HolderBook

DOUBLELINE ETF TRUST (DMX)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

19
Reporting holders
$71.2M
Reported value
0.0%
Held as options
+7
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Hippocratic Financial Advisors, LLC$29.7M591,86811.22%5q+6.0%+$1.7M
Foundations Investment Advisors, LLC$27.8M553,8970.29%6q+29.8%+$6.4M
Ashton Thomas Private Wealth, LLC$4.6M91,6960.10%newNEW
Sanctuary Advisors, LLC$3.5M70,5090.02%6q-32.1%-$1.7M
JANE STREET GROUP, LLC$1.3M26,7530.00%2q+15.5%+$180.8K
Intrepid Financial Planning Group LLC$984.1K19,5890.33%5q+1.7%+$16.1K
Walser Wealth Management Company, A Ltd Liability Co$917.2K18,2560.38%2q+224.3%+$634.4K
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$813.6K16,1950.01%newNEW
Gilman Hill Asset Management, LLC$288.9K5,7500.04%newNEW
Legacy Wealth Managment, LLC/ID$257.6K5,1270.11%newNEW
Raab & Moskowitz Asset Management LLC$253.7K5,0500.05%newNEW
CITADEL ADVISORS LLC$225.7K4,4920.00%2q-16.0%-$42.9K
Steward Partners Investment Advisory, LLC$150.2K2,9890.00%newNEW
AE Wealth Management LLC$134.8K2,6830.00%newNEW
ASHTON THOMAS SECURITIES, LLC$77.8K1,5480.01%newNEW
AdvisorNet Financial, Inc$11.6K2320.00%6q+0.9%
Seascape Capital Management$8.2K163,0231.96%6q+5.4%
JONES FINANCIAL COMPANIES LLLP$1.4K280.00%newNEW
UBS Group AG$15130.00%newNEW
HARBOUR INVESTMENTS, INC.$10720.00%5qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202619$71.2M1,416,66710620.0%
Q1 202612$58.3M1,164,4365310.0%
Q4 20258$48.9M967,2181420.0%
Q3 20259$44.1M870,6152320.0%
Q2 20257$37.3M739,9463300.0%
Q1 20259$21.9M439,1524030.0%
Q4 20246$24.8M495,0456000.0%