DoubleLine ETF Trust - DCMT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 798,491 | 26,614 | 0.33% | 0.25% | 1 | +76,540 | 10.6% | Q1 2026 | May 11, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 55,489 | 1,849 | 0.29% | 0.23% | 2 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | New | 21,539 | 717 | 0.0% | — | 3 | +21,539 | New | Q1 2026 | May 12, 2026 |
| Lewis Asset Management, LLC | History | New | 14,316 | 477 | 0.2% | — | 4 | +14,316 | New | Q1 2026 | Apr 21, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 7,696 | 256 | 0.11% | 0.16% | 5 | -4,061 | -34.54% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,475 | 82 | 0.0% | 0.0% | 6 | -332 | -11.83% | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD BANCORP | History | New | 502 | 16 | 0.0% | — | 7 | +502 | New | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | New | 496 | 16 | 0.0% | — | 8 | +496 | New | Q1 2026 | Apr 07, 2026 |
| Root Financial Partners, LLC | History | New | 496 | 16 | 0.0% | — | 9 | +496 | New | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,503 | -100.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |