DaveManuel.com · Institutional Ownership · Who Owns It
DOUBLELINE ETF TRUST (DBND)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
102
Reporting holders
$592.8M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | $53.0M | 1,162,917 | 0.55% | 9q | +20.2%+$8.9M |
| RAYMOND JAMES FINANCIAL INC | $35.7M | 783,836 | 0.01% | 7q | -1.0%-$348.7K |
| Boothe Investment Group, Inc. | $34.4M | 754,481 | 10.84% | 14q | +11.0%+$3.4M |
| NewEdge Advisors, LLC | $33.1M | 725,049 | 0.10% | 2q | +6.0%+$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $32.1M | 705,094 | 0.01% | 15q | -5.9%-$2.0M |
| Seascape Capital Management | $29.8M | 653,229 | 7.14% | 15q | +2.9%+$840.5K |
| UBS Group AG | $29.5M | 646,329 | 0.00% | 14q | +4.8%+$1.3M |
| W.G. Shaheen & Associates DBA Whitney & Co | $28.1M | 616,118 | 2.05% | 15q | +6.0%+$1.6M |
| Benchmark Financial Wealth Advisors, LLC | $23.8M | 521,491 | 5.86% | 6q | HELD |
| Mariner, LLC | $22.5M | 493,783 | 0.02% | 3q | +4.2%+$904.8K |
| SilverOak Wealth Management LLC | $15.0M | 328,419 | 1.93% | 7q | +562.8%+$12.7M |
| Aptus Capital Advisors, LLC | $14.0M | 306,991 | 0.10% | 4q | -0.5%-$74.1K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $14.0M | 306,991 | 0.79% | 4q | -0.5%-$74.1K |
| Journey Advisory Group, LLC | $12.4M | 272,062 | 0.95% | 4q | -45.2%-$10.2M |
| Holcombe Financial, Inc. | $12.2M | 268,537 | 6.91% | 3q | +3.3%+$391.1K |
| Stratos Wealth Advisors, LLC | $10.8M | 237,611 | 0.59% | 6q | +14.8%+$1.4M |
| Beckerman Institutional, LLC | $10.7M | 235,558 | 5.11% | 8q | +6.0%+$606.6K |
| MML INVESTORS SERVICES, LLC | $10.7M | 235,493 | 0.02% | 14q | +19.0%+$1.7M |
| Visionary Wealth Advisors | $10.4M | 228,259 | 0.41% | 5q | +12.9%+$1.2M |
| Aprio Wealth Management, LLC | $10.3M | 225,713 | 0.51% | 12q | -2.2%-$229.8K |
| Hippocratic Financial Advisors, LLC | $9.2M | 201,663 | 3.47% | 5q | +6.2%+$535.9K |
| Cravens & Co Advisors, LLC | $8.6M | 188,416 | 5.77% | 15q | -13.1%-$1.3M |
| Landmark Wealth Management, LLC | $8.5M | 186,581 | 2.04% | 15q | +5.1%+$415.4K |
| WADDELL & ASSOCIATES, LLC | $7.7M | 168,588 | 0.38% | 12q | +4.0%+$293.3K |
| Fortis Advisors, LLC | $7.6M | 165,920 | 3.54% | 12q | +0.8%+$57.9K |
| Ausdal Financial Partners, Inc. | $6.9M | 152,444 | 0.27% | 10q | -19.7%-$1.7M |
| CARY STREET PARTNERS FINANCIAL LLC | $6.4M | 140,876 | 0.14% | 5q | -0.6%-$41.5K |
| Elyxium Wealth, LLC | $6.3M | 137,206 | 0.66% | 6q | +1.5%+$89.9K |
| OPTIMA CAPITAL LLC | $5.7M | 124,123 | 2.23% | 7q | -2.6%-$151.9K |
| Premier Path Wealth Partners, LLC | $5.6M | 122,949 | 0.64% | 10q | +8.2%+$422.5K |
| Ashton Thomas Private Wealth, LLC | $5.2M | 115,052 | 0.11% | new | NEW |
| OSAIC HOLDINGS, INC. | $4.8M | 104,756 | 0.01% | 15q | +1.7%+$78.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $4.4M | 96,654 | 0.08% | 4q | +3.9%+$164.5K |
| Vestmark Advisory Solutions, Inc. | $4.0M | 87,281 | 0.04% | 3q | +3.6%+$137.5K |
| BlueChip Wealth Advisors LLC | $3.9M | 85,933 | 1.49% | 7q | +1.4%+$53.8K |
| January Capital Advisors LLC | $3.8M | 84,184 | 3.21% | 2q | -44.9%-$3.1M |
| Cornerstone Wealth Group, LLC | $3.8M | 83,126 | 0.22% | 14q | +52.8%+$1.3M |
| Austin Wealth Management, LLC | $3.0M | 65,599 | 0.63% | 5q | -7.2%-$231.2K |
| Corient Private Wealth LP | $2.9M | 63,238 | 0.00% | 3q | -23.7%-$896.6K |
| Vise Technologies, Inc. | $2.8M | 61,020 | 0.03% | new | NEW |
| MORGAN STANLEY | $2.3M | 49,415 | 0.00% | 7q | +149.6%+$1.4M |
| Cambridge Investment Research Advisors, Inc. | $2.0M | 44,878 | 0.00% | 11q | +517.1%+$1.7M |
| BANK OF AMERICA CORP /DE/ | $2.0M | 43,645 | 0.00% | 4q | +210.5%+$1.3M |
| ENTREWEALTH, LLC | $1.8M | 39,925 | 0.66% | 5q | +76.1%+$774.9K |
| LPL Financial LLC | $1.7M | 37,499 | 0.00% | 12q | -41.2%-$1.2M |
| Pettinga Financial Advisors LLC | $1.7M | 36,215 | 0.26% | 2q | +44.2%+$506.1K |
| AQR CAPITAL MANAGEMENT LLC | $1.5M | 32,897 | 0.00% | 11q | +4.8%+$68.2K |
| L & S Advisors Inc | $1.5M | 31,930 | 0.15% | 10q | HELD |
| Centurion Wealth Management LLC | $1.4M | 30,022 | 0.33% | 4q | +2.0%+$27.4K |
| ROYAL BANK OF CANADA | $1.3M | 29,539 | 0.00% | 15q | -27.7%-$517.2K |
| Smartleaf Asset Management LLC | $1.3M | 29,364 | 0.04% | 6q | HELD |
| Beaumont Financial Advisors, LLC | $1.3M | 29,022 | 0.08% | 13q | +5.5%+$69.6K |
| Algorithmic Investment Models, LLC | $1.2M | 26,309 | 1.39% | 13q | HELD |
| Blue Line Capital, LLC / IL | $1.1M | 23,251 | 0.88% | 2q | +196.0%+$702.0K |
| Essential Planning, LLC. | $1.0M | 22,733 | 0.29% | 14q | -4.4%-$47.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $971.1K | 21,300 | 0.00% | new | NEW |
| SHRIER WEALTH MANAGEMENT, LLC | $918.9K | 20,156 | 0.31% | 3q | +11.5%+$95.0K |
| Walser Wealth Management Company, A Ltd Liability Co | $917.0K | 20,114 | 0.38% | 2q | +163.6%+$569.1K |
| PANORAMIC INVESTMENT ADVISORS, LLC | $883.3K | 19,375 | 0.42% | 10q | +3.2%+$27.4K |
| SHELTON CAPITAL MANAGEMENT | $872.3K | 19,134 | 0.02% | 2q | -5.5%-$50.5K |
| CITADEL ADVISORS LLC | $809.7K | 17,760 | 0.00% | 2q | -39.5%-$528.2K |
| Barnes Wealth Management Group, Inc | $623.2K | 13,670 | 0.29% | 7q | +11.7%+$65.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | $598.1K | 13,120 | 0.01% | new | NEW |
| Principia Wealth Advisory, LLC | $564.3K | 12,378 | 0.28% | 7q | +7.0%+$37.0K |
| Equitable Holdings, Inc. | $560.9K | 12,304 | 0.00% | 7q | +36.4%+$149.6K |
| Strategic Family Wealth Counselors, L.L.C. | $550.3K | 12,071 | 0.13% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $522.7K | 11,465 | 0.00% | 14q | HELD |
| FIFTH THIRD BANCORP | $510.5K | 11,197 | 0.00% | 2q | +0.8%+$4.1K |
| Gotham Asset Management, LLC | $502.3K | 11,017 | 0.00% | 3q | -41.5%-$355.9K |
| PARK AVENUE SECURITIES LLC | $502.0K | 11,018 | 0.00% | 2q | +42.1%+$148.8K |
| Strategic Wealth Partners, Ltd. | $409.4K | 8,980 | 0.03% | 6q | HELD |
| Stonehearth Capital Management, LLC | $401.7K | 8,812 | 0.14% | 16q | +3.7%+$14.4K |
| Janney Montgomery Scott LLC | $397.0K | 8,704 | 0.00% | 6q | -18.6%-$90.5K |
| MANCHESTER FINANCIAL INC | $384.4K | 8,432 | 0.07% | 3q | -1.3%-$5.2K |
| Stewardship Advisors, LLC | $377.2K | 8,273 | 0.08% | 15q | HELD |
| Joseph P. Lucia & Associates, LLC | $362.2K | 7,945 | 0.11% | new | NEW |
| Forum Finance Group S.A. | $354.0K | 9,610 | 0.13% | 2q | +248.2%+$252.3K |
| Triumph Capital Management | $346.0K | 7,590 | 0.06% | 2q | +132.8%+$197.4K |
| Sanctuary Advisors, LLC | $282.9K | 6,205 | 0.00% | 3q | HELD |
| NWF Advisory Services Inc. | $266.6K | 5,849 | 0.03% | 5q | +1.2%+$3.1K |
| Jaffetilchin Investment Partners, LLC | $261.4K | 5,734 | 0.01% | 2q | +11.9%+$27.8K |
| Sigma Planning Corp | $249.5K | 5,473 | 0.01% | 10q | +4.3%+$10.4K |
| LANARK FINANCIAL, INC. | $233.8K | 5,129 | 0.02% | 6q | -33.5%-$117.8K |
| StoneX Group Inc. | $222.1K | 4,867 | 0.01% | new | NEW |
| First Financial Group Corp | $214.0K | 4,695 | 0.15% | 2q | -0.6%-$1.4K |
| Krilogy Financial LLC | $205.2K | 4,500 | 0.01% | 4q | -5.3%-$11.4K |
| AE Wealth Management LLC | $153.8K | 3,374 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $136.8K | 3,000 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $132.5K | 2,906 | 0.00% | 8q | +4.5%+$5.7K |
| IMA Advisory Services, Inc. | $132.2K | 2,900 | 0.01% | new | NEW |
| ASHTON THOMAS SECURITIES, LLC | $88.7K | 1,946 | 0.01% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $62.4K | 1,369 | 0.00% | 9q | HELD |
| BFC Planning, Inc. | $28.7K | 629 | 0.00% | 7q | -0.9% |
| AdvisorNet Financial, Inc | $23.0K | 505 | 0.00% | 6q | +0.6% |
| Steward Partners Investment Advisory, LLC | $22.8K | 500 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $22.2K | 486 | 0.00% | 3q | +10.5%+$2.1K |
| Regatta Research & Money Management | $14.0K | 308 | 0.01% | new | FIRST |
| Meramec Financial Planners, LLC | $11.9K | 264 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.2K | 180 | 0.00% | 2q | -73.5%-$22.8K |
| Capital Analysts, LLC | $5.0K | 109 | 0.00% | 15q | -33.5%-$2.5K |
Showing the largest 100 of 102 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 32 | $153.4M | 3,528,770 | 3 | 18 | 10 | 0.0% |
| Q2 2026 | 102 | $592.8M | 13,005,648 | 12 | 50 | 27 | 0.0% |
| Q1 2026 | 102 | $648.6M | 14,159,712 | 17 | 45 | 23 | 0.0% |
| Q4 2025 | 91 | $546.5M | 11,785,437 | 13 | 43 | 23 | 0.0% |
| Q3 2025 | 83 | $481.5M | 10,348,106 | 10 | 42 | 15 | 0.0% |
| Q2 2025 | 78 | $396.4M | 8,572,402 | 10 | 36 | 15 | 0.0% |
| Q1 2025 | 72 | $325.7M | 7,054,881 | 11 | 27 | 18 | 0.0% |
| Q4 2024 | 68 | $342.6M | 7,534,928 | 9 | 28 | 12 | 0.0% |
| Q3 2024 | 56 | $255.1M | 5,387,478 | 8 | 21 | 16 | 0.0% |
| Q2 2024 | 51 | $217.4M | 4,793,070 | 4 | 22 | 13 | 0.0% |
| Q1 2024 | 53 | $200.5M | 4,362,984 | 9 | 18 | 18 | 0.0% |
| Q4 2023 | 49 | $199.8M | 4,318,498 | 12 | 18 | 16 | 0.0% |
| Q3 2023 | 43 | $189.7M | 4,300,310 | 12 | 23 | 2 | 0.0% |
| Q2 2023 | 32 | $140.7M | 3,046,784 | 8 | 14 | 7 | 0.0% |
| Q1 2023 | 30 | $110.2M | 2,385,506 | 11 | 12 | 3 | 0.0% |
| Q4 2022 | 22 | $42.0M | 923,126 | 14 | 1 | 5 | 0.0% |
| Q3 2022 | 11 | $43.5M | 951,595 | 4 | 0 | 5 | 0.0% |
| Q2 2022 | 10 | $50.3M | 1,048,343 | 10 | 0 | 0 | 0.0% |