DOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.55% | 0.55% | #24 | $53.0M | 1.2M | $44.3M | 967,316 | +195,601+20.22% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #65 | $35.7M | 783,836 | $36.3M | 791,484 | -7,648-0.97% | Reduce | |
| Boothe Investment Group, Inc. | 10.84% | 10.02% | #1 | $34.4M | 754,481 | $31.1M | 679,687 | +74,794+11.00% | Add | |
| NewEdge Advisors, LLC | 0.1% | 0.11% | #46 | $33.1M | 725,049 | $31.3M | 684,259 | +40,790+5.96% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | 0.01% | #69 | $32.1M | 705,094 | $34.3M | 749,103 | -44,009-5.87% | Reduce | |
| Seascape Capital Management | 7.14% | 8.37% | #2 | $29.8M | 653,229 | $29.1M | 634,793 | +18,436+2.90% | Add | |
| UBS Group AG | <0.01% | <0.01% | #77 | $29.5M | 646,329 | $28.3M | 616,971 | +29,358+4.76% | Add | |
| W.G. Shaheen & Associates DBA Whitney & Co | 2.05% | 2.22% | #11 | $28.1M | 616,118 | $26.6M | 581,228 | +34,890+6.00% | Add | |
| Benchmark Financial Wealth Advisors, LLC | 5.86% | 6.62% | #4 | $23.8M | 521,491 | $23.9M | 522,098 | -607-0.12% | Reduce | |
| Mariner, LLC | 0.02% | 0.03% | #58 | $22.5M | 493,783 | $21.7M | 473,936 | +19,847+4.19% | Add | |
| SilverOak Wealth Management LLC | 1.93% | 0.36% | #13 | $15.0M | 328,419 | $2.3M | 49,553 | +278,866+562.76% | Add | |
| Aptus Capital Advisors, LLC | 0.1% | 0.11% | #47 | $14.0M | 306,991 | $14.1M | 308,616 | -1,625-0.53% | Reduce | |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 0.79% | 0.89% | #18 | $14.0M | 306,991 | $14.1M | 308,616 | -1,625-0.53% | Reduce | |
| Journey Advisory Group, LLC | 0.95% | 1.94% | #16 | $12.4M | 272,062 | $22.7M | 496,108 | -224,046-45.16% | Reduce | |
| Holcombe Financial, Inc. | 6.91% | 7% | #3 | $12.2M | 268,537 | $11.9M | 259,959 | +8,578+3.30% | Add | |
| Stratos Wealth Advisors, LLC | 0.59% | 0.58% | #23 | $10.8M | 237,611 | $9.5M | 207,064 | +30,547+14.75% | Add | |
| Beckerman Institutional, LLC | 5.11% | 5.41% | #6 | $10.7M | 235,558 | $10.2M | 222,253 | +13,305+5.99% | Add | |
| MML INVESTORS SERVICES, LLC | 0.02% | 0.03% | #59 | $10.7M | 235,493 | $9.1M | 197,942 | +37,551+18.97% | Add | |
| Visionary Wealth Advisors | 0.41% | 0.41% | #27 | $10.4M | 228,259 | $9.3M | 202,096 | +26,163+12.95% | Add | |
| Aprio Wealth Management, LLC | 0.51% | 0.58% | #25 | $10.3M | 225,713 | $10.6M | 230,753 | -5,040-2.18% | Reduce | |
| Hippocratic Financial Advisors, LLC | 3.47% | 3.82% | #8 | $9.2M | 201,663 | $8.7M | 189,909 | +11,754+6.19% | Add | |
| Cravens & Co Advisors, LLC | 5.77% | 6.45% | #5 | $8.6M | 188,416 | $9.9M | 216,828 | -28,412-13.10% | Reduce | |
| Landmark Wealth Management, LLC | 2.04% | 2.18% | #12 | $8.5M | 186,581 | $8.1M | 177,470 | +9,111+5.13% | Add | |
| WADDELL & ASSOCIATES, LLC | 0.38% | 0.42% | #29 | $7.7M | 168,588 | $7.4M | 162,154 | +6,434+3.97% | Add | |
| Fortis Advisors, LLC | 3.54% | 3.78% | #7 | $7.6M | 165,920 | $7.5M | 164,649 | +1,271+0.77% | Add | |
| Ausdal Financial Partners, Inc. | 0.27% | 0.39% | #35 | $6.9M | 152,444 | $8.7M | 189,738 | -37,294-19.66% | Reduce | |
| CARY STREET PARTNERS FINANCIAL LLC | 0.14% | 0.16% | #40 | $6.4M | 140,876 | $6.5M | 141,787 | -911-0.64% | Reduce | |
| Elyxium Wealth, LLC | 0.66% | 1.99% | #20 | $6.3M | 137,206 | $6.2M | 135,234 | +1,972+1.46% | Add | |
| OPTIMA CAPITAL LLC | 2.23% | 2.71% | #10 | $5.7M | 124,123 | $5.8M | 127,454 | -3,331-2.61% | Reduce | |
| Premier Path Wealth Partners, LLC | 0.64% | 0.68% | #21 | $5.6M | 122,949 | $5.2M | 113,682 | +9,267+8.15% | Add | |
| Ashton Thomas Private Wealth, LLC | 0.11% | — | #44 | $5.2M | 115,052 | $0 | 0 | +115,052 | New Buy | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #72 | $4.8M | 104,756 | $4.7M | 103,027 | +1,729+1.68% | Add | |
| ELEVATION POINT WEALTH PARTNERS, LLC | 0.08% | 0.1% | #49 | $4.4M | 96,654 | $4.3M | 93,046 | +3,608+3.88% | Add | |
| Vestmark Advisory Solutions, Inc. | 0.04% | 0.04% | #54 | $4.0M | 87,281 | $3.9M | 84,264 | +3,017+3.58% | Add | |
| BlueChip Wealth Advisors LLC | 1.49% | 1.7% | #14 | $3.9M | 85,933 | $3.9M | 84,754 | +1,179+1.39% | Add | |
| January Capital Advisors LLC | 3.21% | 9.43% | #9 | $3.8M | 84,184 | $7.0M | 152,716 | -68,532-44.88% | Reduce | |
| Cornerstone Wealth Group, LLC | 0.22% | 0.16% | #37 | $3.8M | 83,126 | $2.5M | 54,393 | +28,733+52.82% | Add | |
| Austin Wealth Management, LLC | 0.63% | 0.73% | #22 | $3.0M | 65,599 | $3.2M | 70,705 | -5,106-7.22% | Reduce | |
| Corient Private Wealth LLC | <0.01% | 0.01% | #81 | $2.9M | 63,238 | $3.8M | 82,905 | -19,667-23.72% | Reduce | |
| Vise Technologies, Inc. | 0.03% | — | #55 | $2.8M | 61,020 | $0 | 0 | +61,020 | New Buy | |
| MORGAN STANLEY | <0.01% | <0.01% | #95 | $2.3M | 49,415 | $45,368 | 975 | +48,440+4,968.21% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #94 | $2.0M | 43,645 | $643,915 | 14,056 | +29,589+210.51% | Add | |
| ENTREWEALTH, LLC | 0.66% | 0.47% | #19 | $1.8M | 39,925 | $1.0M | 22,676 | +17,249+76.07% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #91 | $1.7M | 37,499 | $2.9M | 63,784 | -26,285-41.21% | Reduce | |
| Pettinga Financial Advisors LLC | 0.26% | 0.22% | #36 | $1.7M | 36,215 | $1.2M | 25,115 | +11,100+44.20% | Add | |
| AQR CAPITAL MANAGEMENT LLC | <0.01% | <0.01% | #89 | $1.5M | 32,897 | $1.4M | 31,402 | +1,495+4.76% | Add | |
| L & S Advisors Inc | 0.15% | — | #39 | $1.5M | 31,930 | $0 | 0 | +31,930 | New Buy | |
| Centurion Wealth Management LLC | 0.33% | 0.3% | #30 | $1.4M | 30,022 | $1.3M | 29,422 | +600+2.04% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #93 | $1.3M | 29,539 | $1.9M | 40,882 | -11,343-27.75% | Reduce | |
| Smartleaf Asset Management LLC | 0.04% | 0.05% | #53 | $1.3M | 29,364 | $1.3M | 29,364 | 00.00% | Unchanged |