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 | 870,779 | 32,561 | 0.32% | 0.27% | 1 | +25,916 | 3.07% | Q3 2026 | Nov 12, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 58,081 | 2,171 | 0.3% | 0.25% | 2 | +1,749 | 3.1% | Q3 2026 | Nov 04, 2026 |
| Wakefield Asset Management LLLP | History | New | 19,868 | 742 | 0.17% | — | 3 | +19,868 | New | Q3 2026 | Nov 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 16,054 | 600 | 0.0% | 0.0% | 4 | -11,423 | -41.57% | Q3 2026 | Nov 12, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 14,117 | 527 | 0.18% | 0.16% | 5 | -569 | -3.87% | Q3 2026 | Oct 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 16,914 | 522 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | New | 5,900 | 220 | 0.01% | — | 7 | +5,900 | New | Q3 2026 | Oct 13, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 5,519 | 206 | 0.08% | — | 8 | +5,519 | New | Q3 2026 | Oct 15, 2026 |
| First Command Advisory Services, Inc. | History | New | 94 | 3 | 0.0% | — | 9 | +94 | New | Q3 2026 | Nov 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 47 | 1 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,475 | -100.0% | Q3 2026 | Oct 15, 2026 |