CUSIP 25861R402
DOUBLELINE ETF TRUST
116 institutions · $762.9M total · 15,692,776 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 2,653,434 | $131.8M | 16.90% | 2025-12-31 |
| 2 | Advocacy Wealth Management Services, LLC | 976,496 | $48.5M | 6.22% | 2025-12-31 |
| 3 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 954,379 | $47.4M | 6.08% | 2025-09-30 |
| 4 | CAPTRUST FINANCIAL ADVISORS | 927,109 | $46.0M | 5.90% | 2025-12-31 |
| 5 | OSAIC HOLDINGS, INC. | 721,940 | $35.8M | 4.60% | 2025-12-31 |
| 6 | Bank of New York Mellon Corp | 719,122 | $35.7M | 4.58% | 2025-12-31 |
| 7 | EVERGREEN CAPITAL MANAGEMENT LLC | 678,314 | $33.7M | 4.32% | 2025-12-31 |
| 8 | CW Advisors, LLC | 644,973 | $31.6M | 4.10% | 2025-06-30 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 474,596 | $23.6M | 3.02% | 2025-12-31 |
| 10 | Foundations Investment Advisors, LLC | 447,943 | $22.2M | 2.85% | 2025-12-31 |
| 11 | Tortoise Investment Management, LLC | 445,735 | $22.1M | 2.84% | 2025-12-31 |
| 12 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 408,860 | $20.3M | 2.60% | 2025-12-31 |
| 13 | MORGAN STANLEY | 367,870 | $18.3M | 2.34% | 2025-12-31 |
| 14 | Legacy CG, LLC | 330,562 | $16.4M | 2.10% | 2025-12-31 |
| 15 | Astoria Portfolio Advisors LLC. | 318,868 | $16.0M | 2.03% | 2025-12-31 |
| 16 | TPG Financial Advisors, LLC | 300,320 | $14.9M | 1.91% | 2025-12-31 |
| 17 | Mattson Financial Services, LLC | 298,276 | $14.8M | 1.90% | 2025-12-31 |
| 18 | Signal Advisors Wealth, LLC | 287,160 | $14.3M | 1.82% | 2025-12-31 |
| 19 | Compound Planning, Inc. | 272,366 | $13.5M | 1.73% | 2025-12-31 |
| 20 | AMI INVESTMENT MANAGEMENT INC | 238,206 | $11.8M | 1.51% | 2025-12-31 |
| 21 | Savvy Advisors, Inc. | 210,463 | $10.5M | 1.34% | 2025-12-31 |
| 22 | Motley Fool Wealth Management, LLC | 205,476 | $10.2M | 1.30% | 2025-12-31 |
| 23 | Hobbs Group Advisors, LLC | 204,757 | $10.2M | 1.30% | 2025-12-31 |
| 24 | W.G. Shaheen & Associates DBA Whitney & Co | 186,749 | $9.3M | 1.19% | 2025-12-31 |
| 25 | Mariner, LLC | 167,017 | $8.3M | 1.06% | 2025-12-31 |
| 26 | Brown Financial Advisors | 163,395 | $8.1M | 1.04% | 2025-12-31 |
| 27 | INTEGRATED CAPITAL MANAGEMENT, INC. | 122,657 | $6.1M | 0.78% | 2025-12-31 |
| 28 | MML INVESTORS SERVICES, LLC | 117,142 | $5.8M | 0.74% | 2025-12-31 |
| 29 | New Republic Capital, LLC | 110,257 | $5.5M | 0.70% | 2025-12-31 |
| 30 | Paladin Wealth, LLC | 98,068 | $4.9M | 0.62% | 2025-12-31 |
| 31 | Integrated Wealth Concepts LLC | 90,175 | $4.5M | 0.57% | 2025-12-31 |
| 32 | MATHER GROUP, LLC. | 83,297 | $4.1M | 0.53% | 2025-12-31 |
| 33 | Lord & Richards Wealth Management, LLC | 81,395 | $4.0M | 0.51% | 2025-12-31 |
| 34 | SeaBridge Investment Advisors LLC | 79,657 | $3.9M | 0.50% | 2025-06-30 |
| 35 | MARIPAU WEALTH MANAGEMENT LLC | 75,944 | $3.8M | 0.48% | 2025-12-31 |
| 36 | Global Wealth Management Investment Advisory, Inc. | 65,631 | $3.3M | 0.41% | 2025-12-31 |
| 37 | Cushing Capital Partners, LLC | 61,627 | $3.1M | 0.39% | 2025-12-31 |
| 38 | Sugarloaf Wealth Management, LLC | 62,531 | $3.0M | 0.39% | 2024-12-31 |
| 39 | UBS Group AG | 56,792 | $2.8M | 0.36% | 2025-12-31 |
| 40 | Safe Harbor Wealth Advisors, LLC | 46,986 | $2.4M | 0.29% | 2025-12-31 |
| 41 | NewEdge Advisors, LLC | 41,774 | $2.1M | 0.26% | 2025-12-31 |
| 42 | Mendel Money Management | 40,657 | $2.0M | 0.25% | 2025-12-31 |
| 43 | Vermillion & White Wealth Management Group, LLC | 34,376 | $1.7M | 0.21% | 2025-12-31 |
| 44 | Milestones Private Investment Advisors LLC | 32,169 | $1.6M | 0.20% | 2025-12-31 |
| 45 | OmniStar Financial Group, Inc. | 26,706 | $1.3M | 0.17% | 2025-12-31 |
| 46 | World Investment Advisors | 26,412 | $1.3M | 0.16% | 2025-12-31 |
| 47 | Oregon Pacific Wealth Management, LLC | 24,321 | $1.2M | 0.15% | 2025-12-31 |
| 48 | Aptus Capital Advisors, LLC | 21,472 | $1.1M | 0.13% | 2025-12-31 |
| 49 | PUFF WEALTH MANAGEMENT, LLC | 21,337 | $1.1M | 0.13% | 2025-12-31 |
| 50 | Wilian Securities, LLC | 18,785 | $932.8K | 0.11% | 2025-12-31 |
| 51 | SILVERLAKE WEALTH MANAGEMENT LLC | 16,860 | $837.2K | 0.10% | 2025-12-31 |
| 52 | HOWARD BAILEY SECURITIES, LLC | 15,946 | $782.2K | 0.10% | 2025-12-31 |
| 53 | GeoWealth Management, LLC | 15,586 | $773.9K | 0.09% | 2025-12-31 |
| 54 | Summit Financial, LLC | 15,303 | $759.9K | 0.09% | 2025-12-31 |
| 55 | Parallel Advisors, LLC | 14,950 | $742.3K | 0.09% | 2025-12-31 |
| 56 | LPL Financial LLC | 13,790 | $684.7K | 0.08% | 2025-12-31 |
| 57 | Canandaigua National Trust Co of Florida | 11,725 | $582.2K | 0.07% | 2025-12-31 |
| 58 | Welch Financial Planning, LLC | 11,103 | $551.3K | 0.07% | 2025-12-31 |
| 59 | Sepio Capital, LP | 10,210 | $507.0K | 0.06% | 2025-12-31 |
| 60 | Sensible Financial Planning & Management, LLC. | 10,086 | $494.9K | 0.06% | 2025-06-30 |
| 61 | Latitude Advisors, LLC | 8,688 | $431.4K | 0.05% | 2025-12-31 |
| 62 | Waterloo Capital, L.P. | 8,598 | $427.0K | 0.05% | 2025-12-31 |
| 63 | BANK OF AMERICA CORP /DE/ | 8,200 | $402.2K | 0.05% | 2025-03-31 |
| 64 | Bauman Advisory Group, LLC | 8,095 | $401.9K | 0.05% | 2025-12-31 |
| 65 | Orion Portfolio Solutions, LLC | 7,994 | $392.1K | 0.05% | 2025-03-31 |
| 66 | JANE STREET GROUP, LLC | 7,724 | $383.5K | 0.04% | 2025-12-31 |
| 67 | GTS SECURITIES LLC | 7,534 | $362.4K | 0.04% | 2024-12-31 |
| 68 | Prime Capital Investment Advisors, LLC | 7,294 | $362.2K | 0.04% | 2025-12-31 |
| 69 | AlphaStar Capital Management, LLC | 7,029 | $354.2K | 0.04% | 2024-09-30 |
| 70 | Financial Guidance Group, Inc. | 6,751 | $335.2K | 0.04% | 2025-12-31 |
| 71 | Cerity Partners LLC | 6,650 | $330.2K | 0.04% | 2025-12-31 |
| 72 | GWN SECURITIES INC. | 6,635 | $325.4K | 0.04% | 2025-03-31 |
| 73 | CITADEL ADVISORS LLC | 6,619 | $324.8K | 0.04% | 2025-06-30 |
| 74 | GOLDMAN SACHS GROUP INC | 6,279 | $308.1K | 0.04% | 2025-06-30 |
| 75 | Orion Porfolio Solutions, LLC | 5,798 | $287.9K | 0.03% | 2025-12-31 |
| 76 | Mutual Advisors, LLC | 5,735 | $284.7K | 0.03% | 2025-12-31 |
| 77 | StoneX Group Inc. | 5,609 | $275.1K | 0.03% | 2025-06-30 |
| 78 | SCS Capital Management LLC | 5,481 | $272.2K | 0.03% | 2025-12-31 |
| 79 | Strong Retirement Solutions LLC | 5,296 | $263.0K | 0.03% | 2025-12-31 |
| 80 | TRANSATLANTIQUE PRIVATE WEALTH LLC | 5,314 | $260.8K | 0.03% | 2025-06-30 |
| 81 | ARGUS INVESTORS' COUNSEL, INC. | 5,242 | $260.3K | 0.03% | 2025-12-31 |
| 82 | MERCER GLOBAL ADVISORS INC /ADV | 5,023 | $249.6K | 0.03% | 2025-09-30 |
| 83 | A4 Wealth Advisors LLC | 4,888 | $242.7K | 0.03% | 2025-12-31 |
| 84 | COMMONWEALTH EQUITY SERVICES, LLC | 4,850 | $240.8K | 0.03% | 2025-12-31 |
| 85 | GUARDIAN WEALTH ADVISORS, LLC / NC | 4,818 | $239.2K | 0.03% | 2025-12-31 |
| 86 | HUNTINGTON NATIONAL BANK | 4,391 | $218.0K | 0.02% | 2025-12-31 |
| 87 | RFG Advisory, LLC | 4,335 | $212.7K | 0.02% | 2025-06-30 |
| 88 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,244 | $210.8K | 0.02% | 2025-09-30 |
| 89 | AE Wealth Management LLC | 3,628 | $180.1K | 0.02% | 2025-12-31 |
| 90 | Peterson Financial Group, Inc. | 2,567 | $129.4K | 0.01% | 2024-09-30 |
| 91 | COMERICA BANK | 2,085 | $103.5K | 0.01% | 2025-12-31 |
| 92 | HARBOUR INVESTMENTS, INC. | 1,592 | $80.2K | 0.01% | 2024-09-30 |
| 93 | SageView Advisory Group, LLC | 1,000 | $49.7K | 0.00% | 2025-12-31 |
| 94 | ORG Partners LLC | 892 | $42.9K | 0.00% | 2024-12-31 |
| 95 | Larson Financial Group LLC | 820 | $40.7K | 0.00% | 2025-12-31 |
| 96 | Allworth Financial LP | 726 | $35.6K | 0.00% | 2025-06-30 |
| 97 | WealthTrak Capital Management LLC | 491 | $24.1K | 0.00% | 2025-06-30 |
| 98 | AdvisorNet Financial, Inc | 354 | $17.6K | 0.00% | 2025-12-31 |
| 99 | PARK AVENUE SECURITIES LLC | 310,476 | $15.4K | 1.97% | 2025-12-31 |
| 100 | Global Trust Asset Management, LLC | 300 | $15.1K | 0.00% | 2024-09-30 |
| 101 | HIGHLINE WEALTH PARTNERS LLC | 224 | $11.3K | 0.00% | 2024-09-30 |
| 102 | Bangor Savings Bank | 137 | $6.6K | 0.00% | 2024-12-31 |
| 103 | ASSETMARK, INC | 94 | $4.6K | 0.00% | 2025-03-31 |
| 104 | Minot DeBlois Advisors LLC | 88 | $4.2K | 0.00% | 2024-12-31 |
| 105 | WELLS FARGO & COMPANY/MN | 37 | $1.8K | 0.00% | 2025-06-30 |
| 106 | FRANKLIN RESOURCES INC | 34 | $1.6K | 0.00% | 2024-12-31 |
| 107 | COLDSTREAM CAPITAL MANAGEMENT INC | 23 | $1.1K | 0.00% | 2025-03-31 |
| 108 | Golden State Wealth Management, LLC | 22 | $1.1K | 0.00% | 2025-12-31 |
| 109 | CITIGROUP INC | 10 | $497 | 0.00% | 2025-12-31 |
| 110 | Cambridge Investment Research Advisors, Inc. | 7,821 | $388 | 0.04% | 2025-12-31 |
| 111 | Clear Point Advisors Inc. | 5 | $258 | 0.00% | 2024-09-30 |
| 112 | FLOW TRADERS U.S. LLC | 4,108 | $204 | 0.02% | 2025-12-31 |
| 113 | Farther Finance Advisors, LLC | 2 | $122 | 0.00% | 2025-12-31 |
| 114 | FMR LLC | 1 | $50 | 0.00% | 2025-12-31 |
| 115 | CWM, LLC | 12 | $1 | 0.00% | 2025-12-31 |
| 116 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |