87%-9913F-HRTimeline
OPTIMA CAPITAL LLC137,895$6.37M4.06%+30,94313F-HRTimeline
Premier Path Wealth Partners, LLC130,313$6.02M0.94%+10,73813F-HRTimeline
Landmark Wealth Management, LLC128,639$5.94M2.62%-3,47713F-HRTimeline
MML INVESTORS SERVICES, LLC128,379$5.93M0.02%+3,80413F-HRTimeline
Aprio Wealth Management, LLC109,053$5.03M0.63%+27,17613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC101,265$4.68M<0.01%+90,30913F-HRTimelineGroup
CW Advisors, LLC97,693$4.51M0.05%-6,43013F-HRTimeline
Ausdal Financial Partners, Inc.93,112$4.3M0.32%+63,83713F-HRTimeline
BlueChip Wealth Advisors LLC69,033$3.19M1.57%+48,37213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.52,686$2.43M0.13%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,058$2.31M<0.01%+10,95913F-HR/ATimelineGroup
Cornerstone Wealth Group, LLC48,945$2.26M0.19%+1,42113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,576$2.06M<0.01%+22,43713F-HR/ATimelineGroup
Bristlecone Advisors, LLC43,728$2.02M0.16%+26,37413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,442$1.91M<0.01%-34,18113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,010$1.52M<0.01%-4,99713F-HRTimelineGroup
L & S Advisors Inc31,930$1.47M0.18%013F-HRTimeline
SilverOak Wealth Management LLC26,452$1.22M0.26%+5,98913F-HRTimeline
Essential Planning, LLC.26,253$1.21M0.49%-1,918,25413F-HRTimeline
Elyxium Wealth, LLC25,772$1.19M0.53%new13F-HRTimeline
Beaumont Financial Advisors, LLC24,863$1.15M0.09%-89213F-HRTimeline
Private Advisor Group, LLC23,895$1.1M0.01%new13F-HRTimeline
Smartleaf Asset Management LLC23,895$1.1M0.11%new13F-HRTimeline
Algorithmic Investment Models, LLC21,391$988K0.73%-8,55613F-HRTimeline
LPL Financial LLC19,874$918K<0.01%+9,89113F-HRTimeline
Fearless Solutions, LLC dba Best Invest15,996$739K0.57%-38913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,140$653K<0.01%013F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC12,175$562K0.38%-2513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,803$545K<0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,583$535K0.01%-55613F-HRTimeline
Janney Montgomery Scott LLC11,300$522K<0.01%new13F-HRTimeline
COMERICA BANK11,070$511K<0.01%013F-HRTimeline
Barnes Wealth Management Group, Inc10,139$468K0.3%+2,31813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,112$467K<0.01%+5,11213F-HRTimelineGroup
LANARK FINANCIAL, INC.9,176$423K0.04%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC8,600$397K0.01%013F-HRTimeline
Principia Wealth Advisory, LLC8,615$392K0.38%-1813F-HRTimeline
FLOW TRADERS U.S. LLC8,147$376K0.02%new13F-HRTimeline
Stonehearth Capital Management, LLC7,474$345K0.14%+1,28213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,803$314K<0.01%+83013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,599$305K<0.01%-2,37113F-HRTimelineGroup
Sigma Planning Corp5,661$261K0.01%-25113F-HRTimeline
Cambridge Investment Research Advisors,…5,483$253K<0.01%-11,10413F-HRTimeline
Stewardship Advisors, LLC5,446$251K0.07%-9,61513F-HRTimeline
NewEdge Advisors, LLC5,277$244K<0.01%-5,02913F-HRTimeline
Atria Investments, Inc5,265$243K<0.01%-1,70513F-HRTimeline
PRIVATE TRUST CO NA2,046$94.5K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,369$63.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC560$26K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…500$23.1K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc495$22.9K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC400$18.5K<0.01%013F-HR/ATimeline
Northwest Capital Management Inc241$11.1K<0.01%+5313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC120$5.54K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC13$617<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$68<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-50113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.