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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 1,162,917 | 53,017 | 0.55% | 0.55% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 992,779 | 43,166 | 5.14% | 1.93% | 2 | +664,360 | 202.29% | Q3 2026 | Oct 29, 2026 |
| Boothe Investment Group, Inc. | History | Added to | 873,431 | 37,976 | 10.83% | 10.84% | 3 | +118,950 | 15.77% | Q3 2026 | Oct 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 783,836 | 35,735 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 725,049 | 33,055 | 0.1% | 0.1% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 705,094 | 32,145 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Seascape Capital Management | History | No change | 653,229 | 29,781 | 7.14% | 7.14% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | No change | 646,329 | 29,466 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 655,523 | 28,502 | 2.03% | 2.05% | 9 | +39,405 | 6.4% | Q3 2026 | Nov 03, 2026 |
| Mariner, LLC | History | No change | 493,783 | 22,511 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 306,991 | 13,995 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 306,991 | 13,995 | 0.79% | 0.79% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Journey Advisory Group, LLC | History | Added to | 290,842 | 12,645 | 0.94% | 0.95% | 13 | +18,780 | 6.9% | Q3 2026 | Nov 04, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 289,203 | 12,574 | 3.0% | 5.86% | 14 | -232,288 | -44.54% | Q3 2026 | Oct 20, 2026 |
| Holcombe Financial, Inc. | History | Added to | 270,700 | 11,770 | 6.51% | 6.91% | 15 | +2,163 | 0.81% | Q3 2026 | Oct 16, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 237,611 | 10,832 | 0.59% | 0.59% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beckerman Institutional, LLC | History | No change | 235,558 | 10,739 | 5.11% | 5.11% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 235,493 | 10,736 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | Added to | 235,374 | 10,234 | 0.4% | 0.41% | 19 | +7,115 | 3.12% | Q3 2026 | Nov 04, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 212,386 | 9,234 | 3.63% | 3.47% | 20 | +10,723 | 5.32% | Q3 2026 | Oct 13, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 195,414 | 8,496 | 2.05% | 2.04% | 21 | +8,833 | 4.73% | Q3 2026 | Nov 03, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 168,588 | 7,685 | 0.38% | 0.38% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fortis Advisors, LLC | History | No change | 165,920 | 7,564 | 3.54% | 3.54% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 172,666 | 7,507 | 0.88% | 0.64% | 24 | +49,717 | 40.44% | Q3 2026 | Oct 16, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 152,444 | 6,949 | 0.27% | 0.27% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 140,876 | 6,422 | 0.14% | 0.14% | 26 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 123,643 | 5,375 | 0.24% | 0.51% | 27 | -102,070 | -45.22% | Q3 2026 | Oct 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 121,455 | 5,280 | 0.11% | 0.11% | 28 | +6,403 | 5.57% | Q3 2026 | Nov 02, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 112,789 | 4,904 | 0.08% | 0.08% | 29 | +16,135 | 16.69% | Q3 2026 | Nov 04, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 109,862 | 4,776 | 0.48% | 0.66% | 30 | -27,344 | -19.93% | Q3 2026 | Oct 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 104,756 | 4,775 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 87,281 | 3,979 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 91,012 | 3,957 | 1.33% | 1.48% | 33 | +5,079 | 5.91% | Q3 2026 | Nov 03, 2026 |
| January Capital Advisors LLC | History | No change | 84,184 | 3,837 | 3.21% | 3.21% | 34 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 85,933 | 3,736 | 0.21% | 0.22% | 35 | +2,807 | 3.38% | Q3 2026 | Nov 02, 2026 |
| Vise Technologies, Inc. | History | Added to | 79,414 | 3,452 | 0.03% | 0.03% | 36 | +18,394 | 30.14% | Q3 2026 | Oct 28, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 79,185 | 3,442 | 1.36% | 2.23% | 37 | -44,938 | -36.2% | Q3 2026 | Oct 29, 2026 |
| Austin Wealth Management, LLC | History | No change | 65,599 | 2,969 | 0.63% | 0.63% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | No change | 63,238 | 2,883 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MORGAN STANLEY | History | No change | 49,415 | 2,252 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 43,645 | 1,989 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 39,599 | 1,721 | 0.61% | 0.66% | 42 | -326 | -0.82% | Q3 2026 | Oct 14, 2026 |
| LPL Financial LLC | History | No change | 37,499 | 1,709 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 36,465 | 1,585 | 0.26% | 0.26% | 44 | +250 | 0.69% | Q3 2026 | Oct 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 32,897 | 1,499 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| L & S Advisors Inc | History | No change | 31,930 | 1,455 | 0.15% | 0.15% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 29,539 | 1,347 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 29,364 | 1,343 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 29,532 | 1,284 | 0.08% | 0.08% | 49 | +510 | 1.76% | Q3 2026 | Oct 22, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 29,023 | 1,261 | 0.3% | 0.33% | 50 | -999 | -3.33% | Q3 2026 | Oct 13, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 26,743 | 1,162 | 0.47% | 0.38% | 51 | +6,629 | 32.96% | Q3 2026 | Oct 15, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 26,606 | 1,156 | 1.39% | 1.39% | 52 | +297 | 1.13% | Q3 2026 | Nov 04, 2026 |
| Blue Line Capital, LLC / IL | History | Added to | 26,175 | 1,138 | 0.88% | 0.88% | 53 | +2,924 | 12.58% | Q3 2026 | Nov 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,673 | 1,073 | 0.0% | 0.0% | 54 | +2,234 | 9.96% | Q3 2026 | Nov 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 21,300 | 971 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Planning, LLC. | History | Reduced | 21,955 | 954 | 0.26% | 0.29% | 56 | -778 | -3.42% | Q3 2026 | Oct 21, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 21,451 | 932 | 0.31% | 0.31% | 57 | +1,295 | 6.42% | Q3 2026 | Oct 20, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 19,375 | 883 | 0.42% | 0.42% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 19,134 | 872 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,760 | 809 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 16,650 | 723 | 0.17% | 0.13% | 61 | +4,579 | 37.93% | Q3 2026 | Oct 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 16,576 | 721 | 0.0% | 0.0% | 62 | +5,558 | 50.44% | Q3 2026 | Oct 26, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 13,670 | 623 | 0.29% | 0.29% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 13,939 | 606 | 0.02% | 0.01% | 64 | +819 | 6.24% | Q3 2026 | Oct 21, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 12,378 | 564 | 0.28% | 0.28% | 65 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,304 | 560 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 11,465 | 522 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,197 | 510 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 11,017 | 502 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Good Harbor Advisors, Inc. | History | New | 10,781 | 468 | 0.44% | — | 70 | +10,781 | New | Q3 2026 | Oct 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 8,980 | 409 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 8,704 | 397 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 9,017 | 392 | 0.13% | 0.14% | 73 | +205 | 2.33% | Q3 2026 | Oct 13, 2026 |
| Triumph Capital Management | History | Added to | 8,632 | 375 | 0.07% | 0.06% | 74 | +1,042 | 13.73% | Q3 2026 | Oct 14, 2026 |
| Apollon Wealth Management, LLC | History | New | 8,481 | 368 | 0.0% | — | 75 | +8,481 | New | Q3 2026 | Oct 23, 2026 |
| Stewardship Advisors, LLC | History | Added to | 8,280 | 360 | 0.07% | 0.08% | 76 | +7 | 0.08% | Q3 2026 | Oct 20, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 8,145 | 354 | 0.1% | 0.11% | 77 | +200 | 2.52% | Q3 2026 | Oct 30, 2026 |
| Forum Finance Group S.A. | History | No change | 9,610 | 354 | 0.13% | 0.13% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,205 | 282 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 5,734 | 261 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Sigma Planning Corp | History | Added to | 5,687 | 247 | 0.01% | 0.01% | 81 | +214 | 3.91% | Q3 2026 | Oct 23, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 5,665 | 246 | 0.02% | 0.03% | 82 | -184 | -3.15% | Q3 2026 | Oct 19, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 5,058 | 219 | 0.01% | 0.02% | 83 | -71 | -1.38% | Q3 2026 | Oct 26, 2026 |
| First Financial Group Corp | History | Added to | 4,745 | 206 | 0.16% | 0.15% | 84 | +50 | 1.06% | Q3 2026 | Oct 22, 2026 |
| AE Wealth Management LLC | History | No change | 3,374 | 153 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IMA Advisory Services, Inc. | History | No change | 2,900 | 132 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,000 | 130 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Clayton Financial Group LLC | History | New | 2,696 | 117 | 0.06% | — | 88 | +2,696 | New | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,550 | 110 | 0.0% | 0.0% | 89 | -356 | -12.25% | Q3 2026 | Oct 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 1,976 | 85 | 0.01% | 0.01% | 90 | +30 | 1.54% | Q3 2026 | Oct 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,369 | 62 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 629 | 28 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 486 | 22 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 500 | 22 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | No change | 308 | 14 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meramec Financial Planners, LLC | History | No change | 264 | 11 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 180 | 8 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 109 | 5 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cravens & Co Advisors, LLC | History | Closed out | 0 | 0 | — | 5.77% | — | -188,416 | -100.0% | Q3 2026 | Oct 16, 2026 |
| MANCHESTER FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,432 | -100.0% | Q3 2026 | Oct 15, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,867 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,500 | -100.0% | Q3 2026 | Oct 13, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -505 | -100.0% | Q3 2026 | Oct 15, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2026 | Oct 21, 2026 |