FM
DSCO

Family Management’s DoubleLine Securitized Credit ETF DSCO Stock Holding History

Family Management’s Portfolio DSCO Stock Details DSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40M Sell
1,604,919
-77,526
-5% -$1.93M 4.11% 2
2026
Q1 		$41.8M Buy
+1,682,445
New +$42.1M 5.01% 2

Other funds holding DSCO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
JWM
Jacksonville Wealth Management Jacksonville, Florida $177M AUM 26.18% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $341M AUM 41.28% 1-Year Est. Return

Family Management's DSCO Position: Q2 2026 in Review

Family Management reduced its DoubleLine Securitized Credit ETF (DSCO) stake by 4.6% in Q2 2026, selling an estimated $1.93M and leaving 1,604,919 shares worth $40M. The position accounts for 4.11% of the portfolio, ranked #2.

Family Management first reported a position in DSCO in Q1 2026 and has held it in 2 quarters since. The position peaked at $41.8M in Q1 2026. 46 funds tracked by Wall St. Rank hold DSCO as of Q2 2026.

  • Family Management held 1,604,919 shares of DoubleLine Securitized Credit ETF worth $40M as of Q2 2026.
  • Family Management sold 77,526 DoubleLine Securitized Credit ETF shares in Q2 2026, an estimated $1.93M.
  • DoubleLine Securitized Credit ETF made up 4.11% of Family Management's portfolio in Q2 2026, its #2 holding.
  • Family Management first reported a position in DoubleLine Securitized Credit ETF in Q1 2026 and has held it in 2 quarters since.
  • Family Management's DoubleLine Securitized Credit ETF position peaked at $41.8M in Q1 2026.
  • 46 funds tracked by Wall St. Rank held DoubleLine Securitized Credit ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.