Who Owns DOUBLELINE ETF TR (DMX)? -- Institutional Holders (2026-06-30)

23 institutions reported holding $79.4M of DOUBLELINE ETF TR (DMX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hippocratic Financial Advisors, LLC ($29.7M), Foundations Investment Advisors, LLC ($27.8M), Seascape Capital Management ($8.2M), Ashton Thomas Private Wealth, LLC ($4.6M), Sanctuary Advisors, LLC ($3.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Hippocratic Financial Advisors, LLC$29.7M591,868Added
2Foundations Investment Advisors, LLC$27.8M553,897Added
3Seascape Capital Management$8.2M163,023Added
4Ashton Thomas Private Wealth, LLC$4.6M91,696New
5Sanctuary Advisors, LLC$3.5M70,509Trimmed
6JANE STREET GROUP, LLC$1.3M26,753Added
7Intrepid Financial Planning Group LLC$984,13519,589Added
8Walser Wealth Management Company, A Ltd Liability Co$917,19118,256Added
9CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$813,64416,195New
10Gilman Hill Asset Management, LLC$288,8825,750New
11Legacy Wealth Managment, LLC/ID$257,5745,127New
12Raab & Moskowitz Asset Management LLC$253,7145,050New
13CITADEL ADVISORS LLC$225,6804,492Trimmed
14Steward Partners Investment Advisory, LLC$150,1672,989New
15AE Wealth Management LLC$134,7952,683New
16ASHTON THOMAS SECURITIES, LLC$77,7721,548New
17AdvisorNet Financial, Inc$11,646232Added
18JONES FINANCIAL COMPANIES LLLP$1,40528New
19UBS Group AG$1513New
20HARBOUR INVESTMENTS, INC.$1072Hold
21INTEGRITY ALLIANCE, LLC.$00Exited
22Gotham Asset Management, LLC$00Exited
23Root Financial Partners, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30