DOSSIER · 13F Holders · Q3 2026
DMX

DOUBLELINE MULTI-SECTOR INCOME ETF

20 institutions still hold DOUBLELINE MULTI-SECTOR INCOME ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25861R709·20 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$80M
visible holders
Holders
20
filers reporting
Concentration
38.22%
Hippocratic Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q3 2026

20 institutions reported DMX in Q3 2026. Hippocratic Financial Advisors, LLC leads at 38.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Hippocratic Financial Advisors, LLC
CIK 0002055803
$30M620K11.96%Q3 2026
02
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$28M554K0.29%Q2 2026
03
Seascape Capital Management
CIK 0001418342
$8M155K2.23%Q1 2026
04
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$5M92K0.10%Q2 2026
05
Sanctuary Advisors, LLC
CIK 0001777271
$4M71K0.02%Q2 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M23K0.00%Q1 2026
07
Walser Wealth Management Company, A Ltd Liability Co
CIK 0002112280
$1M21K0.42%Q3 2026
08
Intrepid Financial Planning Group LLC
CIK 0001641296
$984K20K0.33%Q2 2026
09
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$794K16K0.01%Q3 2026
10
Gilman Hill Asset Management, LLC
CIK 0001551969
$325K7K0.05%Q3 2026
11
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$258K5K0.11%Q2 2026
12
Raab & Moskowitz Asset Management LLC
CIK 0001616664
$254K5K0.05%Q2 2026
13
CITADEL ADVISORS LLC
CIK 0001423053
$226K4K0.00%Q2 2026
14
Steward Partners Investment Advisory, LLC
CIK 0001723397
$150K3K0.00%Q2 2026
15
AE Wealth Management LLC
CIK 0001697723
$135K3K0.00%Q2 2026
16
ASHTON THOMAS SECURITIES, LLC
CIK 0000771572
$78K2K0.01%Q2 2026
17
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$1K280.00%Q2 2026
18
UBS Group AG
CIK 0001610520
$15130.00%Q2 2026
19
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$10720.00%Q2 2026
20
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025
Insiders at DOUBLELINE MULTI-SECTOR INCOME ETF
Lieberman Gail →Nash David →Mintz Gerald D →Green Philip D →Wear Bradley →Hotz Peter M →Rozenfeld Yuri →Fabius Raymond J →