DBNDDOUBLELINE ETF TRUST
CUSIP 25861R105 · Yahoo Finance ↗ · Google Finance ↗
Doubleline Etf Trust (DBND) has 100 institutional holders in Filings Flow’s 13F database, together reporting 13.62M shares worth $637M as of Q1 2026. The largest reported holders are Cwm, LLC, Foundations Investment Advisors, LLC, and Raymond James Financial Inc.
Institutional Holders
100
Q1 2026
Reported Value
$637M
Ticker
DBND
Quarters Tracked
16
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Boothe Investment Group, Inc.$317M AUM | 10.02% | $31M | 679.7K | Q1 2026 |
| Holcombe Financial, Inc.$170M AUM | 7.00% | $12M | 260.0K | Q1 2026 |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 6.62% | $24M | 522.1K | Q1 2026 |
| Cravens & Co Advisors, LLC$154M AUM | 6.45% | $10M | 216.8K | Q1 2026 |
| Beckerman Institutional, LLC$188M AUM | 5.41% | $10M | 222.3K | Q1 2026 |
| Hippocratic Financial Advisors, LLC$228M AUM | 3.82% | $9M | 189.9K | Q1 2026 |
| Fortis Advisors, LLC$200M AUM | 3.78% | $8M | 164.6K | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 2.71% | $6M | 127.5K | Q1 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 2.22% | $27M | 581.2K | Q1 2026 |
| Landmark Wealth Management, LLC$373M AUM | 2.18% | $8M | 177.5K | Q1 2026 |
| Elyxium Wealth, LLC$312M AUM | 1.99% | $6M | 135.2K | Q1 2026 |
| Journey Advisory Group, LLC$1.2B AUM | 1.94% | $23M | 496.1K | Q1 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 1.70% | $4M | 84.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 1.03% | $22M | 204.6K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.89% | $14M | 308.6K | Q1 2026 |
| Austin Wealth Management, LLC$440M AUM | 0.73% | $3M | 70.7K | Q1 2026 |
| Premier Path Wealth Partners, LLC$767M AUM | 0.68% | $5M | 113.7K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.58% | $9M | 207.1K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.58% | $11M | 230.8K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.55% | $44M | 967.3K | Q1 2026 |
| ENTREWEALTH, LLC$223M AUM | 0.47% | $1M | 22.7K | Q1 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.47% | $860,083 | 18.8K | Q1 2026 |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 0.42% | $7M | 162.2K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.41% | $9M | 202.1K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.39% | $9M | 189.7K | Q1 2026 |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.38% | $621,733 | 13.6K | Q1 2026 |
| SilverOak Wealth Management LLC$632M AUM | 0.36% | $2M | 49.6K | Q1 2026 |
| Essential Planning, LLC.$315M AUM | 0.35% | $1M | 23.8K | Q1 2026 |
| Principia Wealth Advisory, LLC$160M AUM | 0.32% | $506,569 | 10.9K | Q4 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.31% | $9M | 195.1K | Q2 2025OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.30% | $1M | 29.4K | Q1 2026 |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.30% | $827,887 | 18.1K | Q1 2026 |
| Bristlecone Advisors, LLC$1.2B AUM | 0.29% | $3M | 74.7K | Q3 2025OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.28% | $560,852 | 12.2K | Q1 2026 |
| Pettinga Financial Advisors LLC$624M AUM | 0.22% | $1M | 25.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.22% | $82M | 1.80M | Q1 2026 |
| First Financial Group Corp$122M AUM | 0.18% | $216,452 | 4.7K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.16% | $6M | 141.8K | Q1 2026 |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.16% | $3M | 54.4K | Q1 2026 |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.16% | $349,590 | 7.6K | Q1 2026 |
| Stonehearth Capital Management, LLC$293M AUM | 0.15% | $389,248 | 8.5K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.14% | $257,294 | 5.6K | Q2 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.11% | $14M | 308.6K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.10% | $4M | 93.0K | Q1 2026 |
| Stewardship Advisors, LLC$435M AUM | 0.09% | $380,421 | 8.3K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.09% | $1M | 27.5K | Q1 2026 |
| MANCHESTER FINANCIAL INC$521M AUM | 0.08% | $391,440 | 8.5K | Q1 2026 |
| Clayton Financial Group LLC$195M AUM | 0.06% | $123,504 | 2.7K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.05% | $1M | 29.4K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.05% | $5M | 100.6K | Q2 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.04% | $4M | 84.3K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.03% | $149,341 | 3.3K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.03% | $345,168 | 7.4K | Q3 2025OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $264,782 | 5.8K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.03% | $416,353 | 9.0K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $215,062 | 4.6K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $353,332 | 7.7K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.03% | $22M | 473.9K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $9M | 197.9K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.02% | $927,286 | 20.2K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.01% | $234,735 | 5.1K | Q1 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.01% | $393,966 | 8.6K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $36M | 791.5K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $559,851 | 12.1K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $34M | 749.1K | Q1 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $218,429 | 4.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 103.0K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $240,289 | 5.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 29.4K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $4M | 82.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $28M | 617.0K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $101,240 | 2.2K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $418,347 | 9.0K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $862,282 | 18.8K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $62,714 | 1.4K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $514,666 | 11.1K | Q4 2025OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.00% | $29,210 | 630 | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $284,251 | 6.2K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $13,494 | 290 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $126,863 | 2.8K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $23,008 | 502 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $22,951 | 501 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $508,874 | 11.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 63.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 31.4K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $352,508 | 7.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $319,112 | 7.0K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $524,753 | 11.5K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $510,967 | 11.2K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $337,337 | 7.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 40.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 29.3K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 35.7K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $1,629 | 35 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $22,905 | 500 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $874,834 | 19.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $830,856 | 18.1K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $1,762 | 38 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,736 | 59 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $643,915 | 14.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $31,151 | 680 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $185 | 4 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3,037 | 65 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $8,504 | 187 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,008 | 22 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $20,090 | 440 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $19,976 | 430 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4,115 | 89 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.