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Disclosery

DBND DOUBLELINE ETF TRUST

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OPPO CORE BD ETF (fund)

78 managers (78 13F filers) reported a position in DBND shares at 2025-06-30, 8,528,172 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
78
13F filers
78
New
10
Added
36
Reduced
16
Sold out
6
Shares held by filers
8,528,172

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC1,106,231$51.2M0.18%-2,87313F-HRTimelineGroup
Seascape Capital Management599,767$27.7M8.74%+57,96213F-HRTimeline
Boothe Investment Group, Inc.593,523$27.4M10.46%+38,52413F-HRTimeline
UBS Group AGin group UBS Group AG568,329$26.3M0.01%+19,50513F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…486,184$22.5M2.22%+29,56913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC394,891$18.3M0.01%+293,62613F-HRTimelineGroup
Foundations Investment Advisors, LLC393,834$18.2M0.29%+176,37013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC367,708$17M5.62%+27,35813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding348,913$16.1M+8,542Timeline
Cerity Partners LLCin group Cerity Partners LLC279,464$12.9M0.02%-5,64013F-HRTimelineGroup
Cravens & Co Advisors, LLC212,011$9.8M7.32%+18113F-HRTimeline
One Capital Management, LLC195,102$9.02M0.31%+2,11913F-HRTimeline
Beckerman Institutional, LLC188,922$8.74M5.8%+13,72113F-HRTimeline
WADDELL & ASSOCIATES, LLC182,433$8.44M0.9%-4,58513F-HRTimeline
Visionary Wealth Advisors177,754$8.22M0.42%new13F-HRTimeline
Aprio Wealth Management, LLC160,799$7.44M0.84%+51,74613F-HRTimeline
Fortis Advisors, LLC158,102$7.31M4.68%-3,71013F-HRTimeline
OPTIMA CAPITAL LLC156,070$7.22M3.88%+18,17513F-HRTimeline
MML INVESTORS SERVICES, LLC142,702$6.6M0.02%+14,32313F-HRTimeline
Hippocratic Financial Advisors, LLC141,462$6.54M3.49%new13F-HRTimeline
Premier Path Wealth Partners, LLC135,838$6.28M0.87%+5,52513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…132,691$6.14M0.17%new13F-HRTimelineGroup
Landmark Wealth Management, LLC126,795$5.86M2.5%-1,84413F-HRTimeline
Elyxium Wealth, LLC125,539$5.8M2.18%+99,76713F-HRTimeline
Ausdal Financial Partners, Inc.121,193$5.6M0.37%+28,08113F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.109,569$5.07M0.27%+56,88313F-HRTimelineGroup
CW Advisors, LLC100,599$4.65M0.05%+2,90613F-HRTimeline
Austin Wealth Management, LLC85,418$3.92M0.7%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC77,112$3.57M0.01%+27,05413F-HRTimelineGroup
BlueChip Wealth Advisors LLC58,836$2.72M1.21%-10,19713F-HRTimeline
Bristlecone Advisors, LLC52,670$2.44M0.2%+8,94213F-HRTimeline
Cornerstone Wealth Group, LLC45,872$2.12M0.16%-3,07313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,570$2.02M<0.01%-1,00613F-HR/ATimelineGroup
L & S Advisors Inc31,930$1.48M0.15%013F-HRTimeline
Algorithmic Investment Models, LLC29,396$1.36M0.93%+8,00513F-HRTimeline
SilverOak Wealth Management LLC26,924$1.24M0.23%+47213F-HRTimeline
Private Advisor Group, LLC26,022$1.2M0.01%+2,12713F-HRTimeline
Smartleaf Asset Management LLC26,022$1.2M0.11%+2,12713F-HRTimeline
Essential Planning, LLC.25,437$1.18M0.44%-81613F-HRTimeline
Beaumont Financial Advisors, LLC25,019$1.16M0.08%+15613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,074$1.11M<0.01%-8,93613F-HRTimelineGroup
LPL Financial LLC23,197$1.07M<0.01%+3,32313F-HRTimeline
ENTREWEALTH, LLC22,528$1.04M0.72%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest15,888$735K0.51%-10813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,140$653K<0.01%013F-HR/ATimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC12,175$563K0.35%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,756$544K0.01%+17313F-HRTimeline
COMERICA BANK11,070$512K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC10,643$492K<0.01%-65713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,403$481K<0.01%-1,40013F-HRTimeline
Barnes Wealth Management Group, Inc10,157$470K0.28%+1813F-HRTimeline
Principia Wealth Advisory, LLC9,600$444K0.38%+98513F-HRTimeline
Strategic Wealth Partners, Ltd.8,980$415K0.03%13F-HRTimeline
LANARK FINANCIAL, INC.8,776$405K0.03%-40013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC8,600$398K0.01%013F-HRTimeline
Stonehearth Capital Management, LLC7,573$350K0.15%+9913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,350$340K<0.01%+75113F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,803$315K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,338$293K<0.01%+85513F-HRTimeline
Sigma Planning Corp5,882$272K0.01%+22113F-HRTimeline
NWF Advisory Services Inc.5,580$258K0.03%new13F-HRTimeline
AMERIFLEX GROUP, INC.5,580$257K0.14%new13F-HRTimeline
Stewardship Advisors, LLC5,446$252K0.06%013F-HRTimeline
Clear Creek Financial Management, LLC5,165$239K0.02%new13F-HRTimeline
Beacon Capital Management, Inc.3,579$165K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,046$94.6K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,369$63.3K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC560$26K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC503$23.3K<0.01%+49013F-HRTimeline
Steward Partners Investment Advisory, L…500$23.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc495$22.9K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC290$13.4K<0.01%-11013F-HRTimeline
Northwest Capital Management Inc273$12.6K0.01%+3213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89$4.12K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC59$2.73K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC51$2.36K<0.01%-6913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$82<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.