Who Owns DOUBLELINE (DMBS)? -- Institutional Holders (2026-06-30)

115 institutions reported holding $754.9M of DOUBLELINE (DMBS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($151.2M), OSAIC HOLDINGS, INC. ($54.5M), Advocacy Wealth Management, LLC ($53.2M), Foundations Investment Advisors, LLC ($37.7M), Bank of New York Mellon Corp ($36.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Gradient Investments LLC$151.2M3.1MAdded
2OSAIC HOLDINGS, INC.$54.5M1.1MAdded
3Advocacy Wealth Management, LLC$53.2M1.1MAdded
4Foundations Investment Advisors, LLC$37.7M766,994Added
5Bank of New York Mellon Corp$36.8M750,310Added
6EVERGREEN CAPITAL MANAGEMENT LLC$33.3M678,657Trimmed
7ENVESTNET ASSET MANAGEMENT INC$26.3M535,147Added
8Astoria Portfolio Advisors LLC.$22.2M453,096Added
9CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$21.7M441,639Added
10Signal Advisors Wealth, LLC$18.7M380,753Added
11Mattson Financial Services, LLC$17.3M355,426Added
12PARK AVENUE SECURITIES LLC$17.2M350,562Added
13Legacy CG, LLC$16.7M340,863Added
14TPG Financial Advisors, LLC$15.7M320,754Added
15Hobbs Group Advisors, LLC$15.7M319,516Added
16Compound Planning, Inc.$13.9M282,956Added
17AMI INVESTMENT MANAGEMENT INC$12.6M257,109Added
18Savvy Advisors, Inc.$12.2M248,073Added
19Brown Financial Advisors$10.6M216,939Added
20W.G. Shaheen & Associates DBA Whitney & Co$10.2M208,134Added
21Mariner, LLC$9.5M193,432Added
22MORGAN STANLEY$8.8M179,721Trimmed
23New Republic Capital, LLC$7.6M155,313Added
24Vermillion & White Wealth Management Group, LLC$7.4M149,982Added
25Compass Financial Group, Inc. (Ohio)$7.0M142,818Added

Source: SEC Form 13F filings · as of 2026-06-30