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Public ownership evidence

DoubleLine Opportunistic Core Bond ETF (DBND) Ownership Disclosures

Read DBND insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2863,238$2,883,053None
Principia Wealth Advisory, LLC2026-06-302026-08-2712,378$564,319None
Principia Wealth Advisory, LLC2026-03-312026-08-2711,566$529,704None
January Capital Advisors LLC2026-06-302026-08-2684,184$3,837,991None
Corient Private Wealth LP2026-06-302026-08-1863,238$2,883,053None
Equitable Holdings, Inc.2026-06-302026-08-1812,304$560,943None
Forum Finance Group S.A.2026-06-302026-08-159,610$354,000None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-1519,134$872,341None
ENTREWEALTH, LLC2026-06-302026-08-1539,925$1,793,631None
Foundations Investment Advisors, LLC2026-06-302026-08-1555,528$2,531,570None
Foundations Investment Advisors, LLC2026-06-302026-08-15116,148$5,295,252None
Foundations Investment Advisors, LLC2026-06-302026-08-15906,417$41,323,968None
Foundations Investment Advisors, LLC2026-06-302026-08-1584,824$3,867,169None
Strategic Family Wealth Counselors, L.L.C.2026-06-302026-08-1512,071$550,323None
OSAIC HOLDINGS, INC.2026-06-302026-08-1591$4,149None
OSAIC HOLDINGS, INC.2026-06-302026-08-1593,327$4,254,839None
OSAIC HOLDINGS, INC.2026-06-302026-08-1511,338$516,893None
Gotham Asset Management, LLC2026-06-302026-08-1511,017$502,271None
GUARDIAN WEALTH ADVISORS, LLC / NC2026-06-302026-08-15306,991$13,995,862None
Ausdal Financial Partners, Inc.2026-06-302026-08-15152,444$6,949,984None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1587,281$3,979,171None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1532,897$1,499,791None
ROYAL BANK OF CANADA2026-06-302026-08-1529,539$1,347,000None
CITADEL ADVISORS LLC2026-06-302026-08-1517,760$809,687None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15694,312$31,654,026None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1589,524$4,081,436None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1517,058$777,674None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1526,587$1,212,113None
PANORAMIC INVESTMENT ADVISORS, LLC2026-06-302026-08-1419,375$883,316None
Visionary Wealth Advisors2026-06-302026-08-14228,259$10,406,451None
Sanctuary Advisors, LLC2026-06-302026-08-146,205$282,889None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14500$22,795None
Fortis Advisors, LLC2026-06-302026-08-14165,920$7,564,380None
UBS Group AG2026-06-302026-08-14646,329$29,466,139None
Mariner, LLC2026-06-302026-08-14493,783$22,511,826None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1421,300$971,078None
HOLLENCREST CAPITAL MANAGEMENT2026-06-302026-08-141,369$62,413None
MORGAN STANLEY2026-06-302026-08-1449,414$2,252,844None
MORGAN STANLEY2026-06-302026-08-141$80None
Regatta Research & Money Management2026-06-302026-08-13308$14,042None
Smartleaf Asset Management LLC2026-06-302026-08-1329,364$1,343,403None
Cravens & Co Advisors, LLC2026-06-302026-08-13188,416$8,589,980None
Corient Private Wealth LP2026-06-302026-08-1363,238$2,883,053None
ELEVATION POINT WEALTH PARTNERS, LLC2026-06-302026-08-1396,654$4,406,500None
Integrated Wealth Concepts LLC2026-06-302026-08-13424$19,331None
Strategic Wealth Partners, Ltd.2026-06-302026-08-138,980$409,403None
Aptus Capital Advisors, LLC2026-06-302026-08-13306,991$13,995,873None
NewEdge Advisors, LLC2026-06-302026-08-13725,049$33,055,329None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13180$8,206None
L & S Advisors Inc2026-06-302026-08-1331,930$1,455,705None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗January Capital Advisors LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗Forum Finance Group S.A. ↗SHELTON CAPITAL MANAGEMENT ↗ENTREWEALTH, LLC ↗Foundations Investment Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.