Latest Period
Q2 2026
Security Snapshot
DoubleLine ETF Trust - Exchange Traded Product (DCMT) Institutional Ownership
CUSIP: 25861R501
13F Institutional Holders and Ownership History from Q1 2024 to Q2 2026
Institutions Reporting
7
Shares (Excl. Options)
962,794
Price
$30.90
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- Security type / class
- Equity / Exchange Traded Product
- Symbol
- DCMT
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 962,794
- Total 13F value
- $29,750,739
- Portfolio coverage rank
- 0%
- Share change
- +61,294
- Value change
- +$1,871,647
- Number of holders
- 7
- Shares outstanding
- 799,634
- SEC-reported price per share
- $35.32
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- DCMT - DoubleLine ETF Trust - Exchange Traded Product is tracked under CUSIP 25861R501.
- 7 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 9 to 7 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $30,048,385 to $29,750,739.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 7 institutions filings for Q2 2026.
Security key
25861R501
Latest holder period
Q2 2026
13F holders
7
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 25861R501:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
DCMT
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 77% | -3.5% | $16,704,859 | +$260,363 | 618,117 | +1.6% | FOUNDATIONS INVESTMENT ADVISORS, LLC | 30 Sep 2025 |
As of 30 Jun 2026, 7 institutional investors reported holding 962,794 shares of DoubleLine ETF Trust - Exchange Traded Product (DCMT). This represents 120% of the company’s total 799,634 outstanding shares.
13F concentration
Top 11 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
120%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 106% | 844,863 | +5.8% | 0.27% | $26,106,616 |
| Global Wealth Management Investment Advisory, Inc. | 7% | 56,332 | +1.5% | 0.25% | $1,740,677 |
| JANE STREET GROUP, LLC | 3.4% | 27,477 | +28% | 0% | $849,050 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.1% | 16,914 | 0% | $522,649 | |
| Lewis Asset Management, LLC | 1.8% | 14,686 | +2.6% | 0.16% | $453,811 |
| AdvisorNet Financial, Inc | 0.31% | 2,475 | 0% | 0% | $76,492 |
| JONES FINANCIAL COMPANIES LLLP | 0.01% | 47 | 0% | $1,444 | |
| Root Financial Partners, LLC | 0% | 0 | -100% | $0 | |
| Walser Wealth Management Company, A Ltd Liability Co | 0% | 0 | -100% | $0 | |
| CoreCap Advisors, LLC | 0% | 0 | -100% | $0 | |
| FIFTH THIRD BANCORP | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
10
Latest
Q2 2026
Rows shown
1-10 of 10
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 962,794 | $29,750,739 | +$1,871,647 | $30.90 | 7 |
| 2026 Q1 | 901,500 | $30,048,385 | +$3,271,155 | $33.33 | 9 |
| 2025 Q4 | 806,508 | $21,047,276 | +$2,850,707 | $26.10 | 6 |
| 2025 Q3 | 685,156 | $18,516,998 | +$125,308 | $27.03 | 5 |
| 2025 Q2 | 681,479 | $17,565,110 | -$3,647,376 | $25.78 | 7 |
| 2025 Q1 | 819,387 | $22,066,071 | +$742,301 | $26.93 | 5 |
| 2024 Q4 | 795,111 | $20,283,273 | +$4,720,106 | $25.51 | 8 |
| 2024 Q3 | 610,081 | $15,428,827 | -$285,073 | $25.29 | 3 |
| 2024 Q2 | 620,437 | $15,973,213 | -$8,477,965 | $25.75 | 6 |
| 2024 Q1 | 949,741 | $24,536,083 | +$24,536,083 | $25.83 | 5 |