DOUBLELINE ETF TRUST (DMBS)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
100
Reporting holders
$729.0M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | $151.2M | 3,081,101 | 2.09% | 13q | HELD |
| OSAIC HOLDINGS, INC. | $54.5M | 1,109,346 | 0.06% | 10q | +21.1%+$9.5M |
| Advocacy Wealth Management, LLC | $53.2M | 1,084,082 | 1.93% | 3q | +3.5%+$1.8M |
| Foundations Investment Advisors, LLC | $37.7M | 766,994 | 0.39% | 9q | +20.4%+$6.4M |
| Bank of New York Mellon Corp | $36.8M | 750,310 | 0.01% | 4q | +3.2%+$1.1M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $33.3M | 678,657 | 0.58% | 7q | -1.1%-$381.8K |
| ENVESTNET ASSET MANAGEMENT INC | $26.3M | 535,147 | 0.01% | 10q | +11.5%+$2.7M |
| Astoria Portfolio Advisors LLC. | $22.2M | 453,096 | 3.75% | 8q | +42.0%+$6.6M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $21.7M | 441,639 | 0.31% | 3q | +8.0%+$1.6M |
| Signal Advisors Wealth, LLC | $18.7M | 380,753 | 0.94% | 8q | +30.6%+$4.4M |
| Mattson Financial Services, LLC | $17.3M | 355,426 | 3.62% | 9q | +8.4%+$1.3M |
| Legacy CG, LLC | $16.7M | 340,863 | 4.28% | 9q | +2.0%+$329.5K |
| TPG Financial Advisors, LLC | $15.7M | 320,754 | 4.70% | 5q | +4.1%+$613.2K |
| Hobbs Group Advisors, LLC | $15.7M | 319,516 | 4.13% | 8q | +49.4%+$5.2M |
| Compound Planning, Inc. | $13.9M | 282,956 | 0.36% | 6q | +18.2%+$2.1M |
| AMI INVESTMENT MANAGEMENT INC | $12.6M | 257,109 | 2.68% | 11q | +3.6%+$441.0K |
| Savvy Advisors, Inc. | $12.2M | 248,073 | 0.26% | 7q | +7.0%+$797.9K |
| W.G. Shaheen & Associates DBA Whitney & Co | $10.2M | 208,134 | 0.75% | 10q | +5.4%+$522.7K |
| Mariner, LLC | $9.5M | 193,432 | 0.01% | 3q | +1.4%+$131.1K |
| MORGAN STANLEY | $8.8M | 179,721 | 0.00% | 11q | -6.6%-$621.2K |
| New Republic Capital, LLC | $7.6M | 155,313 | 1.76% | 6q | +11.8%+$805.7K |
| Vermillion & White Wealth Management Group, LLC | $7.4M | 149,982 | 3.74% | 8q | +4.7%+$334.4K |
| Compass Financial Group, Inc. (Ohio) | $7.0M | 142,818 | 4.69% | 3q | +15.8%+$958.1K |
| MML INVESTORS SERVICES, LLC | $6.7M | 136,879 | 0.01% | 10q | +52.9%+$2.3M |
| Paladin Wealth, LLC | $6.2M | 125,458 | 3.58% | 8q | +14.8%+$796.2K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $5.8M | 119,008 | 4.08% | 10q | -1.1%-$67.4K |
| Integrated Wealth Concepts LLC | $5.6M | 113,763 | 0.03% | 11q | +16.1%+$772.6K |
| CAPTRUST FINANCIAL ADVISORS | $5.6M | 113,092 | 0.01% | 3q | -35.5%-$3.1M |
| Lord & Richards Wealth Management, LLC | $5.5M | 111,171 | 4.27% | 7q | +5.9%+$305.2K |
| Layline Advisors, LLC | $4.3M | 88,370 | 3.89% | new | FIRST |
| MATHER GROUP, LLC. | $4.2M | 86,350 | 0.04% | 5q | +2.6%+$106.5K |
| Global Wealth Management Investment Advisory, Inc. | $4.2M | 86,194 | 0.60% | 6q | +1.6%+$65.3K |
| RITHOLTZ WEALTH MANAGEMENT | $4.1M | 82,852 | 0.03% | 2q | +93.4%+$2.0M |
| Apollon Wealth Management, LLC | $4.0M | 82,253 | 0.05% | new | NEW |
| MARIPAU WEALTH MANAGEMENT LLC | $3.9M | 78,416 | 1.38% | 9q | +6.0%+$219.5K |
| Mendel Money Management | $3.8M | 78,202 | 1.41% | 4q | +49.7%+$1.3M |
| Oregon Pacific Wealth Management, LLC | $3.8M | 76,636 | 3.53% | 4q | HELD |
| Key Financial Inc | $3.8M | 76,610 | 0.62% | new | NEW |
| Tailwinds Wealth, LLC | $3.7M | 76,288 | 2.21% | 3q | +199.5%+$2.5M |
| PUFF WEALTH MANAGEMENT, LLC | $3.1M | 62,570 | 3.13% | 2q | +193.2%+$2.0M |
| Ashton Thomas Private Wealth, LLC | $3.0M | 61,264 | 0.06% | new | NEW |
| Cushing Capital Partners, LLC | $2.9M | 58,798 | 1.99% | 7q | +2.3%+$65.1K |
| Great Diamond Partners, LLC | $2.7M | 54,765 | 0.46% | 2q | +5.1%+$129.9K |
| FIFTH THIRD BANCORP | $2.2M | 44,648 | 0.00% | 2q | +676.2%+$1.9M |
| UBS Group AG | $2.1M | 43,298 | 0.00% | 12q | +2.3%+$48.6K |
| OmniStar Financial Group, Inc. | $2.0M | 41,330 | 0.93% | 6q | +8.7%+$163.0K |
| Aptus Capital Advisors, LLC | $1.6M | 33,052 | 0.01% | 6q | +28.4%+$358.5K |
| Milestones Private Investment Advisors LLC | $1.6M | 32,861 | 1.28% | 5q | HELD |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1.5M | 29,580 | 0.28% | 4q | +27.4%+$312.1K |
| World Investment Advisors | $1.4M | 28,832 | 0.02% | 3q | HELD |
| LPL Financial LLC | $1.2M | 24,434 | 0.00% | 5q | -22.1%-$339.8K |
| GeoWealth Management, LLC | $1.1M | 23,006 | 0.04% | 3q | +33.8%+$285.6K |
| Ancora Advisors LLC | $1.1M | 23,000 | 0.02% | 13q | HELD |
| Sound Income Strategies, LLC | $1.1M | 22,187 | 0.05% | 2q | +977.0%+$988.0K |
| Tortoise Investment Management, LLC | $949.2K | 19,336 | 0.07% | 11q | -39.3%-$614.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $913.9K | 18,618 | 0.00% | 2q | +100.9%+$459.1K |
| CITADEL ADVISORS LLC | $860.0K | 17,518 | 0.00% | 2q | -92.1%-$10.1M |
| Farther Finance Advisors, LLC | $725.7K | 14,784 | 0.01% | 11q | +136.0%+$418.2K |
| Latitude Advisors, LLC | $689.4K | 14,045 | 0.27% | 8q | +27.0%+$146.6K |
| Waterloo Capital, L.P. | $649.5K | 13,230 | 0.04% | 6q | +54.8%+$230.0K |
| Walser Wealth Management Company, A Ltd Liability Co | $627.6K | 12,784 | 0.26% | 2q | +210.2%+$425.3K |
| HighTower Advisors, LLC | $578.7K | 11,789 | 0.00% | 2q | +5.4%+$29.8K |
| NewEdge Advisors, LLC | $545.3K | 11,108 | 0.00% | 8q | -7.8%-$46.4K |
| Prime Capital Investment Advisors, LLC | $543.3K | 11,068 | 0.01% | new | NEW |
| HOWARD BAILEY SECURITIES, LLC | $509.4K | 10,376 | 0.19% | 8q | HELD |
| Simplicity Wealth,LLC | $508.3K | 10,355 | 0.02% | new | NEW |
| Sepio Capital, LP | $501.2K | 10,211 | 0.03% | 8q | HELD |
| ARGUS INVESTORS' COUNSEL, INC. | $474.9K | 9,674 | 0.37% | 3q | +2.3%+$10.9K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $473.8K | 9,651 | 0.03% | 6q | +21.0%+$82.3K |
| Welch Financial Planning, LLC | $452.1K | 9,209 | 0.26% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $414.9K | 8,453 | 0.00% | 4q | -94.3%-$6.9M |
| HUNTINGTON NATIONAL BANK | $390.0K | 7,944 | 0.00% | 3q | HELD |
| Financial Guidance Group, Inc. | $388.4K | 7,912 | 0.15% | 3q | HELD |
| AE Wealth Management LLC | $282.5K | 5,754 | 0.00% | 11q | +22.6%+$52.0K |
| Mutual Advisors, LLC | $276.2K | 5,626 | 0.01% | 12q | -2.7%-$7.6K |
| SCS Capital Management LLC | $274.9K | 5,600 | 0.00% | 6q | +1.3%+$3.6K |
| CreativeOne Wealth, LLC | $274.1K | 5,585 | 0.01% | new | NEW |
| Strong Retirement Solutions LLC | $273.7K | 5,576 | 0.16% | 3q | +8.4%+$21.2K |
| Onyx Bridge Wealth Group LLC | $259.2K | 5,280 | 0.02% | new | NEW |
| Orion Porfolio Solutions, LLC | $256.9K | 5,233 | 0.00% | 10q | -3.6%-$9.7K |
| Parallel Advisors, LLC | $248.6K | 5,065 | 0.00% | 8q | -32.7%-$120.6K |
| Stratos Wealth Advisors, LLC | $241.5K | 4,918 | 0.01% | 2q | +3.5%+$8.2K |
| Bison Wealth, LLC | $229.2K | 4,679 | 0.02% | 2q | HELD |
| PARSONS CAPITAL MANAGEMENT INC/RI | $225.0K | 4,584 | 0.01% | 2q | +7.3%+$15.3K |
| WealthTrak Capital Management LLC | $217.3K | 4,427 | 0.14% | new | NEW |
| Westshore Wealth, LLC | $216.3K | 4,406 | 0.07% | 2q | +1.5%+$3.1K |
| Transamerica Financial Advisors, LLC | $80.3K | 1,635 | 0.01% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $60.4K | 1,230 | 0.01% | new | FIRST |
| ASHTON THOMAS SECURITIES, LLC | $44.3K | 903 | 0.01% | new | NEW |
| Larson Financial Group LLC | $41.0K | 835 | 0.00% | 7q | +1.1% |
| MERCER GLOBAL ADVISORS INC /ADV | $36.9K | 753 | 0.00% | new | NEW |
| FMR LLC | $34.4K | 700 | 0.00% | 3q | +337.5%+$26.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $27.6K | 562 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $17.5K | 357 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $17.5K | 357 | 0.00% | 6q | +0.8% |
| PARK AVENUE SECURITIES LLC | $17.2K | 350,562 | 0.11% | 8q | +12.5%+$1.9K |
| ROYAL BANK OF CANADA | $16.0K | 322 | 0.00% | 2q | -68.8%-$35.3K |
| Steward Partners Investment Advisory, LLC | $6.1K | 124 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $4.9K | 99 | 0.00% | 2q | -86.9%-$32.4K |
| JONES FINANCIAL COMPANIES LLLP | $1.4K | 29 | 0.00% | 2q | +45.0% |
Showing the largest 100 of 103 reported holders.
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 | 100 | $729.0M | 14,853,115 | 14 | 58 | 14 | 0.0% |
| Q1 2026 | 95 | $701.1M | 14,197,612 | 21 | 50 | 17 | 0.0% |
| Q4 2025 | 82 | $688.6M | 13,862,250 | 14 | 42 | 13 | 0.0% |
| Q3 2025 | 64 | $539.5M | 10,860,573 | 9 | 34 | 11 | 0.0% |
| Q2 2025 | 65 | $438.2M | 8,931,542 | 12 | 30 | 14 | 0.0% |
| Q1 2025 | 59 | $384.4M | 7,840,101 | 17 | 26 | 12 | 0.0% |
| Q4 2024 | 54 | $353.8M | 7,352,261 | 8 | 21 | 16 | 0.0% |
| Q3 2024 | 49 | $332.8M | 6,613,427 | 15 | 18 | 8 | 0.0% |
| Q2 2024 | 37 | $262.5M | 5,441,836 | 6 | 16 | 8 | 0.0% |
| Q1 2024 | 32 | $259.0M | 5,320,275 | 12 | 11 | 5 | 0.0% |
| Q4 2023 | 23 | $184.1M | 3,721,340 | 14 | 4 | 4 | 0.0% |
| Q3 2023 | 9 | $92.5M | 1,967,370 | 3 | 4 | 1 | 0.0% |
| Q2 2023 | 6 | $102.7M | 2,077,358 | 6 | 0 | 0 | 0.0% |