Institutional Ownership
Doubleline ETF Trust
CUSIP 25861R402MORTGAGE ETFDMBSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
98
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Gradient Investments LLC | 3.07M | $151.62M |
| 2 | Advocacy Wealth Management, LLC | 1.05M | $51.73M |
| 3 | Osaic Holdings, Inc. | 915.7K | $45.22M |
| 4 | Bank Of New York Mellon Corp | 727.3K | $35.91M |
| 5 | Evergreen Capital Management LLC | 686.4K | $33.90M |
| 6 | Foundations Investment Advisors, LLC | 637.2K | $31.47M |
| 7 | Envestnet Asset Management Inc | 479.8K | $23.69M |
| 8 | Cambridge Associates LLC /Ma/ /Adv | 408.9K | $20.19M |
| 9 | Legacy Cg, LLC | 334.1K | $16.50M |
| 10 | Mattson Financial Services, LLC | 328.0K | $16.19M |