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

Latest Period

Q1 2026

Institutions Reporting

9

Shares (Excl. Options)

901,500

Price

$33.33

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+94,992
Value change
+$3,271,155
Number of holders
9
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
799,634
SEC-reported price per share
$30.90
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.
  • 9 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 9 to 2 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $30,048,385 to $530,303.

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

Latest holder context comes from 9 institutions filings for Q1 2026.

Open SEC evidence

Security key

25861R501

Latest holder period

Q1 2026

13F holders

9

13D/G owners

1

CIK / CUSIP context first

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 31 Mar 2026, 9 institutional investors reported holding 901,500 shares of DoubleLine ETF Trust - Exchange Traded Product (DCMT). This represents 113% 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
113%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Foundations Investment Advisors, LLC 100% 798,491 +11% 0.33% $26,614,893
Global Wealth Management Investment Advisory, Inc. 6.9% 55,489 0% 0.29% $1,849,544
JANE STREET GROUP, LLC 2.7% 21,539 0% $717,927
Lewis Asset Management, LLC 1.8% 14,316 0.2% $477,182
Walser Wealth Management Company, A Ltd Liability Co 0.96% 7,696 -35% 0.12% $256,533
AdvisorNet Financial, Inc 0.31% 2,475 -12% 0% $82,510
FIFTH THIRD BANCORP 0.06% 502 0% $16,732
Root Financial Partners, LLC 0.06% 496 0% $16,532
CoreCap Advisors, LLC 0.06% 496 0% $16,532
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0% 0 -100% $0
FMR LLC 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
10
Latest
Q1 2026
Rows shown
1-10 of 10
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 17,161 $530,303 -$261,632 $30.90 2
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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .