CUSIP 25861R808
DOUBLELINE ETF TRUST
25 institutions · $726.0M total · 5,480,439 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3,380,343 | $630.7M | 61.68% | 2025-09-30 |
| 2 | Gradient Investments LLC | 1,098,513 | $55.9M | 20.04% | 2025-12-31 |
| 3 | BEAM WEALTH ADVISORS, INC. | 276,379 | $14.1M | 5.04% | 2025-12-31 |
| 4 | Asset Advisors Investment Management, LLC | 153,279 | $7.8M | 2.79% | 2025-12-31 |
| 5 | Foundations Investment Advisors, LLC | 96,682 | $4.9M | 1.76% | 2025-12-31 |
| 6 | Mattson Financial Services, LLC | 84,976 | $4.3M | 1.55% | 2025-12-31 |
| 7 | Brown Financial Advisors | 61,245 | $3.1M | 1.11% | 2025-12-31 |
| 8 | Paladin Wealth, LLC | 39,195 | $2.0M | 0.71% | 2025-12-31 |
| 9 | Atomi Financial Group, Inc. | 14,237 | $724.8K | 0.25% | 2025-12-31 |
| 10 | Safe Harbor Wealth Advisors, LLC | 12,967 | $663.5K | 0.23% | 2025-12-31 |
| 11 | NAPLES GLOBAL ADVISORS, LLC | 10,350 | $526.9K | 0.18% | 2025-12-31 |
| 12 | Csenge Advisory Group | 7,085 | $360.7K | 0.12% | 2025-12-31 |
| 13 | BASSO CAPITAL MANAGEMENT, L.P. | 5,500 | $280.0K | 0.10% | 2025-12-31 |
| 14 | A4 Wealth Advisors LLC | 4,963 | $252.7K | 0.09% | 2025-12-31 |
| 15 | JANE STREET GROUP, LLC | 4,821 | $245.4K | 0.08% | 2025-12-31 |
| 16 | HARBOUR INVESTMENTS, INC. | 995 | $50.7K | 0.01% | 2025-12-31 |
| 17 | BARCLAYS PLC | 200,000 | $10.0K | 3.64% | 2025-03-31 |
| 18 | Allworth Financial LP | 142 | $7.2K | 0.00% | 2025-06-30 |
| 19 | ADVISOR GROUP HOLDINGS, INC. | 113 | $5.8K | 0.00% | 2025-12-31 |
| 20 | JPMORGAN CHASE & CO | 53 | $2.7K | 0.00% | 2025-09-30 |
| 21 | MORGAN STANLEY | 35 | $1.8K | 0.00% | 2025-12-31 |
| 22 | FLOW TRADERS U.S. LLC | 28,560 | $1.5K | 0.52% | 2025-12-31 |
| 23 | AE Wealth Management LLC | 5 | $260 | 0.00% | 2025-09-30 |
| 24 | FMR LLC | 1 | $51 | 0.00% | 2025-12-31 |
| 25 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |