Vault-13

DOUBLELINE ETF TRUST DBND

OPPORTUNISTIC CO · ETP · CUSIP 25861R105

101 institutional holders +0 vs Q1 2026
12,912,42812.9m shares reported held*
$588.6mreported value*
13 new 50 added 28 reduced 13 sold out net bought ≈ $29.2m (+640.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.58.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 11Q4 22: 22Q1 23: 30Q2 23: 32Q3 23: 43Q4 23: 49Q1 24: 53Q2 24: 51Q3 24: 56Q4 24: 67Q1 25: 72Q2 25: 78Q3 25: 82Q4 25: 90Q1 26: 101Q2 26: 101101Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202211
Q4 202222
Q1 202330
Q2 202332
Q3 202343
Q4 202349
Q1 202453
Q2 202451
Q3 202456
Q4 202467
Q1 202572
Q2 202578
Q3 202582
Q4 202590
Q1 2026101
Q2 2026101

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 30 bought or addedQ3 24: 21 cut or sold outQ4 24: 38 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 39 bought or addedQ1 25: 26 cut or sold outQ2 25: 47 bought or addedQ2 25: 21 cut or sold outQ2 25Q3 25: 55 bought or addedQ3 25: 20 cut or sold outQ4 25: 57 bought or addedQ4 25: 27 cut or sold outQ4 25Q1 26: 63 bought or addedQ1 26: 31 cut or sold outQ2 26: 63 bought or addedQ2 26: 41 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243021
Q4 20243817
Q1 20253926
Q2 20254721
Q3 20255520
Q4 20255727
Q1 20266331
Q2 20266341

Biggest buyers

SilverOak Wealth Management LLC Added +278,866+278.9k
Foundations Investment Advisors, LLC Added +195,601+195.6k
Ashton Thomas Private Wealth, LLC New +115,052+115.1k
Boothe Investment Group, Inc. Added +74,794+74.8k
Vise Technologies, Inc. New +61,020+61.0k
NewEdge Advisors, LLC Added +40,790+40.8k
Cambridge Investment Research Advisors, Inc. Added +37,606+37.6k
MML INVESTORS SERVICES, LLC Added +37,551+37.6k
W.G. Shaheen & Associates DBA Whitney & Co Added +34,890+34.9k
Stratos Wealth Advisors, LLC Added +30,547+30.5k

Biggest sellers

Journey Advisory Group, LLC Reduced -224,046-224.0k
January Capital Advisors LLC Reduced -68,532-68.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -44,009-44.0k
Ausdal Financial Partners, Inc. Reduced -37,294-37.3k
GOLDMAN SACHS GROUP INC Sold out -35,701-35.7k
Private Advisor Group, LLC Sold out -29,364-29.4k
Cravens & Co Advisors, LLC Reduced -28,412-28.4k
LPL Financial LLC Reduced -26,285-26.3k
Corient Private Wealth LP Reduced -19,667-19.7k
JANE STREET GROUP, LLC Sold out -19,097-19.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Foundations Investment Advisors, LLC 0.55% of their portfolio PHOENIX, AZ 1,162,9171.2m $53.0m $53.0m 0.55% Added +195.6k +195,601
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 783,836783.8k $35.7m $35.7m 0.01% Reduced -7.6k -7,648
3 Boothe Investment Group, Inc. 10.84% of their portfolio DOVER, DE 754,481754.5k $34.4m $34.4m 10.84% Added +74.8k +74,794
4 NewEdge Advisors, LLC 0.10% of their portfolio NEW ORLEANS, LA 725,049725.0k $33.1m $33.1m 0.10% Added +40.8k +40,790
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 705,094705.1k $32.1m $32.1m 0.01% Reduced -44.0k -44,009
6 Seascape Capital Management 7.14% of their portfolio PORTSMOUTH, NH 653,229653.2k $29.8m $29.8m 7.14% Added +18.4k +18,436
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 646,329646.3k $29.5m $29.5m 0.00% Added +29.4k +29,358
8 W.G. Shaheen & Associates DBA Whitney & Co 2.05% of their portfolio ROCHESTER, NY 616,118616.1k $28.1m $28.1m 2.05% Added +34.9k +34,890
9 Benchmark Financial Wealth Advisors, LLC 5.87% of their portfolio BOCA RATON, FL 521,491521.5k $23.8m $23.8m 5.87% Reduced -607 -607
10 Mariner, LLC 0.02% of their portfolio Overland Park, KS 493,783493.8k $22.5m $22.5m 0.02% Added +19.8k +19,847
11 SilverOak Wealth Management LLC 1.93% of their portfolio Edina, MN 328,419328.4k $15.0m $15.0m 1.93% Added +278.9k +278,866
12 Aptus Capital Advisors, LLC 0.10% of their portfolio FAIRHOPE, AL 306,991307.0k $14.0m $14.0m 0.10% Reduced -1.6k -1,625
13 GUARDIAN WEALTH ADVISORS, LLC / NC 0.79% of their portfolio RALEIGH, NC 306,991307.0k $14.0m $14.0m 0.79% Reduced -1.6k -1,625
14 Journey Advisory Group, LLC 0.95% of their portfolio COVINGTON, KY 272,062272.1k $12.4m $12.4m 0.95% Reduced -224.0k -224,046
15 Holcombe Financial, Inc. 6.91% of their portfolio ATLANTA, GA 268,537268.5k $12.2m $12.2m 6.91% Added +8.6k +8,578
16 Stratos Wealth Advisors, LLC 0.59% of their portfolio BEACHWOOD, OH 237,611237.6k $10.8m $10.8m 0.59% Added +30.5k +30,547
17 Beckerman Institutional, LLC 5.11% of their portfolio OCEAN GROVE, NJ 235,558235.6k $10.7m $10.7m 5.11% Added +13.3k +13,305
18 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 235,493235.5k $10.7m $10.7m 0.02% Added +37.6k +37,551
19 Visionary Wealth Advisors 0.41% of their portfolio O'FALLON, IL 228,259228.3k $10.4m $10.4m 0.41% Added +26.2k +26,163
20 Aprio Wealth Management, LLC 0.51% of their portfolio ATLANTA, GA 225,713225.7k $10.3m $10.3m 0.51% Reduced -5.0k -5,040
21 Hippocratic Financial Advisors, LLC 3.47% of their portfolio WESTLAKE VILLAGE, CA 201,663201.7k $9.2m $9.2m 3.47% Added +11.8k +11,754
22 Cravens & Co Advisors, LLC 5.77% of their portfolio COOKEVILLE, TN 188,416188.4k $8.6m $8.6m 5.77% Reduced -28.4k -28,412
23 Landmark Wealth Management, LLC 2.04% of their portfolio MELVILLE, NY 186,581186.6k $8.5m $8.5m 2.04% Added +9.1k +9,111
24 WADDELL & ASSOCIATES, LLC 0.38% of their portfolio MEMPHIS, TN 168,588168.6k $7.7m $7.7m 0.38% Added +6.4k +6,434
25 Fortis Advisors, LLC 3.54% of their portfolio WAYNE, PA 165,920165.9k $7.6m $7.6m 3.54% Added +1.3k +1,271
26 Ausdal Financial Partners, Inc. 0.27% of their portfolio Davenport, IA 152,444152.4k $6.9m $6.9m 0.27% Reduced -37.3k -37,294
27 CARY STREET PARTNERS FINANCIAL LLC 0.14% of their portfolio RICHMOND, VA 140,876140.9k $6.4m $6.4m 0.14% Reduced -911 -911
28 Elyxium Wealth, LLC 0.66% of their portfolio BEVERLY HILLS, CA 137,206137.2k $6.3m $6.3m 0.66% Added +2.0k +1,972
29 OPTIMA CAPITAL LLC 2.23% of their portfolio PORTLAND, OR 124,123124.1k $5.7m $5.7m 2.23% Reduced -3.3k -3,331
30 Premier Path Wealth Partners, LLC 0.64% of their portfolio MADISON, NJ 122,949122.9k $5.6m $5.6m 0.64% Added +9.3k +9,267
31 Ashton Thomas Private Wealth, LLC 0.11% of their portfolio SCOTTSDALE, AZ 115,052115.1k $5.2m $5.2m 0.11% New
32 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 104,756104.8k $4.8m $4.8m 0.01% Added +1.7k +1,729
33 ELEVATION POINT WEALTH PARTNERS, LLC 0.08% of their portfolio DENVER, CO 96,65496.7k $4.4m $4.4m 0.08% Added +3.6k +3,608
34 Vestmark Advisory Solutions, Inc. 0.04% of their portfolio Wakefield, MA 87,28187.3k $4.0m $4.0m 0.04% Added +3.0k +3,017
35 BlueChip Wealth Advisors LLC 1.49% of their portfolio Milton, GA 85,93385.9k $3.9m $3.9m 1.49% Added +1.2k +1,179
36 January Capital Advisors LLC 3.21% of their portfolio SAN FRANCISCO, CA 84,18484.2k $3.8m $3.8m 3.21% Reduced -68.5k -68,532
37 Cornerstone Wealth Group, LLC 0.23% of their portfolio HUNTERSVILLE, NC 83,12683.1k $3.8m $3.8m 0.23% Added +28.7k +28,733
38 Austin Wealth Management, LLC 0.63% of their portfolio Austin, TX 65,59965.6k $3.0m $3.0m 0.63% Reduced -5.1k -5,106
39 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 63,23863.2k $2.9m $2.9m 0.00% Reduced -19.7k -19,667
40 Vise Technologies, Inc. 0.03% of their portfolio NEW YORK, NY 61,02061.0k $2.8m $2.8m 0.03% New
41 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 49,41549.4k $2.3m $2.3m 0.00% Added +29.6k +29,617
42 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 44,87844.9k $2.0m $2.0m 0.00% Added +37.6k +37,606
43 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 43,64543.6k $2.0m $2.0m 0.00% Added +29.6k +29,589
44 ENTREWEALTH, LLC 0.66% of their portfolio AUSTIN, TX 39,92539.9k $1.8m $1.8m 0.66% Added +17.2k +17,249
45 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 37,49937.5k $1.7m $1.7m 0.00% Reduced -26.3k -26,285
46 Pettinga Financial Advisors LLC 0.26% of their portfolio EVANSVILLE, IN 36,21536.2k $1.7m $1.7m 0.26% Added +11.1k +11,100
47 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 32,89732.9k $1.5m $1.5m 0.00% Added +1.5k +1,495
48 L & S Advisors Inc 0.15% of their portfolio Los Angeles, CA 31,93031.9k $1.5m $1.5m 0.15% Unchanged
49 Centurion Wealth Management LLC 0.33% of their portfolio Mclean, VA 30,02230.0k $1.4m $1.4m 0.33% Added +600 +600
50 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 29,53929.5k $1.3m $1.3m 0.00% Reduced -11.3k -11,343
51 Smartleaf Asset Management LLC 0.04% of their portfolio BOSTON, MA 29,36429.4k $1.3m $1.3m 0.04% Unchanged
52 Beaumont Financial Advisors, LLC 0.08% of their portfolio NEEDHAM, MA 29,02229.0k $1.3m $1.3m 0.08% Added +1.5k +1,526
53 Algorithmic Investment Models, LLC 1.39% of their portfolio Boston, MA 26,30926.3k $1.2m $1.2m 1.39% Added +66 +66
54 Blue Line Capital, LLC / IL 0.92% of their portfolio CHICAGO, IL 23,25123.3k $1.1m $1.1m 0.92% Added +15.4k +15,397
55 Essential Planning, LLC. 0.29% of their portfolio PORTSMOUTH, NH 22,73322.7k $1.0m $1.0m 0.29% Reduced -1.0k -1,046
56 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 21,30021.3k $971.1k $971.1k 0.00% New
57 SHRIER WEALTH MANAGEMENT, LLC 0.31% of their portfolio LOS ANGELES, CA 20,15620.2k $918.9k $918.9k 0.31% Added +2.1k +2,084
58 Walser Wealth Management Company, A Ltd Liability Co 0.38% of their portfolio TAMPA, FL 20,11420.1k $917.0k $917.0k 0.38% Added +12.5k +12,483
59 PANORAMIC INVESTMENT ADVISORS, LLC 0.42% of their portfolio DENVER, CO 19,37519.4k $883.3k $883.3k 0.42% Added +600 +600
60 SHELTON CAPITAL MANAGEMENT 0.02% of their portfolio Denver, CO 19,13419.1k $872.3k $872.3k 0.02% Reduced -1.1k -1,108
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,76017.8k $809.7k $809.7k 0.00% Reduced -11.6k -11,585
62 Barnes Wealth Management Group, Inc 0.29% of their portfolio Bakersfield, CA 13,67013.7k $623.2k $623.2k 0.29% Added +1.4k +1,427
63 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 13,12013.1k $598.1k $598.1k 0.01% New
64 Principia Wealth Advisory, LLC 0.28% of their portfolio DALLAS, TX 12,37812.4k $564.3k $564.3k 0.28% Added +812 +812
65 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 12,30412.3k $560.9k $560.9k 0.00% Added +3.3k +3,281
66 Strategic Family Wealth Counselors, L.L.C. 0.13% of their portfolio FAIRFIELD, NJ 12,07112.1k $550.3k $550.3k 0.13% New
67 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 11,46511.5k $522.7k $522.7k 0.00% Unchanged
68 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 11,19711.2k $510.5k $510.5k 0.00% Added +89 +89
69 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 11,01811.0k $502.0k $502.0k 0.00% Added +3.3k +3,266
70 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 11,01711.0k $502.3k $502.3k 0.00% Reduced -7.8k -7,806
71 Forum Finance Group S.A. 0.13% of their portfolio GENEVA, V8 9,6109.6k $354.0k $354.0k 0.13% Added +6.8k +6,850
72 Strategic Wealth Partners, Ltd. 0.03% of their portfolio INDEPENDENCE, OH 8,9809.0k $409.4k $409.4k 0.03% Unchanged
73 Stonehearth Capital Management, LLC 0.14% of their portfolio DANVERS, MA 8,8128.8k $401.7k $401.7k 0.14% Added +315 +315
74 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,7048.7k $397.0k $397.0k 0.00% Reduced -2.0k -1,984
75 MANCHESTER FINANCIAL INC 0.07% of their portfolio Westlake Village, CA 8,4328.4k $384.4k $384.4k 0.07% Reduced -113 -113
76 Stewardship Advisors, LLC 0.08% of their portfolio MOUNT JOY, PA 8,2738.3k $377.2k $377.2k 0.08% Reduced -31 -31
77 Joseph P. Lucia & Associates, LLC 0.11% of their portfolio Yorktown Heights, NY 7,9457.9k $362.2k $362.2k 0.11% New
78 Triumph Capital Management 0.06% of their portfolio DENVER, CO 7,5907.6k $346.0k $346.0k 0.06% Added +4.3k +4,330
79 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,2056.2k $282.9k $282.9k 0.00% Unchanged
80 NWF Advisory Services Inc. 0.03% of their portfolio Los Angeles, CA 5,8495.8k $266.6k $266.6k 0.03% Added +69 +69
81 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 5,4735.5k $249.5k $249.5k 0.01% Added +228 +228
82 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 5,1295.1k $233.8k $233.8k 0.02% Reduced -2.6k -2,584
83 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 4,8674.9k $222.1k $222.1k 0.01% New
84 First Financial Group Corp 0.15% of their portfolio RALEIGH, NC 4,6954.7k $214.0k $214.0k 0.15% Reduced -30 -30
85 Krilogy Financial LLC 0.01% of their portfolio ST. LOUIS, MO 4,5004.5k $205.2k $205.2k 0.01% Reduced -250 -250
86 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,3743.4k $153.8k $153.8k 0.00% New
87 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 3,0003.0k $136.8k $136.8k 0.00% New
88 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,9062.9k $132.5k $132.5k 0.00% Added +126 +126
89 IMA Advisory Services, Inc. 0.01% of their portfolio DENVER, CO 2,9002.9k $132.2k $132.2k 0.01% New
90 ASHTON THOMAS SECURITIES, LLC 0.01% of their portfolio ROCHESTER, NY 1,9461.9k $88.7k $88.7k 0.01% New
91 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 1,3691.4k $62.4k $62.4k 0.00% Unchanged
92 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 505505 $23.0k $23.0k 0.00% Added +3 +3
93 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 500500 $22.8k $22.8k 0.00% Unchanged
94 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 486486 $22.2k $22.2k 0.00% Added +46 +46
95 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 424424 $19.3k $19.3k 0.00% New
96 Regatta Research & Money Management 0.01% of their portfolio METAIRIE, LA 308308 $14.0k $14.0k 0.01% First filing
97 Meramec Financial Planners, LLC 0.00% of their portfolio SAINT LOUIS, MO 264264 $11.9k $11.9k 0.00% New
98 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 180180 $8.2k $8.2k 0.00% Reduced -500 -500
99 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 109109 $5.0k $5.0k 0.00% Reduced -55 -55
100 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5959 $2.7k $2.7k 0.00% First filing