96 tracked 13F filers disclose a position in DBND as of the latest SEC 13F filings, a combined $602.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $82.2M | 1.8M | ▲+11% Added · +173K sh | Q1 2026 | |
| 2 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $44.3M | 967K | ▲+38% Added · +266K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $36.3M | 791K | ▲+19% Added · +127K sh | Q1 2026 | |
| 4 | Boothe Investment Group, Inc. | $34.4M | 754K | ▲+11% Added · +75K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $34.3M | 749K | ▲+106% Added · +385K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $33.1M | 725K | ▲+6.0% Added · +41K sh | Q2 2026 | |
| 7 | UBS Group AG | $28.3M | 617K | ▲+1.8% Added · +11K sh | Q1 2026 | |
| 8 | W.G. Shaheen & Associates DBA Whitney & Co | $28.1M | 616K | ▲+6.0% Added · +35K sh | Q2 2026 | |
| 9 | Mariner, LLC | $21.7M | 474K | ▲+8.2% Added · +36K sh | Q1 2026 | |
| 10 | SilverOak Wealth Management LLC | $15.0M | 328K | ▲+563% Added · +279K sh | Q2 2026 | |
| 11 | GUARDIAN WEALTH ADVISORS, LLC / NC | $14.1M | 309K | ▼~0% Reduced · −150 sh | Q1 2026 | |
| 12 | Aptus Capital Advisors, LLC | $14.0M | 307K | ▼−0.5% Reduced · −2K sh | Q2 2026 | |
| 13 | Journey Advisory Group, LLC | $12.4M | 272K | ▼−45% Reduced · −224K sh | Q2 2026 | |
| 14 | Holcombe Financial, Inc. | $12.2M | 269K | ▲+3.3% Added · +9K sh | Q2 2026 | |
| 15 | Stratos Wealth Advisors, LLC | $10.8M | 238K | ▲+15% Added · +31K sh | Q2 2026 | |
| 16 | Beckerman Institutional, LLC | $10.7M | 236K | ▲+6.0% Added · +13K sh | Q2 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $10.7M | 235K | ▲+19% Added · +38K sh | Q2 2026 | |
| 18 | Visionary Wealth Advisors | $10.4M | 228K | ▲+13% Added · +26K sh | Q2 2026 | |
| 19 | Aprio Wealth Management, LLC | $10.3M | 226K | ▼−2.2% Reduced · −5K sh | Q2 2026 | |
| 20 | Cravens & Co Advisors, LLC | $8.6M | 188K | ▼−13% Reduced · −28K sh | Q2 2026 | |
| 21 | Landmark Wealth Management, LLC | $8.5M | 187K | ▲+5.1% Added · +9K sh | Q2 2026 | |
| 22 | Hippocratic Financial Advisors, LLC | $8.4M | 180K | ▲+14% Added · +22K sh | Q4 2025 | |
| 23 | WADDELL & ASSOCIATES, LLC | $7.7M | 169K | ▲+4.0% Added · +6K sh | Q2 2026 | |
| 24 | Ausdal Financial Partners, Inc. | $6.9M | 152K | ▼−20% Reduced · −37K sh | Q2 2026 | |
| 25 | CARY STREET PARTNERS FINANCIAL LLC | $6.5M | 142K | ▼−1.6% Reduced · −2K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in DBND and 17 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 43 funds | $6.8B |
| APPLE INCAAPL | 42 funds | $10.0B |
| AMAZON.COM INCAMZN | 42 funds | $5.5B |
| NVIDIA CORPNVDA | 41 funds | $12.6B |
| ALPHABET INC-CL AGOOGL | 41 funds | $4.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 41 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $8.0B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 40 funds | $2.1B |
| BROADCOM INCAVGO | 39 funds | $4.1B |
| ISHARES CORE S&P 500 ETFIVV | 38 funds | $5.5B |
| ALPHABET INC-CL CGOOG | 38 funds | $3.5B |
Ranked by how many of DBND's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DMBSUIE | 99 funds | $706.4M |
| DBNDthis pageOPPORTUNISTIC CO | 96 funds | $602.4M |
| DCREcommon | 75 funds | $364.9M |
| DSCOcommon | 43 funds | $176.1M |
| CAPESHILLER CAPE US EQTY | 39 funds | $115.5M |
| DABSFUND | 30 funds | $125.6M |
| DMXMULTI SECTOR INC | 16 funds | $62.0M |
| DCMTStock | 7 funds | $29.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DBND
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DBND/capital-change-brief"
Use Arkolith's capital_change_brief for DBND. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DBND. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.