Institutional Ownership
Doubleline ETF Trust
CUSIP 25861R303COMMERCIAL REALDCREQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
5.5%
Max % of class reported
Institutional Holders
77
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Aug 1, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Aug 1, 2025 | Foundations Investment Advisors, LLC | 13G | 5.5% | 331.9K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Shufro Rose & Co LLC | 1.53M | $79.57M |
| 2 | Foundations Investment Advisors, LLC | 785.4K | $40.81M |
| 3 | Sanctuary Advisors, LLC | 700.3K | $36.39M |
| 4 | Envestnet Asset Management Inc | 433.1K | $22.51M |
| 5 | Gradient Investments LLC | 342.9K | $17.82M |
| 6 | Cresset Asset Management, LLC | 282.7K | $14.69M |
| 7 | Tortoise Investment Management, LLC | 271.8K | $14.12M |
| 8 | Lpl Financial LLC | 184.3K | $9.58M |
| 9 | W.G. Shaheen & Associates Dba Whitney & Co | 182.2K | $9.47M |
| 10 | Motley Fool Wealth Management, LLC | 180.1K | $9.36M |