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

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Equity / Exchange Traded Product
Symbol
DCMT
Shares outstanding
799,634
Price per share
$28.80
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
806,508
Total reported value
$21,047,276
% of total 13F portfolios
0%
Share change
+109,595
Value change
+$2,850,707
Number of holders
6
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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

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 31 Dec 2025, 6 institutional investors reported holding 806,508 shares of DoubleLine ETF Trust - Exchange Traded Product (DCMT). This represents 101% of the company’s total 799,634 outstanding shares.

Top 8 Institutional Shareholders

The largest institutional shareholders of DoubleLine ETF Trust - Exchange Traded Product (DCMT) together control 101% 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
FOUNDATIONS INVESTMENT ADVISORS, LLC 90% 721,951 +17% 0.25% $18,840,613
Global Wealth Management Investment Advisory, Inc. 6.9% 55,489 +3.8% 0.23% $1,448,080
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.8% 14,503 0% $378,482
Walser Wealth Management Company, A Ltd Liability Co 1.5% 11,757 0% 0.16% $306,820
AdvisorNet Financial, Inc 0.35% 2,807 -19% 0% $73,255
FMR LLC 0% 1 0% $26
UBS Group AG 0% 0 -100% $0
JANE STREET GROUP, LLC 0% 0 -100% $0

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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