Security Snapshot

DoubleLine ETF Trust - Exchange Traded Product (DMX) Institutional Ownership

CUSIP: 25861R709

13F Institutional Holders and Ownership History from Q4 2024 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

20

Shares (Excl. Options)

1,579,690

Price

$50.24

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Security type / class
Equity / Exchange Traded Product
Symbol
DMX
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
1,579,690
Latest holder snapshot 5 signals
Total 13F value
$79,363,869
Portfolio coverage rank
0%
Share change
+260,620
Value change
+$13,097,155
Number of holders
20
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
922,123
SEC-reported price per share
$50.14
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • DMX - DoubleLine ETF Trust - Exchange Traded Product is tracked under CUSIP 25861R709.
  • 20 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 13 to 20 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $66,058,982 to $79,363,869.

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 20 institutions filings for Q2 2026.

Open SEC evidence

Security key

25861R709

Latest holder period

Q2 2026

13F holders

20

13D/G owners

1

CIK / CUSIP context first

Open Q2 2026 holders DMX full holder history

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
DMX
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FOUNDATIONS INVESTMENT ADVISORS, LLC 15% +12% $6,790,603 +$1,280,192 134,630 +23% FOUNDATIONS INVESTMENT ADVISORS, LLC 30 Jun 2025

As of 30 Jun 2026, 20 institutional investors reported holding 1,579,690 shares of DoubleLine ETF Trust - Exchange Traded Product (DMX). This represents 171% of the company’s total 922,123 outstanding shares.

13F concentration

Top 23 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
171%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Hippocratic Financial Advisors, LLC 64% 591,868 +6% 11% $29,735,685
Foundations Investment Advisors, LLC 60% 553,897 +30% 0.29% $27,827,989
Seascape Capital Management 18% 163,023 +5.4% 2% $8,190,000
Ashton Thomas Private Wealth, LLC 9.9% 91,696 0.1% $4,606,859
Sanctuary Advisors, LLC 7.6% 70,509 -32% 0.02% $3,542,392
JANE STREET GROUP, LLC 2.9% 26,753 +16% 0% $1,344,081
Intrepid Financial Planning Group LLC 2.1% 19,589 +1.7% 0.33% $984,135
Walser Wealth Management Company, A Ltd Liability Co 2% 18,256 +224% 0.38% $917,191
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1.8% 16,195 0.01% $813,644
Gilman Hill Asset Management, LLC 0.62% 5,750 0.04% $288,882
Legacy Wealth Managment, LLC/ID 0.56% 5,127 0.11% $257,574
Raab & Moskowitz Asset Management LLC 0.55% 5,050 0.05% $253,714
CITADEL ADVISORS LLC 0.49% 4,492 -16% 0% $225,680
Steward Partners Investment Advisory, LLC 0.32% 2,989 0% $150,167
AE Wealth Management LLC 0.29% 2,683 0% $134,795
ASHTON THOMAS SECURITIES, LLC 0.17% 1,548 0.01% $77,772
AdvisorNet Financial, Inc 0.03% 232 +0.87% 0% $11,646
JONES FINANCIAL COMPANIES LLLP 0% 28 0% $1,405
UBS Group AG 0% 3 0% $151
HARBOUR INVESTMENTS, INC. 0% 2 0% 0% $107
Gotham Asset Management, LLC 0% 0 -100% $0
Root Financial Partners, LLC 0% 0 -100% $0
INTEGRITY ALLIANCE, LLC. 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

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

Periods
7
Latest
Q2 2026
Rows shown
1-7 of 7
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 1,579,690 $79,363,869 +$13,097,155 $50.24 20
2026 Q1 1,319,070 $66,058,982 +$10,229,773 $50.08 13
2025 Q4 1,114,542 $56,306,879 +$7,912,471 $50.52 9
2025 Q3 957,844 $48,567,678 +$6,574,721 $50.70 10
2025 Q2 673,432 $33,967,423 +$11,748,895 $50.44 7
2025 Q1 445,233 $22,172,300 -$2,480,950 $49.80 9
2024 Q4 495,045 $24,763,602 +$24,763,602 $50.02 6
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