Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Doubleline ETF Trust (DBND)

100 + 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
↑ +2
Streak
8Q ▲
Buyers last Q
59%

Smart Money Signals — DBND

Based on 102 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
102 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 — +34% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+34% 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.
🟡

Slight buying edge — 59% buying

65 buying45 selling
Last quarter: 65 funds bought or added vs 45 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 16 → 21 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 31% new

■ 36% conviction (2yr+) ■ 32% medium ■ 31% new
Of the 102 current holders: 37 (36%) held >2 years, 33 held 1–2 years, and 32 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.
📈

Growing discovery — still being found

12 → 11 → 16 → 21 → 18 new funds/Q
New funds entering each quarter: 11 → 16 → 21 → 18. A growing number of institutions are discovering DBND each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 43% new entrants

■ 37% veterans ■ 20% 1-2yr ■ 43% new
Of 102 current holders: 38 (37%) held 2+ years, 20 held 1–2 years, 44 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
10 of 102 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 Q2, 65 hedge funds were net buyers of DBND (18 opened a new position, 47 added to an existing one), while 45 reduced or exited (29 trimmed, 16 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 102.

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 Q2 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 June 30, 2026 · 82d ago
DBND
-3.2%
SPY
+2.3%

DBND outperformed SPY by -5.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
DBND
-1.6%
SPY
-1.6%

Since the filing became public, DBND outperformed SPY by +0.0% .

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.

1 top-rated funds 6 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: DBND
100 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 100 100 -
13F Shares 13M 14M -5.61%
Total Value $555M $608M -8.64%
New Positions 17 21 -4
Increased Positions 47 45 +2
Closed Positions 17 9 +8
Reduced Positions 28 25 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DBND

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

100 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boothe Investment Group, Inc. 10.84% 754,481 $34.4M
2 Holcombe Financial, Inc. 6.91% 268,537 $12.2M
3 Benchmark Financial Wealth Advisors, LLC 5.86% 521,491 $23.8M
4 Cravens & Co Advisors, LLC 5.77% 188,416 $8.6M
5 Beckerman Institutional, LLC 5.11% 235,558 $10.7M
6 Fortis Advisors, LLC 3.54% 165,920 $7.6M
7 Hippocratic Financial Advisors, LLC 3.47% 201,663 $9.2M
8 January Capital Advisors LLC 3.21% 84,184 $3.8M
9 Optima Capital LLC 2.23% 124,123 $5.7M
10 W.G. Shaheen & Associates DBA Whitney & Co 2.05% 616,118 $28.1M
11 Landmark Wealth Management, LLC 2.04% 186,581 $8.5M
12 SilverOak Wealth Management LLC 1.93% 328,419 $15.0M
13 BlueChip Wealth Advisors LLC 1.49% 85,933 $3.9M
14 Algorithmic Investment Models, LLC 1.39% 26,309 $1.2M
15 Journey Advisory Group, LLC 0.95% 272,062 $12.4M
16 Blue Line Capital, LLC / IL 0.88% 23,251 $1.1M
17 Guardian Wealth Advisors, LLC / Nc 0.79% 306,991 $14.0M
18 Entrewealth, LLC 0.66% 39,925 $1.8M
19 Elyxium Wealth, LLC 0.66% 137,206 $6.3M
20 Premier Path Wealth Partners, LLC 0.64% 122,949 $5.6M
21 Austin Wealth Management, LLC 0.63% 65,599 $3.0M
22 Stratos Wealth Advisors, LLC 0.59% 237,611 $10.8M
23 Foundations Investment Advisors, LLC 0.55% 1,162,917 $53.0M
24 Aprio Wealth Management, LLC 0.51% 225,713 $10.3M
25 Panoramic Investment Advisors, LLC 0.42% 19,375 $883K
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 — 8 quarters in a row: For 8 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?

Slight buying edge — 59% buying: Last quarter: 65 funds bought or added vs 45 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DBND holders?

Smaller funds dominant — 13% AUM from top-100: 10 of 102 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DBND?

Mixed — 36% long-term, 31% new: Of the 102 current holders: 37 (36%) held >2 years, 33 held 1–2 years, and 32 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 Q2 hedge fund 13F filings?

As of today, DBND has moved -1.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), DBND has gained -3.2% vs +2.3% 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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