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 | Reduced | 2,658,526 | 123,116 | 1.76% | 2.09% | 1 | -422,575 | -13.72% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,109,346 | 54,457 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 1,084,082 | 53,217 | 1.93% | 1.93% | 3 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 766,994 | 37,651 | 0.39% | 0.39% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 750,310 | 36,832 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 710,259 | 32,892 | 0.58% | 0.58% | 6 | +31,602 | 4.66% | Q3 2026 | Oct 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 535,147 | 26,270 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 453,096 | 22,242 | 3.75% | 3.75% | 8 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 441,639 | 21,679 | 0.31% | 0.31% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 402,565 | 18,642 | 0.82% | 0.94% | 10 | +21,812 | 5.73% | Q3 2026 | Oct 13, 2026 |
| Mattson Financial Services, LLC | History | No change | 355,426 | 17,298 | 3.62% | 3.62% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 352,329 | 16,316 | 0.1% | 0.11% | 12 | +1,767 | 0.5% | Q3 2026 | Oct 26, 2026 |
| TPG Financial Advisors, LLC | History | No change | 320,754 | 15,745 | 4.7% | 4.7% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 319,516 | 15,684 | 4.13% | 4.13% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 282,956 | 13,890 | 0.36% | 0.36% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savvy Advisors, Inc. | History | No change | 248,073 | 12,177 | 0.26% | 0.26% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 249,931 | 11,574 | 2.24% | 2.68% | 17 | -7,178 | -2.79% | Q3 2026 | Oct 27, 2026 |
| Brown Financial Advisors | History | No change | 216,939 | 10,649 | 3.72% | 3.72% | 18 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Mariner, LLC | History | No change | 193,432 | 9,495 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 179,721 | 8,822 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Republic Capital, LLC | History | No change | 155,313 | 7,624 | 1.76% | 1.76% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 149,982 | 7,387 | 3.74% | 3.74% | 22 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 152,528 | 7,063 | 4.68% | 4.69% | 23 | +9,710 | 6.8% | Q3 2026 | Oct 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 136,879 | 6,719 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Paladin Wealth, LLC | History | Reduced | 124,086 | 5,746 | 3.11% | 3.58% | 25 | -1,372 | -1.09% | Q3 2026 | Oct 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 113,092 | 5,551 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 117,078 | 5,421 | 3.89% | 4.08% | 27 | -1,930 | -1.62% | Q3 2026 | Oct 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 101,926 | 5,003 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 107,340 | 4,970 | 0.9% | — | 29 | +107,340 | New | Q3 2026 | Oct 13, 2026 |
| Layline Advisors, LLC | History | Added to | 100,715 | 4,664 | 4.22% | 3.89% | 30 | +12,345 | 13.97% | Q3 2026 | Nov 02, 2026 |
| Lord & Richards Wealth Management, LLC | History | Reduced | 96,342 | 4,461 | 3.41% | 4.27% | 31 | -14,829 | -13.34% | Q3 2026 | Oct 14, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 93,957 | 4,351 | 0.6% | 0.6% | 32 | +7,763 | 9.01% | Q3 2026 | Nov 04, 2026 |
| MATHER GROUP, LLC. | History | Added to | 90,500 | 4,191 | 0.04% | 0.04% | 33 | +4,150 | 4.81% | Q3 2026 | Oct 14, 2026 |
| Mendel Money Management | History | Added to | 86,139 | 3,989 | 1.44% | 1.41% | 34 | +7,937 | 10.15% | Q3 2026 | Oct 30, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 78,416 | 3,881 | 1.38% | 1.38% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 81,176 | 3,759 | 3.48% | 3.53% | 36 | +4,540 | 5.92% | Q3 2026 | Oct 20, 2026 |
| Tailwinds Wealth, LLC | History | No change | 76,288 | 3,744 | 2.21% | 2.21% | 37 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Key FInancial Inc | History | Added to | 76,870 | 3,559 | 0.58% | 0.62% | 38 | +260 | 0.34% | Q3 2026 | Nov 02, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 69,682 | 3,226 | 3.05% | 3.13% | 39 | +7,112 | 11.37% | Q3 2026 | Oct 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 65,802 | 3,047 | 0.06% | 0.06% | 40 | +4,538 | 7.41% | Q3 2026 | Nov 02, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 63,760 | 2,952 | 1.81% | 1.99% | 41 | +4,962 | 8.44% | Q3 2026 | Oct 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 51,341 | 2,377 | 0.03% | 0.05% | 42 | -30,912 | -37.58% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 44,648 | 2,191 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 43,298 | 2,125 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 41,426 | 2,033 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OmniStar Financial Group, Inc. | History | Reduced | 41,274 | 1,911 | 0.83% | 0.93% | 46 | -56 | -0.14% | Q3 2026 | Oct 26, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 33,052 | 1,622 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 33,605 | 1,556 | 1.26% | 1.28% | 48 | +744 | 2.26% | Q3 2026 | Oct 19, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 31,215 | 1,445 | 0.27% | 0.28% | 49 | +1,635 | 5.53% | Q3 2026 | Oct 21, 2026 |
| World Investment Advisors | History | No change | 28,832 | 1,423 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 24,434 | 1,199 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 23,000 | 1,129 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 23,006 | 1,129 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tortoise Investment Management, LLC | History | No change | 19,336 | 949 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 18,618 | 913 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,518 | 859 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 17,802 | 824 | 0.33% | 0.26% | 57 | +5,018 | 39.25% | Q3 2026 | Oct 15, 2026 |
| Latitude Advisors, LLC | History | Added to | 14,100 | 652 | 0.2% | 0.27% | 58 | +55 | 0.39% | Q3 2026 | Oct 27, 2026 |
| Waterloo Capital, L.P. | History | No change | 13,230 | 649 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pettinga Financial Advisors LLC | History | New | 13,220 | 612 | 0.1% | — | 60 | +13,220 | New | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 11,789 | 578 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 12,237 | 566 | 0.01% | 0.01% | 62 | +1,169 | 10.56% | Q3 2026 | Oct 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,108 | 545 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 11,501 | 532 | 0.0% | 0.01% | 64 | -3,283 | -22.21% | Q3 2026 | Oct 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 9,651 | 473 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sepio Capital, LP | History | Reduced | 10,210 | 472 | 0.02% | 0.03% | 66 | -1 | -0.01% | Q3 2026 | Oct 22, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Added to | 10,040 | 464 | 0.36% | 0.36% | 67 | +366 | 3.78% | Q3 2026 | Oct 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,922 | 459 | 0.0% | 0.0% | 68 | +1,469 | 17.38% | Q3 2026 | Nov 02, 2026 |
| Welch Financial Planning, LLC | History | No change | 9,209 | 452 | 0.26% | 0.26% | 69 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 7,944 | 389 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 8,293 | 384 | 0.15% | 0.19% | 71 | -2,083 | -20.08% | Q3 2026 | Oct 27, 2026 |
| Financial Guidance Group, Inc. | History | No change | 7,912 | 366 | 0.13% | 0.15% | 72 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,132 | 330 | 0.0% | 0.0% | 73 | -343 | -4.59% | Q3 2026 | Nov 02, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,403 | 296 | 0.01% | 0.02% | 74 | -3,952 | -38.17% | Q3 2026 | Oct 23, 2026 |
| AE Wealth Management LLC | History | No change | 5,754 | 282 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legacy CG, LLC | History | Reduced | 5,970 | 276 | 0.07% | 4.28% | 77 | -334,893 | -98.25% | Q3 2026 | Oct 30, 2026 |
| Mutual Advisors, LLC | History | No change | 5,626 | 276 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strong Retirement Solutions LLC | History | Added to | 5,936 | 274 | 0.15% | 0.16% | 80 | +360 | 6.46% | Q3 2026 | Oct 07, 2026 |
| SCS Capital Management LLC | History | No change | 5,600 | 274 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 5,585 | 274 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,233 | 256 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 5,313 | 256 | 0.17% | 0.17% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 5,280 | 244 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 4,918 | 241 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Reduced | 4,967 | 230 | 0.02% | 0.75% | 85 | -203,167 | -97.61% | Q3 2026 | Nov 03, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 4,843 | 224 | 0.01% | 0.01% | 86 | +259 | 5.65% | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 4,798 | 222 | 0.0% | — | 87 | +4,798 | New | Q3 2026 | Oct 13, 2026 |
| WealthTrak Capital Management LLC | History | No change | 4,427 | 217 | 0.14% | 0.14% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Westshore Wealth, LLC | History | No change | 4,406 | 216 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bison Wealth, LLC | History | No change | 4,679 | 216 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,451 | 159 | 0.0% | 0.0% | 91 | -1,614 | -31.87% | Q3 2026 | Nov 03, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1,635 | 80 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 916 | 42 | 0.0% | 0.01% | 93 | +13 | 1.44% | Q3 2026 | Oct 26, 2026 |
| Larson Financial Group LLC | History | No change | 835 | 40 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 700 | 34 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 562 | 27 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 322 | 16 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 184 | 8 | 0.0% | 0.01% | 98 | -1,046 | -85.04% | Q3 2026 | Oct 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 124 | 6 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 99 | 4 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 29 | 1 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Great Diamond Partners, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -54,765 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -22,187 | -100.0% | Q3 2026 | Oct 09, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Kingdom Financial Group LLC. | History | New | 21 | 0 | — | — | — | +21 | New | Q3 2026 | Nov 04, 2026 |