DoubleLine ETF Trust - DBND
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC | History | No change | 1,795,342 | 82,244 | 0.22% | 0.22% | 1 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,162,917 | 53,017 | 0.55% | 0.55% | 2 | +195,601 | 20.22% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 783,836 | 35,735 | 0.01% | 0.01% | 3 | -7,648 | -0.97% | Q2 2026 | Aug 14, 2026 |
| Boothe Investment Group, Inc. | History | Added to | 754,481 | 34,397 | 10.84% | 10.02% | 4 | +74,794 | 11.0% | Q2 2026 | Jul 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 725,049 | 33,055 | 0.1% | 0.11% | 5 | +40,790 | 5.96% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 705,094 | 32,145 | 0.01% | 0.01% | 6 | -44,009 | -5.87% | Q2 2026 | Aug 03, 2026 |
| Seascape Capital Management | History | Added to | 653,229 | 29,781 | 7.14% | 8.37% | 7 | +18,436 | 2.9% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | Added to | 646,329 | 29,466 | 0.0% | 0.0% | 8 | +29,358 | 4.76% | Q2 2026 | Aug 13, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 616,118 | 28,089 | 2.05% | 2.22% | 9 | +34,890 | 6.0% | Q2 2026 | Jul 28, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 521,491 | 23,775 | 5.86% | 6.62% | 10 | -607 | -0.12% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | Added to | 493,783 | 22,511 | 0.02% | 0.03% | 11 | +19,847 | 4.19% | Q2 2026 | Aug 13, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 328,419 | 14,972 | 1.93% | 0.36% | 12 | +278,866 | 562.76% | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 306,991 | 13,995 | 0.1% | 0.11% | 13 | -1,625 | -0.53% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 306,991 | 13,995 | 0.79% | 0.89% | 14 | -1,625 | -0.53% | Q2 2026 | Aug 14, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 272,062 | 12,403 | 0.95% | 1.94% | 15 | -224,046 | -45.16% | Q2 2026 | Aug 04, 2026 |
| Holcombe Financial, Inc. | History | Added to | 268,537 | 12,242 | 6.91% | 7.0% | 16 | +8,578 | 3.3% | Q2 2026 | Jul 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 237,611 | 10,832 | 0.59% | 0.58% | 17 | +30,547 | 14.75% | Q2 2026 | Aug 11, 2026 |
| Beckerman Institutional, LLC | History | Added to | 235,558 | 10,739 | 5.11% | 5.41% | 18 | +13,305 | 5.99% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 235,493 | 10,736 | 0.02% | 0.03% | 19 | +37,551 | 18.97% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | Added to | 228,259 | 10,406 | 0.41% | 0.41% | 20 | +26,163 | 12.95% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 225,713 | 10,290 | 0.51% | 0.58% | 21 | -5,040 | -2.18% | Q2 2026 | Jul 24, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 201,663 | 9,193 | 3.47% | 3.82% | 22 | +11,754 | 6.19% | Q2 2026 | Aug 03, 2026 |
| Cravens & Co Advisors, LLC | History | Reduced | 188,416 | 8,589 | 5.77% | 6.45% | 23 | -28,412 | -13.1% | Q2 2026 | Aug 12, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 186,581 | 8,506 | 2.04% | 2.18% | 24 | +9,111 | 5.13% | Q2 2026 | Aug 10, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 168,588 | 7,685 | 0.38% | 0.42% | 25 | +6,434 | 3.97% | Q2 2026 | Jul 15, 2026 |
| Fortis Advisors, LLC | History | Added to | 165,920 | 7,564 | 3.54% | 3.78% | 26 | +1,271 | 0.77% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 152,444 | 6,949 | 0.27% | 0.39% | 27 | -37,294 | -19.66% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 140,876 | 6,422 | 0.14% | 0.16% | 28 | -911 | -0.64% | Q2 2026 | Jul 17, 2026 |
| Elyxium Wealth, LLC | History | Added to | 137,206 | 6,255 | 0.66% | 1.99% | 29 | +1,972 | 1.46% | Q2 2026 | Aug 03, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 124,123 | 5,658 | 2.23% | 2.71% | 30 | -3,331 | -2.61% | Q2 2026 | Jul 24, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 122,949 | 5,605 | 0.64% | 0.68% | 31 | +9,267 | 8.15% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 115,052 | 5,245 | 0.11% | — | 32 | +115,052 | New | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 104,756 | 4,775 | 0.01% | 0.01% | 33 | +1,729 | 1.68% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 96,654 | 4,406 | 0.08% | 0.1% | 34 | +3,608 | 3.88% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 87,281 | 3,979 | 0.04% | 0.04% | 35 | +3,017 | 3.58% | Q2 2026 | Aug 14, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 85,933 | 3,917 | 1.48% | 1.7% | 36 | +1,179 | 1.39% | Q2 2026 | Jul 30, 2026 |
| January Capital Advisors LLC | History | Reduced | 84,184 | 3,837 | 3.21% | 9.43% | 37 | -68,532 | -44.88% | Q2 2026 | Aug 25, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 83,126 | 3,789 | 0.22% | 0.16% | 38 | +28,733 | 52.82% | Q2 2026 | Jul 27, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 65,599 | 2,969 | 0.63% | 0.73% | 39 | -5,106 | -7.22% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | Reduced | 63,238 | 2,883 | 0.0% | 0.01% | 40 | -19,667 | -23.72% | Q2 2026 | Aug 27, 2026 |
| Vise Technologies, Inc. | History | New | 61,020 | 2,781 | 0.03% | — | 41 | +61,020 | New | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Added to | 49,415 | 2,252 | 0.0% | 0.0% | 42 | +29,617 | 149.6% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 43,645 | 1,989 | 0.0% | 0.0% | 43 | +29,589 | 210.51% | Q2 2026 | Aug 14, 2026 |
| ENTREWEALTH, LLC | History | Added to | 39,925 | 1,793 | 0.66% | 0.47% | 44 | +17,249 | 76.07% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 37,499 | 1,709 | 0.0% | 0.0% | 45 | -26,285 | -41.21% | Q2 2026 | Aug 07, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 36,215 | 1,651 | 0.26% | 0.22% | 46 | +11,100 | 44.2% | Q2 2026 | Jul 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,897 | 1,499 | 0.0% | 0.0% | 47 | +1,495 | 4.76% | Q2 2026 | Aug 14, 2026 |
| L & S Advisors Inc | History | No change | 31,930 | 1,455 | 0.15% | 0.18% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centurion Wealth Management LLC | History | Added to | 30,022 | 1,368 | 0.33% | 0.3% | 49 | +600 | 2.04% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 29,539 | 1,347 | 0.0% | 0.0% | 50 | -11,343 | -27.75% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 29,364 | 1,343 | 0.04% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 29,022 | 1,323 | 0.08% | 0.09% | 52 | +1,526 | 5.55% | Q2 2026 | Aug 04, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 26,309 | 1,199 | 1.39% | 1.48% | 53 | +66 | 0.25% | Q2 2026 | Aug 07, 2026 |
| Blue Line Capital, LLC / IL | History | Added to | 23,251 | 1,060 | 0.88% | 0.41% | 54 | +15,397 | 196.04% | Q2 2026 | Jul 30, 2026 |
| Essential Planning, LLC. | History | Reduced | 22,733 | 1,036 | 0.29% | 0.35% | 55 | -1,046 | -4.4% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,439 | 1,023 | 0.0% | 0.0% | 56 | +15,167 | 208.57% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 21,300 | 971 | 0.0% | — | 57 | +21,300 | New | Q2 2026 | Aug 13, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 20,156 | 918 | 0.31% | 0.3% | 58 | +2,084 | 11.53% | Q2 2026 | Jul 09, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 20,114 | 917 | 0.38% | 0.16% | 59 | +12,483 | 163.58% | Q2 2026 | Jul 24, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 19,375 | 883 | 0.42% | 0.47% | 60 | +600 | 3.2% | Q2 2026 | Aug 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 19,134 | 872 | 0.02% | 0.02% | 61 | -1,108 | -5.47% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,760 | 809 | 0.0% | 0.0% | 62 | -11,585 | -39.48% | Q2 2026 | Sep 02, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 13,670 | 623 | 0.29% | 0.28% | 63 | +1,427 | 11.66% | Q2 2026 | Jul 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 13,120 | 598 | 0.01% | — | 64 | +13,120 | New | Q2 2026 | Jul 28, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 12,378 | 564 | 0.28% | 0.3% | 65 | +812 | 7.02% | Q2 2026 | Aug 26, 2026 |
| Equitable Holdings, Inc. | History | Added to | 12,304 | 560 | 0.0% | 0.0% | 66 | +3,281 | 36.36% | Q2 2026 | Aug 17, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | New | 12,071 | 550 | 0.13% | — | 67 | +12,071 | New | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 11,465 | 522 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 11,197 | 510 | 0.0% | 0.0% | 69 | +89 | 0.8% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 11,017 | 502 | 0.0% | 0.0% | 71 | -7,806 | -41.47% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,018 | 502 | 0.0% | 0.0% | 70 | +3,266 | 42.13% | Q2 2026 | Jul 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 8,980 | 409 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 8,812 | 401 | 0.14% | 0.15% | 73 | +315 | 3.71% | Q2 2026 | Jul 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 8,704 | 397 | 0.0% | 0.0% | 74 | -1,984 | -18.56% | Q2 2026 | Aug 05, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 8,432 | 384 | 0.07% | 0.08% | 75 | -113 | -1.32% | Q2 2026 | Jul 17, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 8,273 | 377 | 0.08% | 0.09% | 76 | -31 | -0.37% | Q2 2026 | Jul 20, 2026 |
| Joseph P. Lucia & Associates, LLC | History | New | 7,945 | 362 | 0.11% | — | 77 | +7,945 | New | Q2 2026 | Aug 07, 2026 |
| Forum Finance Group S.A. | History | Added to | 9,610 | 354 | 0.13% | 0.05% | 78 | +6,850 | 248.19% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | Added to | 7,590 | 346 | 0.06% | 0.03% | 79 | +4,330 | 132.82% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,205 | 282 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWF Advisory Services Inc. | History | Added to | 5,849 | 266 | 0.03% | 0.03% | 81 | +69 | 1.19% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | Added to | 5,473 | 249 | 0.01% | 0.01% | 82 | +228 | 4.35% | Q2 2026 | Aug 07, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 5,124 | 234 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 5,129 | 233 | 0.02% | 0.03% | 84 | -2,584 | -33.5% | Q2 2026 | Jul 21, 2026 |
| StoneX Group Inc. | History | New | 4,867 | 222 | 0.01% | — | 85 | +4,867 | New | Q2 2026 | Aug 12, 2026 |
| First Financial Group Corp | History | Reduced | 4,695 | 214 | 0.15% | 0.18% | 86 | -30 | -0.63% | Q2 2026 | Jul 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 4,500 | 205 | 0.01% | 0.01% | 87 | -250 | -5.26% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | New | 3,374 | 153 | 0.0% | — | 88 | +3,374 | New | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 3,000 | 136 | 0.0% | — | 89 | +3,000 | New | Q2 2026 | Jul 24, 2026 |
| IMA Advisory Services, Inc. | History | New | 2,900 | 132 | 0.01% | — | 91 | +2,900 | New | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,906 | 132 | 0.0% | 0.0% | 90 | +126 | 4.53% | Q2 2026 | Jul 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 1,946 | 88 | 0.01% | — | 92 | +1,946 | New | Q2 2026 | Jul 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,369 | 62 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 505 | 23 | 0.0% | 0.0% | 94 | +3 | 0.6% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 486 | 22 | 0.0% | 0.0% | 95 | +46 | 10.45% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 22 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | New | 308 | 14 | 0.01% | — | 97 | +308 | New | Q2 2026 | Aug 11, 2026 |
| Meramec Financial Planners, LLC | History | New | 264 | 11 | 0.0% | — | 98 | +264 | New | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 180 | 8 | 0.0% | 0.0% | 99 | -500 | -73.53% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 109 | 5 | 0.0% | 0.0% | 100 | -55 | -33.54% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 59 | 2 | 0.0% | — | 101 | +59 | New | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 22 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,701 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,364 | -100.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,097 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,137 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Closed out | 0 | 0 | — | 0.37% | — | -13,572 | -100.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,154 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,600 | -100.0% | Q2 2026 | Aug 20, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,695 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -7,364 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -6,966 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,696 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -501 | -100.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q2 2026 | Aug 14, 2026 |