DoubleLine ETF Trust - DMBS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | Added to | 3,070,452 | 151,618 | 2.35% | 2.09% | 1 | +417,018 | 15.72% | Q1 2026 | Apr 13, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 1,047,575 | 51,729 | 2.29% | 2.03% | 2 | +71,079 | 7.28% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 915,683 | 45,216 | 0.07% | 0.06% | 3 | +134,660 | 17.24% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 727,272 | 35,912 | 0.01% | 0.01% | 4 | +8,150 | 1.13% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 686,434 | 33,896 | 0.73% | 0.75% | 5 | +8,120 | 1.2% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 637,231 | 31,466 | 0.39% | 0.38% | 6 | +60,724 | 10.53% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 479,800 | 23,692 | 0.01% | 0.01% | 7 | +5,204 | 1.1% | Q1 2026 | May 04, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 408,860 | 20,189 | 0.32% | 0.33% | 8 | 0 | 0.0% | Q1 2026 | Jun 23, 2026 |
| Legacy CG, LLC | History | Added to | 334,150 | 16,500 | 4.58% | 4.59% | 9 | +3,588 | 1.09% | Q1 2026 | May 05, 2026 |
| Mattson Financial Services, LLC | History | Added to | 327,954 | 16,194 | 3.87% | 3.46% | 10 | +29,678 | 9.95% | Q1 2026 | May 11, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 319,188 | 15,801 | 3.36% | 3.65% | 11 | +320 | 0.1% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 311,576 | 15,386 | 0.12% | 0.13% | 12 | +1,100 | 0.35% | Q1 2026 | Apr 07, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 308,262 | 15,221 | 4.95% | 4.98% | 13 | +7,942 | 2.64% | Q1 2026 | May 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 291,623 | 14,400 | 0.99% | 1.13% | 14 | +4,463 | 1.55% | Q1 2026 | Apr 17, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 248,126 | 12,252 | 2.76% | 2.66% | 15 | +9,920 | 4.16% | Q1 2026 | Apr 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 239,485 | 11,825 | 0.36% | 0.4% | 16 | -33,443 | -12.25% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 231,819 | 11,447 | 0.31% | 0.34% | 17 | +21,356 | 10.15% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 222,753 | 10,999 | 0.0% | — | 18 | +222,753 | New | Q1 2026 | May 15, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 213,937 | 10,564 | 3.16% | 3.07% | 19 | +9,180 | 4.48% | Q1 2026 | May 20, 2026 |
| Brown Financial Advisors | History | Added to | 203,658 | 10,056 | 3.81% | 2.97% | 20 | +40,263 | 24.64% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 201,263 | 9,938 | 0.0% | — | 21 | +201,263 | New | Q1 2026 | May 15, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 197,487 | 9,751 | 0.81% | 0.74% | 22 | +10,738 | 5.75% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 192,376 | 9,499 | 0.0% | 0.0% | 23 | -175,495 | -47.71% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 190,761 | 9,419 | 0.01% | 0.01% | 24 | +23,744 | 14.22% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 175,469 | 8,664 | 0.02% | 0.09% | 25 | -751,640 | -81.07% | Q1 2026 | May 14, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 155,054 | 7,656 | 0.87% | 0.79% | 26 | -50,422 | -24.54% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 148,987 | 7,357 | 0.01% | 0.0% | 27 | +144,137 | 2971.9% | Q1 2026 | Apr 27, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 143,193 | 7,070 | 4.07% | 0.93% | 28 | +108,817 | 316.55% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Added to | 138,900 | 6,858 | 2.31% | 1.46% | 29 | +28,643 | 25.98% | Q1 2026 | May 01, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 123,300 | 6,088 | 4.46% | 3.46% | 30 | +27,991 | 29.37% | Q1 2026 | May 08, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 120,380 | 5,944 | 3.95% | 4.05% | 31 | -2,277 | -1.86% | Q1 2026 | May 07, 2026 |
| Paladin Wealth, LLC | History | Added to | 109,238 | 5,394 | 3.71% | 3.32% | 32 | +11,170 | 11.39% | Q1 2026 | Apr 16, 2026 |
| Lord & Richards Wealth Management, LLC | History | Reduced | 104,954 | 5,182 | 4.55% | 4.5% | 33 | -505 | -0.48% | Q1 2026 | Apr 20, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 98,024 | 4,840 | 0.04% | 0.05% | 34 | +7,849 | 8.7% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 89,541 | 4,421 | 0.01% | 0.01% | 35 | -27,601 | -23.56% | Q1 2026 | May 04, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 84,863 | 4,190 | 0.66% | 0.52% | 36 | +19,232 | 29.3% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | Added to | 84,181 | 4,156 | 0.04% | 0.04% | 37 | +884 | 1.06% | Q1 2026 | Apr 13, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 76,988 | 3,801 | 3.97% | 1.3% | 38 | +51,648 | 203.82% | Q1 2026 | Apr 23, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 73,982 | 3,653 | 1.61% | 1.74% | 39 | -1,962 | -2.58% | Q1 2026 | May 27, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 57,472 | 2,837 | 2.18% | 2.27% | 40 | -4,155 | -6.74% | Q1 2026 | Apr 20, 2026 |
| Mendel Money Management | History | Added to | 52,234 | 2,579 | 1.08% | 0.84% | 41 | +11,577 | 28.47% | Q1 2026 | May 04, 2026 |
| Great Diamond Partners, LLC | History | New | 52,118 | 2,573 | 0.5% | — | 42 | +52,118 | New | Q1 2026 | May 12, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 46,986 | 2,357 | 2.28% | 2.28% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 42,849 | 2,115 | 0.04% | — | 44 | +42,849 | New | Q1 2026 | Apr 20, 2026 |
| UBS Group AG | History | Reduced | 42,307 | 2,089 | 0.0% | 0.0% | 45 | -15,197 | -26.43% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 39,470 | 1,949 | 0.0% | 0.0% | 46 | +31,746 | 411.0% | Q1 2026 | May 12, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 38,009 | 1,876 | 0.97% | 0.78% | 47 | +11,303 | 42.32% | Q1 2026 | May 15, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 32,887 | 1,623 | 1.43% | 1.1% | 48 | +718 | 2.23% | Q1 2026 | May 04, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 31,853 | 1,572 | 0.13% | 1.94% | 49 | -413,882 | -92.85% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 31,357 | 1,548 | 0.0% | 0.0% | 50 | +17,567 | 127.39% | Q1 2026 | May 06, 2026 |
| World Investment Advisors | History | Added to | 28,832 | 1,423 | 0.02% | 0.02% | 51 | +2,420 | 9.16% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 25,748 | 1,271 | 0.01% | 0.01% | 52 | +4,276 | 19.91% | Q1 2026 | May 11, 2026 |
| Tailwinds Wealth, LLC | History | Added to | 25,472 | 1,257 | 3.08% | 1.0% | 53 | +6,687 | 35.6% | Q1 2026 | May 01, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 23,223 | 1,146 | 0.24% | 0.19% | 54 | +6,363 | 37.74% | Q1 2026 | Apr 15, 2026 |
| Ancora Advisors LLC | History | Added to | 23,000 | 1,135 | 0.02% | 0.02% | 55 | +5,000 | 27.78% | Q1 2026 | May 15, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 21,337 | 1,057 | 1.37% | 1.37% | 56 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 17,189 | 848 | 0.03% | 0.03% | 57 | +1,603 | 10.28% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 16,793 | 829 | 0.01% | 0.01% | 58 | +1,490 | 9.74% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 13,610 | 672 | 0.02% | 0.01% | 59 | +9,502 | 231.3% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,053 | 595 | 0.0% | 0.01% | 60 | -29,721 | -71.15% | Q1 2026 | Jun 02, 2026 |
| HighTower Advisors, LLC | History | New | 11,181 | 552 | 0.0% | — | 61 | +11,181 | New | Q1 2026 | May 05, 2026 |
| Latitude Advisors, LLC | History | Added to | 11,058 | 546 | 0.25% | 0.19% | 62 | +2,370 | 27.28% | Q1 2026 | Apr 27, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 10,415 | 514 | 0.21% | 0.24% | 63 | -1,736 | -14.29% | Q1 2026 | Apr 23, 2026 |
| Sepio Capital, LP | History | Added to | 10,211 | 504 | 0.03% | 0.03% | 64 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Added to | 9,452 | 466 | 0.41% | 0.21% | 65 | +4,210 | 80.31% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,265 | 457 | 0.0% | — | 66 | +9,265 | New | Q1 2026 | May 15, 2026 |
| Welch Financial Planning, LLC | History | Reduced | 9,209 | 454 | 0.33% | 0.4% | 67 | -1,894 | -17.06% | Q1 2026 | Apr 21, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 8,545 | 421 | 0.03% | 0.03% | 68 | -53 | -0.62% | Q1 2026 | May 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 7,975 | 393 | 0.02% | 0.01% | 69 | +3,157 | 65.53% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 7,944 | 392 | 0.0% | 0.0% | 70 | +3,553 | 80.92% | Q1 2026 | May 15, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 7,912 | 390 | 0.16% | 0.14% | 71 | +1,161 | 17.2% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,623 | 376 | 0.0% | 0.0% | 72 | -198 | -2.53% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 7,522 | 371 | 0.01% | 0.01% | 73 | -7,428 | -49.69% | Q1 2026 | Jun 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,264 | 308 | 0.0% | — | 74 | +6,262 | 313100.0% | Q1 2026 | Apr 07, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 6,045 | 298 | 0.0% | — | 75 | +6,045 | New | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,780 | 285 | 0.01% | 0.01% | 76 | +45 | 0.78% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,752 | 284 | 0.0% | — | 77 | +5,752 | New | Q1 2026 | May 01, 2026 |
| SCS Capital Management LLC | History | Added to | 5,527 | 272 | 0.0% | 0.0% | 78 | +46 | 0.84% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,430 | 268 | 0.0% | 0.0% | 79 | -368 | -6.35% | Q1 2026 | May 13, 2026 |
| Strong Retirement Solutions LLC | History | Reduced | 5,145 | 254 | 0.18% | 0.18% | 80 | -151 | -2.85% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 4,750 | 234 | 0.01% | — | 81 | +4,750 | New | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 4,695 | 231 | 0.0% | 0.0% | 82 | +362 | 8.35% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | New | 4,679 | 229 | 0.02% | — | 83 | +4,679 | New | Q1 2026 | May 15, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 4,404 | 217 | 0.18% | 0.21% | 84 | -484 | -9.9% | Q1 2026 | May 11, 2026 |
| Westshore Wealth, LLC | History | New | 4,342 | 214 | 0.08% | — | 85 | +4,342 | New | Q1 2026 | May 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 4,272 | 210 | 0.01% | — | 86 | +4,272 | New | Q1 2026 | Apr 15, 2026 |
| Waterfront Wealth Inc. | History | New | 4,264 | 210 | 0.04% | — | 87 | +4,264 | New | Q1 2026 | Apr 30, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 4,121 | 203 | 0.09% | — | 88 | +4,121 | New | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 3,403 | 168 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | New | 2,060 | 101 | 0.0% | — | 90 | +2,060 | New | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,033 | 51 | 0.0% | — | 91 | +1,033 | New | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,000 | 49 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | New | 974 | 48 | 0.0% | — | 93 | +974 | New | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | New | 958 | 47 | 0.0% | — | 94 | +958 | New | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 826 | 40 | 0.0% | 0.0% | 95 | +6 | 0.73% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 379 | 18 | 0.0% | — | 96 | +379 | New | Q1 2026 | Jul 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 354 | 17 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 256 | 12 | 0.0% | 0.0% | 98 | +244 | 2033.33% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 160 | 7 | 0.0% | — | 99 | +159 | 15900.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Canandaigua National Trust Co of Florida | History | Closed out | 0 | 0 | — | 0.36% | — | -11,725 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Bauman Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -8,095 | -100.0% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,294 | -100.0% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,650 | -100.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |