DMBSDOUBLELINE ETF TRUST
CUSIP 25861R402 · Yahoo Finance ↗ · Google Finance ↗
Doubleline Etf Trust (DMBS) has 98 institutional holders in Filings Flow’s 13F database, together reporting 14.52M shares worth $717M as of Q1 2026. The largest reported holders are Gradient Investments LLC, Advocacy Wealth Management, LLC, and Cobblestone Capital Advisors LLC /Ny/.
Institutional Holders
98
Q1 2026
Reported Value
$717M
Ticker
DMBS
Quarters Tracked
12
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Gradient Investments LLC$7.2B AUM | 2.35% | $152M | 3.07M | Q1 2026 |
| Advocacy Wealth Management, LLC$2.3B AUM | 2.29% | $52M | 1.05M | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 2.28% | $47M | 954.4K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $45M | 915.7K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $36M | 727.3K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.73% | $34M | 686.4K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.31% | $32M | 645.0K | Q2 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.39% | $31M | 637.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $24M | 479.8K | Q1 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.32% | $20M | 408.9K | Q1 2026 |
| Legacy CG, LLC$360M AUM | 4.58% | $17M | 334.1K | Q1 2026 |
| Mattson Financial Services, LLC$419M AUM | 3.87% | $16M | 328.0K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 3.36% | $16M | 319.2K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.12% | $15M | 311.6K | Q1 2026 |
| TPG Financial Advisors, LLC$307M AUM | 4.95% | $15M | 308.3K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.99% | $14M | 291.6K | Q1 2026 |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 2.76% | $12M | 248.1K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.36% | $12M | 239.5K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.31% | $11M | 231.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $11M | 222.8K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 3.16% | $11M | 213.9K | Q1 2026 |
| Brown Financial Advisors$264M AUM | 3.81% | $10M | 203.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $10M | 201.3K | Q1 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.81% | $10M | 197.5K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $9M | 192.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 190.8K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $9M | 175.5K | Q1 2026 |
| Motley Fool Wealth Management, LLC$884M AUM | 0.87% | $8M | 155.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 149.0K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 4.07% | $7M | 143.2K | Q1 2026 |
| New Republic Capital, LLC$297M AUM | 2.31% | $7M | 138.9K | Q1 2026 |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 4.46% | $6M | 123.3K | Q1 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 3.95% | $6M | 120.4K | Q1 2026 |
| Paladin Wealth, LLC$172M AUM | 3.71% | $5M | 109.2K | Q1 2026 |
| Lord & Richards Wealth Management, LLC$114M AUM | 4.55% | $5M | 105.0K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 98.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 89.5K | Q1 2026 |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.66% | $4M | 84.9K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.04% | $4M | 84.2K | Q1 2026 |
| SeaBridge Investment Advisors LLC$591M AUM | 0.73% | $4M | 79.7K | Q2 2025OLDER |
| Oregon Pacific Wealth Management, LLC$96M AUM | 3.97% | $4M | 77.0K | Q1 2026 |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 1.61% | $4M | 74.0K | Q1 2026 |
| Cushing Capital Partners, LLC$130M AUM | 2.18% | $3M | 57.5K | Q1 2026 |
| Mendel Money Management$239M AUM | 1.08% | $3M | 52.2K | Q1 2026 |
| Great Diamond Partners, LLC$582M AUM | 0.50% | $3M | 52.1K | Q1 2026 |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 2.28% | $2M | 47.0K | Q4 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.04% | $2M | 42.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 42.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 39.5K | Q1 2026 |
| OmniStar Financial Group, Inc.$193M AUM | 0.97% | $2M | 38.0K | Q1 2026 |
| Milestones Private Investment Advisors LLC$114M AUM | 1.43% | $2M | 32.9K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.13% | $2M | 31.9K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 31.4K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 28.8K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $1M | 25.7K | Q1 2026 |
| Tailwinds Wealth, LLC$41M AUM | 3.08% | $1M | 25.5K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.24% | $1M | 23.2K | Q1 2026 |
| PUFF WEALTH MANAGEMENT, LLC$98M AUM | 1.37% | $1M | 21.3K | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $848,793 | 17.2K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $829,227 | 16.8K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.02% | $672,000 | 13.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $595,161 | 12.1K | Q1 2026 |
| Canandaigua National Trust Co of Florida$125M AUM | 0.36% | $582,205 | 11.7K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $552,118 | 11.2K | Q1 2026 |
| Latitude Advisors, LLC$218M AUM | 0.25% | $546,044 | 11.1K | Q1 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.21% | $514,293 | 10.4K | Q1 2026 |
| Sepio Capital, LP$1.8B AUM | 0.03% | $504,197 | 10.2K | Q1 2026 |
| Sensible Financial Planning & Management, LLC.$551M AUM | 0.09% | $494,921 | 10.1K | Q2 2025OLDER |
| ARGUS INVESTORS' COUNSEL, INC.$112M AUM | 0.41% | $466,740 | 9.5K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $457,506 | 9.3K | Q1 2026 |
| Welch Financial Planning, LLC$139M AUM | 0.33% | $454,740 | 9.2K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.03% | $421,948 | 8.5K | Q1 2026 |
| Bauman Advisory Group, LLC$143M AUM | 0.32% | $401,949 | 8.1K | Q4 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.02% | $393,806 | 8.0K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $392,275 | 7.9K | Q1 2026 |
| Financial Guidance Group, Inc.$249M AUM | 0.16% | $390,695 | 7.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $376,000 | 7.6K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $371,458 | 7.5K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $362,204 | 7.3K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $330,206 | 6.7K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $308,057 | 6.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $298,502 | 6.0K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $285,435 | 5.8K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $284,034 | 5.8K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.00% | $272,935 | 5.5K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $268,138 | 5.4K | Q1 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.10% | $260,758 | 5.3K | Q2 2025OLDER |
| Strong Retirement Solutions LLC$143M AUM | 0.18% | $254,060 | 5.1K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $249,553 | 5.0K | Q3 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $234,588 | 4.8K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $231,825 | 4.7K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.02% | $229,131 | 4.7K | Q1 2026 |
| A4 Wealth Advisors LLC$122M AUM | 0.18% | $217,470 | 4.4K | Q1 2026 |
| Westshore Wealth, LLC$285M AUM | 0.08% | $214,411 | 4.3K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $212,718 | 4.3K | Q2 2025OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.01% | $210,952 | 4.3K | Q1 2026 |
| Waterfront Wealth Inc.$545M AUM | 0.04% | $210,556 | 4.3K | Q1 2026 |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.09% | $203,488 | 4.1K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $168,976 | 3.4K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $101,297 | 2.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $51,000 | 1.0K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $49,655 | 1.0K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $48,096 | 974 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $47,306 | 958 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $40,786 | 826 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $35,625 | 726 | Q2 2025OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.02% | $24,094 | 491 | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $18,715 | 379 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $17,497 | 354 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $12,641 | 256 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $7,901 | 160 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,086 | 22 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $978 | 20 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $494 | 10 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $296 | 6 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.