DoubleLine ETF Trust - DMX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hippocratic Financial Advisors, LLC | History | Added to | 619,706 | 30,389 | 11.96% | 11.22% | 1 | +27,838 | 4.7% | Q3 2026 | Oct 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 553,897 | 27,827 | 0.29% | 0.29% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seascape Capital Management | History | No change | 163,023 | 8,190 | 1.96% | 1.96% | 3 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 95,164 | 4,666 | 0.09% | 0.1% | 4 | +3,468 | 3.78% | Q3 2026 | Nov 02, 2026 |
| Sanctuary Advisors, LLC | History | No change | 70,509 | 3,542 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 26,753 | 1,344 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 21,188 | 1,039 | 0.42% | 0.38% | 7 | +2,932 | 16.06% | Q3 2026 | Oct 15, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 19,589 | 984 | 0.33% | 0.33% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 16,195 | 794 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 6,625 | 324 | 0.05% | 0.04% | 10 | +875 | 15.22% | Q3 2026 | Oct 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 6,114 | 299 | 0.06% | 0.05% | 11 | +1,064 | 21.07% | Q3 2026 | Nov 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 5,127 | 257 | 0.11% | 0.11% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,492 | 225 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,989 | 150 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 2,683 | 134 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 1,549 | 75 | 0.01% | 0.01% | 16 | +1 | 0.06% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 28 | 1 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -232 | -100.0% | Q3 2026 | Oct 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |