DoubleLine ETF Trust - DMBS

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$704.5M

QoQ value delta ($000)

+$186M (+35.87%)

Implied price effect (QoQ)

-0.02%

Total shares

14,184,667

QoQ shares delta

+3,746,366 (+35.89%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 15 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Gradient Investments LLC	131,756	2,653,434	2.09%
Advocacy Wealth Management, LLC	48,487	976,496	2.03%
CAPTRUST FINANCIAL ADVISORS	46,035	927,109	0.09%
OSAIC HOLDINGS, INC.	38,781	781,023	0.06%
Bank of New York Mellon Corp	35,708	719,122	0.01%
EVERGREEN CAPITAL MANAGEMENT LLC	33,681	678,314	0.75%
FOUNDATIONS INVESTMENT ADVISORS, LLC	28,626	576,507	0.38%
ENVESTNET ASSET MANAGEMENT INC	23,566	474,596	0.01%
Tortoise Investment Management, LLC	22,132	445,735	1.94%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	20,301	408,860	0.31%
MORGAN STANLEY	18,266	367,871	0.0%
Legacy CG, LLC	16,414	330,562	4.59%
Astoria Portfolio Advisors LLC.	16,042	318,868	3.65%
PARK AVENUE SECURITIES LLC	15,417	310,476	0.13%
TPG Financial Advisors, LLC	14,912	300,320	4.98%
Mattson Financial Services, LLC	14,810	298,276	3.46%
Signal Advisors Wealth, LLC	14,258	287,160	1.13%
Compound Planning, Inc.	13,552	272,928	0.4%
AMI INVESTMENT MANAGEMENT INC	11,828	238,206	2.66%
Savvy Advisors, Inc.	10,450	210,463	0.34%
Motley Fool Wealth Management, LLC	10,202	205,476	0.79%
Hobbs Group Advisors, LLC	10,167	204,757	3.07%
W.G. Shaheen & Associates DBA Whitney & Co	9,273	186,749	0.74%
Mariner, LLC	8,293	167,017	0.01%
Brown Financial Advisors	8,113	163,395	2.97%