13F Insight
DOSSIER · 13F Holders · Q1 2026
DBND

DOUBLELINE ETF TRUST

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

CUSIP 25861R105·104 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$505M
visible holders
Holders
104
filers reporting
Concentration
16.29%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

104 institutions reported DBND in Q1 2026. CWM, LLC leads at 16.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$82M1.8M0.22%Q1 202602
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$44M967K0.55%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$36M791K0.01%Q1 202604
Boothe Investment Group, Inc.
CIK 0001749798
$34M754K10.84%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$34M749K0.01%Q1 202606
NewEdge Advisors, LLC
CIK 0001633516
$31M684K0.11%Q1 202607
Seascape Capital Management
CIK 0001418342
$29M635K8.37%Q1 202608
UBS Group AG
CIK 0001610520
$28M617K0.00%Q1 202609
W.G. Shaheen & Associates DBA Whitney & Co
CIK 0001577001
$27M581K2.22%Q1 202610
Benchmark Financial Wealth Advisors, LLC
CIK 0001757706
$24M521K5.86%Q2 202611
Journey Advisory Group, LLC
CIK 0001840085
$23M496K1.94%Q1 202612
Mariner, LLC
CIK 0001373442
$22M474K0.03%Q1 202613
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$14M309K0.89%Q1 202614
Aptus Capital Advisors, LLC
CIK 0001664193
$14M309K0.11%Q1 202615
Holcombe Financial, Inc.
CIK 0002056177
$12M269K6.91%Q2 202616
Aprio Wealth Management, LLC
CIK 0001803519
$10M226K0.51%Q2 202617
Beckerman Institutional, LLC
CIK 0002043468
$10M222K5.41%Q1 202618
Cravens & Co Advisors, LLC
CIK 0001966116
$10M217K6.45%Q1 202619
Stratos Wealth Advisors, LLC
CIK 0001707202
$9M207K0.58%Q1 202620
Visionary Wealth Advisors
CIK 0001802984
$9M202K0.41%Q1 2026
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