DOUBLELINE SEC CREDIT ETF (DSCO) Institutional Shareholders

DOUBLELINE SEC CREDIT ETF (DSCO) 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 $179.88M in DSCO holdings during the latest filing period.

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 $39.46M, representing an estimated loss of -1.38% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed DSCO value among the investors covered in this analysis. Major shareholders include Family Manage Llc, Envestnet Asset Management Inc, Wj Interests, 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

42

Total Reported Value

$179.88M

Largest Holder

Family Manage Llc

Largest Position

$40.01M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

46

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Family Manage Llc4.20%1,604,919$40,010,631$39,456,934-$553,697-1.38%
Envestnet Asset Management Inc0.01%1,274,563$31,774,867$31,335,131-$439,736-1.38%
Wj Interests, Llc6.80%707,494$17,637,825$17,393,740-$244,085-1.38%
Destiny Wealth Partners, Llc2.14%610,353$15,139,807$15,005,529-$134,278-0.89%
Osaic Holdings, Inc.0.01%456,601$11,382,660$11,225,536-$157,124-1.38%
Curated Wealth Partners Llc1.13%389,577$9,712,116$9,577,751-$134,365-1.38%
Courier Capital Llc0.40%322,755$8,046,282$7,934,932-$111,350-1.38%
Foundations Investment Advisors, Llc0.07%269,417$6,716,566$6,623,617-$92,949-1.38%
Jacksonville Wealth Management, Llc3.14%222,896$5,556,786$5,479,898-$76,888-1.38%
Auour Investments Llc1.27%178,056$4,438,936$4,377,507-$61,429-1.38%
Avaii Wealth Management, Llc1.08%147,056$3,666,099$3,615,372-$50,727-1.38%
Pallas Capital Advisors Llc0.10%126,884$3,163,220$3,119,443-$43,777-1.38%
Ashton Thomas Private Wealth, Llc0.05%105,332$2,625,927$2,589,587-$36,340-1.38%
Silveroak Wealth Management Llc0.29%91,324$2,276,717$2,245,201-$31,516-1.38%
Corrado Advisors, Llc0.96%83,443$2,080,234$2,051,446-$28,788-1.38%
Advisory Services Network, Llc0.02%83,236$2,075,069$2,046,357-$28,712-1.38%
Pettinga Financial Advisors Llc0.30%75,594$1,884,559$1,858,478-$26,081-1.38%
Cetera Investment Advisers0.00%56,144$1,399,670$1,380,300-$19,370-1.38%
Hubbell Strickland Wealth Management, Llc0.47%52,376$1,305,744$1,287,664-$18,080-1.38%
Cushing Capital Partners, Llc0.84%49,142$1,225,110$1,208,156-$16,954-1.38%
M Wealth Management, Llc0.75%38,241$953,349$940,155-$13,194-1.38%
Ausdal Financial Partners, Inc.0.03%32,859$819,168$807,839-$11,329-1.38%
Signal Advisors Wealth, Llc0.04%31,924$795,867$784,852-$11,015-1.38%
Umb Bank, N.A.0.01%28,000$698,040$688,380-$9,660-1.38%
Lpl Financial Llc0.00%25,854$644,528$635,621-$8,907-1.38%
Citadel Advisors Llc0.00%19,858$495,060$488,209-$6,851-1.38%
Aptus Capital Advisors, Llc0.00%16,501$411,370$405,677-$5,693-1.38%
Elmwood Wealth Management, Inc.0.10%15,550$387,662$382,297-$5,365-1.38%
Walser Wealth Management Company, A Ltd Liability Co0.15%14,526$362,133$357,122-$5,011-1.38%
Steward Partners Investment Advisory, Llc0.00%12,151$302,924$298,732-$4,192-1.38%
Corient Private Wealth Llc0.00%11,768$293,383$289,316-$4,067-1.39%
Waterloo Capital, L.P.0.01%9,574$238,680$235,377-$3,303-1.38%
Prime Capital Investment Advisors, Llc0.00%9,019$224,854$221,732-$3,122-1.39%
Maripau Wealth Management Llc0.07%8,372$208,709$205,826-$2,883-1.38%
Stifel Financial Corp0.00%8,284$206,520$203,662-$2,858-1.38%
Three Bearings Fiduciary Advisors, Inc.0.18%8,126$202,582$199,778-$2,804-1.38%
Wealth Enhancement Advisory Services, Llc0.00%8,143$202,028$200,196-$1,832-0.91%
Whittier Trust Co Of Nevada Inc0.00%5,049$125,013$124,130-$883-0.71%
Whittier Trust Co0.00%4,523$112,170$111,198-$972-0.87%
Ashton Thomas Securities, Llc0.01%1,784$44,475$43,860-$615-1.38%
Strategic Wealth Partners, Ltd.0.00%996$24,830$24,487-$343-1.38%
Capital Analysts, Llc0.00%171$4,000$4,204+$204+5.10%
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Frequently asked questions about DSCO

  • Who owns the most DSCO stock?

    The largest holders of DSCO 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 SEC CREDIT ETF (DSCO).

  • Is DSCO widely held by superinvestors?

    Many widely followed stocks like DSCO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DSCO 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.