SEC 13F Intelligence

DOUBLELINE ETF TRUST

CUSIP 25861R501

Doubleline Etf Trust has 9 institutional holders in Filings Flow’s 13F database, together reporting 901.5K shares worth $30M as of Q1 2026. The largest reported holders are Foundations Investment Advisors, LLC, Global Wealth Management Investment Advisory, Inc., and Jane Street Group, LLC.

Institutional Holders
9
Q1 2026
Reported Value
$30M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 6Q4 ’25Q1 ’26: 9Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $21MQ4 ’25Q1 ’26: $30MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.33%$27M798.5KQ1 2026
Global Wealth Management Investment Advisory, Inc.$638M AUM0.29%$2M55.5KQ1 2026
Lewis Asset Management, LLC$245M AUM0.20%$477,18214.3KQ1 2026
Walser Wealth Management Company, A Ltd Liability Co$223M AUM0.12%$256,5337.7KQ1 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$82,5102.5KQ1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$16,532496Q1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$16,532496Q1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$717,92721.5KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$378,48214.5KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$16,732502Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$85133Q2 2025OLDER
UBS Group AG$666.3B AUM0.00%$9,405348Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$261Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.