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 | 844,863 | 26,106 | 0.27% | 0.33% | 1 | +46,372 | 5.81% | Q2 2026 | Aug 14, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 56,332 | 1,740 | 0.25% | 0.29% | 2 | +843 | 1.52% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 27,477 | 849 | 0.0% | 0.0% | 3 | +5,938 | 27.57% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 16,914 | 522 | 0.0% | — | 4 | +16,914 | New | Q2 2026 | Aug 14, 2026 |
| Lewis Asset Management, LLC | History | Added to | 14,686 | 453 | 0.16% | 0.2% | 5 | +370 | 2.58% | Q2 2026 | Jul 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,475 | 76 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 47 | 1 | 0.0% | — | 7 | +47 | New | Q2 2026 | Aug 14, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.11% | — | -7,696 | -100.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -502 | -100.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -496 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -496 | -100.0% | Q2 2026 | Jul 29, 2026 |