DABS Institutional Ownership & Shareholders
DOUBLELINE ASSET-BACKED ETF (DABS) is currently held by 34 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $142.51M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of DABS tracked by InsiderSet, reporting ownership valued at approximately $55.03M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $55.22M, representing an estimated gain of +0.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed DABS value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Beam Wealth Advisors, Inc., Focus Partners Wealth, and several other long-term asset managers with concentrated positions in DOUBLELINE ASSET-BACKED ETF (DABS).
This page ranks the largest institutional DABS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
34
Total Reported Value
$142.51M
Largest Holder
Gradient Investments Llc
Largest Position
$55.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.79% | 1,105,702 | $55,033,228 | $55,217,431 | +$184,203 | +0.33% | |
| Beam Wealth Advisors, Inc. | 4.08% | 365,172 | $18,506,231 | $18,236,251 | -$269,980 | -1.46% | |
| Focus Partners Wealth | 0.01% | 254,765 | $12,911,054 | $12,722,658 | -$188,396 | -1.46% | |
| Asset Advisors Investment Management, Llc | 1.12% | 258,298 | $12,856,060 | $12,899,092 | +$43,032 | +0.33% | |
| Foundations Investment Advisors, Llc | 0.12% | 223,759 | $11,339,681 | $11,174,256 | -$165,425 | -1.46% | |
| Davenport & Co Llc | 0.03% | 123,172 | $6,130,541 | $6,151,062 | +$20,521 | +0.33% | |
| Mattson Financial Services, Llc | 0.95% | 89,871 | $4,539,837 | $4,488,050 | -$51,787 | -1.14% | |
| Global Wealth Management Investment Advisory, Inc. | 0.59% | 81,918 | $4,151,456 | $4,090,887 | -$60,569 | -1.46% | |
| Brown Financial Advisors | 1.23% | 69,785 | $3,536,578 | $3,484,979 | -$51,599 | -1.46% | |
| Empowered Funds, Llc | 0.01% | 53,074 | $2,678,477 | $2,650,452 | -$28,025 | -1.05% | |
| Flow Traders U.S. Llc | 0.10% | 47,081 | $2,386,000 | $2,351,169 | -$34,831 | -1.46% | |
| Paladin Wealth, Llc | 1.18% | 43,683 | $2,174,205 | $2,181,477 | +$7,272 | +0.33% | |
| Envestnet Asset Management Inc | 0.00% | 30,467 | $1,544,035 | $1,521,485 | -$22,550 | -1.46% | |
| Naples Global Advisors, Llc | 0.04% | 12,725 | $644,881 | $635,471 | -$9,410 | -1.46% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 10,316 | $522,813 | $515,169 | -$7,644 | -1.46% | |
| Savvy Advisors, Inc. | 0.01% | 9,949 | $504,197 | $496,841 | -$7,356 | -1.46% | |
| Cowa, Llc | 0.11% | 9,407 | $468,207 | $469,774 | +$1,567 | +0.33% | |
| Breakwater Capital Group | 0.05% | 9,055 | $450,677 | $452,196 | +$1,519 | +0.34% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.17% | 8,408 | $418,465 | $419,885 | +$1,420 | +0.34% | |
| Citadel Advisors Llc | 0.00% | 8,172 | $414,142 | $408,100 | -$6,042 | -1.46% | |
| Csenge Advisory Group | 0.01% | 5,478 | $277,636 | $273,565 | -$4,071 | -1.47% | |
| Calton & Associates, Inc. | 0.04% | 5,262 | $266,669 | $262,778 | -$3,891 | -1.46% | |
| Legacy Capital Group California, Inc. | 0.08% | 5,242 | $265,655 | $261,779 | -$3,876 | -1.46% | |
| Basso Capital Management, L.P. | 0.05% | 4,113 | $204,695 | $205,398 | +$703 | +0.34% | |
| Beacon Capital Management, Inc. | 0.01% | 3,681 | $183,212 | $183,825 | +$613 | +0.33% | |
| Harbour Investments, Inc. | 0.00% | 995 | $50,425 | $49,689 | -$736 | -1.46% | |
| 1620 Investment Advisors, Inc. | 0.01% | 400 | $20,271 | $19,976 | -$295 | -1.46% | |
| Ashton Thomas Securities, Llc | 0.00% | 175 | $8,710 | $8,739 | +$29 | +0.34% | |
| Signature Equity Partners, Llc | 0.00% | 157 | $7,823 | $7,840 | +$17 | +0.22% | |
| Jpmorgan Chase & Co | 0.00% | 121 | $6,138 | $6,043 | -$95 | -1.55% | |
| Morgan Stanley | 0.00% | 35 | $1,774 | $1,748 | -$26 | -1.47% | |
| Jones Financial Companies Lllp | 0.00% | 25 | $1,267 | $1,248 | -$19 | -1.46% | |
| Luminist Capital Llc | 0.00% | 0 | $709 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 9 | $456 | $449 | -$7 | -1.44% |
Frequently asked questions about DABS
Who are the largest institutional holders of DABS?
The largest institutional holders of DABS reported in the latest SEC Form 13F filings include Gradient Investments Llc, Beam Wealth Advisors, Inc., Focus Partners Wealth, Asset Advisors Investment Management, Llc, and Foundations Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported DABS position.
What is DABS institutional ownership?
This page tracks DABS positions reported by institutional investment managers through SEC Form 13F. DOUBLELINE ASSET-BACKED ETF (DABS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DABS?
InsiderSet currently tracks 34 institutional managers reporting DABS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DABS shareholders.
How much DABS stock do institutions own?
Institutional investment managers disclosed approximately $142.51M in DABS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DABS institutional ownership last updated?
The latest DABS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DABS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DABS position after the reporting date.
Are institutions buying or selling DABS?
Institutional buying and selling can be analyzed by comparing DABS positions across consecutive 13F reporting periods. InsiderSet's DABS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DABS ownership changes.
How has DABS institutional ownership changed over time?
InsiderSet tracks DABS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.