Latest Period
Q1 2026
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
Institutions Reporting
13
Shares (Excl. Options)
1,319,070
Price
$50.08
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- Security type / class
- Equity / Exchange Traded Product
- Symbol
- DMX
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,319,070
- Total 13F value
- $66,058,982
- Portfolio coverage rank
- 0%
- Share change
- +204,528
- Value change
- +$10,229,773
- Number of holders
- 13
- Shares outstanding
- 922,123
- SEC-reported price per share
- $50.24
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
Key facts
- DMX - DoubleLine ETF Trust - Exchange Traded Product is tracked under CUSIP 25861R709.
- 13 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 13 to 7 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $66,058,982 to $10,552,849.
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 13 institutions filings for Q1 2026.
Security key
25861R709
Latest holder period
Q1 2026
13F holders
13
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 25861R709:
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 31 Mar 2026, 13 institutional investors reported holding 1,319,070 shares of DoubleLine ETF Trust - Exchange Traded Product (DMX). This represents 143% of the company’s total 922,123 outstanding shares.
13F concentration
Top 14 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
143%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Hippocratic Financial Advisors, LLC | 61% | 558,329 | +3.4% | 12% | $27,961,116 |
| Foundations Investment Advisors, LLC | 46% | 426,790 | +71% | 0.27% | $21,373,649 |
| Seascape Capital Management | 17% | 154,634 | +5% | 2.2% | $7,744,000 |
| Sanctuary Advisors, LLC | 11% | 103,769 | -17% | 0.03% | $5,196,745 |
| JANE STREET GROUP, LLC | 2.5% | 23,155 | 0% | $1,159,602 | |
| Intrepid Financial Planning Group LLC | 2.1% | 19,269 | +13% | 0.39% | $964,988 |
| INTEGRITY ALLIANCE, LLC. | 1.8% | 16,195 | 0.03% | $811,046 | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.61% | 5,629 | 0.13% | $281,918 | |
| CITADEL ADVISORS LLC | 0.58% | 5,346 | 0% | $267,728 | |
| Gotham Asset Management, LLC | 0.54% | 4,960 | 0% | 0% | $248,397 |
| Root Financial Partners, LLC | 0.08% | 762 | 0% | $38,161 | |
| AdvisorNet Financial, Inc | 0.02% | 230 | 0% | 0% | $11,527 |
| HARBOUR INVESTMENTS, INC. | 0% | 2 | 0% | 0% | $105 |
| GOLDMAN SACHS GROUP INC | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
7
Latest
Q1 2026
Rows shown
1-7 of 7
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 210,054 | $10,552,849 | +$2,489,948 | $50.24 | 7 |
| 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 |