DoubleLine ETF Trust - DMX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 539,903 | 27,275 | 12.57% | 11.64% | 1 | +62,856 | 13.18% | Q4 2025 | Jan 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 249,936 | 12,626 | 0.17% | 0.12% | 2 | +86,308 | 52.75% | Q4 2025 | Feb 10, 2026 |
| Seascape Capital Management | History | Added to | 147,324 | 7,443 | 2.12% | 1.76% | 3 | +26,216 | 21.65% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 125,612 | 6,345 | 0.03% | 0.01% | 4 | +106,647 | 562.34% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 29,561 | 1,493 | 0.0% | 0.0% | 5 | -8,630 | -22.6% | Q4 2025 | Mar 25, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 17,014 | 859 | 0.33% | 0.3% | 6 | +1,696 | 11.07% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | New | 4,960 | 250 | 0.0% | — | 7 | +4,960 | New | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 230 | 11 | 0.0% | 0.0% | 8 | +3 | 1.32% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -14,914 | -100.0% | Q3 2025 | Nov 26, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,435 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |