DoubleLine ETF Trust - Exchange Traded Product (DCMT)

Historical Holders from Q1 2024 to Q4 2024

Symbol
DCMT
CUSIP
25861R501
Type / Class
Equity / Exchange Traded Product
Shares outstanding
800K
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
795K
Holdings value
$20.3M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
8
Number of buys
7
Number of sells
-1
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of DoubleLine ETF Trust - Exchange Traded Product (DCMT)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FOUNDATIONS INVESTMENT ADVISORS, LLC 83.56% +19.4% $17.8M $1.43M 668K +8.74% Foundations Investment Advisors, LLC Mar 31, 2025

Institutional Holders of DoubleLine ETF Trust - Exchange Traded Product (DCMT)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q4 795K $20.3M +$4.72M $25.51 8
2024 Q3 610K $15.4M -$285K $25.29 3
2024 Q2 620K $16M -$8.48M $25.75 6
2024 Q1 950K $24.5M +$24.5M $25.83 5