Vault-13

DOUBLELINE ETF TRUST DMX

MULT SEC INC ETF · ETP · CUSIP 25861R709

20 institutional holders +7 vs Q1 2026
1,579,6901.6m shares reported held*
$79.4mreported value*
10 new 7 added 2 reduced 3 sold out net bought ≈ $13.1m (+260.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $50.24.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q4 24: 7Q1 25: 11Q2 25: 9Q3 25: 10Q4 25: 9Q1 26: 13Q2 26: 2020Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20247
Q1 202511
Q2 20259
Q3 202510
Q4 20259
Q1 202613
Q2 202620

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q1 25: 5 bought or addedQ1 25: 4 cut or sold outQ1 25Q2 25: 7 bought or addedQ2 25: 5 cut or sold outQ2 25Q3 25: 7 bought or addedQ3 25: 2 cut or sold outQ3 25Q4 25: 6 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 9 bought or addedQ1 26: 2 cut or sold outQ1 26Q2 26: 17 bought or addedQ2 26: 5 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202554
Q2 202575
Q3 202572
Q4 202564
Q1 202692
Q2 2026175

Biggest buyers

Foundations Investment Advisors, LLC Added +127,107+127.1k
Ashton Thomas Private Wealth, LLC New +91,696+91.7k
Hippocratic Financial Advisors, LLC Added +33,539+33.5k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC New +16,195+16.2k
Walser Wealth Management Company, A Ltd Liability Co Added +12,627+12.6k
Seascape Capital Management Added +8,389+8.4k
Gilman Hill Asset Management, LLC New +5,750+5.8k
Legacy Wealth Managment, LLC/ID New +5,127+5.1k
Raab & Moskowitz Asset Management LLC New +5,050+5.0k
JANE STREET GROUP, LLC Added +3,598+3.6k

Biggest sellers

Sanctuary Advisors, LLC Reduced -33,260-33.3k
INTEGRITY ALLIANCE, LLC. Sold out -16,195-16.2k
Gotham Asset Management, LLC Sold out -4,960-5.0k
CITADEL ADVISORS LLC Reduced -854-854
Root Financial Partners, LLC Sold out -762-762

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FOUNDATIONS INVESTMENT ADVISORS, LLC 13G · passive +1.6 pts · filed 2025-07-28 14.6% +1.6 pts 134.6k≈ $6.8m 2025-07-28

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Hippocratic Financial Advisors, LLC 11.22% of their portfolio WESTLAKE VILLAGE, CA 591,868591.9k $29.7m $29.7m 11.22% Added +33.5k +33,539
2 Foundations Investment Advisors, LLC 0.29% of their portfolio PHOENIX, AZ 553,897553.9k $27.8m $27.8m 0.29% Added +127.1k +127,107
3 Seascape Capital Management 1.96% of their portfolio PORTSMOUTH, NH 163,023163.0k $8.2m $8.2m 1.96% Added +8.4k +8,389
4 Ashton Thomas Private Wealth, LLC 0.10% of their portfolio SCOTTSDALE, AZ 91,69691.7k $4.6m $4.6m 0.10% New
5 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 70,50970.5k $3.5m $3.5m 0.02% Reduced -33.3k -33,260
6 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 26,75326.8k $1.3m $1.3m 0.00% Added +3.6k +3,598
7 Intrepid Financial Planning Group LLC 0.33% of their portfolio CARMEL, IN 19,58919.6k $984.1k $984.1k 0.33% Added +320 +320
8 Walser Wealth Management Company, A Ltd Liability Co 0.38% of their portfolio TAMPA, FL 18,25618.3k $917.2k $917.2k 0.38% Added +12.6k +12,627
9 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% of their portfolio MINNEAPOLIS, MN 16,19516.2k $813.6k $813.6k 0.01% New
10 Gilman Hill Asset Management, LLC 0.04% of their portfolio NEW CANAAN, CT 5,7505.8k $288.9k $288.9k 0.04% New
11 Legacy Wealth Managment, LLC/ID 0.11% of their portfolio BOISE, ID 5,1275.1k $257.6k $257.6k 0.11% New
12 Raab & Moskowitz Asset Management LLC 0.05% of their portfolio Chatham, NJ 5,0505.0k $253.7k $253.7k 0.05% New
13 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,4924.5k $225.7k $225.7k 0.00% Reduced -854 -854
14 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,9893.0k $150.2k $150.2k 0.00% New
15 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,6832.7k $134.8k $134.8k 0.00% New
16 ASHTON THOMAS SECURITIES, LLC 0.01% of their portfolio ROCHESTER, NY 1,5481.5k $77.8k $77.8k 0.01% New
17 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 232232 $11.6k $11.6k 0.00% Added +2 +2
18 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2828 $1.4k $1.4k 0.00% New
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 33 $151 $151 0.00% New
20 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 22 $107 $107 0.00% Unchanged