13FBOX
DOUBLELINE ETF TRUST · 13F Institutional Holdings
Options Calculator Rankings
D

DOUBLELINE ETF TRUST

DCRE
Institutions
89
Combined AUM (Q2 2026)
$427.2M
Combined Shares (Q2 2026)
8.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.4M
62 · 20 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-369,584
28 · 8 Exit · ≈
⚖️ Net
+1.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$427.2M
Institutions
89
New Buys
20
Adds
42
Reduces
20
Exits
8
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SHUFRO ROSE & CO LLC
4.67%5.41%#1$81.3M1.6M$79.6M1.5M+38,129+2.49%Add
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.5%0.51%#16$48.4M934,014$40.8M785,389+148,625+18.92%Add
Sanctuary Advisors, LLC
0.17%0.2%#30$36.1M696,975$36.4M700,290-3,315-0.47%Reduce
Gradient Investments LLC
0.28%0.28%#25$20.3M392,043$17.8M342,918+49,125+14.33%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%0.01%#58$17.2M332,428$22.5M433,137-100,709-23.25%Reduce
Cresset Asset Management, LLC
0.05%0.06%#39$14.9M288,487$14.7M282,687+5,800+2.05%Add
Tortoise Investment Management, LLC
1.06%1.17%#10$14.2M273,990$14.1M271,791+2,199+0.81%Add
HighTower Advisors, LLC
0.01%#52$11.1M215,167$00+215,167New Buy
W.G. Shaheen & Associates DBA Whitney & Co
0.73%0.79%#14$10.0M193,985$9.5M182,196+11,789+6.47%Add
THRIVENT FINANCIAL FOR LUTHERANS
0.02%0.02%#48$10.0M192,638$9.5M182,739+9,899+5.42%Add
Motley Fool Wealth Management, LLC
1.05%1.06%#11$9.4M180,108$9.4M180,10800.00%Unchanged
MIDLAND WEALTH ADVISORS, LLC
0.41%#20$8.8M169,233$00+169,233New Buy
LEAVELL INVESTMENT MANAGEMENT, INC.
0.31%0.31%#23$8.5M164,149$7.7M147,629+16,520+11.19%Add
Seascape Capital Management
2%2.38%#5$8.3M160,888$8.3M159,260+1,628+1.02%Add
LPL Financial LLC
<0.01%<0.01%#63$7.6M147,011$9.6M184,287-37,276-20.23%Reduce
HUTCHINSON CAPITAL MANAGEMENT/CA
1.2%1.22%#9$7.0M135,006$6.6M127,826+7,180+5.62%Add
Steward Partners Investment Advisory, LLC
0.03%#42$6.6M126,829$00+126,829New Buy
FRANKLIN RESOURCES INC
<0.01%<0.01%#66$6.5M125,807$5.5M106,321+19,486+18.33%Add
Holcombe Financial, Inc.
3.46%3.69%#2$6.1M118,379$6.3M120,937-2,558-2.12%Reduce
Global Wealth Management Investment Advisory, Inc.
0.85%0.92%#13$6.0M115,634$5.9M113,563+2,071+1.82%Add
Virtu Financial LLC
0.18%0.03%#29$5.8M111,671$627,00012,072+99,599+825.04%Add
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
2.39%2.57%#4$5.1M98,390$4.9M94,331+4,059+4.30%Add
SAXON INTERESTS, INC.
1.4%1.65%#7$5.1M98,004$4.8M92,033+5,971+6.49%Add
Apollon Wealth Management, LLC
0.06%#37$4.9M94,656$00+94,656New Buy
CENTAURUS FINANCIAL, INC.
0.18%0.2%#28$4.7M91,511$4.2M80,310+11,201+13.95%Add
Clark Capital Management Group, Inc.
0.03%0.06%#45$4.7M90,309$9.0M173,486-83,177-47.94%Reduce
Ashton Thomas Private Wealth, LLC
0.1%#34$4.6M88,890$00+88,890New Buy
Auour Investments LLC
1.27%#8$4.4M85,567$00+85,567New Buy
Clear Point Advisors Inc.
0.35%0.53%#22$4.4M143,543$4.4M143,54300.00%Unchanged
Independent Family Office, LLC
1.52%1.56%#6$3.8M73,058$3.8M73,05800.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%0.01%#59$2.8M54,018$3.8M73,592-19,574-26.60%Reduce
PRINCIPAL SECURITIES, INC.
0.03%0.07%#43$2.6M50,971$4.8M92,886-41,915-45.13%Reduce
Orion Porfolio Solutions, LLC
0.02%0.02%#47$2.6M49,542$2.4M45,310+4,232+9.34%Add
GOLDMAN SACHS GROUP INC
<0.01%#74$2.6M49,489$00+49,489New Buy
NAPLES GLOBAL ADVISORS, LLC
0.15%0.17%#32$2.4M46,886$2.3M44,935+1,951+4.34%Add
STAPP WEALTH MANAGEMENT, PLLC
2.91%2.81%#3$2.2M43,034$2.2M42,339+695+1.64%Add
Wealthcare Advisory Partners LLC
0.04%0.05%#40$2.2M42,712$2.4M46,014-3,302-7.18%Reduce
Walser Wealth Management Company, A Ltd Liability Co
0.64%0.17%#15$1.5M29,813$370,9937,140+22,673+317.55%Add
RITHOLTZ WEALTH MANAGEMENT
0.02%0.03%#46$1.5M28,731$1.5M29,443-712-2.42%Reduce
PARK AVENUE SECURITIES LLC
0.01%0.02%#53$1.4M26,454$2.1M41,123-14,669-35.67%Reduce
JANE STREET GROUP, LLC
<0.01%#76$1.3M25,781$00+25,781New Buy
First Financial Group Corp
0.88%0.98%#12$1.2M23,530$1.2M23,141+389+1.68%Add
BALDWIN WEALTH PARTNERS LLC/MA
0.08%0.12%#35$1.2M23,504$1.7M32,485-8,981-27.65%Reduce
Belpointe Asset Management LLC
0.04%0.06%#41$1.2M22,424$1.6M31,398-8,974-28.58%Reduce
UBS Group AG
<0.01%<0.01%#75$1.0M19,965$296,9005,714+14,251+249.40%Add
Brucke Financial, Inc.
0.45%0.43%#17$1.0M19,369$856,33616,481+2,888+17.52%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#62$935,52618,059$1.3M24,790-6,731-27.15%Reduce
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
0.22%0.27%#26$906,38117,496$878,95516,916+580+3.43%Add
Tidal Investments LLC
<0.01%<0.01%#64$888,17117,206$1.0M19,868-2,662-13.40%Reduce
FreeGulliver LLC
0.29%#24$822,40515,875$00+15,875New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow