DoubleLine ETF Trust - DSCO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Family Manage LLC | History | No change | 1,604,919 | 40,010 | 4.1% | 4.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,274,563 | 31,774 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Curated Wealth Partners LLC | History | Added to | 851,178 | 20,760 | 1.71% | 1.12% | 3 | +461,601 | 118.49% | Q3 2026 | Oct 15, 2026 |
| WJ Interests, LLC | History | Added to | 736,003 | 17,951 | 6.46% | 6.8% | 4 | +28,509 | 4.03% | Q3 2026 | Oct 13, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 610,353 | 15,139 | 2.14% | 2.14% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 456,601 | 11,382 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 445,536 | 10,866 | 0.54% | 0.4% | 7 | +122,781 | 38.04% | Q3 2026 | Oct 19, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 269,417 | 6,716 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacksonville Wealth Management, LLC | History | Reduced | 200,925 | 4,900 | 2.57% | 3.14% | 9 | -21,971 | -9.86% | Q3 2026 | Oct 30, 2026 |
| Auour Investments LLC | History | Added to | 191,188 | 4,663 | 1.32% | 1.27% | 10 | +13,132 | 7.38% | Q3 2026 | Oct 28, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 140,613 | 3,415 | 0.98% | 1.08% | 11 | -6,443 | -4.38% | Q3 2026 | Oct 09, 2026 |
| Pallas Capital Advisors LLC | History | No change | 126,884 | 3,163 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 113,758 | 2,774 | 0.33% | 0.29% | 13 | +22,434 | 24.57% | Q3 2026 | Oct 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 109,097 | 2,660 | 0.05% | 0.05% | 14 | +3,765 | 3.57% | Q3 2026 | Nov 02, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 88,635 | 2,161 | 1.06% | 0.96% | 15 | +5,192 | 6.22% | Q3 2026 | Oct 27, 2026 |
| Advisory Services Network, LLC | History | No change | 83,236 | 2,075 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 56,144 | 1,399 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 52,439 | 1,278 | 0.78% | 0.84% | 18 | +3,297 | 6.71% | Q3 2026 | Oct 20, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 51,661 | 1,260 | 0.45% | 0.47% | 19 | -715 | -1.37% | Q3 2026 | Oct 29, 2026 |
| M Wealth Management, LLC | History | Reduced | 37,927 | 925 | 0.71% | 0.75% | 20 | -314 | -0.82% | Q3 2026 | Oct 14, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 34,320 | 837 | 0.14% | 0.3% | 21 | -41,274 | -54.6% | Q3 2026 | Oct 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 32,859 | 819 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 28,000 | 698 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 25,854 | 644 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 23,121 | 563 | 0.02% | 0.04% | 25 | -8,803 | -27.57% | Q3 2026 | Oct 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,941 | 509 | 0.0% | 0.0% | 26 | +12,798 | 157.17% | Q3 2026 | Oct 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 19,858 | 495 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 16,501 | 411 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 15,550 | 379 | 0.09% | 0.1% | 29 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 15,110 | 368 | 0.15% | 0.15% | 30 | +584 | 4.02% | Q3 2026 | Oct 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,151 | 302 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 11,768 | 293 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 9,903 | 241 | 0.0% | 0.0% | 33 | +884 | 9.8% | Q3 2026 | Oct 20, 2026 |
| Waterloo Capital, L.P. | History | No change | 9,574 | 238 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 8,372 | 208 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,284 | 206 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 8,126 | 202 | 0.18% | 0.18% | 37 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HighTower Advisors, LLC | History | No change | 8,084 | 201 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 5,049 | 125 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WHITTIER TRUST CO | History | No change | 4,523 | 112 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 3,087 | 76 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 2,866 | 69 | 0.04% | — | 42 | +2,866 | New | Q3 2026 | Nov 04, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 1,784 | 43 | 0.0% | 0.01% | 43 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,200 | 29 | 0.0% | — | 44 | +1,200 | New | Q3 2026 | Oct 20, 2026 |
| Signature Resources Capital Management, LLC | History | New | 991 | 24 | 0.01% | — | 46 | +991 | New | Q3 2026 | Oct 16, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 996 | 24 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 813 | 19 | 0.0% | — | 47 | +813 | New | Q3 2026 | Oct 08, 2026 |
| Capital Analysts, LLC | History | No change | 171 | 4 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 191 | 4 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |