13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
DSCO

DOUBLELINE ETF TRUST

29 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 25861R881·29 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.8%
vs prior quarter
13F value held
$133M
46.0% inst. owned
of float
Holders
29
-78 QoQ
filers reporting
Activity
+53 / −104
+784 added · −764 reduced
this quarter
Concentration
31.48%
Family Management Corp #1
top holder share
AI Holders Summary · Q1 2026

29 institutions reported DSCO in Q1 2026. Family Management Corp leads at 31.5% of the visible book. -78 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Family Management Corp
CIK 0001539947
$42M1.7M5.01%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$26M1.1M0.01%Q1 202603
WJ Interests, LLC
CIK 0001727642
$15M612K5.84%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M455K0.02%Q1 202605
Curated Wealth Partners LLC
CIK 0001781284
$9M365K1.14%Q1 202606
Jacksonville Wealth Management, LLC
CIK 0002048486
$6M256K4.30%Q1 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M219K0.00%Q1 202608
AVAII WEALTH MANAGEMENT, LLC
CIK 0001904431
$4M157K1.36%Q1 202609
SilverOak Wealth Management LLC
CIK 0001764766
$2M89K0.35%Q1 202610
CORRADO ADVISORS, LLC
CIK 0001482611
$2M83K1.08%Q1 202611
Advisory Services Network, LLC
CIK 0001573876
$2M83K0.03%Q1 202612
Hubbell Strickland Wealth Management, LLC
CIK 0001791555
$1M53K0.52%Q1 202613
Cushing Capital Partners, LLC
CIK 0002054827
$1M44K0.83%Q1 202614
Signal Advisors Wealth, LLC
CIK 0002010926
$950,40738K0.07%Q1 202615
Pallas Capital Advisors LLC
CIK 0001862282
$912,19637K0.03%Q1 202616
Ausdal Financial Partners, Inc.
CIK 0001667146
$805,23932K0.04%Q1 202617
Pettinga Financial Advisors LLC
CIK 0001694592
$507,50920K0.10%Q1 202618
M Wealth Management, LLC
CIK 0002026150
$505,29220K0.43%Q1 202619
Bank of New York Mellon Corp
CIK 0001390777
$487,26020K0.00%Q1 202620
LPL Financial LLC
CIK 0001403438
$439,43318K0.00%Q1 2026
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