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Doubleline SEC Credit ETF (DSCO)

CUSIP: 25861R881 | NYSE | 53 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Curated Wealth Partners LLC851,178
1.7% of portfolio›$20.8M
Destiny Wealth Partners, LLC790,443
2.0% of portfolio›$19.3M
WJ Interests, LLC736,003
6.5% of portfolio›$18.0M
Courier Capital LLC445,536
0.5% of portfolio›$10.9M
Jacksonville Wealth Management, LLC200,925
2.6% of portfolio›$4.9M
Auour Investments LLC191,188
1.3% of portfolio›$4.7M
Avaii Wealth Management, LLC140,613
1.0% of portfolio›$3.4M
LPL Financial LLC133,149
0.0% of portfolio›$3.2M
SilverOak Wealth Management LLC113,758
0.3% of portfolio›$2.8M
Ashton Thomas Private Wealth, LLC109,097
0.1% of portfolio›$2.7M
Corrado Advisors, LLC88,635
1.1% of portfolio›$2.2M
Cushing Capital Partners, LLC52,439
0.8% of portfolio›$1.3M
Hubbell Strickland Wealth Management, LLC51,661
0.5% of portfolio›$1.3M
M Wealth Management, LLC37,927
0.7% of portfolio›$925.0K
UMB Bank, n.a.36,600
0.0% of portfolio›$892.7K
Pettinga Financial Advisors LLC34,320
0.1% of portfolio›$837.1K
Signal Advisors Wealth, LLC23,121
0.0% of portfolio›$563.9K
Wealth Enhancement Advisory Services, LLC20,941
0.0% of portfolio›$509.5K
Elmwood Wealth Management, Inc.15,550
0.1% of portfolio›$379.3K
Walser Wealth Management Company, A Ltd Liability Co15,110
0.1% of portfolio›$368.5K
Prime Capital Investment Advisors, LLC9,903
0.0% of portfolio›$241.5K
1620 Investment Advisors, Inc.2,866
0.0% of portfolio›$69.9K
Ashton Thomas Securities, LLC1,784
0.0% of portfolio›$43.5K
Private Trust Co NA1,200
0.0% of portfolio›$29.3K
Signature Resources Capital Management, LLC991
0.0% of portfolio›$24.2K
Farther Finance Advisors, LLC813
0.0% of portfolio›$19.8K
Compass Financial Management LLC191
0.0% of portfolio›$4.7K
StyleTurnoverLocationFiled
Curated Wealth Partners LLC
851,178$20.8M1.7%GARPLowEl Segundo, CA2026-10-15
Destiny Wealth Partners, LLC
790,443$19.3M2.0%ETFMediumTavares, FL2026-11-05
WJ Interests, LLC
736,003$18.0M6.5%ETFLowSugar Land, TX2026-10-14
Courier Capital LLC
445,536$10.9M0.5%ETFLowBuffalo, NY2026-10-19
Jacksonville Wealth Management, LLC
200,925$4.9M2.6%ETFVery LowJacksonville, FL2026-10-30
Auour Investments LLC
191,188$4.7M1.3%ETFLowWoburn, MA2026-10-28
Avaii Wealth Management, LLC
140,613$3.4M1.0%ETFMediumAppleton, WI2026-10-09
LPL Financial LLC
133,149$3.2M0.0%IndexVery LowFort Mill, SC2026-11-06
SilverOak Wealth Management LLC
113,758$2.8M0.3%ETFVery LowEdina, MN2026-10-29
Ashton Thomas Private Wealth, LLC
109,097$2.7M0.1%CoreMediumScottsdale, AZ2026-11-03
Corrado Advisors, LLC
88,635$2.2M1.1%CoreMediumRamsey, NJ2026-10-27
Cushing Capital Partners, LLC
52,439$1.3M0.8%ETFLowDelafield, WI2026-10-20
Hubbell Strickland Wealth Management, LLC
51,661$1.3M0.5%ETFVery LowNew Orleans, LA2026-10-29
M Wealth Management, LLC
37,927$925.0K0.7%ETFVery LowSan Diego, CA2026-10-14
UMB Bank, n.a.
36,600$892.7K0.0%CoreLowKansas City, MO2026-11-06
Pettinga Financial Advisors LLC
34,320$837.1K0.1%ETFMediumEvansville, IN2026-10-13
Signal Advisors Wealth, LLC
23,121$563.9K0.0%ETFLowDetroit, MI2026-10-13
Wealth Enhancement Advisory Services, LLC
20,941$509.5K0.0%CoreLowPlymouth, MN2026-10-13
Elmwood Wealth Management, Inc.
15,550$379.3K0.1%ETFLowBerkeley, CA2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
15,110$368.5K0.1%GrowthHighTampa, FL2026-10-15
Prime Capital Investment Advisors, LLC
9,903$241.5K0.0%ETFLowOverland Park, KS2026-10-20
1620 Investment Advisors, Inc.
2,866$69.9K0.0%ValueLowPlymouth, MA2026-11-04
Ashton Thomas Securities, LLC
1,784$43.5K0.0%ETFMediumRochester, NY2026-10-26
Private Trust Co NA
1,200$29.3K0.0%CoreLowCleveland, OH2026-10-20
Signature Resources Capital Management, LLC
991$24.2K0.0%ETFLowNewport Beach, CA2026-10-16
Farther Finance Advisors, LLC
813$19.8K0.0%IndexLowSan Francisco, CA2026-10-08
Compass Financial Management LLC
191$4.7K0.0%CoreN/ATampa, FL2026-10-30