HolderBook

DOUBLELINE ETF TRUST (DMX)

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

20
Reporting holders
$79.6M
Reported value
0.0%
Calls
0.0%
Puts
+7
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

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
Seascape Capital Management$8.2M163,0231.96%6q+5.4%+$421.4K
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
CITADEL ADVISORS LLC$451.4K8,9840.00%2q+68.1%+$182.8K
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
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%
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 202620$79.6M1,584,18210810.0%
Q1 202613$66.1M1,319,0705410.0%
Q4 20259$56.3M1,114,5421520.0%
Q3 202510$50.3M991,7232420.0%
Q2 20258$41.8M828,1793400.0%
Q1 202510$23.1M464,1985030.0%
Q4 20246$24.8M495,0456000.0%