13F reference period
Q3 2026
Security Snapshot
DoubleLine ETF Trust - Exchange Traded Product (DMX) Institutional Ownership
CUSIP: 25861R709
13F Institutional Holders and Ownership History from Q4 2024 to Q3 2026
Institutions Reporting
14
Shares (Excl. Options)
1.74M
Full value: 1,736,295 · shares · 30 Sep 2026Price
$49.04
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
- DMX
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 1,736,295
- Total 13F value
- $85,146,531
- Portfolio coverage rank
- 0%
- Share change
- +356,577
- Value change
- +$17,479,824
- Number of holders
- 14
- Shares outstanding
- 922,123
- SEC-reported price per share
- $48.93
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
- DMX - DoubleLine ETF Trust - Exchange Traded Product is tracked under CUSIP 25861R709.
- 14 institutions reported positions in Q3 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 20 to 14 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$79.36M
Full value: $79,363,869 · USD · 30 Jun 2026.$85.15M
Full value: $85,146,531 · 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 14 institutions filings for Q3 2026.
Security key
25861R709
13F reference period
Q3 2026
13F holders
14
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 30 Sep 2026,
14
institutional investors reported holding
shares of
DoubleLine ETF Trust - Exchange Traded Product (DMX).
This represents
188%
of the company’s total
outstanding shares.
1.74M
Full value: 1,736,295 · shares · 30 Sep 2026922.12K
Full value: 922,123 · shares · Stored outstanding share count13F concentration
Top 16 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
188%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Hippocratic Financial Advisors, LLC | 67% | 619,706 | +4.7% | 12% | $30,389,880 |
| Foundations Investment Advisors, LLC | 65% | 602,511 | +8.8% | 0.29% | $29,546,650 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 20% | 184,243 | 0.1% | $9,035,106 | |
| Ashton Thomas Private Wealth, LLC | 10% | 95,164 | +3.8% | 0.09% | $4,666,774 |
| Fortis Advisors, LLC | 8.9% | 82,147 | 1.8% | $4,028,442 | |
| Sanctuary Advisors, LLC | 7.3% | 67,108 | -4.8% | 0.01% | $3,290,935 |
| Walser Wealth Management Company, A Ltd Liability Co | 2.3% | 21,188 | +16% | 0.42% | $1,039,054 |
| Intrepid Financial Planning Group LLC | 2.1% | 19,266 | -1.6% | 0.28% | $944,801 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.8% | 16,195 | 0% | 0.01% | $794,190 |
| STIFEL FINANCIAL CORP | 1.6% | 14,305 | 0% | $701,504 | |
| Gilman Hill Asset Management, LLC | 0.72% | 6,625 | +15% | 0.05% | $324,885 |
| Raab & Moskowitz Asset Management LLC | 0.66% | 6,114 | +21% | 0.06% | $299,815 |
| ASHTON THOMAS SECURITIES, LLC | 0.17% | 1,549 | 0.01% | $75,962 | |
| Horizon Investments, LLC | 0.02% | 174 | 0% | $8,533 | |
| Legacy Wealth Managment, LLC/ID | 0% | 0 | -100% | $0 | |
| 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
8
Headline period
Q3 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 1,736,295 | $85,146,531 | +$17,479,824 | $49.04 | 14 |
| 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 |