DOUBLELINE ETF TRUST
CUSIP 25861R204
Doubleline Etf Trust has 47 institutional holders in Filings Flow’s 13F database, together reporting 5.09M shares worth $140M as of Q1 2026. The largest reported holders are Straightline Group LLC, Walled Lake Planning & Wealth Management, LLC, and Foundations Investment Advisors, LLC.
Institutional Holders
47
Q1 2026
Reported Value
$140M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| STRAIGHTLINE GROUP LLC$201M AUM | 14.36% | $29M | 936.2K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 7.36% | $25M | 811.4K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 3.67% | $5M | 146.6K | Q4 2025OLDER |
| Santori & Peters, Inc.$321M AUM | 2.44% | $8M | 254.2K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 1.50% | $5M | 149.6K | Q2 2026 |
| Socha Financial Group, LLC$197M AUM | 0.81% | $2M | 51.8K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 0.53% | $11M | 328.7K | Q2 2026 |
| Armor Investment Advisors, LLC$278M AUM | 0.37% | $1M | 33.5K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.30% | $4M | 126.3K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.28% | $23M | 732.4K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.25% | $720,638 | 23.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.16% | $2M | 73.8K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.14% | $3M | 98.1K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.13% | $254,568 | 8.3K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 0.11% | $1M | 33.5K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.05% | $264,810 | 8.1K | Q3 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.05% | $99,183 | 3.2K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $259,303 | 8.0K | Q3 2025OLDER |
| United Advisor Group, LLC$811M AUM | 0.03% | $260,122 | 8.4K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.03% | $534,405 | 17.3K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.03% | $476,062 | 15.4K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.03% | $2M | 63.1K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $242,388 | 7.9K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.02% | $646,000 | 20.9K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $299,274 | 9.7K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.01% | $66,094 | 2.1K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.00% | $16,013 | 519 | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $893,586 | 28.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $597,204 | 18.5K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $12M | 402.3K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $31,902 | 1.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $4M | 119.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $209,986 | 6.8K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $439,613 | 14.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 133.3K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $16,118 | 500 | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $274,653 | 8.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 86.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $240 | 7.4K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $12,341 | 400 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $96,323 | 3.1K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $261,572 | 8.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $650,011 | 21.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $234,348 | 7.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $99,563 | 3.2K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $8,925 | 274 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $15,427 | 500 | Q2 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $204,062 | 6.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,674 | 145 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $4,289 | 139 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2,276 | 73 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5,000 | 152 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5,436 | 168 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.