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
$50.67
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,114,542
Total reported value
$56,306,879
% of total 13F portfolios
0%
Share change
+156,698
Value change
+$7,912,471
Number of holders
9
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 31 Dec 2025, 9 institutional investors reported holding 1,114,542 shares of DoubleLine ETF Trust - Exchange Traded Product (DMX). This represents 121% of the company’s total 922,123 outstanding shares.

Top 11 Institutional Shareholders

The largest institutional shareholders of DoubleLine ETF Trust - Exchange Traded Product (DMX) together control 121% 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 59% 539,903 +13% 13% $27,275,900
FOUNDATIONS INVESTMENT ADVISORS, LLC 27% 249,936 +53% 0.17% $12,626,779
Seascape Capital Management 16% 147,324 +22% 2.1% $7,443,000
Sanctuary Advisors, LLC 14% 125,612 +3.8% 0.03% $6,345,903
GOLDMAN SACHS GROUP INC 3.2% 29,561 -23% 0% $1,493,422
Intrepid Financial Planning Group LLC 1.8% 17,014 +11% 0.33% $859,562
Gotham Asset Management, LLC 0.54% 4,960 0% $250,579
AdvisorNet Financial, Inc 0.02% 230 +1.3% 0% $11,629
HARBOUR INVESTMENTS, INC. 0% 2 0% 0% $105
JPMORGAN CHASE & CO 0% 0 -100% $0
JANE STREET GROUP, LLC 0% 0 -100% $0

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 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