Home › DBND

Who holds DBND

DOUBLELINE ETF TRUST · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
FOUNDATIONS INVESTMENT ADVISORS, LLC1.2M$53.0M0.5%
RAYMOND JAMES FINANCIAL INC783.8K$35.7M0.0%
Boothe Investment Group, Inc.754.5K$34.4M10.8%
NewEdge Advisors, LLC725.0K$33.1M0.1%
ENVESTNET ASSET MANAGEMENT INC705.1K$32.1M0.0%
Seascape Capital Management653.2K$29.8M7.1%
UBS Group AG646.3K$29.5M0.0%
W.G. Shaheen & Associates DBA Whitney & Co616.1K$28.1M2.1%
Benchmark Financial Wealth Advisors, LLC521.5K$23.8M5.9%
Mariner, LLC493.8K$22.5M0.0%
SilverOak Wealth Management LLC328.4K$15.0M1.9%
Aptus Capital Advisors, LLC307.0K$14.0M0.1%
GUARDIAN WEALTH ADVISORS, LLC / NC307.0K$14.0M0.8%
Journey Advisory Group, LLC272.1K$12.4M0.9%
Holcombe Financial, Inc.268.5K$12.2M6.9%
Stratos Wealth Advisors, LLC237.6K$10.8M0.6%
Beckerman Institutional, LLC235.6K$10.7M5.1%
MML INVESTORS SERVICES, LLC235.5K$10.7M0.0%
Visionary Wealth Advisors228.3K$10.4M0.4%
Aprio Wealth Management, LLC225.7K$10.3M0.5%
Hippocratic Financial Advisors, LLC201.7K$9.2M3.5%
Cravens & Co Advisors, LLC188.4K$8.6M5.8%
Landmark Wealth Management, LLC186.6K$8.5M2.0%
WADDELL & ASSOCIATES, LLC168.6K$7.7M0.4%
Fortis Advisors, LLC165.9K$7.6M3.5%
Ausdal Financial Partners, Inc.152.4K$6.9M0.3%
CARY STREET PARTNERS FINANCIAL LLC140.9K$6.4M0.1%
Elyxium Wealth, LLC137.2K$6.3M0.7%
OPTIMA CAPITAL LLC124.1K$5.7M2.2%
Premier Path Wealth Partners, LLC122.9K$5.6M0.6%
Ashton Thomas Private Wealth, LLC115.1K$5.2M0.1%
OSAIC HOLDINGS, INC.104.8K$4.8M0.0%
ELEVATION POINT WEALTH PARTNERS, LLC96.7K$4.4M0.1%
Vestmark Advisory Solutions, Inc.87.3K$4.0M0.0%
BlueChip Wealth Advisors LLC85.9K$3.9M1.5%
January Capital Advisors LLC84.2K$3.8M3.2%
Cornerstone Wealth Group, LLC83.1K$3.8M0.2%
Austin Wealth Management, LLC65.6K$3.0M0.6%
Corient Private Wealth LP63.2K$2.9M0.0%
Vise Technologies, Inc.61.0K$2.8M0.0%
MORGAN STANLEY49.4K$2.3M0.0%
BANK OF AMERICA CORP /DE/43.6K$2.0M0.0%
ENTREWEALTH, LLC39.9K$1.8M0.7%
LPL Financial LLC37.5K$1.7M0.0%
Pettinga Financial Advisors LLC36.2K$1.7M0.3%
AQR CAPITAL MANAGEMENT LLC32.9K$1.5M0.0%
L & S Advisors Inc31.9K$1.5M0.2%
Centurion Wealth Management LLC30.0K$1.4M0.3%
ROYAL BANK OF CANADA29.5K$1.3M0.0%
Smartleaf Asset Management LLC29.4K$1.3M0.0%
Beaumont Financial Advisors, LLC29.0K$1.3M0.1%
Algorithmic Investment Models, LLC26.3K$1.2M1.4%
Blue Line Capital, LLC / IL23.3K$1.1M0.9%
Essential Planning, LLC.22.7K$1.0M0.3%
Cambridge Investment Research Advisors, Inc.22.4K$1.0M0.0%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21.3K$971,0780.0%
SHRIER WEALTH MANAGEMENT, LLC20.2K$918,9410.3%
Walser Wealth Management Company, A Ltd Liability Co20.1K$917,0130.4%
PANORAMIC INVESTMENT ADVISORS, LLC19.4K$883,3160.4%
SHELTON CAPITAL MANAGEMENT19.1K$872,3410.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}