Skip to content
Disclosery

DBND DOUBLELINE ETF TRUST

Follow

OPPO CORE BD ETF (fund)

82 managers (82 13F filers) reported a position in DBND shares at 2025-09-30, 10,347,416 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
82
13F filers
82
New
10
Added
45
Reduced
16
Sold out
4
Shares held by filers
10,347,416

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,368,828$63.7M0.19%+262,59713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC649,397$30.2M0.01%+300,48413F-HRTimelineGroup
Boothe Investment Group, Inc.636,766$29.6M10.85%+43,24313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC621,576$28.9M0.01%+226,68513F-HRTimelineGroup
Seascape Capital Management618,301$28.8M8.25%+18,53413F-HRTimeline
UBS Group AGin group UBS Group AG583,898$27.2M0.01%+15,56913F-HRTimelineGroup
Foundations Investment Advisors, LLC540,715$25.2M0.37%+146,88113F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…513,979$23.9M2.17%+27,79513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC414,817$19.3M5.81%+47,10913F-HRTimeline
Aptus Capital Advisors, LLC300,463$14M0.13%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC300,463$14M0.91%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC276,751$12.9M0.02%-2,71313F-HRTimelineGroup
Cravens & Co Advisors, LLC220,034$10.2M6.99%+8,02313F-HRTimeline
Fortis Advisors, LLC208,745$9.71M5.54%+50,64313F-HRTimeline
Beckerman Institutional, LLC201,856$9.39M5.53%+12,93413F-HRTimeline
WADDELL & ASSOCIATES, LLC181,957$8.47M0.72%-47613F-HRTimeline
Visionary Wealth Advisors181,612$8.45M0.39%+3,85813F-HRTimeline
OPTIMA CAPITAL LLC180,571$8.4M4.08%+24,50113F-HRTimeline
Aprio Wealth Management, LLC175,890$8.18M0.81%+15,09113F-HRTimeline
Hippocratic Financial Advisors, LLC158,319$7.37M3.54%+16,85713F-HRTimeline
Premier Path Wealth Partners, LLC144,038$6.7M0.86%+8,20013F-HRTimeline
MML INVESTORS SERVICES, LLC143,314$6.67M0.02%+61213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…142,604$6.64M0.17%+9,91313F-HRTimelineGroup
Ausdal Financial Partners, Inc.136,274$6.34M0.31%+15,08113F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.135,710$6.31M0.3%+26,14113F-HRTimelineGroup
Landmark Wealth Management, LLC133,082$6.19M2.46%+6,28713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.108,934$5.07M0.01%+101,58413F-HRTimelineGroup
Elyxium Wealth, LLC106,689$4.96M1.73%-18,85013F-HRTimeline
Austin Wealth Management, LLC84,774$3.97M0.62%-64413F-HRTimeline
Bristlecone Advisors, LLC74,663$3.47M0.29%+21,99313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC63,786$2.97M0.21%new13F-HRTimeline
BlueChip Wealth Advisors LLC61,604$2.87M1.22%+2,76813F-HRTimeline
Journey Advisory Group, LLC58,529$2.72M0.2%new13F-HRTimeline
Cornerstone Wealth Group, LLC46,263$2.15M0.15%+39113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA42,202$1.96M<0.01%-1,36813F-HRTimelineGroup
L & S Advisors Inc31,930$1.49M0.14%013F-HRTimeline
SilverOak Wealth Management LLC29,982$1.4M0.24%+3,05813F-HRTimeline
Smartleaf Asset Management LLC28,355$1.32M0.08%+2,33313F-HRTimeline
Private Advisor Group, LLC28,355$1.32M0.01%+2,33313F-HRTimeline
Algorithmic Investment Models, LLC28,204$1.31M0.87%-1,19213F-HRTimeline
Beaumont Financial Advisors, LLC26,202$1.22M0.08%+1,18313F-HRTimeline
Centurion Wealth Management LLC25,972$1.21M0.28%new13F-HRTimeline
LPL Financial LLC25,691$1.2M<0.01%+2,49413F-HRTimeline
Essential Planning, LLC.25,467$1.18M0.41%+3013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,074$1.12M<0.01%013F-HRTimelineGroup
ENTREWEALTH, LLC22,816$1.06M0.55%+28813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,987$697K<0.01%new13F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest14,712$685K0.44%-1,17613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,201$568K0.01%+44513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC12,175$567K0.32%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,465$533K<0.01%-2,67513F-HRTimelineGroup
Barnes Wealth Management Group, Inc11,283$525K0.29%+1,12613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,115$517K<0.01%+71213F-HRTimeline
COMERICA BANK11,083$516K<0.01%+1313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,790$502K<0.01%-66,32213F-HRTimelineGroup
Principia Wealth Advisory, LLC10,384$483K0.34%+78413F-HRTimeline
Janney Montgomery Scott LLC9,425$439K<0.01%-1,21813F-HRTimeline
Strategic Wealth Partners, Ltd.8,980$418K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.8,716$406K0.03%-6013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC8,600$400K0.01%013F-HRTimeline
Cetera Investment Advisers8,398$391K<0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC7,418$345K0.03%+2,25313F-HRTimeline
Stonehearth Capital Management, LLC7,340$342K0.13%-23313F-HRTimeline
Cambridge Investment Research Advisors,…7,205$335K<0.01%+86713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,803$317K<0.01%013F-HRTimelineGroup
Krilogy Financial LLC6,800$315K0.01%new13F-HRTimeline
Stewardship Advisors, LLC6,660$310K0.07%+1,21413F-HRTimeline
Sigma Planning Corp5,739$267K0.01%-14313F-HRTimeline
NWF Advisory Services Inc.5,648$263K0.03%+6813F-HRTimeline
Triad Wealth Partners, LLC4,622$215K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,700$126K<0.01%+2,20013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,688$125K<0.01%new13F-HR/ATimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,369$63.7K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.1,144$53.2K<0.01%-2,43513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY975$45.4K<0.01%+97413F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC560$26K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc496$23.1K<0.01%+113F-HRTimeline
Tortoise Investment Management, LLC290$13.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC59$2.75K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC51$2.37K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC48$2.23K<0.01%-45513F-HRTimeline
PRIVATE TRUST CO NA35$1.63K<0.01%-2,01113F-HRTimeline