DMBS institutional holders

DOUBLELINE ETF TRUST · 13F, 2026Q2

Managers holding102
Shares held15,390,756
Reported value$755.4m
Quarter flows17 new, 60 added, 18 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Gradient Investments LLC3,081,101$151.2m2.1%
OSAIC HOLDINGS, INC.1,109,346$54.5m0.1%
Advocacy Wealth Management, LLC1,084,082$53.2m1.9%
Foundations Investment Advisors, LLC766,994$37.7m0.4%
Bank of New York Mellon Corp750,310$36.8m0.0%
EVERGREEN CAPITAL MANAGEMENT LLC678,657$33.3m0.6%
ENVESTNET ASSET MANAGEMENT INC535,147$26.3m0.0%
Astoria Portfolio Advisors LLC.453,096$22.2m3.8%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV441,639$21.7m0.3%
Signal Advisors Wealth, LLC380,753$18.7m0.9%
Mattson Financial Services, LLC355,426$17.3m3.6%
PARK AVENUE SECURITIES LLC350,562$17.2m0.1%
Legacy CG, LLC340,863$16.7m4.3%
TPG Financial Advisors, LLC320,754$15.7m4.7%
Hobbs Group Advisors, LLC319,516$15.7m4.1%
Compound Planning, Inc.282,956$13.9m0.4%
AMI INVESTMENT MANAGEMENT INC257,109$12.6m2.7%
Savvy Advisors, Inc.248,073$12.2m0.3%
Brown Financial Advisors216,939$10.6m3.7%
W.G. Shaheen & Associates DBA Whitney & Co208,134$10.2m0.7%
Mariner, LLC193,432$9.5m0.0%
MORGAN STANLEY179,721$8.8m0.0%
New Republic Capital, LLC155,313$7.6m1.8%
Vermillion & White Wealth Management Group, LLC149,982$7.4m3.7%
Compass Financial Group, Inc. (Ohio)142,818$7.0m4.7%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DMBS"). DMBS price history · All 13F data

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