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Disclosery

DBND DOUBLELINE ETF TRUST

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OPPO CORE BD ETF (fund)

90 managers (90 13F filers) reported a position in DBND shares at 2025-12-31, 11,698,667 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
90
13F filers
90
New
13
Added
44
Reduced
22
Sold out
5
Shares held by filers
11,698,667

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CWM, LLCin group CWM, LLC1,622,210$75.2M0.2%+253,38213F-HRTimelineGroup
Foundations Investment Advisors, LLC700,920$32.5M0.43%+160,20513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC664,656$30.8M0.01%+43,08013F-HRTimelineGroup
Seascape Capital Management645,968$29.9M8.51%+27,66713F-HRTimeline
Boothe Investment Group, Inc.645,479$29.9M10.71%+8,71313F-HRTimeline
UBS Group AGin group UBS Group AG605,984$28.1M0.01%+22,08613F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…543,338$25.2M2.01%+29,35913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC492,384$22.8M6.55%+77,56713F-HRTimeline
Mariner, LLCin group Mariner, LLC437,889$20.3M0.02%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC364,465$16.9M0.01%-284,93213F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC308,766$14.3M0.9%+8,30313F-HRTimeline
Aptus Capital Advisors, LLC308,766$14.3M0.12%+8,30313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC256,629$11.9M0.02%-20,12213F-HRTimelineGroup
Holcombe Financial, Inc.239,289$11.1M6.97%new13F-HRTimeline
Aprio Wealth Management, LLC221,618$10.3M0.59%+45,72813F-HRTimeline
Cravens & Co Advisors, LLC210,965$9.8M6.42%-9,06913F-HRTimeline
Beckerman Institutional, LLC210,540$9.76M5.48%+8,68413F-HRTimeline
Fortis Advisors, LLC204,107$9.46M5.21%-4,63813F-HRTimeline
Visionary Wealth Advisors190,996$8.86M0.4%+9,38413F-HRTimeline
Hippocratic Financial Advisors, LLC180,353$8.36M3.85%+22,03413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.178,955$8.3M0.4%+43,24513F-HRTimelineGroup
Ausdal Financial Partners, Inc.174,879$8.11M0.38%+38,60513F-HRTimeline
MML INVESTORS SERVICES, LLC165,047$7.65M0.02%+21,73313F-HRTimeline
WADDELL & ASSOCIATES, LLC164,566$7.63M0.51%-17,39113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…144,126$6.68M0.17%+1,52213F-HRTimelineGroup
Landmark Wealth Management, LLC140,901$6.53M2.5%+7,81913F-HRTimeline
Premier Path Wealth Partners, LLC133,891$6.21M0.8%-10,14713F-HRTimeline
Journey Advisory Group, LLC125,136$5.8M0.49%+66,60713F-HRTimeline
OPTIMA CAPITAL LLC120,040$5.57M2.41%-60,53113F-HRTimeline
Elyxium Wealth, LLC116,398$5.4M1.57%+9,70913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.103,615$4.8M0.01%-5,31913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP86,114$3.99M0.01%new13F-HR/ATimelineGroup
Austin Wealth Management, LLC84,330$3.91M0.58%-44413F-HRTimeline
Vestmark Advisory Solutions, Inc.81,952$3.8M0.05%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC81,952$3.8M0.18%+18,16613F-HRTimeline
BlueChip Wealth Advisors LLC72,362$3.36M1.41%+10,75813F-HRTimeline
Cornerstone Wealth Group, LLC47,804$2.22M0.15%+1,54113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,967$1.95M<0.01%-23513F-HRTimelineGroup
SilverOak Wealth Management LLC33,934$1.57M0.25%+3,95213F-HRTimeline
L & S Advisors Inc31,930$1.48M0.14%013F-HRTimeline
LPL Financial LLC29,819$1.38M<0.01%+4,12813F-HRTimeline
Private Advisor Group, LLC29,424$1.36M0.01%+1,06913F-HRTimeline
Smartleaf Asset Management LLC29,358$1.36M0.05%+1,00313F-HRTimeline
Centurion Wealth Management LLC28,422$1.32M0.29%+2,45013F-HRTimeline
Beaumont Financial Advisors, LLC26,394$1.22M0.08%+19213F-HRTimeline
Algorithmic Investment Models, LLC26,267$1.22M1.5%-1,93713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,641$1.14M<0.01%+56713F-HRTimelineGroup
Essential Planning, LLC.23,761$1.1M0.35%-1,70613F-HRTimeline
ENTREWEALTH, LLC22,816$1.06M0.48%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,474$996K<0.01%+6,48713F-HR/ATimelineGroup
Gotham Asset Management, LLC18,823$873K<0.01%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC15,125$701K0.38%+2,95013F-HRTimeline
Fearless Solutions, LLC dba Best Invest13,652$633K0.38%-1,06013F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC12,441$577K0.23%13F-HRTimeline
Barnes Wealth Management Group, Inc12,100$561K0.3%+81713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,075$560K0.01%-12613F-HR/ATimeline
Janney Montgomery Scott LLC11,542$535K<0.01%+2,11713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,465$532K<0.01%013F-HRTimelineGroup
COMERICA BANK11,100$515K<0.01%+1713F-HRTimeline
Principia Wealth Advisory, LLC10,926$507K0.32%+54213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,305$478K<0.01%-81013F-HRTimeline
Strategic Wealth Partners, Ltd.8,980$416K0.03%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC8,600$399K0.01%013F-HRTimeline
MANCHESTER FINANCIAL INC8,047$373K0.07%new13F-HRTimeline
Stonehearth Capital Management, LLC8,042$373K0.14%+70213F-HRTimeline
LANARK FINANCIAL, INC.7,816$362K0.03%-90013F-HRTimeline
Stewardship Advisors, LLC7,734$359K0.08%+1,07413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,453$346K<0.01%+65013F-HRTimelineGroup
Cetera Investment Advisers7,231$335K<0.01%-1,16713F-HRTimeline
Cambridge Investment Research Advisors,…6,953$322K<0.01%-25213F-HRTimeline
Sanctuary Advisors, LLC6,205$288K<0.01%new13F-HRTimeline
NWF Advisory Services Inc.5,739$266K0.03%+9113F-HRTimeline
Sigma Planning Corp5,664$263K0.01%-7513F-HRTimeline
Krilogy Financial LLC4,750$221K0.01%-2,05013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,326$201K<0.01%+1,63813F-HRTimelineGroup
Farther Finance Advisors, LLC2,820$131K<0.01%+2,77213F-HRTimeline
Steward Partners Investment Advisory, L…2,700$125K<0.01%013F-HRTimeline
Clayton Financial Group LLC2,696$125K0.06%new13F-HRTimeline
Root Financial Partners, LLC1,599$74.1K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,369$63.5K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.630$29.2K<0.01%-51413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC560$26K<0.01%013F-HR/ATimelineGroup
AdvisorNet Financial, Inc502$23.3K<0.01%+613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO453$21K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY430$20K<0.01%-54513F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…65$3.04K<0.01%new13F-HR/ATimelineGroup
Global Retirement Partners, LLC59$2.74K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC51$2.37K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC38$1.76K<0.01%new13F-HRTimeline
Larson Financial Group LLC4$185<0.01%new13F-HRTimeline