13F Insight
DOSSIER · 13F Holders · Q3 2026
DMBS

DOUBLELINE ETF TRUST

108 institutions still hold DOUBLELINE ETF TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25861R402·108 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$605M
visible holders
Holders
108
filers reporting
Concentration
20.36%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q3 2026

108 institutions reported DMBS in Q3 2026. Gradient Investments LLC leads at 20.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$123M2.7M1.76%Q3 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$54M1.1M0.06%Q2 202603
Advocacy Wealth Management, LLC
CIK 0001569452
$53M1.1M1.93%Q2 202604
COBBLESTONE CAPITAL ADVISORS LLC /NY/
CIK 0001033505
$47M954K2.28%Q3 202505
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$38M767K0.39%Q2 202606
Bank of New York Mellon Corp
CIK 0001390777
$37M750K0.01%Q2 202607
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$33M710K0.58%Q3 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$26M535K0.01%Q2 202609
Astoria Portfolio Advisors LLC.
CIK 0001931642
$22M453K3.75%Q2 202610
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
CIK 0000733986
$22M442K0.31%Q2 202611
Signal Advisors Wealth, LLC
CIK 0002010926
$19M403K0.82%Q3 202612
Mattson Financial Services, LLC
CIK 0002034595
$17M355K3.62%Q2 202613
Legacy CG, LLC
CIK 0001904825
$17M341K4.28%Q2 202614
TPG Financial Advisors, LLC
CIK 0001706669
$16M321K4.70%Q2 202615
Hobbs Group Advisors, LLC
CIK 0002012280
$16M320K4.13%Q2 202616
PARK AVENUE SECURITIES LLC
CIK 0001071640
$15M312K0.12%Q1 202617
Compound Planning, Inc.
CIK 0001978879
$14M283K0.36%Q2 202618
AMI INVESTMENT MANAGEMENT INC
CIK 0001122241
$13M257K2.68%Q2 202619
Savvy Advisors, Inc.
CIK 0002003633
$12M248K0.26%Q2 202620
Brown Financial Advisors
CIK 0002035548
$11M217K3.72%Q2 2026
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