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 | New | 1,682,445 | 41,800 | 5.01% | — | 1 | +1,682,445 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 1,062,385 | 26,394 | 0.01% | — | 2 | +1,062,385 | New | Q1 2026 | May 04, 2026 |
| WJ Interests, LLC | History | New | 611,971 | 15,204 | 5.84% | — | 3 | +611,971 | New | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 455,185 | 11,310 | 0.02% | — | 4 | +455,185 | New | Q1 2026 | May 15, 2026 |
| Curated Wealth Partners LLC | History | New | 364,583 | 9,057 | 1.14% | — | 5 | +364,583 | New | Q1 2026 | Apr 09, 2026 |
| Jacksonville Wealth Management, LLC | History | New | 255,994 | 6,360 | 4.3% | — | 6 | +255,994 | New | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 218,658 | 5,432 | 0.0% | — | 7 | +218,658 | New | Q1 2026 | May 12, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 156,713 | 3,893 | 1.36% | — | 8 | +156,713 | New | Q1 2026 | Apr 21, 2026 |
| SilverOak Wealth Management LLC | History | New | 89,383 | 2,220 | 0.35% | — | 9 | +89,383 | New | Q1 2026 | Apr 29, 2026 |
| CORRADO ADVISORS, LLC | History | New | 83,151 | 2,065 | 1.08% | — | 10 | +83,151 | New | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 82,786 | 2,056 | 0.03% | — | 11 | +82,786 | New | Q1 2026 | May 15, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | New | 52,585 | 1,306 | 0.52% | — | 12 | +52,585 | New | Q1 2026 | Apr 29, 2026 |
| Cushing Capital Partners, LLC | History | New | 43,721 | 1,086 | 0.83% | — | 13 | +43,721 | New | Q1 2026 | Apr 20, 2026 |
| Signal Advisors Wealth, LLC | History | New | 38,253 | 950 | 0.07% | — | 14 | +38,253 | New | Q1 2026 | Apr 17, 2026 |
| Pallas Capital Advisors LLC | History | New | 36,715 | 912 | 0.03% | — | 15 | +36,715 | New | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 32,410 | 805 | 0.04% | — | 16 | +32,410 | New | Q1 2026 | May 12, 2026 |
| Pettinga Financial Advisors LLC | History | New | 20,427 | 507 | 0.1% | — | 17 | +20,427 | New | Q1 2026 | Apr 13, 2026 |
| M Wealth Management, LLC | History | New | 20,338 | 505 | 0.43% | — | 18 | +20,338 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | New | 19,612 | 487 | 0.0% | — | 19 | +19,612 | New | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | New | 17,687 | 439 | 0.0% | — | 20 | +17,687 | New | Q1 2026 | May 06, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 12,544 | 311 | 0.14% | — | 21 | +12,544 | New | Q1 2026 | May 27, 2026 |
| Corient Private Wealth LLC | History | New | 11,581 | 287 | 0.0% | — | 22 | +11,581 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | New | 10,791 | 268 | 0.0% | — | 23 | +10,791 | New | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | New | 8,157 | 202 | 0.0% | — | 24 | +8,157 | New | Q1 2026 | May 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 5,301 | 131 | 0.01% | — | 25 | +5,301 | New | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 5,049 | 125 | 0.0% | — | 26 | +5,049 | New | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | New | 4,523 | 112 | 0.0% | — | 27 | +4,523 | New | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | New | 2,100 | 52 | 0.0% | — | 28 | +2,100 | New | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 996 | 24 | 0.0% | — | 29 | +996 | New | Q1 2026 | May 12, 2026 |