Institutional Ownership
Doubleline ETF Trust
CUSIP 25861R600FORTUNE 500 EQUADFVEQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
60.6%
Max % of class reported
Institutional Holders
9
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Oct 6, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 6, 2025 | Foundations Investment Advisors, LLC | 13G/A | 60.6% | 327.0K | SEC |
| 2 | Sep 5, 2025 | Foundations Investment Advisors, LLC | 13G/A | 54.0% | 291.6K | SEC |
| 3 | Aug 5, 2025 | Foundations Investment Advisors, LLC | 13G/A | 48.0% | 259.3K | SEC |
| 4 | Jul 28, 2025 | Foundations Investment Advisors, LLC | 13G/A | 42.5% | 229.3K | SEC |
| 5 | Apr 29, 2025 | Foundations Investment Advisors, LLC | 13G/A | 38.4% | 184.2K | SEC |
| 6 | Mar 6, 2025 | Foundations Investment Advisors, LLC | 13G/A | 36.7% | 176.0K | SEC |
| 7 | Jan 8, 2025 | Foundations Investment Advisors, LLC | 13G/A | 24.1% | 115.9K | SEC |
| 8 | Dec 5, 2024 | Foundations Investment Advisors, LLC | 13G/A | — | — | SEC |
| 9 | Nov 14, 2024 | Foundations Investment Advisors, LLC | 13G | 8.8% | 42.4K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 563.6K | $18.30M |
| 2 | Jpmorgan Chase & Co | 55.0K | $1.75M |
| 3 | Goldman Sachs Group Inc | 26.6K | $862.9K |
| 4 | Mutual Advisors, LLC | 8.9K | $287.9K |
| 5 | Aptus Capital Advisors, LLC | 7.9K | $257.6K |
| 6 | Integrated Wealth Concepts LLC | 7.9K | $257.6K |
| 7 | Farther Finance Advisors, LLC | 1.5K | $48.8K |
| 8 | Root Financial Partners, LLC | 870 | $28.3K |
| 9 | Vanguard Advisers Inc | 3 | $97 |