DoubleLine ETF Trust - DBND
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC | History | Added to | 1,622,210 | 75,213 | 0.2% | 0.19% | 1 | +253,382 | 18.51% | Q4 2025 | Jan 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 700,920 | 32,497 | 0.43% | 0.37% | 2 | +160,205 | 29.63% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 664,656 | 30,816 | 0.01% | 0.01% | 3 | +43,080 | 6.93% | Q4 2025 | Feb 18, 2026 |
| Seascape Capital Management | History | Added to | 645,968 | 29,950 | 8.51% | 8.25% | 4 | +27,667 | 4.47% | Q4 2025 | Jan 21, 2026 |
| Boothe Investment Group, Inc. | History | Added to | 645,479 | 29,927 | 10.71% | 10.85% | 5 | +8,713 | 1.37% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Added to | 605,984 | 28,095 | 0.0% | 0.0% | 6 | +22,086 | 3.78% | Q4 2025 | Jan 29, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 543,338 | 25,191 | 2.0% | 2.17% | 7 | +29,359 | 5.71% | Q4 2025 | Jan 30, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 492,384 | 22,829 | 6.55% | 5.81% | 8 | +77,567 | 18.7% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | New | 437,889 | 20,302 | 0.02% | — | 9 | +437,889 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 364,465 | 16,898 | 0.01% | 0.01% | 10 | -284,932 | -43.88% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 308,766 | 14,315 | 0.1% | 0.1% | 11 | +8,303 | 2.76% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 308,766 | 14,315 | 0.89% | 0.91% | 12 | +8,303 | 2.76% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 256,629 | 11,898 | 0.02% | 0.02% | 13 | -20,122 | -7.27% | Q4 2025 | Feb 11, 2026 |
| Holcombe Financial, Inc. | History | New | 239,289 | 11,094 | 6.97% | — | 14 | +239,289 | New | Q4 2025 | Jan 27, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 221,618 | 10,275 | 0.59% | 0.81% | 15 | +45,728 | 26.0% | Q4 2025 | Jan 29, 2026 |
| Cravens & Co Advisors, LLC | History | Reduced | 210,965 | 9,802 | 6.42% | 6.99% | 16 | -9,069 | -4.12% | Q4 2025 | Feb 10, 2026 |
| Beckerman Institutional, LLC | History | Added to | 210,540 | 9,761 | 5.48% | 5.53% | 17 | +8,684 | 4.3% | Q4 2025 | Feb 10, 2026 |
| Fortis Advisors, LLC | History | Reduced | 204,107 | 9,463 | 5.13% | 5.46% | 18 | -4,638 | -2.22% | Q4 2025 | Feb 10, 2026 |
| Visionary Wealth Advisors | History | Added to | 190,996 | 8,855 | 0.4% | 0.39% | 19 | +9,384 | 5.17% | Q4 2025 | Feb 13, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 180,353 | 8,361 | 3.85% | 3.54% | 20 | +22,034 | 13.92% | Q4 2025 | Jan 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 178,955 | 8,297 | 0.4% | 0.3% | 21 | +43,245 | 31.87% | Q4 2025 | Jan 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 174,879 | 8,108 | 0.38% | 0.31% | 22 | +38,605 | 28.33% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 165,047 | 7,652 | 0.02% | 0.02% | 23 | +21,733 | 15.16% | Q4 2025 | Feb 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 164,566 | 7,630 | 0.51% | 0.72% | 24 | -17,391 | -9.56% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 144,126 | 6,682 | 0.17% | 0.17% | 25 | +1,522 | 1.07% | Q4 2025 | Feb 09, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 140,901 | 6,532 | 2.5% | 2.46% | 26 | +7,819 | 5.88% | Q4 2025 | Feb 05, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 133,891 | 6,207 | 0.8% | 0.86% | 27 | -10,147 | -7.04% | Q4 2025 | Jan 22, 2026 |
| Journey Advisory Group, LLC | History | Added to | 125,136 | 5,801 | 0.49% | 0.2% | 28 | +66,607 | 113.8% | Q4 2025 | Jan 27, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 120,040 | 5,565 | 2.41% | 4.07% | 29 | -60,531 | -33.52% | Q4 2025 | Jan 23, 2026 |
| Elyxium Wealth, LLC | History | Added to | 116,398 | 5,396 | 1.5% | 1.73% | 30 | +9,709 | 9.1% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 103,615 | 4,804 | 0.01% | 0.01% | 31 | -5,319 | -4.88% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | New | 86,114 | 3,992 | 0.01% | — | 32 | +86,114 | New | Q4 2025 | Mar 09, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 84,330 | 3,911 | 0.58% | 0.62% | 33 | -444 | -0.52% | Q4 2025 | Jan 26, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 81,952 | 3,799 | 0.05% | — | 34 | +81,952 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 81,952 | 3,799 | 0.18% | 0.21% | 35 | +18,166 | 28.48% | Q4 2025 | Feb 12, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 72,362 | 3,355 | 1.41% | 1.22% | 36 | +10,758 | 17.46% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 47,804 | 2,216 | 0.15% | 0.15% | 37 | +1,541 | 3.33% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 41,967 | 1,946 | 0.0% | — | 38 | +41,967 | New | Q4 2025 | Feb 17, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 33,934 | 1,573 | 0.25% | 0.24% | 39 | +3,952 | 13.18% | Q4 2025 | Jan 28, 2026 |
| L & S Advisors Inc | History | No change | 31,930 | 1,480 | 0.14% | 0.14% | 40 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 29,819 | 1,382 | 0.0% | 0.0% | 41 | +4,128 | 16.07% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 29,424 | 1,364 | 0.01% | 0.01% | 42 | +1,069 | 3.77% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 29,358 | 1,363 | 0.05% | 0.08% | 43 | +1,003 | 3.54% | Q4 2025 | Feb 13, 2026 |
| Centurion Wealth Management LLC | History | Added to | 28,422 | 1,317 | 0.29% | 0.28% | 44 | +2,450 | 9.43% | Q4 2025 | Jan 14, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 26,394 | 1,223 | 0.08% | 0.08% | 45 | +192 | 0.73% | Q4 2025 | Jan 16, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 26,267 | 1,217 | 1.5% | 0.87% | 46 | -1,937 | -6.87% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 24,641 | 1,142 | 0.0% | 0.0% | 47 | +567 | 2.36% | Q4 2025 | Feb 17, 2026 |
| Essential Planning, LLC. | History | Reduced | 23,761 | 1,101 | 0.35% | 0.41% | 48 | -1,706 | -6.7% | Q4 2025 | Jan 15, 2026 |
| ENTREWEALTH, LLC | History | No change | 22,816 | 1,059 | 0.48% | 0.55% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 21,474 | 995 | 0.0% | 0.0% | 50 | +6,487 | 43.28% | Q4 2025 | Mar 25, 2026 |
| Gotham Asset Management, LLC | History | New | 18,823 | 872 | 0.0% | — | 51 | +18,823 | New | Q4 2025 | Feb 17, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 15,125 | 701 | 0.38% | 0.32% | 52 | +2,950 | 24.23% | Q4 2025 | Feb 05, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 13,652 | 632 | 0.38% | 0.44% | 53 | -1,060 | -7.21% | Q4 2025 | Jan 20, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 12,441 | 576 | 0.23% | — | 54 | +12,441 | New | Q4 2025 | Jan 15, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 12,100 | 561 | 0.3% | 0.29% | 55 | +817 | 7.24% | Q4 2025 | Feb 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 12,075 | 559 | 0.01% | 0.01% | 56 | -126 | -1.03% | Q4 2025 | Feb 19, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,542 | 535 | 0.0% | 0.0% | 57 | +2,117 | 22.46% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 11,465 | 531 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 11,100 | 514 | 0.0% | 0.0% | 59 | +17 | 0.15% | Q4 2025 | Jan 29, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 10,926 | 506 | 0.32% | 0.33% | 60 | +542 | 5.22% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,305 | 477 | 0.0% | 0.0% | 61 | -810 | -7.29% | Q4 2025 | Feb 18, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 8,600 | 398 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MANCHESTER FINANCIAL INC | History | New | 8,047 | 373 | 0.07% | — | 63 | +8,047 | New | Q4 2025 | Feb 12, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 8,042 | 372 | 0.14% | 0.13% | 64 | +702 | 9.56% | Q4 2025 | Jan 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,816 | 362 | 0.03% | 0.03% | 65 | -900 | -10.33% | Q4 2025 | Jan 29, 2026 |
| Stewardship Advisors, LLC | History | Added to | 7,734 | 358 | 0.08% | 0.07% | 66 | +1,074 | 16.13% | Q4 2025 | Jan 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,453 | 345 | 0.0% | 0.0% | 67 | +650 | 9.55% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 7,231 | 335 | 0.0% | 0.0% | 68 | -1,167 | -13.9% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,953 | 322 | 0.0% | 0.0% | 69 | -252 | -3.5% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | New | 6,205 | 287 | 0.0% | — | 70 | +6,205 | New | Q4 2025 | Jan 29, 2026 |
| NWF Advisory Services Inc. | History | Added to | 5,739 | 266 | 0.03% | 0.03% | 71 | +91 | 1.61% | Q4 2025 | Mar 03, 2026 |
| Sigma Planning Corp | History | Reduced | 5,664 | 262 | 0.01% | 0.01% | 72 | -75 | -1.31% | Q4 2025 | Jan 30, 2026 |
| Krilogy Financial LLC | History | Reduced | 4,750 | 220 | 0.01% | 0.01% | 73 | -2,050 | -30.15% | Q4 2025 | Jan 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,326 | 200 | 0.0% | 0.0% | 74 | +1,638 | 60.94% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,820 | 130 | 0.0% | 0.0% | 75 | +2,772 | 5775.0% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,700 | 125 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clayton Financial Group LLC | History | New | 2,696 | 124 | 0.06% | — | 77 | +2,696 | New | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | New | 1,599 | 74 | 0.0% | — | 78 | +1,599 | New | Q4 2025 | Feb 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,369 | 63 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 630 | 29 | 0.0% | 0.0% | 80 | -514 | -44.93% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | No change | 560 | 26 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 502 | 23 | 0.0% | 0.0% | 82 | +6 | 1.21% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | New | 453 | 21 | 0.0% | — | 83 | +453 | New | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 430 | 19 | 0.0% | 0.0% | 84 | -545 | -55.9% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 65 | 3 | 0.0% | — | 85 | +65 | New | Q4 2025 | Mar 16, 2026 |
| ASSETMARK, INC | History | No change | 51 | 2 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 38 | 1 | 0.0% | — | 88 | +38 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,790 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,418 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,622 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -290 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Larson Financial Group LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 06, 2026 |