DOUBLELINE ETF TRUST (DBND)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
94
Reporting holders
$558.1M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | $53.0M | 1,162,917 | 0.55% | 9q | +20.2%+$8.9M |
| RAYMOND JAMES FINANCIAL INC | $35.7M | 783,836 | 0.01% | 7q | -1.0%-$348.7K |
| Boothe Investment Group, Inc. | $34.4M | 754,481 | 10.84% | 14q | +11.0%+$3.4M |
| NewEdge Advisors, LLC | $33.1M | 725,049 | 0.10% | 2q | +254.4%+$23.7M |
| ENVESTNET ASSET MANAGEMENT INC | $32.1M | 705,094 | 0.01% | 15q | -5.9%-$2.0M |
| UBS Group AG | $29.5M | 646,329 | 0.00% | 14q | +4.8%+$1.3M |
| W.G. Shaheen & Associates DBA Whitney & Co | $28.1M | 616,118 | 2.05% | 15q | +6.0%+$1.6M |
| Benchmark Financial Wealth Advisors, LLC | $23.8M | 521,491 | 5.86% | 6q | HELD |
| Mariner, LLC | $22.5M | 493,783 | 0.02% | 3q | +4.2%+$904.8K |
| SilverOak Wealth Management LLC | $15.0M | 328,419 | 1.93% | 7q | +562.8%+$12.7M |
| Aptus Capital Advisors, LLC | $14.0M | 306,991 | 0.10% | 4q | -0.5%-$74.1K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $14.0M | 306,991 | 0.79% | 4q | -0.5%-$74.1K |
| Journey Advisory Group, LLC | $12.4M | 272,062 | 0.95% | 4q | -45.2%-$10.2M |
| Holcombe Financial, Inc. | $12.2M | 268,537 | 6.91% | 3q | +3.3%+$391.1K |
| Stratos Wealth Advisors, LLC | $10.8M | 237,611 | 0.59% | 6q | +14.8%+$1.4M |
| Beckerman Institutional, LLC | $10.7M | 235,558 | 5.11% | 8q | +6.0%+$606.6K |
| MML INVESTORS SERVICES, LLC | $10.7M | 235,493 | 0.02% | 14q | +19.0%+$1.7M |
| Visionary Wealth Advisors | $10.4M | 228,259 | 0.41% | 5q | +12.9%+$1.2M |
| Aprio Wealth Management, LLC | $10.3M | 225,713 | 0.51% | 12q | -2.2%-$229.8K |
| Hippocratic Financial Advisors, LLC | $9.2M | 201,663 | 3.47% | 5q | +6.2%+$535.9K |
| Cravens & Co Advisors, LLC | $8.6M | 188,416 | 5.77% | 15q | -13.1%-$1.3M |
| Landmark Wealth Management, LLC | $8.5M | 186,581 | 2.04% | 15q | +5.1%+$415.4K |
| WADDELL & ASSOCIATES, LLC | $7.7M | 168,588 | 0.38% | 12q | +4.0%+$293.3K |
| Fortis Advisors, LLC | $7.6M | 165,920 | 3.54% | 12q | +0.8%+$57.9K |
| Ausdal Financial Partners, Inc. | $6.9M | 152,444 | 0.27% | 10q | -19.7%-$1.7M |
| CARY STREET PARTNERS FINANCIAL LLC | $6.4M | 140,876 | 0.14% | 5q | -0.6%-$41.5K |
| Elyxium Wealth, LLC | $6.3M | 137,206 | 0.66% | 6q | +1.5%+$89.9K |
| Corient Private Wealth LP | $5.8M | 126,476 | 0.00% | 3q | +52.6%+$2.0M |
| OPTIMA CAPITAL LLC | $5.7M | 124,123 | 2.23% | 7q | -2.6%-$151.9K |
| Premier Path Wealth Partners, LLC | $5.6M | 122,949 | 0.64% | 10q | +8.2%+$422.5K |
| Ashton Thomas Private Wealth, LLC | $5.2M | 115,052 | 0.11% | new | NEW |
| OSAIC HOLDINGS, INC. | $4.8M | 104,756 | 0.01% | 15q | +1.7%+$78.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $4.4M | 96,654 | 0.08% | 4q | +3.9%+$164.5K |
| Vestmark Advisory Solutions, Inc. | $4.0M | 87,281 | 0.04% | 3q | +3.6%+$137.5K |
| BlueChip Wealth Advisors LLC | $3.9M | 85,933 | 1.49% | 7q | +1.4%+$53.8K |
| Cornerstone Wealth Group, LLC | $3.8M | 83,126 | 0.22% | 14q | +52.8%+$1.3M |
| Austin Wealth Management, LLC | $3.0M | 65,599 | 0.63% | 5q | -7.2%-$231.2K |
| Vise Technologies, Inc. | $2.8M | 61,020 | 0.03% | new | NEW |
| MORGAN STANLEY | $2.3M | 49,415 | 0.00% | 7q | +149.6%+$1.4M |
| BANK OF AMERICA CORP /DE/ | $2.0M | 43,645 | 0.00% | 4q | +210.5%+$1.3M |
| ENTREWEALTH, LLC | $1.8M | 39,925 | 0.66% | 5q | +76.1%+$774.9K |
| LPL Financial LLC | $1.7M | 37,499 | 0.00% | 12q | -41.2%-$1.2M |
| Pettinga Financial Advisors LLC | $1.7M | 36,215 | 0.26% | 2q | +44.2%+$506.1K |
| AQR CAPITAL MANAGEMENT LLC | $1.5M | 32,897 | 0.00% | 11q | +4.8%+$68.2K |
| L & S Advisors Inc | $1.5M | 31,930 | 0.15% | 10q | HELD |
| Centurion Wealth Management LLC | $1.4M | 30,022 | 0.33% | 4q | +2.0%+$27.4K |
| ROYAL BANK OF CANADA | $1.3M | 29,539 | 0.00% | 15q | -27.7%-$517.2K |
| Smartleaf Asset Management LLC | $1.3M | 29,364 | 0.04% | 6q | HELD |
| Beaumont Financial Advisors, LLC | $1.3M | 29,022 | 0.08% | 13q | +5.5%+$69.6K |
| Algorithmic Investment Models, LLC | $1.2M | 26,309 | 1.39% | 13q | HELD |
| Blue Line Capital, LLC / IL | $1.1M | 23,251 | 0.88% | 2q | +196.0%+$702.0K |
| Essential Planning, LLC. | $1.0M | 22,733 | 0.29% | 14q | -4.4%-$47.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $971.1K | 21,300 | 0.00% | new | NEW |
| SHRIER WEALTH MANAGEMENT, LLC | $918.9K | 20,156 | 0.31% | 3q | +11.5%+$95.0K |
| Walser Wealth Management Company, A Ltd Liability Co | $917.0K | 20,114 | 0.38% | 2q | +163.6%+$569.1K |
| PANORAMIC INVESTMENT ADVISORS, LLC | $883.3K | 19,375 | 0.42% | 10q | +3.2%+$27.4K |
| SHELTON CAPITAL MANAGEMENT | $872.3K | 19,134 | 0.02% | 2q | -5.5%-$50.5K |
| CITADEL ADVISORS LLC | $809.7K | 17,760 | 0.00% | 2q | -39.5%-$528.2K |
| Barnes Wealth Management Group, Inc | $623.2K | 13,670 | 0.29% | 7q | +11.7%+$65.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | $598.1K | 13,120 | 0.01% | new | NEW |
| Equitable Holdings, Inc. | $560.9K | 12,304 | 0.00% | 7q | +36.4%+$149.6K |
| Strategic Family Wealth Counselors, L.L.C. | $550.3K | 12,071 | 0.13% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $522.7K | 11,465 | 0.00% | 14q | HELD |
| FIFTH THIRD BANCORP | $510.5K | 11,197 | 0.00% | 2q | +0.8%+$4.1K |
| Gotham Asset Management, LLC | $502.3K | 11,017 | 0.00% | 3q | -41.5%-$355.9K |
| Strategic Wealth Partners, Ltd. | $409.4K | 8,980 | 0.03% | 6q | HELD |
| Stonehearth Capital Management, LLC | $401.7K | 8,812 | 0.14% | 16q | +3.7%+$14.4K |
| MANCHESTER FINANCIAL INC | $384.4K | 8,432 | 0.07% | 3q | -1.3%-$5.2K |
| Stewardship Advisors, LLC | $377.2K | 8,273 | 0.08% | 15q | HELD |
| Joseph P. Lucia & Associates, LLC | $362.2K | 7,945 | 0.11% | new | NEW |
| Triumph Capital Management | $346.0K | 7,590 | 0.06% | 2q | +132.8%+$197.4K |
| Sanctuary Advisors, LLC | $282.9K | 6,205 | 0.00% | 3q | HELD |
| NWF Advisory Services Inc. | $266.6K | 5,849 | 0.03% | 5q | +1.2%+$3.1K |
| Sigma Planning Corp | $249.5K | 5,473 | 0.01% | 10q | +4.3%+$10.4K |
| LANARK FINANCIAL, INC. | $233.8K | 5,129 | 0.02% | 6q | -33.5%-$117.8K |
| StoneX Group Inc. | $222.1K | 4,867 | 0.01% | new | NEW |
| First Financial Group Corp | $214.0K | 4,695 | 0.15% | 2q | -0.6%-$1.4K |
| Krilogy Financial LLC | $205.2K | 4,500 | 0.01% | 4q | -5.3%-$11.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $188.6K | 4,137 | 0.00% | 13q | -40.6%-$129.0K |
| AE Wealth Management LLC | $153.8K | 3,374 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $136.8K | 3,000 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $132.5K | 2,906 | 0.00% | 8q | +4.5%+$5.7K |
| IMA Advisory Services, Inc. | $132.2K | 2,900 | 0.01% | new | NEW |
| ASHTON THOMAS SECURITIES, LLC | $88.7K | 1,946 | 0.01% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $62.4K | 1,369 | 0.00% | 9q | HELD |
| Seascape Capital Management | $29.8K | 653,229 | 7.14% | 15q | +2.9% |
| AdvisorNet Financial, Inc | $23.0K | 505 | 0.00% | 6q | +0.6% |
| Steward Partners Investment Advisory, LLC | $22.8K | 500 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $22.2K | 486 | 0.00% | 3q | +10.5%+$2.1K |
| Integrated Wealth Concepts LLC | $19.3K | 424 | 0.00% | new | NEW |
| Regatta Research & Money Management | $14.0K | 308 | 0.01% | new | FIRST |
| Meramec Financial Planners, LLC | $11.9K | 264 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.2K | 180 | 0.00% | 2q | -73.5%-$22.8K |
| Global Retirement Partners, LLC | $2.7K | 59 | 0.00% | 9q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.0K | 44,878 | 0.00% | 11q | +517.1%+$1.7K |
| ASSETMARK, INC | $1.0K | 22 | 0.00% | 6q | HELD |
| PARK AVENUE SECURITIES LLC | $502 | 11,018 | 0.00% | 2q | +42.1% |
| Janney Montgomery Scott LLC | $397 | 8,704 | 0.00% | 6q | -18.6% |
| Forum Finance Group S.A. | $354 | 9,610 | 0.13% | 2q | +248.2% |
| Capital Analysts, LLC | $5 | 109 | 0.00% | 15q | -33.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 94 | $558.1M | 12,242,974 | 13 | 45 | 23 | 0.0% |
| Q1 2026 | 95 | $608.6M | 13,006,644 | 17 | 43 | 19 | 0.0% |
| Q4 2025 | 85 | $440.4M | 9,497,548 | 13 | 40 | 21 | 0.0% |
| Q3 2025 | 77 | $388.2M | 8,343,097 | 10 | 38 | 14 | 0.0% |
| Q2 2025 | 68 | $295.0M | 6,381,008 | 10 | 31 | 12 | 0.0% |
| Q1 2025 | 61 | $227.9M | 4,936,447 | 8 | 24 | 14 | 0.0% |
| Q4 2024 | 59 | $231.7M | 5,084,631 | 9 | 24 | 10 | 0.0% |
| Q3 2024 | 47 | $137.7M | 2,907,201 | 8 | 16 | 14 | 0.0% |
| Q2 2024 | 43 | $120.8M | 2,661,452 | 4 | 17 | 11 | 0.0% |
| Q1 2024 | 44 | $116.8M | 2,537,918 | 9 | 13 | 15 | 0.0% |
| Q4 2023 | 40 | $120.7M | 2,609,189 | 11 | 14 | 12 | 0.0% |
| Q3 2023 | 34 | $96.6M | 2,190,269 | 10 | 18 | 1 | 0.0% |
| Q2 2023 | 25 | $78.6M | 1,702,803 | 7 | 10 | 6 | 0.0% |
| Q1 2023 | 24 | $61.5M | 1,343,798 | 8 | 10 | 3 | 0.0% |
| Q4 2022 | 18 | $32.3M | 710,203 | 11 | 1 | 4 | 0.0% |
| Q3 2022 | 11 | $43.5M | 951,595 | 4 | 0 | 5 | 0.0% |
| Q2 2022 | 10 | $50.3M | 1,048,343 | 10 | 0 | 0 | 0.0% |