Who Owns DOUBLELINE ETF TRUST (DABS)? -- Institutional Holders (2026-03-31)

32 institutions reported holding $120.5M of DOUBLELINE ETF TRUST (DABS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Gradient Investments LLC ($63.0M), BEAM WEALTH ADVISORS, INC. ($16.9M), Asset Advisors Investment Management, LLC ($11.3M), Foundations Investment Advisors, LLC ($6.9M), Mattson Financial Services, LLC ($4.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Gradient Investments LLC$63.0M1.2MAdded
2BEAM WEALTH ADVISORS, INC.$16.9M333,511Added
3Asset Advisors Investment Management, LLC$11.3M222,773Added
4Foundations Investment Advisors, LLC$6.9M135,527Added
5Mattson Financial Services, LLC$4.7M93,481Added
6Global Wealth Management Investment Advisory, Inc.$4.1M80,777New
7Brown Financial Advisors$3.7M72,812Added
8Empowered Funds, LLC$2.2M43,389New
9Paladin Wealth, LLC$2.2M42,705Added
10ENVESTNET ASSET MANAGEMENT INC$1.5M29,198New
11JANE STREET GROUP, LLC$800,92715,770Added
12NAPLES GLOBAL ADVISORS, LLC$572,63511,275Added
13FLOW TRADERS U.S. LLC$502,0009,887Trimmed
14Breakwater Capital Group$330,4276,506New
15RITHOLTZ WEALTH MANAGEMENT$327,8376,455New
16CALTON & ASSOCIATES, INC.$316,2066,226New
17BASSO CAPITAL MANAGEMENT, L.P.$279,3345,500Hold
18Legacy Capital Group California, Inc.$264,4025,206New
19Savvy Advisors, Inc.$261,4575,148New
20Beacon Capital Management, Inc.$117,5822,315New
21HARBOUR INVESTMENTS, INC.$50,534995Hold
22Root Financial Partners, LLC$31,082612New
23AE Wealth Management LLC$15,897313New
24Signature Equity Partners, LLC$7,785153New
25OSAIC HOLDINGS, INC.$5,739113Hold

Source: SEC Form 13F filings · as of 2026-03-31