13FBOX
DOUBLELINE ETF TRUST · 13F Institutional Holdings
Options Calculator Rankings
D

DOUBLELINE ETF TRUST

DMX
Institutions
20
Combined AUM (Q2 2026)
$79.4M
Combined Shares (Q2 2026)
1.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+316,651
17 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-56,031
5 · 3 Exit · ≈
⚖️ Net
+260,620
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$79.4M
Institutions
20
New Buys
10
Adds
7
Reduces
2
Exits
3
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Hippocratic Financial Advisors, LLC
11.22%12.26%#1$29.7M591,868$28.0M558,329+33,539+6.01%Add
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.29%0.26%#5$27.8M553,897$21.4M426,790+127,107+29.78%Add
Seascape Capital Management
1.96%2.23%#2$8.2M163,023$7.7M154,634+8,389+5.43%Add
Ashton Thomas Private Wealth, LLC
0.1%#7$4.6M91,696$00+91,696New Buy
Sanctuary Advisors, LLC
0.02%0.03%#10$3.5M70,509$5.2M103,769-33,260-32.05%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#16$1.3M26,753$1.2M23,155+3,598+15.54%Add
Intrepid Financial Planning Group LLC
0.33%0.39%#4$984,13519,589$964,98819,269+320+1.66%Add
Walser Wealth Management Company, A Ltd Liability Co
0.38%0.13%#3$917,19118,256$281,9185,629+12,627+224.32%Add
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.01%#12$813,64416,195$00+16,195New Buy
Gilman Hill Asset Management, LLC
0.04%#9$288,8825,750$00+5,750New Buy
Legacy Wealth Managment, LLC/ID
0.11%#6$257,5745,127$00+5,127New Buy
Raab & Moskowitz Asset Management LLC
0.05%#8$253,7145,050$00+5,050New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#17$225,6804,492$267,7285,346-854-15.97%Reduce
Steward Partners Investment Advisory, LLC
<0.01%#13$150,1672,989$00+2,989New Buy
AE Wealth Management LLC
<0.01%#14$134,7952,683$00+2,683New Buy
ASHTON THOMAS SECURITIES, LLC
0.01%#11$77,7721,548$00+1,548New Buy
AdvisorNet Financial, Inc
<0.01%<0.01%#15$11,646232$11,527230+2+0.87%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%#19$1,40528$00+28New Buy
UBS Group AG
<0.01%#20$1513$00+3New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#18$1072$105200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow