DOUBLELINE ETF TRUST
CUSIP 25861R881
Doubleline Etf Trust has 28 institutional holders in Filings Flow’s 13F database, together reporting 5.41M shares worth $134M as of Q1 2026. The largest reported holders are Family Manage LLC, Envestnet Asset Management Inc, and Wj Interests, LLC.
Institutional Holders
28
Q1 2026
Reported Value
$134M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| WJ Interests, LLC$260M AUM | 5.84% | $15M | 612.0K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 5.01% | $42M | 1.68M | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 4.30% | $6M | 256.0K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 1.36% | $4M | 156.7K | Q1 2026OLDER |
| Curated Wealth Partners LLC$794M AUM | 1.14% | $9M | 364.6K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 1.08% | $2M | 83.2K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 0.83% | $1M | 43.7K | Q1 2026OLDER |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 0.52% | $1M | 52.6K | Q1 2026OLDER |
| M Wealth Management, LLC$119M AUM | 0.43% | $505,292 | 20.3K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 0.35% | $2M | 89.4K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.30% | $2M | 75.6K | Q2 2026 |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.18% | $202,582 | 8.1K | Q2 2026 |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.14% | $311,667 | 12.5K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.10% | $387,662 | 15.6K | Q2 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.07% | $950,407 | 38.3K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.04% | $805,239 | 32.4K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.03% | $912,196 | 36.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 82.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $11M | 455.2K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.01% | $131,703 | 5.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $26M | 1.06M | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $125,190 | 5.0K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $268,102 | 10.8K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $112,148 | 4.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 218.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $287,718 | 11.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $202,661 | 8.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $439,433 | 17.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $487,260 | 19.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $52,175 | 2.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.