| 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 Sep 2025, 5 institutional investors reported holding 685,156 shares of DoubleLine ETF Trust - Exchange Traded Product (DCMT). This represents 86% of the company’s total 799,634 outstanding shares.
The largest institutional shareholders of DoubleLine ETF Trust - Exchange Traded Product (DCMT) together control 86% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 77% | 618,117 | +3.2% | 0.24% | $16,705,217 |
| Global Wealth Management Investment Advisory, Inc. | 6.7% | 53,471 | +7.4% | 0.24% | $1,445,096 |
| JANE STREET GROUP, LLC | 1.2% | 9,737 | +17% | 0% | $263,152 |
| AdvisorNet Financial, Inc | 0.44% | 3,483 | -1.2% | 0.01% | $94,128 |
| UBS Group AG | 0.04% | 348 | +48% | 0% | $9,405 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | -100% | $0 | |
| IFP Advisors, Inc | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,807 | $73,255 | -$17,642 | $26.10 | 1 |
| 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 |