DoubleLine ETF Trust - DMBS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 2,653,434 | 131,756 | 2.09% | 2.0% | 1 | +246,617 | 10.25% | Q4 2025 | Jan 08, 2026 |
| Advocacy Wealth Management, LLC | History | New | 976,496 | 48,487 | 2.03% | — | 2 | +976,496 | New | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 927,109 | 46,035 | 0.09% | — | 3 | +927,109 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 781,023 | 38,781 | 0.06% | 0.05% | 4 | +40,253 | 5.43% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 719,122 | 35,708 | 0.01% | 0.01% | 5 | +12,728 | 1.8% | Q4 2025 | Feb 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 678,314 | 33,681 | 0.75% | 0.78% | 6 | +18,203 | 2.76% | Q4 2025 | Jan 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 576,507 | 28,626 | 0.38% | 0.31% | 7 | +145,142 | 33.65% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 474,596 | 23,566 | 0.01% | 0.01% | 8 | +7,604 | 1.63% | Q4 2025 | Feb 10, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 445,735 | 22,132 | 1.94% | 1.79% | 9 | +42,095 | 10.43% | Q4 2025 | Feb 06, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | New | 408,860 | 20,301 | 0.31% | — | 10 | +408,860 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 367,871 | 18,266 | 0.0% | 0.0% | 11 | +11,208 | 3.14% | Q4 2025 | Feb 13, 2026 |
| Legacy CG, LLC | History | Added to | 330,562 | 16,414 | 4.59% | 4.57% | 12 | +3,609 | 1.1% | Q4 2025 | Jan 26, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 318,868 | 16,042 | 3.65% | 1.99% | 13 | +166,243 | 108.92% | Q4 2025 | Feb 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 310,476 | 15,417 | 0.13% | 0.12% | 14 | -1,381 | -0.44% | Q4 2025 | Jan 05, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 300,320 | 14,912 | 4.98% | 4.32% | 15 | +66,817 | 28.62% | Q4 2025 | Feb 06, 2026 |
| Mattson Financial Services, LLC | History | Added to | 298,276 | 14,810 | 3.46% | 3.09% | 16 | +37,940 | 14.57% | Q4 2025 | Feb 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 287,160 | 14,258 | 1.13% | 1.14% | 17 | +33,820 | 13.35% | Q4 2025 | Jan 13, 2026 |
| Compound Planning, Inc. | History | Added to | 272,928 | 13,552 | 0.4% | 0.03% | 18 | +255,512 | 1467.11% | Q4 2025 | Feb 19, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 238,206 | 11,828 | 2.66% | 1.97% | 19 | +66,830 | 39.0% | Q4 2025 | Jan 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 210,463 | 10,450 | 0.34% | 0.43% | 20 | +22,643 | 12.06% | Q4 2025 | Jan 20, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 205,476 | 10,202 | 0.79% | 0.79% | 21 | -28,266 | -12.09% | Q4 2025 | Feb 11, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 204,757 | 10,167 | 3.07% | 3.37% | 22 | -12,885 | -5.92% | Q4 2025 | Jan 28, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 186,749 | 9,273 | 0.74% | 0.81% | 23 | +8,002 | 4.48% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | New | 167,017 | 8,293 | 0.01% | — | 24 | +167,017 | New | Q4 2025 | Feb 13, 2026 |
| Brown Financial Advisors | History | Reduced | 163,395 | 8,113 | 2.97% | 3.01% | 25 | -380 | -0.23% | Q4 2025 | Feb 17, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 122,657 | 6,090 | 4.05% | 4.11% | 26 | +3,921 | 3.3% | Q4 2025 | Jan 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 117,142 | 5,816 | 0.01% | 0.01% | 27 | +15,360 | 15.09% | Q4 2025 | Feb 13, 2026 |
| New Republic Capital, LLC | History | Added to | 110,257 | 5,474 | 1.46% | 1.22% | 28 | +29,791 | 37.02% | Q4 2025 | Feb 10, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 105,459 | 5,236 | 4.5% | 4.59% | 29 | +4,632 | 4.59% | Q4 2025 | Jan 15, 2026 |
| Paladin Wealth, LLC | History | Added to | 98,068 | 4,869 | 3.32% | 3.18% | 30 | +9,806 | 11.11% | Q4 2025 | Jan 15, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 95,309 | 4,732 | 3.46% | — | 31 | +95,309 | New | Q4 2025 | Mar 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 90,175 | 4,477 | 0.05% | 0.05% | 32 | -23,676 | -20.8% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 83,297 | 4,136 | 0.04% | 0.04% | 33 | +2,301 | 2.84% | Q4 2025 | Jan 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 75,944 | 3,775 | 1.74% | 1.68% | 34 | +8,573 | 12.73% | Q4 2025 | Feb 17, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 65,631 | 3,258 | 0.52% | 0.51% | 35 | +4,581 | 7.5% | Q4 2025 | Feb 04, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 61,627 | 3,060 | 2.27% | 2.45% | 36 | -1,221 | -1.94% | Q4 2025 | Jan 14, 2026 |
| UBS Group AG | History | Added to | 57,504 | 2,855 | 0.0% | 0.0% | 37 | +2,371 | 4.3% | Q4 2025 | Jan 29, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 46,986 | 2,357 | 2.28% | — | 38 | +46,986 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 41,774 | 2,074 | 0.01% | 0.01% | 39 | +3,502 | 9.15% | Q4 2025 | Feb 18, 2026 |
| Mendel Money Management | History | Added to | 40,657 | 2,018 | 0.84% | 0.54% | 40 | +14,724 | 56.78% | Q4 2025 | Jan 29, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 34,376 | 1,706 | 0.93% | 0.96% | 41 | +432 | 1.27% | Q4 2025 | Feb 18, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 32,169 | 1,597 | 1.1% | 0.74% | 42 | +10,293 | 47.05% | Q4 2025 | Jan 26, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 26,706 | 1,326 | 0.78% | 0.77% | 43 | +1,076 | 4.2% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 26,412 | 1,311 | 0.02% | — | 44 | +26,412 | New | Q4 2025 | Mar 12, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 25,340 | 1,258 | 1.3% | 2.58% | 45 | -34,834 | -57.89% | Q4 2025 | Jan 16, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 21,472 | 1,066 | 0.01% | 0.01% | 46 | +7,019 | 48.56% | Q4 2025 | Feb 13, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 21,337 | 1,057 | 1.37% | — | 47 | +21,337 | New | Q4 2025 | Jan 07, 2026 |
| Wilian Securities, LLC | History | New | 18,785 | 932 | 1.0% | — | 48 | +18,785 | New | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | No change | 18,000 | 893 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 16,860 | 837 | 0.19% | 0.08% | 50 | +9,890 | 141.89% | Q4 2025 | Jan 09, 2026 |
| GeoWealth Management, LLC | History | New | 15,586 | 773 | 0.03% | — | 51 | +15,586 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 15,303 | 759 | 0.01% | 0.01% | 52 | +5,438 | 55.12% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 14,950 | 742 | 0.01% | 0.01% | 53 | +901 | 6.41% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 13,790 | 684 | 0.0% | 0.0% | 54 | +3,241 | 30.72% | Q4 2025 | Feb 11, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 12,151 | 603 | 0.24% | 0.2% | 55 | -2,241 | -15.57% | Q4 2025 | Feb 11, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 11,725 | 582 | 0.36% | — | 56 | +11,725 | New | Q4 2025 | Jan 30, 2026 |
| Welch Financial Planning, LLC | History | New | 11,103 | 551 | 0.4% | — | 57 | +11,103 | New | Q4 2025 | Feb 02, 2026 |
| Sepio Capital, LP | History | Reduced | 10,210 | 507 | 0.03% | 0.03% | 58 | -1 | -0.01% | Q4 2025 | Feb 12, 2026 |
| Latitude Advisors, LLC | History | Added to | 8,688 | 431 | 0.19% | 0.16% | 59 | +1,844 | 26.94% | Q4 2025 | Jan 27, 2026 |
| Waterloo Capital, L.P. | History | Added to | 8,598 | 426 | 0.03% | 0.03% | 60 | +1,606 | 22.97% | Q4 2025 | Feb 10, 2026 |
| Bauman Advisory Group, LLC | History | New | 8,095 | 401 | 0.32% | — | 61 | +8,095 | New | Q4 2025 | Feb 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,821 | 388 | 0.0% | 0.0% | 62 | +121 | 1.57% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,724 | 383 | 0.0% | 0.0% | 63 | -7,882 | -50.51% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,294 | 362 | 0.0% | 0.0% | 64 | +2,269 | 45.15% | Q4 2025 | Jan 21, 2026 |
| Financial Guidance Group, Inc. | History | New | 6,751 | 335 | 0.14% | — | 65 | +6,751 | New | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | No change | 6,650 | 330 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,798 | 287 | 0.0% | 0.0% | 67 | -1,906 | -24.74% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,735 | 284 | 0.01% | 0.01% | 68 | +5 | 0.09% | Q4 2025 | Feb 02, 2026 |
| SCS Capital Management LLC | History | Added to | 5,481 | 272 | 0.0% | 0.0% | 69 | +89 | 1.65% | Q4 2025 | Feb 10, 2026 |
| Strong Retirement Solutions LLC | History | New | 5,296 | 262 | 0.18% | — | 70 | +5,296 | New | Q4 2025 | Feb 18, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | New | 5,242 | 260 | 0.21% | — | 71 | +5,242 | New | Q4 2025 | Jan 22, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 4,888 | 242 | 0.21% | 0.29% | 72 | -2,079 | -29.84% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,850 | 240 | 0.0% | 0.01% | 73 | -207,700 | -97.72% | Q4 2025 | Feb 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 4,818 | 239 | 0.01% | 0.01% | 74 | +306 | 6.78% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 4,391 | 218 | 0.0% | — | 75 | +4,391 | New | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,333 | 215 | 0.0% | 0.0% | 76 | -377 | -8.0% | Q4 2025 | Jan 26, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,108 | 204 | 0.01% | — | 77 | +4,108 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 3,403 | 168 | 0.0% | 0.0% | 78 | -10,462 | -75.46% | Q4 2025 | Jan 29, 2026 |
| SageView Advisory Group, LLC | History | New | 1,000 | 49 | 0.0% | — | 79 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 820 | 40 | 0.0% | 0.0% | 80 | -69 | -7.76% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 354 | 17 | 0.0% | 0.0% | 81 | +4 | 1.14% | Q4 2025 | Jan 20, 2026 |
| CWM, LLC | History | New | 12 | 1 | 0.0% | — | 82 | +12 | New | Q4 2025 | Jan 26, 2026 |
| Golden State Wealth Management, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -5,023 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,244 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |