DOUBLELINE MULTI-SEC INC ETF (DMX) Institutional Ownership Changes & 13F Activity
DOUBLELINE MULTI-SEC INC ETF (DMX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Foundations Investment Advisors, Llc, Ashton Thomas Private Wealth, Llc, Hippocratic Financial Advisors, Llc, Sanctuary Advisors, Llc, and Cliftonlarsonallen Wealth Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -854 | -16.0% | 4,492 | $225.68K | Q2 2026 | Sep 02, 2026 |
| Foundations Investment Advisors, Llc | Buy | +127,107 | +29.8% | 553,897 | $27.83M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +3,598 | +15.5% | 26,753 | $1.34M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +28 | — | 28 | $1.41K | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, Llc | Sell | -33,260 | -32.1% | 70,509 | $3.54M | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +5,127 | — | 5,127 | $257.57K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +2,989 | — | 2,989 | $150.17K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +3 | — | 3 | $151.00 | Q2 2026 | Aug 13, 2026 |
| Intrepid Financial Planning Group Llc | Buy | +320 | +1.7% | 19,589 | $984.13K | Q2 2026 | Aug 12, 2026 |
| Hippocratic Financial Advisors, Llc | Buy | +33,539 | +6.0% | 591,868 | $29.74M | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +91,696 | — | 91,696 | $4.61M | Q2 2026 | Jul 29, 2026 |
| Raab & Moskowitz Asset Management Llc | Buy | +5,050 | — | 5,050 | $253.71K | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Securities, Llc | Buy | +1,548 | — | 1,548 | $77.77K | Q2 2026 | Jul 27, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | Buy | +12,627 | +224.3% | 18,256 | $917.19K | Q2 2026 | Jul 24, 2026 |
| Advisornet Financial, Inc | Buy | +2 | +0.9% | 232 | $11.65K | Q2 2026 | Jul 23, 2026 |
| Seascape Capital Management | Buy | +8,389 | +5.4% | 163,023 | $8.19M | Q2 2026 | Jul 21, 2026 |
| Cliftonlarsonallen Wealth Advisors, Llc | Buy | +16,195 | — | 16,195 | $813.64K | Q2 2026 | Jul 15, 2026 |
| Gilman Hill Asset Management, Llc | Buy | +5,750 | — | 5,750 | $288.88K | Q2 2026 | Jul 09, 2026 |
| Gotham Asset Management, Llc | Sell | -4,960 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Integrity Alliance, Llc. | Sell | -16,195 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Root Financial Partners, Llc | Sell | -762 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 24, 2026 |
Frequently asked questions about DMX activity
Which institutional owners are buying DMX?
Institutional owners buying DMX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DMX activity?
"Buy" means an investor increased their reported position in DMX compared to the prior reporting period. This reflects growing exposure to DOUBLELINE MULTI-SEC INC ETF (DMX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DMX increasing?
Institutional interest in DMX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.