DoubleLine ETF Trust - Exchange Traded Product (DMX)

Historical Holders from Q4 2024 to Q3 2025

Symbol
DMX
Type / Class
Equity / Exchange Traded Product
Shares outstanding
922,123
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
836,870
Holdings value
$42,433,702
% of all portfolios
0.002%
Number of holders
9
Number of buys
7
Number of sells
-1
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 (DMX)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FOUNDATIONS INVESTMENT ADVISORS, LLC 14.6% +12.3% $6,711,306 +$1,265,243 134,630 +23.2% FOUNDATIONS INVESTMENT ADVISORS, LLC 30 Jun 2025

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 836,870 $42,433,702 +$8,287,179 $50.7 9
2025 Q2 673,432 $33,967,423 +$11,748,893 $50.44 7
2025 Q1 445,233 $22,172,300 -$2,480,950 $49.8 9
2024 Q4 495,045 $24,763,602 +$24,763,602 $50.02 6