DMX institutional holders

DOUBLELINE ETF TRUST · 13F, 2026Q2

Managers holding20
Shares held1,579,690
Reported value$79.4m
Quarter flows10 new, 7 added, 2 trimmed, 3 exited

Top 20 holders

ManagerSharesValue% of manager's 13F
Hippocratic Financial Advisors, LLC591,868$29.7m11.2%
Foundations Investment Advisors, LLC553,897$27.8m0.3%
Seascape Capital Management163,023$8.2m2.0%
Ashton Thomas Private Wealth, LLC91,696$4.6m0.1%
Sanctuary Advisors, LLC70,509$3.5m0.0%
JANE STREET GROUP, LLC26,753$1.3m0.0%
Intrepid Financial Planning Group LLC19,589$984,1350.3%
Walser Wealth Management Company, A Ltd Liability Co18,256$917,1910.4%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,195$813,6440.0%
Gilman Hill Asset Management, LLC5,750$288,8820.0%
Legacy Wealth Managment, LLC/ID5,127$257,5740.1%
Raab & Moskowitz Asset Management LLC5,050$253,7140.1%
CITADEL ADVISORS LLC4,492$225,6800.0%
Steward Partners Investment Advisory, LLC2,989$150,1670.0%
AE Wealth Management LLC2,683$134,7950.0%
ASHTON THOMAS SECURITIES, LLC1,548$77,7720.0%
AdvisorNet Financial, Inc232$11,6460.0%
JONES FINANCIAL COMPANIES LLLP28$1,4050.0%
UBS Group AG3$1510.0%
HARBOUR INVESTMENTS, INC.2$1070.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DMX"). DMX price history · All 13F data

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