CUSIP 25861R204
DOUBLELINE ETF TRUST
68 institutions · $217.8M total · 7,418,395 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WADDELL & ASSOCIATES, LLC | 2,097,338 | $67.6M | 28.27% | 2025-12-31 |
| 2 | STRAIGHTLINE GROUP LLC | 1,020,759 | $33.6M | 13.75% | 2025-12-31 |
| 3 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 841,761 | $27.1M | 11.34% | 2025-12-31 |
| 4 | Foundations Investment Advisors, LLC | 449,616 | $14.5M | 6.06% | 2025-12-31 |
| 5 | UBS Group AG | 367,903 | $11.9M | 4.95% | 2025-12-31 |
| 6 | Santori & Peters, Inc. | 252,817 | $8.1M | 3.40% | 2025-12-31 |
| 7 | Armor Investment Advisors, LLC | 222,419 | $7.2M | 2.99% | 2025-12-31 |
| 8 | Clear Point Advisors Inc. | 146,550 | $4.7M | 1.97% | 2025-12-31 |
| 9 | HF Advisory Group, LLC | 157,353 | $4.1M | 2.12% | 2025-12-31 |
| 10 | Main Street Financial Solutions, LLC | 126,347 | $4.1M | 1.70% | 2025-12-31 |
| 11 | BANK OF MONTREAL /CAN/ | 119,400 | $3.8M | 1.60% | 2025-12-31 |
| 12 | Csenge Advisory Group | 104,475 | $3.4M | 1.40% | 2025-12-31 |
| 13 | StoneX Group Inc. | 130,211 | $3.2M | 1.75% | 2025-06-30 |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 93,371 | $2.8M | 1.25% | 2025-03-31 |
| 15 | Capital Investment Advisors, LLC | 78,137 | $2.5M | 1.05% | 2025-12-31 |
| 16 | Transform Wealth, LLC | 86,165 | $2.4M | 1.16% | 2024-03-31 |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 73,774 | $2.4M | 0.99% | 2025-12-31 |
| 18 | Socha Financial Group, LLC | 59,628 | $1.9M | 0.80% | 2025-12-31 |
| 19 | Southeast Asset Advisors Inc. | 33,597 | $1.1M | 0.45% | 2025-12-31 |
| 20 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 28,932 | $932.2K | 0.39% | 2025-12-31 |
| 21 | CITADEL ADVISORS LLC | 27,897 | $899.3K | 0.37% | 2025-12-31 |
| 22 | CIBC WORLD MARKET INC. | 27,350 | $881.8K | 0.36% | 2025-12-31 |
| 23 | AVAII WEALTH MANAGEMENT, LLC | 23,523 | $758.3K | 0.31% | 2025-12-31 |
| 24 | Dana Investment Advisors, Inc. | 20,938 | $675.0K | 0.28% | 2025-12-31 |
| 25 | OLD NATIONAL BANCORP /IN/ | 20,984 | $628.8K | 0.28% | 2024-12-31 |
| 26 | KINGSWOOD WEALTH ADVISORS, LLC | 18,150 | $585.1K | 0.24% | 2025-12-31 |
| 27 | Sepio Capital, LP | 17,321 | $558.4K | 0.23% | 2025-12-31 |
| 28 | CREATIVE FINANCIAL DESIGNS INC /ADV | 15,580 | $502.2K | 0.21% | 2025-12-31 |
| 29 | COMERICA BANK | 15,404 | $496.6K | 0.20% | 2025-12-31 |
| 30 | Argent Trust Co | 17,665 | $432.6K | 0.23% | 2023-09-30 |
| 31 | JANE STREET GROUP, LLC | 14,350 | $397.8K | 0.19% | 2024-06-30 |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 13,129 | $367.6K | 0.17% | 2024-03-31 |
| 33 | Giverny Capital Inc. | 10,645 | $319.0K | 0.14% | 2025-06-30 |
| 34 | LPL Financial LLC | 9,426 | $303.8K | 0.12% | 2025-12-31 |
| 35 | CI Private Wealth, LLC | 8,902 | $287.0K | 0.11% | 2025-12-31 |
| 36 | Regal Investment Advisors LLC | 9,609 | $269.1K | 0.12% | 2024-03-31 |
| 37 | Pettinga Financial Advisors, LLC | 8,128 | $264.8K | 0.10% | 2025-09-30 |
| 38 | Triad Wealth Partners, LLC | 7,959 | $259.3K | 0.10% | 2025-09-30 |
| 39 | TRANSCEND CAPITAL ADVISORS, LLC | 7,856 | $253.3K | 0.10% | 2025-12-31 |
| 40 | United Advisor Group, LLC | 7,381 | $237.9K | 0.09% | 2025-12-31 |
| 41 | Kestra Advisory Services, LLC | 6,806 | $219.4K | 0.09% | 2025-12-31 |
| 42 | Cetera Investment Advisers | 7,800 | $216.2K | 0.10% | 2024-06-30 |
| 43 | Legacy Wealth Managment, LLC/ID | 3,215 | $103.6K | 0.04% | 2025-12-31 |
| 44 | Legacy Investment Solutions, LLC | 3,178 | $101.1K | 0.04% | 2025-06-30 |
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,554 | $82.3K | 0.03% | 2025-12-31 |
| 46 | TD Capital Management LLC | 2,142 | $69.1K | 0.02% | 2025-12-31 |
| 47 | Private Ocean, LLC | 1,000 | $23.7K | 0.01% | 2023-12-31 |
| 48 | Golden State Equity Partners | 624 | $18.5K | 0.00% | 2024-09-30 |
| 49 | Evensky & Katz LLC | 526,634 | $17.0K | 7.09% | 2025-12-31 |
| 50 | Creative Capital Management Investments LLC | 519 | $16.7K | 0.00% | 2025-12-31 |
| 51 | Spire Wealth Management | 500 | $16.1K | 0.00% | 2025-12-31 |
| 52 | NewEdge Advisors, LLC | 500 | $16.1K | 0.00% | 2025-12-31 |
| 53 | UMB Bank, n.a. | 500 | $14.0K | 0.00% | 2024-03-31 |
| 54 | WELLS FARGO & COMPANY/MN | 589 | $13.4K | 0.00% | 2023-06-30 |
| 55 | HARBOUR INVESTMENTS, INC. | 400 | $12.9K | 0.00% | 2025-12-31 |
| 56 | AE Wealth Management LLC | 274 | $8.9K | 0.00% | 2025-09-30 |
| 57 | MORGAN STANLEY | 167 | $5.4K | 0.00% | 2025-12-31 |
| 58 | Royal Bank of Canada | 152 | $5.0K | 0.00% | 2025-12-31 |
| 59 | ASSETMARK, INC | 145 | $4.7K | 0.00% | 2025-12-31 |
| 60 | ADVISOR GROUP HOLDINGS, INC. | 139 | $4.5K | 0.00% | 2025-12-31 |
| 61 | Parallel Advisors, LLC | 146 | $3.6K | 0.00% | 2024-03-31 |
| 62 | Rockefeller Capital Management L.P. | 73 | $2.4K | 0.00% | 2025-12-31 |
| 63 | Cambridge Investment Research Advisors, Inc. | 49,455 | $1.6K | 0.66% | 2025-12-31 |
| 64 | Arete Wealth Advisors, LLC | 7,913 | $240 | 0.10% | 2025-03-31 |
| 65 | COMMONWEALTH EQUITY SERVICES, LLC | 7,371 | $240 | 0.09% | 2025-09-30 |
| 66 | Capital Analysts, LLC | 2,846 | $92 | 0.03% | 2025-12-31 |
| 67 | FMR LLC | 3 | $90 | 0.00% | 2024-12-31 |
| 68 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |