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 | 3,081,101 | 151,249 | 2.09% | 2.35% | 1 | +10,649 | 0.35% | Q2 2026 | Jul 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,109,346 | 54,457 | 0.06% | 0.07% | 2 | +193,663 | 21.15% | Q2 2026 | Aug 14, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 1,084,082 | 53,217 | 1.93% | 2.29% | 3 | +36,507 | 3.48% | Q2 2026 | Jul 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 766,994 | 37,651 | 0.39% | 0.39% | 4 | +129,763 | 20.36% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 750,310 | 36,832 | 0.01% | 0.01% | 5 | +23,038 | 3.17% | Q2 2026 | Aug 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 678,657 | 33,314 | 0.58% | 0.73% | 6 | -7,777 | -1.13% | Q2 2026 | Jul 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 535,147 | 26,270 | 0.01% | 0.01% | 7 | +55,347 | 11.54% | Q2 2026 | Aug 03, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 453,096 | 22,242 | 3.75% | 3.36% | 8 | +133,908 | 41.95% | Q2 2026 | Jul 28, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 441,639 | 21,679 | 0.31% | 0.32% | 9 | +32,779 | 8.02% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 380,753 | 18,690 | 0.94% | 0.99% | 10 | +89,130 | 30.56% | Q2 2026 | Aug 04, 2026 |
| Mattson Financial Services, LLC | History | Added to | 355,426 | 17,298 | 3.62% | 3.87% | 11 | +27,472 | 8.38% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 350,562 | 17,209 | 0.11% | 0.12% | 12 | +38,986 | 12.51% | Q2 2026 | Jul 20, 2026 |
| Legacy CG, LLC | History | Added to | 340,863 | 16,732 | 4.28% | 4.58% | 13 | +6,713 | 2.01% | Q2 2026 | Jul 22, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 320,754 | 15,745 | 4.7% | 4.95% | 14 | +12,492 | 4.05% | Q2 2026 | Aug 10, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 319,516 | 15,684 | 4.13% | 3.16% | 15 | +105,579 | 49.35% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | Added to | 282,956 | 13,890 | 0.36% | 0.36% | 16 | +43,471 | 18.15% | Q2 2026 | Aug 04, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 257,109 | 12,621 | 2.68% | 2.76% | 17 | +8,983 | 3.62% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 248,073 | 12,177 | 0.26% | 0.31% | 18 | +16,254 | 7.01% | Q2 2026 | Aug 03, 2026 |
| Brown Financial Advisors | History | Added to | 216,939 | 10,649 | 3.72% | 3.81% | 19 | +13,281 | 6.52% | Q2 2026 | Aug 26, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 208,134 | 10,217 | 0.75% | 0.81% | 20 | +10,647 | 5.39% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Added to | 193,432 | 9,495 | 0.01% | 0.01% | 21 | +2,671 | 1.4% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 179,721 | 8,822 | 0.0% | 0.0% | 22 | -12,655 | -6.58% | Q2 2026 | Aug 13, 2026 |
| New Republic Capital, LLC | History | Added to | 155,313 | 7,624 | 1.76% | 2.31% | 23 | +16,413 | 11.82% | Q2 2026 | Jul 31, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 149,982 | 7,387 | 3.74% | 4.07% | 24 | +6,789 | 4.74% | Q2 2026 | Aug 18, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 142,818 | 7,010 | 4.69% | 4.46% | 25 | +19,518 | 15.83% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 136,879 | 6,719 | 0.01% | 0.01% | 26 | +47,338 | 52.87% | Q2 2026 | Aug 07, 2026 |
| Paladin Wealth, LLC | History | Added to | 125,458 | 6,158 | 3.58% | 3.71% | 27 | +16,220 | 14.85% | Q2 2026 | Jul 09, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 119,008 | 5,842 | 4.08% | 3.95% | 28 | -1,372 | -1.14% | Q2 2026 | Jul 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 113,092 | 5,551 | 0.01% | 0.02% | 29 | -62,377 | -35.55% | Q2 2026 | Aug 13, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 111,171 | 5,457 | 4.27% | 4.55% | 30 | +6,217 | 5.92% | Q2 2026 | Jul 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 101,926 | 5,003 | 0.03% | 0.04% | 31 | +3,902 | 3.98% | Q2 2026 | Sep 08, 2026 |
| Layline Advisors, LLC | History | Added to | 88,370 | 4,338 | 3.89% | 4.31% | 32 | +10,330 | 13.24% | Q2 2026 | Aug 20, 2026 |
| MATHER GROUP, LLC. | History | Added to | 86,350 | 4,238 | 0.04% | 0.04% | 33 | +2,169 | 2.58% | Q2 2026 | Jul 27, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 86,194 | 4,231 | 0.6% | 0.66% | 34 | +1,331 | 1.57% | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | New | 82,253 | 4,037 | 0.05% | — | 35 | +82,253 | New | Q2 2026 | Jul 22, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 78,416 | 3,881 | 1.38% | 1.61% | 36 | +4,434 | 5.99% | Q2 2026 | Aug 11, 2026 |
| Mendel Money Management | History | Added to | 78,202 | 3,839 | 1.41% | 1.08% | 37 | +25,968 | 49.71% | Q2 2026 | Jul 30, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 76,636 | 3,762 | 3.53% | 3.97% | 38 | -352 | -0.46% | Q2 2026 | Jul 22, 2026 |
| Key FInancial Inc | History | New | 76,610 | 3,760 | 0.62% | — | 39 | +76,610 | New | Q2 2026 | Jul 24, 2026 |
| Tailwinds Wealth, LLC | History | Added to | 76,288 | 3,744 | 2.21% | 3.08% | 40 | +50,816 | 199.5% | Q2 2026 | Jul 13, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 62,570 | 3,071 | 3.13% | — | 41 | +62,570 | New | Q2 2026 | Jul 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 61,264 | 3,007 | 0.06% | — | 42 | +61,264 | New | Q2 2026 | Jul 29, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 58,798 | 2,886 | 1.99% | 2.18% | 43 | +1,326 | 2.31% | Q2 2026 | Jul 29, 2026 |
| Great Diamond Partners, LLC | History | Added to | 54,765 | 2,688 | 0.46% | 0.5% | 44 | +2,647 | 5.08% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 44,648 | 2,191 | 0.0% | 0.0% | 45 | +38,896 | 676.22% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Added to | 43,298 | 2,125 | 0.0% | 0.0% | 46 | +991 | 2.34% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 41,426 | 2,033 | 0.03% | 0.04% | 47 | -1,423 | -3.32% | Q2 2026 | Aug 11, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 41,330 | 2,028 | 0.93% | 0.97% | 48 | +3,321 | 8.74% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 33,052 | 1,622 | 0.01% | 0.01% | 49 | +7,304 | 28.37% | Q2 2026 | Aug 12, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 32,861 | 1,613 | 1.28% | 1.43% | 50 | -26 | -0.08% | Q2 2026 | Jul 24, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 29,580 | 1,452 | 0.28% | 0.24% | 51 | +6,357 | 27.37% | Q2 2026 | Aug 06, 2026 |
| World Investment Advisors | History | No change | 28,832 | 1,423 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 24,434 | 1,199 | 0.0% | 0.0% | 53 | -6,923 | -22.08% | Q2 2026 | Aug 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 23,006 | 1,129 | 0.04% | 0.03% | 55 | +5,817 | 33.84% | Q2 2026 | Jul 30, 2026 |
| Ancora Advisors LLC | History | No change | 23,000 | 1,129 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 22,187 | 1,089 | 0.05% | 0.0% | 56 | +20,127 | 977.04% | Q2 2026 | Jul 20, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 19,336 | 949 | 0.07% | 0.13% | 57 | -12,517 | -39.3% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,618 | 913 | 0.0% | 0.0% | 58 | +9,353 | 100.95% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,518 | 859 | 0.0% | 0.0% | 59 | -205,235 | -92.14% | Q2 2026 | Sep 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,784 | 725 | 0.01% | 0.0% | 60 | +8,520 | 136.02% | Q2 2026 | Jul 17, 2026 |
| Latitude Advisors, LLC | History | Added to | 14,045 | 689 | 0.27% | 0.25% | 61 | +2,987 | 27.01% | Q2 2026 | Jul 27, 2026 |
| Waterloo Capital, L.P. | History | Added to | 13,230 | 649 | 0.04% | 0.03% | 62 | +4,685 | 54.83% | Q2 2026 | Jul 29, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 12,784 | 627 | 0.26% | 0.09% | 63 | +8,663 | 210.22% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,789 | 578 | 0.0% | 0.0% | 64 | +608 | 5.44% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 11,108 | 545 | 0.0% | 0.0% | 65 | -945 | -7.84% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 11,068 | 543 | 0.01% | — | 66 | +11,068 | New | Q2 2026 | Aug 05, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 10,376 | 509 | 0.19% | 0.21% | 67 | -39 | -0.37% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | New | 10,355 | 508 | 0.02% | — | 68 | +10,355 | New | Q2 2026 | Aug 06, 2026 |
| Sepio Capital, LP | History | No change | 10,211 | 501 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Added to | 9,674 | 474 | 0.36% | 0.41% | 70 | +222 | 2.35% | Q2 2026 | Jul 31, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 9,651 | 473 | 0.03% | 0.02% | 71 | +1,676 | 21.02% | Q2 2026 | Aug 14, 2026 |
| Welch Financial Planning, LLC | History | No change | 9,209 | 452 | 0.26% | 0.33% | 72 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,453 | 414 | 0.0% | 0.01% | 73 | -140,534 | -94.33% | Q2 2026 | Jul 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 7,944 | 389 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Guidance Group, Inc. | History | No change | 7,912 | 388 | 0.15% | 0.16% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,475 | 367 | 0.0% | 0.0% | 76 | -148 | -1.94% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Added to | 5,754 | 282 | 0.0% | 0.0% | 77 | +1,059 | 22.56% | Q2 2026 | Aug 03, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,626 | 276 | 0.01% | 0.01% | 78 | -154 | -2.66% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | New | 5,585 | 274 | 0.01% | — | 80 | +5,585 | New | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | Added to | 5,600 | 274 | 0.0% | 0.0% | 79 | +73 | 1.32% | Q2 2026 | Aug 06, 2026 |
| Strong Retirement Solutions LLC | History | Added to | 5,576 | 273 | 0.16% | 0.18% | 81 | +431 | 8.38% | Q2 2026 | Jul 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 5,280 | 259 | 0.02% | — | 82 | +5,280 | New | Q2 2026 | Jul 23, 2026 |
| Stillwater Private Wealth, LLC | History | New | 5,313 | 256 | 0.17% | — | 84 | +5,313 | New | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,233 | 256 | 0.0% | 0.0% | 83 | -197 | -3.63% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,065 | 248 | 0.0% | 0.01% | 85 | -2,457 | -32.66% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 4,918 | 241 | 0.01% | 0.01% | 86 | +168 | 3.54% | Q2 2026 | Aug 11, 2026 |
| Bison Wealth, LLC | History | No change | 4,679 | 229 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 4,584 | 225 | 0.01% | 0.01% | 88 | +312 | 7.3% | Q2 2026 | Jul 24, 2026 |
| WealthTrak Capital Management LLC | History | New | 4,427 | 217 | 0.14% | — | 89 | +4,427 | New | Q2 2026 | Aug 04, 2026 |
| Westshore Wealth, LLC | History | Added to | 4,406 | 216 | 0.07% | 0.08% | 90 | +64 | 1.47% | Q2 2026 | Aug 10, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 1,635 | 80 | 0.01% | — | 91 | +1,635 | New | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,230 | 60 | 0.01% | — | 92 | +1,230 | New | Q2 2026 | Aug 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 903 | 44 | 0.01% | — | 93 | +903 | New | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | Added to | 835 | 40 | 0.0% | 0.0% | 94 | +9 | 1.09% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 700 | 34 | 0.0% | 0.0% | 95 | +540 | 337.5% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 562 | 27 | 0.0% | — | 96 | +562 | New | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | New | 357 | 17 | 0.0% | — | 98 | +357 | New | Q2 2026 | Jul 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 357 | 17 | 0.0% | 0.0% | 97 | +3 | 0.85% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 322 | 16 | 0.0% | 0.0% | 99 | -711 | -68.83% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 256 | 12 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 124 | 6 | 0.0% | — | 101 | +124 | New | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 99 | 4 | 0.0% | 0.0% | 102 | -280 | -73.88% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 29 | 1 | 0.0% | — | 103 | +9 | 45.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -201,263 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Motley Fool Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -155,054 | -100.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,470 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,793 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,610 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,045 | -100.0% | Q2 2026 | Aug 14, 2026 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,404 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Waterfront Wealth Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,264 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -974 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -958 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 12, 2026 |