DoubleLine Opportunistic Bond
DBND • ARCA
DoubleLine Opportunistic Bond is an exchange-traded fund on ARCA. As of Q3 2025, 80 institutional investors hold shares in this ETF, with total holdings valued at $472.6M. CWM, LLC is the largest holder with a position valued at $63.7M.
Overview
Overview of institutional ownership in DBND as of Q3 2025
All Institutions
- Institutions
- 80
- Value Held
- $472.6M
- Shares Held
- 10.2M
- Avg Position
- $5.9M
- Median Position
- $1.2M
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.1M
- Shares Held
- 24.1K
- Avg Position
- $1.1M
- Median Position
- $1.1M
Biggest Investors
Institutions with the largest positions in DBND as of Q3 2025
| Institution | Position Value |
|---|---|
 CWM, LLC RIA/Wealth | $63.7M 0.20% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $30.2M 0.01% of portfolio |
B Boothe Investment Group, Inc. RIA/Wealth | $29.6M 10.85% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $28.9M 0.01% of portfolio |
 Seascape Capital Management RIA/Wealth | $28.8M 9.31% of portfolio |
 UBS Group AG Institution | $27.2M 0.01% of portfolio |
 Foundations Investment Advisors, LLC RIA/Wealth | $25.2M 0.37% of portfolio |
$23.9M 2.17% of portfolio | |
 Benchmark Financial Wealth Advisors, LLC RIA/Wealth | $19.3M 5.81% of portfolio |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $14.0M 0.93% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DBND in Q3 2025
- Traded
- +$88.3M
- Buyers
- 54
- Sellers
- 19
- Total Bought
- +$102.3M
- Total Sold
- −$13.9M
- Avg Position
- $5.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$14.0M +300.5K shares |
 Aptus Capital Advisors, LLC ETF Provider | +$14.0M +300.5K shares |
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | +$14.0M +300.5K shares |
CWM, LLC RIA/Wealth | +$12.2M +262.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$10.5M +226.7K shares |
Foundations Investment Advisors, LLC RIA/Wealth | +$6.8M +146.9K shares |
A Advisor Group Holdings, Inc. Institution | +$4.7M +101.6K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | +$3.0M +63.8K shares |
 Journey Advisory Group, LLC RIA/Wealth | +$2.7M +58.5K shares |
 Fortis Advisors, LLC Family Office | +$2.4M +50.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
O One Capital Management, LLC RIA/Wealth | −$9.0M −195.1K shares |
J JANE STREET GROUP, LLC Institution | −$3.1M −66.3K shares |
 Elyxium Wealth, LLC RIA/Wealth | −$877.1K −18.9K shares |
A AMERIFLEX GROUP, INC. Institution | −$257.3K −5.6K shares |
 HPM Partners LLC RIA/Wealth | −$126.2K −2.7K shares |
N NATIONAL BANK OF CANADA /FI/ Institution | −$124.5K −2.7K shares |
 Beacon Capital Management, Inc. RIA/Wealth | −$113.3K −2.4K shares |
R ROYAL BANK OF CANADA Institution | −$63.7K −1.4K shares |
 Janney Montgomery Scott LLC RIA/Wealth | −$56.7K −1.2K shares |
 Beaumont Capital Management, LLC Long Only Manager | −$55.5K −1.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DBND in Q3 2025
- New Positions
- 10
- New Value
- $36.6M
- Exited Positions
- 4
- Exited Value
- $9.3M
New Positions
| Institution | Position Value |
|---|---|
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $14.0M 300.5K shares |
Aptus Capital Advisors, LLC ETF Provider | $14.0M 300.5K shares |
Mount Yale Investment Advisors, LLC RIA/Wealth | $3.0M 63.8K shares |
Journey Advisory Group, LLC RIA/Wealth | $2.7M 58.5K shares |
C Centurion Wealth Management LLC Institution | $1.2M 26.0K shares |
 GOLDMAN SACHS GROUP INC Institution | $697.3K 15.0K shares |
 Cetera Investment Advisers RIA/Wealth | $390.8K 8.4K shares |
 Krilogy Financial LLC RIA/Wealth | $314.6K 6.8K shares |
T Triad Wealth Partners, LLC RIA/Wealth | $215.1K 4.6K shares |
 BANK OF AMERICA CORP /DE/ Institution | $125.1K 2.7K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
O One Capital Management, LLC RIA/Wealth | $9.0M 195.1K shares |
A AMERIFLEX GROUP, INC. Institution | $257.3K 5.6K shares |
 Northwest Capital Management Inc RIA/Wealth | $12.6K 273.0 shares |
 WELLS FARGO & COMPANY/MN Institution | $4.1K 89.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in DBND as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DBND as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
B Boothe Investment Group, Inc. RIA/Wealth | 10.85% $29.6M |
Seascape Capital Management RIA/Wealth | 9.31% $28.8M |
C Cravens & Co Advisors, LLC Institution | 6.99% $10.2M |
Benchmark Financial Wealth Advisors, LLC RIA/Wealth | 5.81% $19.3M |
Fortis Advisors, LLC Family Office | 5.58% $9.7M |
B Beckerman Institutional, LLC Institution | 5.55% $9.4M |
 Hippocratic Financial Advisors, LLC RIA/Wealth | 3.54% $7.4M |
 Landmark Wealth Management, LLC RIA/Wealth | 2.48% $6.2M |
2.17% $23.9M | |
Elyxium Wealth, LLC RIA/Wealth | 1.73% $5.0M |
Hedge Fund Spotlight
Discover hedge funds investing in DBND
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in DoubleLine Opportunistic Bond
- Market Value
- $1.1M
- Shares Held
- 24.1K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
