DOUBLELINE ETF TRUST
CUSIP 25861R808
Doubleline Etf Trust has 28 institutional holders in Filings Flow’s 13F database, together reporting 2.37M shares worth $120M as of Q1 2026. The largest reported holders are Focus Partners Wealth, Gradient Investments LLC, and Beam Wealth Advisors, Inc..
Institutional Holders
28
Q1 2026
Reported Value
$120M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BEAM WEALTH ADVISORS, INC.$402M AUM | 4.22% | $17M | 333.5K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 1.40% | $4M | 72.8K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 1.33% | $2M | 45.3K | Q2 2026 |
| Mattson Financial Services, LLC$419M AUM | 1.13% | $5M | 93.5K | Q1 2026OLDER |
| Asset Advisors Investment Management, LLC$1.0B AUM | 1.08% | $11M | 222.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 1.02% | $631M | 3.38M | Q3 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.85% | $61M | 1.21M | Q2 2026 |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.64% | $4M | 80.8K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.64% | $663,501 | 13.0K | Q4 2025OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.22% | $252,666 | 5.0K | Q4 2025OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.17% | $279,334 | 5.5K | Q1 2026OLDER |
| Legacy Capital Group California, Inc.$263M AUM | 0.10% | $264,402 | 5.2K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.09% | $7M | 135.5K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.06% | $530,854 | 10.5K | Q2 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.05% | $316,206 | 6.2K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.04% | $572,635 | 11.3K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.02% | $4M | 87.0K | Q2 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $724,806 | 14.2K | Q4 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $360,713 | 7.1K | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $2M | 43.4K | Q2 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $261,457 | 5.1K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.01% | $117,582 | 2.3K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $327,837 | 6.5K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $7,785 | 153 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $31,082 | 612 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $50,534 | 995 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 29.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $4,561 | 90 | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $800,927 | 15.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $15,897 | 313 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $1,524 | 30 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $5,739 | 113 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1,782 | 35 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $508 | 10 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $51 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.