Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Doubleline ETF Trust (DBND)

98 + Investors. Track Smart Money conviction in DBND. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
7Q ▲
Buyers last Q
67%

Smart Money Signals — DBND

Based on 100 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added DBND than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
100 hedge funds hold DBND right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +43% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+43% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

66 buying33 selling
Last quarter: 66 funds were net buyers (21 opened a brand new position + 45 added to an existing one). Only 33 were sellers (25 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 11 → 16 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 37% new

■ 35% conviction (2yr+) ■ 28% medium ■ 37% new
Of the 100 current holders: 35 (35%) held >2 years, 28 held 1–2 years, and 37 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

14 → 11 → 11 → 16 → 21 new funds/Q
New funds entering each quarter: 11 → 11 → 16 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 37% veterans, 51% new entrants

■ 37% veterans ■ 12% 1-2yr ■ 51% new
Of 100 current holders: 37 (37%) held 2+ years, 12 held 1–2 years, 51 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
13 of 100 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DBND

In 2026 Q1, 66 hedge funds were net buyers of DBND (21 opened a new position, 45 added to an existing one), while 33 reduced or exited (25 trimmed, 8 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 100.

Hedge Fund Ownership: DBND

How many hedge funds hold DBND — quarterly history vs. share price
Quarterly hedge fund ownership of DBND vs. share price

Market Analysis: DBND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DBND

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Doubleline ETF Trust (DBND) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DBND has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
DBND
nan%
SPY
+15.1%

DBND outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
DBND
nan%
SPY
+1.3%

Since the filing became public, DBND outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 6 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: DBND
98 + Investors

Track Smart Money conviction in DBND. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 98 87 12.64%
13F Shares 13M 12M 15.58%
Total Value $601M $541M 10.95%
New Positions 19 16 +3
Increased Positions 45 41 +4
Closed Positions 8 7 +1
Reduced Positions 25 22 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DBND

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Financial Highlights

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Institutional Holders (2026 Q1)

98 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DBND. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DBND holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boothe Investment Group, Inc. 10.02% 679,687 $31.1M
2 January Capital Advisors LLC 9.43% 152,716 $7.0M
3 Holcombe Financial, Inc. 7.00% 259,959 $11.9M
4 Benchmark Financial Wealth Advisors, LLC 6.62% 522,098 $23.9M
5 Cravens & Co Advisors, LLC 6.45% 216,828 $9.9M
6 Beckerman Institutional, LLC 5.41% 222,253 $10.2M
7 Hippocratic Financial Advisors, LLC 3.82% 189,909 $8.7M
8 Fortis Advisors, LLC 3.78% 164,649 $7.5M
9 Optima Capital LLC 2.71% 127,454 $5.8M
10 W.G. Shaheen & Associates DBA Whitney & Co 2.22% 581,228 $26.6M
11 Landmark Wealth Management, LLC 2.18% 177,470 $8.1M
12 Elyxium Wealth, LLC 1.99% 135,234 $6.2M
13 Journey Advisory Group, LLC 1.94% 496,108 $22.7M
14 BlueChip Wealth Advisors LLC 1.70% 84,754 $3.9M
15 Algorithmic Investment Models, LLC 1.48% 26,243 $1.2M
16 NewEdge Advisors, LLC 1.03% 204,611 $22.2M
17 Guardian Wealth Advisors, LLC / Nc 0.89% 308,616 $14.1M
18 Austin Wealth Management, LLC 0.73% 70,705 $3.2M
19 Premier Path Wealth Partners, LLC 0.68% 113,682 $5.2M
20 Stratos Wealth Advisors, LLC 0.58% 207,064 $9.5M
21 Aprio Wealth Management, LLC 0.58% 230,753 $10.6M
22 Foundations Investment Advisors, LLC 0.55% 967,316 $44.3M
23 Entrewealth, LLC 0.47% 22,676 $1.0M
24 Waddell & Associates, LLC 0.42% 162,154 $7.4M
25 Visionary Wealth Advisors 0.41% 202,096 $9.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Doubleline ETF Trust (DBND)

What does the Smart Money Trend signal show for DBND?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added DBND than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DBND?

More buyers than sellers — 67% buying: Last quarter: 66 funds were net buyers (21 opened a brand new position + 45 added to an existing one). Only 33 were sellers (25 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DBND holders?

Smaller funds dominant — 12% AUM from top-100: 13 of 100 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DBND?

Mixed — 35% long-term, 37% new: Of the 100 current holders: 35 (35%) held >2 years, 28 held 1–2 years, and 37 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Doubleline ETF Trust (DBND) following the 2026 Q1 hedge fund 13F filings?

As of today, DBND has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), DBND has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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