SEC 13F Intelligence

Fortis Advisors, LLC / DBND

Fortis Advisors, LLC’s Doubleline Etf Trust Position

Does Fortis Advisors, LLC own Doubleline Etf Trust (DBND)? Yes — 164.6K shares worth $8M (+3.78% of its 13F portfolio) as of Q1 2026, down from 204.1K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
164.6K
% of Portfolio
+3.78%
Quarters Held
11
currently held

Position History DBND

Reported value by quarter
Q3 ’23: $5MQ3 ’23Q4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $8MQ3 ’24Q4 ’24: $7MQ1 ’25: $7MQ1 ’25Q2 ’25: $7MQ3 ’25: $10MQ3 ’25Q4 ’25: $9MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026164.6K$8M+3.78%
Q4 2025204.1K$9M+5.13%
Q3 2025208.7K$10M+5.46%
Q2 2025158.1K$7M+4.68%
Q1 2025161.8K$7M+4.87%
Q4 2024161.9K$7M+4.81%
Q3 2024165.8K$8M+5.09%
Q2 2024115.9K$5M+3.50%
Q1 2024116.1K$5M+3.37%
Q4 2023115.6K$5M+3.63%
Q3 2023114.8K$5M+3.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fortis Advisors, LLC’s full portfolio or all institutional holders of DBND.