Who Owns DOUBLELINE (DBL)? -- Institutional Holders (2026-06-30)

85 institutions reported holding $157.5M of DOUBLELINE (DBL) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($44.9M), Avior Wealth Management, LLC ($8.6M), UBS Group AG ($8.3M), EVERGREEN CAPITAL MANAGEMENT LLC ($8.1M), MORGAN STANLEY ($7.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SIT INVESTMENT ASSOCIATES INC$44.9M3.1MAdded
2Avior Wealth Management, LLC$8.6M596,287Added
3UBS Group AG$8.3M580,219Added
4EVERGREEN CAPITAL MANAGEMENT LLC$8.1M560,669Added
5MORGAN STANLEY$7.6M530,776Trimmed
6Royal Bank of Canada$6.3M439,900Added
7Twelve Points Wealth Management LLC$5.8M405,759Added
8AMERIPRISE FINANCIAL INC$5.0M350,374Added
9Gridiron Partners, LLC$5.0M346,451Added
10Stratos Wealth Advisors, LLC$4.7M326,385Added
11Intellectus Partners, LLC$4.2M295,245Added
12WELLS FARGO & COMPANY/MN$3.8M263,521Trimmed
13Catawba River Capital$3.7M259,396Trimmed
14LPL Financial LLC$3.4M234,708Added
15Shaker Financial Services, LLC$3.0M210,544Added
16Journey Advisory Group, LLC$2.5M171,944Trimmed
17Invesco Ltd.$2.3M162,442Added
18INDEPENDENT FINANCIAL GROUP, LLC$2.0M139,250Trimmed
19STIFEL FINANCIAL CORP$1.9M133,785Trimmed
20GUGGENHEIM CAPITAL LLC$1.9M133,104Trimmed
21RAYMOND JAMES FINANCIAL INC$1.8M125,315Trimmed
22Ignite Planners, LLC$1.6M112,190Trimmed
23Aviance Capital Partners, LLC$1.6M111,297Added
24ENVESTNET ASSET MANAGEMENT INC$1.5M106,773Added
25Berger Financial Group, Inc$1.5M103,409Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30