Institutional Ownership
Doubleline ETF Trust
CUSIP 25861R501COMMODITY STRATEDCMTQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
83.6%
Max % of class reported
Institutional Holders
9
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Nov 3, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 3, 2025 | Foundations Investment Advisors, LLC | 13G/A | 77.3% | 618.1K | SEC |
| 2 | Jul 8, 2025 | Foundations Investment Advisors, LLC | 13G/A | 80.1% | 608.5K | SEC |
| 3 | May 6, 2025 | Foundations Investment Advisors, LLC | 13G/A | 69.7% | 641.2K | SEC |
| 4 | Apr 2, 2025 | Foundations Investment Advisors, LLC | 13G/A | 83.6% | 668.5K | SEC |
| 5 | Jan 22, 2025 | Foundations Investment Advisors, LLC | 13G | 70.0% | 614.7K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 798.5K | $26.61M |
| 2 | Global Wealth Management Investment Advisory, Inc. | 55.5K | $1.85M |
| 3 | Jane Street Group, LLC | 21.5K | $717.9K |
| 4 | Lewis Asset Management, LLC | 14.3K | $477.2K |
| 5 | Walser Wealth Management Company, A Ltd Liability Co | 7.7K | $256.5K |
| 6 | Advisornet Financial, Inc | 2.5K | $82.5K |
| 7 | Fifth Third Bancorp | 502 | $16.7K |
| 8 | Corecap Advisors, LLC | 496 | $16.5K |
| 9 | Root Financial Partners, LLC | 496 | $16.5K |