DOUBLELINE ETF TRUST OPPORTUNISTIC CO is a security (CUSIP 25861R105) tracked across SEC portfolio filings. 108 institutional managers reported $638.4M on Form 13F as of 2026-06-30.
Showing 15 of 108 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| CWM, LLC | OMAHA, NE | $82.2M | 1,795,342 |
| Foundations Investment Advisors, LLC | PHOENIX, AZ | $44.3M | 967,316 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $36.3M | 791,484 |
| Boothe Investment Group, Inc. | DOVER, DE | $34.4M | 754,481 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $32.1M | 705,094 |
| NewEdge Advisors, LLC | New Orleans, LA | $31.3M | 684,259 |
| UBS Group AG | Zurich, V8 | $28.3M | 616,971 |
| W.G. Shaheen & Associates DBA Whitney & Co | ROCHESTER, NY | $28.1M | 616,118 |
| Benchmark Financial Wealth Advisors, LLC | BOCA RATON, FL | $23.8M | 521,491 |
| Mariner, LLC | Overland Park, KS | $21.7M | 473,936 |
| SilverOak Wealth Management LLC | Edina, MN | $15.0M | 328,419 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | RALEIGH, NC | $14.1M | 308,616 |
| Aptus Capital Advisors, LLC | FAIRHOPE, AL | $14.1M | 308,616 |
| Journey Advisory Group, LLC | COVINGTON, KY | $12.4M | 272,062 |
| Holcombe Financial, Inc. | ATLANTA, GA | $12.2M | 268,537 |