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

DOUBLELINE ETF TRUST

DABS
Institutions
34
Combined AUM (Q2 2026)
$144.2M
Combined Shares (Q2 2026)
2.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+536,420
25 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-62,934
11 · 4 Exit · ≈
⚖️ Net
+473,486
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$144.2M
Institutions
34
New Buys
10
Adds
15
Reduces
7
Exits
4
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Gradient Investments LLC
0.85%0.98%#6$61.3M1.2M$63.0M1.2M-32,260-2.60%Reduce
BEAM WEALTH ADVISORS, INC.
4.31%4.22%#1$16.9M333,511$16.9M333,51100.00%Unchanged
Focus Partners Wealth
0.01%#18$12.9M254,765$00+254,765New Buy
Asset Advisors Investment Management, LLC
1.09%1.08%#4$11.9M234,837$11.3M222,773+12,064+5.42%Add
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.12%0.09%#9$11.3M223,759$6.9M135,527+88,232+65.10%Add
Mattson Financial Services, LLC
0.93%1.13%#5$4.5M89,871$4.7M93,481-3,610-3.86%Reduce
DAVENPORT & Co LLC
0.02%#16$4.4M87,005$00+87,005New Buy
Global Wealth Management Investment Advisory, Inc.
0.59%0.64%#7$4.2M81,918$4.1M80,777+1,141+1.41%Add
Brown Financial Advisors
1.23%1.4%#3$3.5M69,785$3.7M72,812-3,027-4.16%Reduce
Empowered Funds, LLC
0.01%0.01%#17$2.7M53,074$2.2M43,389+9,685+22.32%Add
FLOW TRADERS U.S. LLC
0.1%0.02%#10$2.4M47,081$502,0009,887+37,194+376.19%Add
Paladin Wealth, LLC
1.33%1.49%#2$2.3M45,274$2.2M42,705+2,569+6.02%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#27$1.5M30,467$1.5M29,198+1,269+4.35%Add
NAPLES GLOBAL ADVISORS, LLC
0.04%0.04%#14$644,88112,725$572,63511,275+1,450+12.86%Add
Breakwater Capital Group
0.06%0.04%#13$530,85410,475$330,4276,506+3,969+61.01%Add
Ashton Thomas Private Wealth, LLC
0.01%#21$522,81310,316$00+10,316New Buy
Savvy Advisors, Inc.
0.01%0.01%#22$504,1979,949$261,4575,148+4,801+93.26%Add
CITADEL ADVISORS LLC
<0.01%#30$414,1428,172$00+8,172New Buy
Walser Wealth Management Company, A Ltd Liability Co
0.14%#8$337,7136,664$00+6,664New Buy
BASSO CAPITAL MANAGEMENT, L.P.
0.06%0.17%#12$304,4916,008$279,3345,500+508+9.24%Add
Csenge Advisory Group
0.01%#20$277,6365,478$00+5,478New Buy
CALTON & ASSOCIATES, INC.
0.04%0.05%#15$266,6695,262$316,2066,226-964-15.48%Reduce
Legacy Capital Group California, Inc.
0.08%0.1%#11$265,6555,242$264,4025,206+36+0.69%Add
Beacon Capital Management, Inc.
0.01%0.01%#23$132,4732,614$117,5822,315+299+12.92%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#26$50,425995$50,53499500.00%Unchanged
1620 INVESTMENT ADVISORS, INC.
0.01%#19$20,271400$00+400New Buy
AE Wealth Management LLC
<0.01%<0.01%#29$15,305302$15,897313-11-3.51%Reduce
ASHTON THOMAS SECURITIES, LLC
<0.01%#25$8,869175$00+175New Buy
Signature Equity Partners, LLC
<0.01%<0.01%#24$7,868155$7,785153+2+1.31%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#33$6,138121$50810+111+1,110.00%Add
CoreCap Advisors, LLC
<0.01%#28$4,56190$00+90New Buy
MORGAN STANLEY
<0.01%<0.01%#34$1,77435$6,435126-91-72.22%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%#32$1,26725$00+25New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#31$4569$5,739113-104-92.04%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow