13F reference period
Q3 2026
Security Snapshot
DoubleLine ETF Trust - Exchange Traded Product (DCMT) Institutional Ownership
CUSIP: 25861R501
13F Institutional Holders and Ownership History from Q1 2024 to Q3 2026
Institutions Reporting
7
Shares (Excl. Options)
974.39K
Full value: 974,392 · shares · 30 Sep 2026Price
$37.39
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / Exchange Traded Product
- Symbol
- DCMT
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 974,392
- Total 13F value
- $36,436,416
- Portfolio coverage rank
- 0%
- Share change
- +56,036
- Value change
- +$2,111,478
- Number of holders
- 7
- Shares outstanding
- 799,634
- SEC-reported price per share
- $38.60
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
Filing notes and source
Key facts
- DCMT - DoubleLine ETF Trust - Exchange Traded Product is tracked under CUSIP 25861R501.
- 7 institutions reported positions in Q3 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 7 to 7 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$29.75M
Full value: $29,750,739 · USD · 30 Jun 2026.$36.44M
Full value: $36,436,416 · USD · 30 Sep 2026
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 Q3 2026.
Security key
25861R501
13F reference period
Q3 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 Sep 2026,
7
institutional investors reported holding
shares of
DoubleLine ETF Trust - Exchange Traded Product (DCMT).
This represents
122%
of the company’s total
outstanding shares.
974.39K
Full value: 974,392 · shares · 30 Sep 2026799.63K
Full value: 799,634 · shares · Stored outstanding share count13F concentration
Top 8 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
122%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 109% | 870,779 | +3.1% | 0.32% | $32,561,895 |
| Global Wealth Management Investment Advisory, Inc. | 7.3% | 58,081 | +3.1% | 0.3% | $2,171,876 |
| Wakefield Asset Management LLLP | 2.5% | 19,868 | 0.17% | $742,944 | |
| Lewis Asset Management, LLC | 1.8% | 14,117 | -3.9% | 0.18% | $527,901 |
| Avior Wealth Management, LLC | 0.74% | 5,900 | 0.01% | $220,625 | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.69% | 5,519 | 0.08% | $206,389 | |
| Horizon Investments, LLC | 0.02% | 128 | 0% | $4,786 | |
| AdvisorNet Financial, Inc | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
11
Headline period
Q3 2026
Rows shown
1-11 of 11
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 974,392 | $36,436,416 | +$2,111,478 | $37.39 | 7 |
| 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 |