DoubleLine ETF Trust - DABS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | Added to | 1,098,513 | 55,925 | 0.89% | 0.86% | 1 | +87,563 | 8.66% | Q4 2025 | Jan 08, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 276,379 | 14,070 | 3.86% | 3.53% | 2 | +22,905 | 9.04% | Q4 2025 | Feb 04, 2026 |
| Asset Advisors Investment Management, LLC | History | New | 153,279 | 7,803 | 0.72% | — | 3 | +153,279 | New | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 102,278 | 5,206 | 0.07% | 0.03% | 4 | +55,711 | 119.64% | Q4 2025 | Feb 10, 2026 |
| Mattson Financial Services, LLC | History | Added to | 84,976 | 4,326 | 1.01% | 0.91% | 5 | +10,522 | 14.13% | Q4 2025 | Feb 12, 2026 |
| Brown Financial Advisors | History | Added to | 61,245 | 3,117 | 1.14% | 1.15% | 6 | +340 | 0.56% | Q4 2025 | Feb 17, 2026 |
| Paladin Wealth, LLC | History | Added to | 39,195 | 1,995 | 1.36% | 1.35% | 7 | +2,625 | 7.18% | Q4 2025 | Jan 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 28,560 | 1,454 | 0.05% | 0.08% | 8 | -7,720 | -21.28% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | New | 14,237 | 724 | 0.02% | — | 9 | +14,237 | New | Q4 2025 | Feb 19, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 12,967 | 663 | 0.64% | — | 10 | +12,967 | New | Q4 2025 | Feb 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 10,350 | 526 | 0.04% | 0.03% | 11 | +2,375 | 29.78% | Q4 2025 | Feb 04, 2026 |
| Csenge Advisory Group | History | New | 7,085 | 360 | 0.02% | — | 12 | +7,085 | New | Q4 2025 | Feb 06, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 5,500 | 280 | 0.17% | 0.12% | 13 | +2,000 | 57.14% | Q4 2025 | Feb 17, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 4,963 | 252 | 0.22% | 0.33% | 14 | -2,673 | -35.01% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,821 | 245 | 0.0% | 0.0% | 15 | -23,357 | -82.89% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 995 | 50 | 0.0% | — | 16 | +995 | New | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 113 | 5 | 0.0% | — | 17 | +104 | 1155.56% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 35 | 1 | 0.0% | 0.0% | 18 | -91 | -72.22% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 1.02% | — | -3,380,343 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2025 | Nov 26, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |