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Doubleline SEC Credit ETF (DSCO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Curated Wealth Partners LLC
INCREASED
Shares851,178 from 389,577
Change+461,601 (+118%)
Value$20.8M (+$11.0M)
Filed 2026-10-15
Destiny Wealth Partners, LLC
INCREASED
Shares790,443 from 610,353
Change+180,090 (+30%)
Value$19.3M (+$4.1M)
Filed 2026-11-05
WJ Interests, LLC
INCREASED
Shares736,003 from 707,494
Change+28,509 (+4%)
Value$18.0M (+$313.3K)
Filed 2026-10-14
Courier Capital LLC
INCREASED
Shares445,536 from 322,755
Change+122,781 (+38%)
Value$10.9M (+$2.8M)
Filed 2026-10-19
Jacksonville Wealth Management, LLC
DECREASED
Shares200,925 from 222,896
Change-21,971 (-10%)
Value$4.9M (-$656.2K)
Filed 2026-10-30
Auour Investments LLC
INCREASED
Shares191,188 from 178,056
Change+13,132 (+7%)
Value$4.7M (+$224.1K)
Filed 2026-10-28
Avaii Wealth Management, LLC
DECREASED
Shares140,613 from 147,056
Change-6,443 (-4%)
Value$3.4M (-$250.6K)
Filed 2026-10-09
LPL Financial LLC
INCREASED
Shares133,149 from 25,854
Change+107,295 (+415%)
Value$3.2M (+$2.6M)
Filed 2026-11-06
SilverOak Wealth Management LLC
INCREASED
Shares113,758 from 91,324
Change+22,434 (+25%)
Value$2.8M (+$497.8K)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED
Shares109,097 from 105,332
Change+3,765 (+4%)
Value$2.7M (+$35.0K)
Filed 2026-11-03
Corrado Advisors, LLC
INCREASED
Shares88,635 from 83,443
Change+5,192 (+6%)
Value$2.2M (+$81.6K)
Filed 2026-10-27
Cushing Capital Partners, LLC
INCREASED
Shares52,439 from 49,142
Change+3,297 (+7%)
Value$1.3M (+$53.9K)
Filed 2026-10-20
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares51,661 from 52,376
Change-715 (-1%)
Value$1.3M (-$45.7K)
Filed 2026-10-29
M Wealth Management, LLC
DECREASED
Shares37,927 from 38,241
Change-314 (-1%)
Value$925.0K (-$28.3K)
Filed 2026-10-14
UMB Bank, n.a.
INCREASED
Shares36,600 from 28,000
Change+8,600 (+31%)
Value$892.7K (+$194.6K)
Filed 2026-11-06
Pettinga Financial Advisors LLC
DECREASED
Shares34,320 from 75,594
Change-41,274 (-55%)
Value$837.1K (-$1.0M)
Filed 2026-10-13
Signal Advisors Wealth, LLC
DECREASED
Shares23,121 from 31,924
Change-8,803 (-28%)
Value$563.9K (-$232.0K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares20,941 from 8,143
Change+12,798 (+157%)
Value$509.5K (+$307.5K)
Filed 2026-10-13
Elmwood Wealth Management, Inc.
UNCHANGED
Shares15,550 from 15,550
Change0 (0%)
Value$379.3K (-$8.4K)
Filed 2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares15,110 from 14,526
Change+584 (+4%)
Value$368.5K (+$6.4K)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED
Shares9,903 from 9,019
Change+884 (+10%)
Value$241.5K (+$16.7K)
Filed 2026-10-20
Three Bearings Fiduciary Advisors, Inc.
UNCHANGED
Shares8,126 from 8,126
Change0 (0%)
Value$198.2K (-$4.4K)
Filed 2026-11-10
1620 Investment Advisors, Inc.
NEW
Shares2,866
Change+2,866
Value$69.9K
Filed 2026-11-04
Ashton Thomas Securities, LLC
UNCHANGED
Shares1,784 from 1,784
Change0 (0%)
Value$43.5K (-$963)
Filed 2026-10-26
Private Trust Co NA
NEW
Shares1,200
Change+1,200
Value$29.3K
Filed 2026-10-20
Signature Resources Capital Management, LLC
NEW
Shares991
Change+991
Value$24.2K
Filed 2026-10-16
Farther Finance Advisors, LLC
NEW
Shares813
Change+813
Value$19.8K
Filed 2026-10-08
Compass Financial Management LLC
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$4.7K (-$104)
Filed 2026-10-30
HighTower Advisors, LLC
CLOSED
Shares0 from 8,084
Change-8,084 (-100%)
Value$0 (-$201.5K)
Filed 2026-11-10
Family Manage LLC
N/A
Shares— from 1,604,919
Change-1,604,919 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,274,563
Change-1,274,563 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 456,601
Change-456,601 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 269,417
Change-269,417 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 126,884
Change-126,884 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 83,236
Change-83,236 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 56,144
Change-56,144 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 32,859
Change-32,859 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,858
Change-19,858 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 16,501
Change-16,501 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,151
Change-12,151 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 9,574
Change-9,574 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 8,372
Change-8,372 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,284
Change-8,284 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,049
Change-5,049 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,523
Change-4,523 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,087
Change-3,087 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 996
Change-996 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Status
Curated Wealth Partners LLC
INCREASED851,178389,577+461,601+118%$9.7M$20.8M+$11.0M2026-10-15
Destiny Wealth Partners, LLC
INCREASED790,443610,353+180,090+30%$15.1M$19.3M+$4.1M2026-11-05
WJ Interests, LLC
INCREASED736,003707,494+28,509+4%$17.6M$18.0M+$313.3K2026-10-14
Courier Capital LLC
INCREASED445,536322,755+122,781+38%$8.0M$10.9M+$2.8M2026-10-19
Jacksonville Wealth Management, LLC
DECREASED200,925222,896-21,971-10%$5.6M$4.9M-$656.2K2026-10-30
Auour Investments LLC
INCREASED191,188178,056+13,132+7%$4.4M$4.7M+$224.1K2026-10-28
Avaii Wealth Management, LLC
DECREASED140,613147,056-6,443-4%$3.7M$3.4M-$250.6K2026-10-09
LPL Financial LLC
INCREASED133,14925,854+107,295+415%$644.5K$3.2M+$2.6M2026-11-06
SilverOak Wealth Management LLC
INCREASED113,75891,324+22,434+25%$2.3M$2.8M+$497.8K2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED109,097105,332+3,765+4%$2.6M$2.7M+$35.0K2026-11-03
Corrado Advisors, LLC
INCREASED88,63583,443+5,192+6%$2.1M$2.2M+$81.6K2026-10-27
Cushing Capital Partners, LLC
INCREASED52,43949,142+3,297+7%$1.2M$1.3M+$53.9K2026-10-20
Hubbell Strickland Wealth Management, LLC
DECREASED51,66152,376-715-1%$1.3M$1.3M-$45.7K2026-10-29
M Wealth Management, LLC
DECREASED37,92738,241-314-1%$953.3K$925.0K-$28.3K2026-10-14
UMB Bank, n.a.
INCREASED36,60028,000+8,600+31%$698.0K$892.7K+$194.6K2026-11-06
Pettinga Financial Advisors LLC
DECREASED34,32075,594-41,274-55%$1.9M$837.1K-$1.0M2026-10-13
Signal Advisors Wealth, LLC
DECREASED23,12131,924-8,803-28%$795.9K$563.9K-$232.0K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED20,9418,143+12,798+157%$202.0K$509.5K+$307.5K2026-10-13
Elmwood Wealth Management, Inc.
UNCHANGED15,55015,55000%$387.7K$379.3K-$8.4K2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
INCREASED15,11014,526+584+4%$362.1K$368.5K+$6.4K2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED9,9039,019+884+10%$224.9K$241.5K+$16.7K2026-10-20
Three Bearings Fiduciary Advisors, Inc.
UNCHANGED8,1268,12600%$202.6K$198.2K-$4.4K2026-11-10
1620 Investment Advisors, Inc.
NEW2,866—+2,866——$69.9K—2026-11-04
Ashton Thomas Securities, LLC
UNCHANGED1,7841,78400%$44.5K$43.5K-$9632026-10-26
Private Trust Co NA
NEW1,200—+1,200——$29.3K—2026-10-20
Signature Resources Capital Management, LLC
NEW991—+991——$24.2K—2026-10-16
Farther Finance Advisors, LLC
NEW813—+813——$19.8K—2026-10-08
Compass Financial Management LLC
UNCHANGED19119100%$4.8K$4.7K-$1042026-10-30
HighTower Advisors, LLC
CLOSED08,084-8,084-100%$201.5K$0-$201.5K2026-11-10
Family Manage LLC
N/A—1,604,919-1,604,919-100%$40.0M———
Envestnet Asset Management Inc
N/A—1,274,563-1,274,563-100%$31.8M———
Osaic Holdings, Inc.
N/A—456,601-456,601-100%$11.4M———
Foundations Investment Advisors, LLC
N/A—269,417-269,417-100%$6.7M———
Pallas Capital Advisors LLC
N/A—126,884-126,884-100%$3.2M———
Advisory Services Network, LLC
N/A—83,236-83,236-100%$2.1M———
Cetera Investment Advisers
N/A—56,144-56,144-100%$1.4M———
Ausdal Financial Partners, Inc.
N/A—32,859-32,859-100%$819.2K———
Citadel Advisors LLC
N/A—19,858-19,858-100%$495.1K———
Aptus Capital Advisors, LLC
N/A—16,501-16,501-100%$411.4K———
Steward Partners Investment Advisory, LLC
N/A—12,151-12,151-100%$302.9K———
Waterloo Capital, L.P.
N/A—9,574-9,574-100%$238.7K———
Maripau Wealth Management LLC
N/A—8,372-8,372-100%$208.7K———
Stifel Financial Corp
N/A—8,284-8,284-100%$206.5K———
Whittier Trust Co of Nevada Inc
N/A—5,049-5,049-100%$125.0K———
Whittier Trust Co
N/A—4,523-4,523-100%$112.2K———
AE Wealth Management LLC
N/A—3,087-3,087-100%$77.0K———
Strategic Wealth Partners, Ltd.
N/A—996-996-100%$24.8K———
Capital Analysts, LLC
N/A—171-171-100%$4———
Showing 48 of 48 institutions