DMBS — Doubleline ETF Trust Institutional Holders · Q3 2026
Who owns Doubleline ETF Trust (DMBS)? 8 institutions reported holding $133.04M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($123.1M), Integrated Capital Management, Inc. ($5.4M), Puff Wealth Management, LLC ($3.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $123.1M | 2.7M | Trimmed |
| 2 | INTEGRATED CAPITAL MANAGEMENT, INC. | $5.4M | 117,078 | Trimmed |
| 3 | PUFF WEALTH MANAGEMENT, LLC | $3.2M | 69,682 | Added |
| 4 | Farther Finance Advisors, LLC | $532,611 | 11,501 | Trimmed |
| 5 | ARGUS INVESTORS' COUNSEL, INC. | $464,952 | 10,040 | Added |
| 6 | Strong Retirement Solutions LLC | $274,897 | 5,936 | Added |
| 7 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 8 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30