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

DOUBLELINE ETF TRUST

107 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 25861R105·107 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$514M
visible holders
Holders
107
filers reporting
Concentration
16.01%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

107 institutions reported DBND in Q1 2026. CWM, LLC leads at 16.0% 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
$53M1.2M0.55%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$36M784K0.01%Q2 202604
Boothe Investment Group, Inc.
CIK 0001749798
$34M754K10.84%Q2 202605
NewEdge Advisors, LLC
CIK 0001633516
$33M725K0.10%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$32M705K0.01%Q2 202607
UBS Group AG
CIK 0001610520
$29M646K0.00%Q2 202608
Seascape Capital Management
CIK 0001418342
$29M635K8.37%Q1 202609
W.G. Shaheen & Associates DBA Whitney & Co
CIK 0001577001
$28M616K2.05%Q2 202610
Benchmark Financial Wealth Advisors, LLC
CIK 0001757706
$24M521K5.86%Q2 202611
Mariner, LLC
CIK 0001373442
$23M494K0.02%Q2 202612
SilverOak Wealth Management LLC
CIK 0001764766
$15M328K1.93%Q2 202613
Aptus Capital Advisors, LLC
CIK 0001664193
$14M307K0.10%Q2 202614
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$14M307K0.79%Q2 202615
Journey Advisory Group, LLC
CIK 0001840085
$12M272K0.95%Q2 202616
Holcombe Financial, Inc.
CIK 0002056177
$12M269K6.91%Q2 202617
Stratos Wealth Advisors, LLC
CIK 0001707202
$11M238K0.59%Q2 202618
Beckerman Institutional, LLC
CIK 0002043468
$11M236K5.11%Q2 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$11M235K0.02%Q2 202620
Visionary Wealth Advisors
CIK 0001802984
$10M228K0.41%Q2 2026
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