13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
DABS

DOUBLELINE ABS ETF

30 institutions still hold DOUBLELINE ABS ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25861R808·30 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.3%
vs prior quarter
13F value held
$121M
58.0% inst. owned
of float
Holders
30
+104 QoQ
filers reporting
Activity
+58 / −39
+894 added · −845 reduced
this quarter
Concentration
52.31%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q1 2026

30 institutions reported DABS in Q1 2026. Gradient Investments LLC leads at 52.3% of the visible book. +104 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$63M1.2M0.98%Q1 202602
BEAM WEALTH ADVISORS, INC.
CIK 0001803426
$17M334K4.22%Q1 202603
Asset Advisors Investment Management, LLC
CIK 0001756695
$11M223K1.08%Q1 202604
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$7M136K0.09%Q1 202605
Mattson Financial Services, LLC
CIK 0002034595
$5M93K1.13%Q1 202606
Global Wealth Management Investment Advisory, Inc.
CIK 0001767855
$4M81K0.64%Q1 202607
Brown Financial Advisors
CIK 0002035548
$4M73K1.40%Q1 202608
Empowered Funds, LLC
CIK 0001592828
$2M43K0.01%Q1 202609
Paladin Wealth, LLC
CIK 0002040377
$2M43K1.49%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M29K0.00%Q1 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$800,92716K0.00%Q1 202612
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$663,50113K0.64%Q4 202513
NAPLES GLOBAL ADVISORS, LLC
CIK 0001582151
$572,63511K0.04%Q1 202614
Breakwater Capital Group
CIK 0001964309
$330,4277K0.04%Q1 202615
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$327,8376K0.01%Q1 202616
CALTON & ASSOCIATES, INC.
CIK 0000822648
$316,2066K0.05%Q1 202617
BASSO CAPITAL MANAGEMENT, L.P.
CIK 0001287978
$279,3346K0.17%Q1 202618
Legacy Capital Group California, Inc.
CIK 0001977092
$264,4025K0.10%Q1 202619
Savvy Advisors, Inc.
CIK 0002003633
$261,4575K0.01%Q1 202620
Beacon Capital Management, Inc.
CIK 0001575301
$117,5822K0.01%Q1 2026
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