Who Owns DOUBLELINE ETF TRUST (DABS)? -- Institutional Holders (2026-06-30)

37 institutions reported holding $142.2M of DOUBLELINE ETF TRUST (DABS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($61.3M), BEAM WEALTH ADVISORS, INC. ($18.5M), Focus Partners Wealth ($12.9M), Asset Advisors Investment Management, LLC ($11.9M), Foundations Investment Advisors, LLC ($11.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Gradient Investments LLC$61.3M1.2MTrimmed
2BEAM WEALTH ADVISORS, INC.$18.5M365,172Added
3Focus Partners Wealth$12.9M254,765New
4Asset Advisors Investment Management, LLC$11.9M234,837Added
5Foundations Investment Advisors, LLC$11.3M223,759Added
6Mattson Financial Services, LLC$4.5M89,871Trimmed
7DAVENPORT & Co LLC$4.4M87,005New
8Global Wealth Management Investment Advisory, Inc.$4.2M81,918Added
9Empowered Funds, LLC$2.7M53,074Added
10FLOW TRADERS U.S. LLC$2.4M47,081Added
11Paladin Wealth, LLC$2.3M45,274Added
12ENVESTNET ASSET MANAGEMENT INC$1.5M30,467Added
13NAPLES GLOBAL ADVISORS, LLC$644,88112,725Added
14Breakwater Capital Group$530,85410,475Added
15Ashton Thomas Private Wealth, LLC$522,81310,316New
16Savvy Advisors, Inc.$504,1979,949Added
17CITADEL ADVISORS LLC$414,1428,172New
18Walser Wealth Management Company, A Ltd Liability Co$337,7136,664New
19BASSO CAPITAL MANAGEMENT, L.P.$304,4916,008Added
20Csenge Advisory Group$277,6365,478New
21CALTON & ASSOCIATES, INC.$266,6695,262Trimmed
22Legacy Capital Group California, Inc.$265,6555,242Added
23Beacon Capital Management, Inc.$132,4732,614Added
24HARBOUR INVESTMENTS, INC.$50,425995Hold
251620 INVESTMENT ADVISORS, INC.$20,271400New

Source: SEC Form 13F filings · as of 2026-06-30