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

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / Exchange Traded Product
Symbol
DMX
Shares outstanding
922,123
Price per share
$50.52
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
957,844
Total reported value
$48,567,678
% of total 13F portfolios
0%
Share change
+129,665
Value change
+$6,574,721
Number of holders
10
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of DoubleLine ETF Trust - Exchange Traded Product (DMX) based on Schedule 13D/G filings

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 Sep 2025, 10 institutional investors reported holding 957,844 shares of DoubleLine ETF Trust - Exchange Traded Product (DMX). This represents 104% of the company’s total 922,123 outstanding shares.

Top 10 Institutional Shareholders

The largest institutional shareholders of DoubleLine ETF Trust - Exchange Traded Product (DMX) together control 104% 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
Hippocratic Financial Advisors, LLC 52% 477,047 +10% 12% $24,188,668
Foundations Investment Advisors, LLC 18% 163,628 +22% 0.12% $8,296,766
Seascape Capital Management 13% 121,108 +37% 1.8% $6,141,000
Sanctuary Advisors, LLC 13% 120,974 -22% 0.03% $6,133,976
GOLDMAN SACHS GROUP INC 4.1% 38,191 0% $1,936,475
Intrepid Financial Planning Group LLC 1.7% 15,318 +92% 0.3% $776,687
JPMORGAN CHASE & CO 1.6% 14,914 0% $756,214
JANE STREET GROUP, LLC 0.7% 6,435 -32% 0% $326,287
AdvisorNet Financial, Inc 0.02% 227 +0.44% 0% $11,502
HARBOUR INVESTMENTS, INC. 0% 2 0% 0% $103

Institutional Holders of DoubleLine ETF Trust - Exchange Traded Product (DMX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 687,457 $34,730,529 +$4,500,103 $50.52 3
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