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 | Added to | 1,795,342 | 82,244 | 0.22% | 0.2% | 1 | +173,132 | 10.67% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 967,316 | 44,312 | 0.55% | 0.43% | 2 | +266,396 | 38.01% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 791,484 | 36,257 | 0.01% | 0.01% | 3 | +126,828 | 19.08% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 749,103 | 34,316 | 0.01% | 0.01% | 4 | +384,638 | 105.53% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | New | 684,259 | 31,345 | 0.11% | — | 5 | +684,259 | New | Q1 2026 | Jun 02, 2026 |
| Boothe Investment Group, Inc. | History | Added to | 679,687 | 31,136 | 10.02% | 10.71% | 6 | +34,208 | 5.3% | Q1 2026 | May 19, 2026 |
| Seascape Capital Management | History | Reduced | 634,793 | 29,080 | 8.37% | 8.51% | 7 | -11,175 | -1.73% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Added to | 616,971 | 28,263 | 0.0% | 0.0% | 8 | +10,987 | 1.81% | Q1 2026 | May 05, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 581,228 | 26,626 | 2.22% | 2.0% | 9 | +37,890 | 6.97% | Q1 2026 | May 05, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 522,098 | 23,917 | 6.62% | 6.55% | 10 | +29,714 | 6.03% | Q1 2026 | Apr 27, 2026 |
| Journey Advisory Group, LLC | History | Added to | 496,108 | 22,726 | 1.94% | 0.49% | 11 | +370,972 | 296.46% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 473,936 | 21,711 | 0.03% | 0.02% | 12 | +36,047 | 8.23% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 308,616 | 14,137 | 0.11% | 0.1% | 13 | -150 | -0.05% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 308,616 | 14,137 | 0.89% | 0.89% | 14 | -150 | -0.05% | Q1 2026 | May 15, 2026 |
| Holcombe Financial, Inc. | History | Added to | 259,959 | 11,908 | 7.0% | 6.97% | 15 | +20,670 | 8.64% | Q1 2026 | Apr 20, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 230,753 | 10,570 | 0.58% | 0.59% | 16 | +9,135 | 4.12% | Q1 2026 | May 11, 2026 |
| Beckerman Institutional, LLC | History | Added to | 222,253 | 10,181 | 5.41% | 5.48% | 17 | +11,713 | 5.56% | Q1 2026 | May 04, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 216,828 | 9,932 | 6.45% | 6.42% | 18 | +5,863 | 2.78% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 207,064 | 9,485 | 0.58% | 0.4% | 19 | +28,109 | 15.71% | Q1 2026 | Apr 28, 2026 |
| Visionary Wealth Advisors | History | Added to | 202,096 | 9,258 | 0.41% | 0.4% | 20 | +11,100 | 5.81% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 197,942 | 9,067 | 0.03% | 0.02% | 21 | +32,895 | 19.93% | Q1 2026 | May 04, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 189,909 | 8,699 | 3.82% | 3.85% | 22 | +9,556 | 5.3% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 189,738 | 8,691 | 0.39% | 0.38% | 23 | +14,859 | 8.5% | Q1 2026 | May 12, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 177,470 | 8,129 | 2.18% | 2.5% | 24 | +36,569 | 25.95% | Q1 2026 | Apr 29, 2026 |
| Fortis Advisors, LLC | History | Reduced | 164,649 | 7,542 | 3.78% | 5.13% | 25 | -39,458 | -19.33% | Q1 2026 | May 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 162,154 | 7,428 | 0.42% | 0.51% | 26 | -2,412 | -1.47% | Q1 2026 | May 11, 2026 |
| January Capital Advisors LLC | History | New | 152,716 | 6,995 | 9.43% | — | 27 | +152,716 | New | Q1 2026 | May 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 141,787 | 6,495 | 0.16% | 0.17% | 28 | -2,339 | -1.62% | Q1 2026 | Apr 29, 2026 |
| Elyxium Wealth, LLC | History | Added to | 135,234 | 6,195 | 1.99% | 1.5% | 29 | +18,836 | 16.18% | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 127,454 | 5,838 | 2.71% | 2.41% | 30 | +7,414 | 6.18% | Q1 2026 | May 04, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 113,682 | 5,207 | 0.68% | 0.8% | 31 | -20,209 | -15.09% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 103,027 | 4,719 | 0.01% | 0.01% | 32 | -588 | -0.57% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 93,046 | 4,262 | 0.1% | 0.18% | 33 | +11,094 | 13.54% | Q1 2026 | Apr 27, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 84,754 | 3,882 | 1.7% | 1.41% | 34 | +12,392 | 17.13% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 84,264 | 3,860 | 0.04% | 0.05% | 35 | +2,312 | 2.82% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 82,905 | 3,797 | 0.01% | 0.01% | 36 | -3,209 | -3.73% | Q1 2026 | May 15, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 70,705 | 3,228 | 0.73% | 0.58% | 37 | -13,625 | -16.16% | Q1 2026 | Apr 14, 2026 |
| LPL Financial LLC | History | Added to | 63,784 | 2,921 | 0.0% | 0.0% | 38 | +33,965 | 113.9% | Q1 2026 | May 06, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 54,393 | 2,504 | 0.16% | 0.15% | 39 | +6,589 | 13.78% | Q1 2026 | Apr 22, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 49,553 | 2,270 | 0.36% | 0.25% | 40 | +15,619 | 46.03% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 40,882 | 1,873 | 0.0% | 0.0% | 41 | -1,085 | -2.59% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 35,701 | 1,635 | 0.0% | 0.0% | 42 | +14,227 | 66.25% | Q1 2026 | May 15, 2026 |
| L & S Advisors Inc | History | No change | 31,930 | 1,462 | 0.18% | 0.14% | 43 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 31,402 | 1,438 | 0.0% | 0.0% | 44 | +6,761 | 27.44% | Q1 2026 | May 15, 2026 |
| Centurion Wealth Management LLC | History | Added to | 29,422 | 1,347 | 0.3% | 0.29% | 45 | +1,000 | 3.52% | Q1 2026 | Apr 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 29,364 | 1,345 | 0.01% | 0.01% | 46 | -60 | -0.2% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | New | 29,345 | 1,344 | 0.0% | — | 47 | +29,345 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 29,364 | 1,340 | 0.05% | 0.05% | 48 | +6 | 0.02% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 27,496 | 1,259 | 0.09% | 0.08% | 49 | +1,102 | 4.18% | Q1 2026 | May 05, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 26,243 | 1,202 | 1.48% | 1.5% | 50 | -24 | -0.09% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | New | 25,115 | 1,150 | 0.22% | — | 51 | +25,115 | New | Q1 2026 | Apr 13, 2026 |
| Essential Planning, LLC. | History | Added to | 23,779 | 1,089 | 0.35% | 0.35% | 52 | +18 | 0.08% | Q1 2026 | Apr 22, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 22,676 | 1,038 | 0.47% | 0.48% | 53 | -140 | -0.61% | Q1 2026 | May 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 20,242 | 927 | 0.02% | — | 54 | +20,242 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 19,798 | 906 | 0.0% | 0.0% | 55 | +19,368 | 4504.19% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 19,097 | 874 | 0.0% | — | 56 | +19,097 | New | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 18,823 | 862 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 18,775 | 860 | 0.47% | 0.38% | 58 | +3,650 | 24.13% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 18,137 | 830 | 0.0% | — | 59 | +18,137 | New | Q1 2026 | May 15, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 18,072 | 827 | 0.3% | 0.23% | 60 | +5,631 | 45.26% | Q1 2026 | Apr 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,056 | 643 | 0.0% | 0.0% | 61 | +9,730 | 224.92% | Q1 2026 | May 15, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 13,572 | 621 | 0.37% | 0.38% | 62 | -80 | -0.59% | Q1 2026 | Apr 21, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 12,243 | 560 | 0.28% | 0.3% | 63 | +143 | 1.18% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 11,465 | 524 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 11,100 | 514 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | New | 11,154 | 510 | 0.0% | — | 66 | +11,154 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 11,108 | 508 | 0.0% | — | 67 | +11,108 | New | Q1 2026 | May 01, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 10,926 | 506 | 0.32% | 0.32% | 68 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,688 | 490 | 0.0% | 0.0% | 69 | -854 | -7.4% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,023 | 418 | 0.0% | 0.0% | 70 | +1,570 | 21.07% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 8,980 | 411 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 8,600 | 393 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 8,545 | 391 | 0.08% | 0.07% | 73 | +498 | 6.19% | Q1 2026 | Apr 23, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 8,497 | 389 | 0.15% | 0.14% | 74 | +455 | 5.66% | Q1 2026 | Apr 17, 2026 |
| Stewardship Advisors, LLC | History | Added to | 8,304 | 380 | 0.09% | 0.08% | 75 | +570 | 7.37% | Q1 2026 | Apr 17, 2026 |
| Blue Line Capital, LLC / IL | History | New | 7,854 | 359 | 0.41% | — | 76 | +7,854 | New | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 7,752 | 355 | 0.0% | — | 77 | +7,752 | New | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,713 | 353 | 0.03% | 0.03% | 78 | -103 | -1.32% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | Reduced | 7,695 | 352 | 0.0% | 0.02% | 79 | -248,934 | -97.0% | Q1 2026 | May 15, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 7,631 | 349 | 0.16% | — | 80 | +7,631 | New | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 7,364 | 337 | 0.0% | 0.0% | 81 | +133 | 1.84% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,272 | 333 | 0.0% | 0.0% | 82 | +319 | 4.59% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,966 | 319 | 0.0% | 0.0% | 83 | -3,339 | -32.4% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,205 | 284 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NWF Advisory Services Inc. | History | Added to | 5,780 | 264 | 0.03% | 0.03% | 85 | +41 | 0.71% | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Reduced | 5,245 | 240 | 0.01% | 0.01% | 86 | -419 | -7.4% | Q1 2026 | May 04, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 5,124 | 234 | 0.01% | — | 87 | +5,124 | New | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | No change | 4,750 | 218 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| First Financial Group Corp | History | New | 4,725 | 216 | 0.18% | — | 89 | +4,725 | New | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | New | 3,260 | 149 | 0.03% | — | 90 | +3,260 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,780 | 126 | 0.0% | 0.0% | 91 | -40 | -1.42% | Q1 2026 | Apr 07, 2026 |
| Clayton Financial Group LLC | History | No change | 2,696 | 123 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Forum Finance Group S.A. | History | New | 2,760 | 101 | 0.05% | — | 94 | +2,760 | New | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | New | 2,210 | 101 | 0.0% | — | 93 | +2,210 | New | Q1 2026 | May 19, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,369 | 62 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 680 | 31 | 0.0% | — | 96 | +680 | New | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 502 | 23 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 500 | 22 | 0.0% | 0.0% | 98 | -2,200 | -81.48% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 501 | 22 | 0.0% | 0.0% | 99 | -1,098 | -68.67% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 440 | 20 | 0.0% | 0.0% | 100 | -13 | -2.87% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 164 | 8 | 0.0% | 0.0% | 101 | -396 | -70.71% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 187 | 8 | 0.0% | — | 102 | +187 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Reduced | 22 | 1 | 0.0% | 0.0% | 104 | -29 | -56.86% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,075 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -630 | -100.0% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 15, 2026 |