DOUBLELINE ASSET-BACKED ETF (DABS) Institutional Shareholders
DOUBLELINE ASSET-BACKED ETF (DABS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $145.77M in DABS holdings during the latest filing period.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of DABS tracked by InsiderSet, reporting ownership valued at approximately $61.27M in its June 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 $60.26M, representing an estimated loss of -1.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% 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
$145.77M
Largest Holder
Gradient Investments Llc
Largest Position
$61.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.85% | 1,208,993 | $61,269,567 | $60,262,256 | -$1,007,311 | -1.64% | |
| Beam Wealth Advisors, Inc. | 4.08% | 365,172 | $18,506,231 | $18,201,998 | -$304,233 | -1.64% | |
| Focus Partners Wealth | 0.01% | 254,765 | $12,911,054 | $12,698,761 | -$212,293 | -1.64% | |
| Asset Advisors Investment Management, Llc | 1.09% | 234,837 | $11,901,117 | $11,705,450 | -$195,667 | -1.64% | |
| Foundations Investment Advisors, Llc | 0.12% | 223,759 | $11,339,681 | $11,153,267 | -$186,414 | -1.64% | |
| Mattson Financial Services, Llc | 0.95% | 89,871 | $4,539,837 | $4,479,620 | -$60,217 | -1.33% | |
| Davenport & Co Llc | 0.02% | 87,005 | $4,409,257 | $4,336,764 | -$72,493 | -1.64% | |
| Global Wealth Management Investment Advisory, Inc. | 0.59% | 81,918 | $4,151,456 | $4,083,203 | -$68,253 | -1.64% | |
| Brown Financial Advisors | 1.23% | 69,785 | $3,536,578 | $3,478,433 | -$58,145 | -1.64% | |
| Empowered Funds, Llc | 0.01% | 53,074 | $2,678,477 | $2,645,474 | -$33,003 | -1.23% | |
| Flow Traders U.S. Llc | 0.10% | 47,081 | $2,386,000 | $2,346,752 | -$39,248 | -1.64% | |
| Paladin Wealth, Llc | 1.33% | 45,274 | $2,294,405 | $2,256,683 | -$37,722 | -1.64% | |
| Envestnet Asset Management Inc | 0.00% | 30,467 | $1,544,035 | $1,518,628 | -$25,407 | -1.65% | |
| Naples Global Advisors, Llc | 0.04% | 12,725 | $644,881 | $634,278 | -$10,603 | -1.64% | |
| Breakwater Capital Group | 0.06% | 10,475 | $530,854 | $522,126 | -$8,728 | -1.64% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 10,316 | $522,813 | $514,201 | -$8,612 | -1.65% | |
| Savvy Advisors, Inc. | 0.01% | 9,949 | $504,197 | $495,908 | -$8,289 | -1.64% | |
| Citadel Advisors Llc | 0.00% | 8,172 | $414,142 | $407,333 | -$6,809 | -1.64% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.14% | 6,664 | $337,713 | $332,167 | -$5,546 | -1.64% | |
| Basso Capital Management, L.P. | 0.08% | 6,008 | $304,491 | $299,469 | -$5,022 | -1.65% | |
| Csenge Advisory Group | 0.01% | 5,478 | $277,636 | $273,051 | -$4,585 | -1.65% | |
| Calton & Associates, Inc. | 0.04% | 5,262 | $266,669 | $262,284 | -$4,385 | -1.64% | |
| Legacy Capital Group California, Inc. | 0.08% | 5,242 | $265,655 | $261,287 | -$4,368 | -1.64% | |
| Beacon Capital Management, Inc. | 0.01% | 2,614 | $132,473 | $130,295 | -$2,178 | -1.64% | |
| Harbour Investments, Inc. | 0.00% | 995 | $50,425 | $49,596 | -$829 | -1.64% | |
| 1620 Investment Advisors, Inc. | 0.01% | 400 | $20,271 | $19,938 | -$333 | -1.64% | |
| Ashton Thomas Securities, Llc | 0.00% | 175 | $8,869 | $8,723 | -$146 | -1.65% | |
| Signature Equity Partners, Llc | 0.00% | 155 | $7,868 | $7,726 | -$142 | -1.81% | |
| Jpmorgan Chase & Co | 0.00% | 121 | $6,138 | $6,031 | -$107 | -1.74% | |
| Corecap Advisors, Llc | 0.00% | 90 | $4,561 | $4,486 | -$75 | -1.64% | |
| Morgan Stanley | 0.00% | 35 | $1,774 | $1,745 | -$29 | -1.66% | |
| Jones Financial Companies Lllp | 0.00% | 25 | $1,267 | $1,246 | -$21 | -1.65% | |
| Luminist Capital Llc | 0.00% | 0 | $709 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 9 | $456 | $449 | -$7 | -1.62% |
Frequently asked questions about DABS
Who owns the most DABS stock?
The largest holders of DABS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DOUBLELINE ASSET-BACKED ETF (DABS).
Is DABS widely held by superinvestors?
Many widely followed stocks like DABS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DABS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.