# DOUBLELINE ETF TRUST (DMX)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DMX/

- Reporting holders: 20
- Reported value: $79.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Hippocratic Financial Advisors, LLC](https://holderbook.com/funds/2055803-hippocratic-financial-advisors-llc/) | $29.7M | 591,868 | 11.2% | 5 |
| [Foundations Investment Advisors, LLC](https://holderbook.com/funds/1743404-foundations-investment-advisors-llc/) | $27.8M | 553,897 | 0.3% | 6 |
| [Seascape Capital Management](https://holderbook.com/funds/1418342-seascape-capital-management/) | $8.2M | 163,023 | 2.0% | 6 |
| [Ashton Thomas Private Wealth, LLC](https://holderbook.com/funds/2019663-ashton-thomas-private-wealth-llc/) | $4.6M | 91,696 | 0.1% | 1 |
| [Sanctuary Advisors, LLC](https://holderbook.com/funds/1777271-sanctuary-advisors-llc/) | $3.5M | 70,509 | 0.0% | 6 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.3M | 26,753 | 0.0% | 2 |
| [Intrepid Financial Planning Group LLC](https://holderbook.com/funds/1641296-intrepid-financial-planning-group-llc/) | $984.1K | 19,589 | 0.3% | 5 |
| [Walser Wealth Management Company, A Ltd Liability Co](https://holderbook.com/funds/2112280-walser-wealth-management-company-a-ltd-liability-co/) | $917.2K | 18,256 | 0.4% | 2 |
| [CLIFTONLARSONALLEN WEALTH ADVISORS, LLC](https://holderbook.com/funds/944361-cliftonlarsonallen-wealth-advisors-llc/) | $813.6K | 16,195 | 0.0% | 1 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $451.4K | 8,984 | 0.0% | 2 |
| [Gilman Hill Asset Management, LLC](https://holderbook.com/funds/1551969-gilman-hill-asset-management-llc/) | $288.9K | 5,750 | 0.0% | 1 |
| [Legacy Wealth Managment, LLC/ID](https://holderbook.com/funds/2045082-legacy-wealth-managment-llc-id/) | $257.6K | 5,127 | 0.1% | 1 |
| [Raab & Moskowitz Asset Management LLC](https://holderbook.com/funds/1616664-raab-moskowitz-asset-management-llc/) | $253.7K | 5,050 | 0.1% | 1 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $150.2K | 2,989 | 0.0% | 1 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $134.8K | 2,683 | 0.0% | 1 |
| [ASHTON THOMAS SECURITIES, LLC](https://holderbook.com/funds/771572-ashton-thomas-securities-llc/) | $77.8K | 1,548 | 0.0% | 1 |
| [AdvisorNet Financial, Inc](https://holderbook.com/funds/1409362-advisornet-financial-inc/) | $11.6K | 232 | 0.0% | 6 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $1.4K | 28 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $151 | 3 | 0.0% | 1 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $107 | 2 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 20 | $79.6M |
| Q1 2026 | 13 | $66.1M |
| Q4 2025 | 9 | $56.3M |
| Q3 2025 | 10 | $50.3M |
| Q2 2025 | 8 | $41.8M |
| Q1 2025 | 10 | $23.1M |
| Q4 2024 | 6 | $24.8M |