Who owns DBND?
DoubleLine Opportunistic Core Bond ETF · DoubleLine
101 institutions reported holding DBND, worth $592.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DBND
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC | Phoenix, AZ | $53.0M | 1,162,917 | +195,601 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $35.7M | 783,836 | −7,648 shares |
| Boothe Investment Group, Inc. | Dover, DE | $34.4M | 754,481 | +74,794 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $33.1M | 725,049 | +520,438 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $32.1M | 705,094 | −44,009 shares |
| Seascape Capital Management | Portsmouth, NH | $29.8M | 653,229 | +18,436 shares |
| UBS Group AG | Zurich, Switzerland | $29.5M | 646,329 | +29,358 shares |
| W.G. Shaheen & Associates DBA Whitney & Co | Rochester, NY | $28.1M | 616,118 | +34,890 shares |
| Benchmark Financial Wealth Advisors, LLC | Boca Raton, FL | $23.8M | 521,491 | −607 shares |
| Mariner, LLC | Overland Park, KS | $22.5M | 493,783 | +19,847 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DBND?
101 institutional managers reported holding DBND in Form 13F filings for June 30, 2026, worth $592.5M in total. The largest reported position was held by Foundations Investment Advisors, LLC, at $53.0M.
Did institutions buy or sell DBND last quarter?
Reported 13F value rose 6.5% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DBND ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.