DSCO Institutional Ownership & Shareholders
DOUBLELINE SEC CREDIT ETF (DSCO) is currently held by 45 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $193.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Family Manage Llc is currently the largest disclosed institutional shareholder of DSCO tracked by InsiderSet, reporting ownership valued at approximately $40.01M 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 $39.18M, representing an estimated loss of -2.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed DSCO value among the investors covered in this analysis. Major shareholders include Family Manage Llc, Envestnet Asset Management Inc, Curated Wealth Partners Llc, and several other long-term asset managers with concentrated positions in DOUBLELINE SEC CREDIT ETF (DSCO).
This page ranks the largest institutional DSCO 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
45
Total Reported Value
$193.08M
Largest Holder
Family Manage Llc
Largest Position
$40.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Family Manage Llc | 4.20% | 1,604,919 | $40,010,631 | $39,184,097 | -$826,534 | -2.07% | |
| Envestnet Asset Management Inc | 0.01% | 1,274,563 | $31,774,867 | $31,118,456 | -$656,411 | -2.07% | |
| Curated Wealth Partners Llc | 1.71% | 851,178 | $20,760,156 | $20,781,511 | +$21,355 | +0.10% | |
| Wj Interests, Llc | 6.46% | 736,003 | $17,951,113 | $17,969,513 | +$18,400 | +0.10% | |
| Destiny Wealth Partners, Llc | 2.14% | 610,353 | $15,139,807 | $14,901,768 | -$238,039 | -1.57% | |
| Osaic Holdings, Inc. | 0.01% | 456,601 | $11,382,660 | $11,147,913 | -$234,747 | -2.06% | |
| Courier Capital Llc | 0.54% | 445,536 | $10,866,623 | $10,877,761 | +$11,138 | +0.10% | |
| Foundations Investment Advisors, Llc | 0.07% | 269,417 | $6,716,566 | $6,577,816 | -$138,750 | -2.07% | |
| Jacksonville Wealth Management, Llc | 2.57% | 200,925 | $4,900,576 | $4,905,584 | +$5,008 | +0.10% | |
| Auour Investments Llc | 1.32% | 191,188 | $4,663,083 | $4,667,855 | +$4,772 | +0.10% | |
| Avaii Wealth Management, Llc | 0.98% | 140,613 | $3,415,479 | $3,433,066 | +$17,587 | +0.51% | |
| Pallas Capital Advisors Llc | 0.10% | 126,884 | $3,163,220 | $3,097,873 | -$65,347 | -2.07% | |
| Silveroak Wealth Management Llc | 0.33% | 113,758 | $2,774,549 | $2,777,402 | +$2,853 | +0.10% | |
| Ashton Thomas Private Wealth, Llc | 0.05% | 105,332 | $2,625,927 | $2,571,681 | -$54,246 | -2.07% | |
| Corrado Advisors, Llc | 1.06% | 88,635 | $2,161,808 | $2,164,024 | +$2,216 | +0.10% | |
| Advisory Services Network, Llc | 0.02% | 83,236 | $2,075,069 | $2,032,207 | -$42,862 | -2.07% | |
| Cetera Investment Advisers | 0.00% | 56,144 | $1,399,670 | $1,370,756 | -$28,914 | -2.07% | |
| Cushing Capital Partners, Llc | 0.78% | 52,439 | $1,278,987 | $1,280,298 | +$1,311 | +0.10% | |
| Hubbell Strickland Wealth Management, Llc | 0.45% | 51,661 | $1,260,021 | $1,261,303 | +$1,282 | +0.10% | |
| M Wealth Management, Llc | 0.71% | 37,927 | $925,028 | $925,988 | +$960 | +0.10% | |
| Pettinga Financial Advisors Llc | 0.14% | 34,320 | $837,065 | $837,923 | +$858 | +0.10% | |
| Ausdal Financial Partners, Inc. | 0.03% | 32,859 | $819,168 | $802,252 | -$16,916 | -2.06% | |
| Umb Bank, N.A. | 0.01% | 28,000 | $698,040 | $683,620 | -$14,420 | -2.07% | |
| Lpl Financial Llc | 0.00% | 25,854 | $644,528 | $631,225 | -$13,303 | -2.06% | |
| Signal Advisors Wealth, Llc | 0.02% | 23,121 | $563,913 | $564,499 | +$586 | +0.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,941 | $509,495 | $511,275 | +$1,780 | +0.35% | |
| Citadel Advisors Llc | 0.00% | 19,858 | $495,060 | $484,833 | -$10,227 | -2.07% | |
| Aptus Capital Advisors, Llc | 0.00% | 16,501 | $411,370 | $402,872 | -$8,498 | -2.07% | |
| Elmwood Wealth Management, Inc. | 0.09% | 15,550 | $379,265 | $379,653 | +$388 | +0.10% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.15% | 15,110 | $368,530 | $368,911 | +$381 | +0.10% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 12,151 | $302,924 | $296,667 | -$6,257 | -2.07% | |
| Corient Private Wealth Llc | 0.00% | 11,768 | $293,383 | $287,316 | -$6,067 | -2.07% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 9,903 | $241,544 | $241,782 | +$238 | +0.10% | |
| Waterloo Capital, L.P. | 0.01% | 9,574 | $238,680 | $233,749 | -$4,931 | -2.07% | |
| Maripau Wealth Management Llc | 0.07% | 8,372 | $208,709 | $204,402 | -$4,307 | -2.06% | |
| Stifel Financial Corp | 0.00% | 8,284 | $206,520 | $202,254 | -$4,266 | -2.07% | |
| Three Bearings Fiduciary Advisors, Inc. | 0.18% | 8,126 | $202,582 | $198,396 | -$4,186 | -2.07% | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 5,049 | $125,013 | $123,271 | -$1,742 | -1.39% | |
| Whittier Trust Co | 0.00% | 4,523 | $112,170 | $110,429 | -$1,741 | -1.55% | |
| Ashton Thomas Securities, Llc | 0.00% | 1,784 | $43,512 | $43,556 | +$44 | +0.10% | |
| Private Trust Co Na | 0.00% | 1,200 | $29,268 | $29,298 | +$30 | +0.10% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 996 | $24,830 | $24,317 | -$513 | -2.06% | |
| Signature Resources Capital Management, Llc | 0.01% | 991 | $24,170 | $24,195 | +$25 | +0.10% | |
| Farther Finance Advisors, Llc | 0.00% | 813 | $19,829 | $19,849 | +$20 | +0.10% | |
| Capital Analysts, Llc | 0.00% | 171 | $4,000 | $4,175 | +$175 | +4.37% |
Frequently asked questions about DSCO
Who are the largest institutional holders of DSCO?
The largest institutional holders of DSCO reported in the latest SEC Form 13F filings include Family Manage Llc, Envestnet Asset Management Inc, Curated Wealth Partners Llc, Wj Interests, Llc, and Destiny Wealth Partners, Llc. InsiderSet ranks institutional holders by their latest reported DSCO position.
What is DSCO institutional ownership?
This page tracks DSCO positions reported by institutional investment managers through SEC Form 13F. DOUBLELINE SEC CREDIT ETF (DSCO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DSCO?
InsiderSet currently tracks 45 institutional managers reporting DSCO 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 DSCO shareholders.
How much DSCO stock do institutions own?
Institutional investment managers disclosed approximately $193.08M in DSCO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DSCO institutional ownership last updated?
The latest DSCO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 DSCO 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 DSCO position after the reporting date.
Are institutions buying or selling DSCO?
Institutional buying and selling can be analyzed by comparing DSCO positions across consecutive 13F reporting periods. InsiderSet's DSCO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DSCO ownership changes.
How has DSCO institutional ownership changed over time?
InsiderSet tracks DSCO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.