13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
DMBS

DOUBLELINE ETF TRUST

105 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 25861R402·105 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.3%
vs prior quarter
13F value held
$585M
73.0% inst. owned
of float
Holders
105
+17 QoQ
filers reporting
Activity
+38 / −112
+940 added · −914 reduced
this quarter
Concentration
25.90%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q1 2026

105 institutions reported DMBS in Q1 2026. Gradient Investments LLC leads at 25.9% of the visible book. +17 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
$152M3.1M2.35%Q1 202602
Advocacy Wealth Management, LLC
CIK 0001569452
$52M1.0M2.29%Q1 202603
COBBLESTONE CAPITAL ADVISORS LLC /NY/
CIK 0001033505
$47M954K2.28%Q3 202504
OSAIC HOLDINGS, INC.
CIK 0001677044
$45M916K0.07%Q1 202605
Bank of New York Mellon Corp
CIK 0001390777
$36M727K0.01%Q1 202606
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$34M686K0.73%Q1 202607
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$31M637K0.39%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$24M480K0.01%Q1 202609
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
CIK 0000733986
$20M409K0.32%Q1 202610
Legacy CG, LLC
CIK 0001904825
$17M334K4.58%Q1 202611
Mattson Financial Services, LLC
CIK 0002034595
$16M328K3.87%Q1 202612
Astoria Portfolio Advisors LLC.
CIK 0001931642
$16M319K3.36%Q1 202613
TPG Financial Advisors, LLC
CIK 0001706669
$15M308K4.95%Q1 202614
Signal Advisors Wealth, LLC
CIK 0002010926
$14M292K0.99%Q1 202615
AMI INVESTMENT MANAGEMENT INC
CIK 0001122241
$12M248K2.76%Q1 202616
Compound Planning, Inc.
CIK 0001978879
$12M239K0.36%Q1 202617
Savvy Advisors, Inc.
CIK 0002003633
$11M232K0.31%Q1 202618
Hobbs Group Advisors, LLC
CIK 0002012280
$11M214K3.16%Q1 202619
Brown Financial Advisors
CIK 0002035548
$10M204K3.81%Q1 202620
GOLDMAN SACHS GROUP INC
CIK 0000886982
$10M201K0.00%Q1 2026
Page 1 of 6
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