Doubleline Multi-Sec Inc. ETFDMXETF

13F holders, Q4 2025 (December 31)
9holders −1
1new positions
2sold out
1famous investor
$50.52avg. 13F price*

At the end of Q4 2025, 9 institutions reported holding Doubleline Multi-Sec Inc. ETF (DMX) in their 13F filings, down 1 from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Hippocratic Financial Advisors, LLC ($27.3M), Foundations Investment Advisors, LLC ($12.6M) and Seascape Capital Management ($7.4M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Doubleline Multi-Sec Inc. ETF
CUSIP
25861R709
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q4 2024: 6Q4 2024Q1 2025: 10Q1 2025Q2 2025: 8Q2 2025Q3 2025: 10Q3 2025Q4 2025: 9Q4 2025Q1 2026: 13Q1 2026Q2 2026: 20Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$251K
Exits2$1.1M

All 13F filers, Q3 2025 → Q4 2025: 186,677 shares bought and 29,979 shares sold, net +156,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Hippocratic Financial Advisors, LLC 12.57% Add +13.2% 539,903 $27.3M
Foundations Investment Advisors, LLC 0.17% Add +52.8% 249,936 $12.6M
Seascape Capital Management 2.12% Add +21.6% 147,324 $7.4M
Sanctuary Advisors, LLC 0.03% Add +3.8% 125,612 $6.3M
Goldman Sachs Group Inc. 0.00% Reduce -22.6% 29,561 $1.5M
Intrepid Financial Planning Group LLC 0.33% Add +11.1% 17,014 $860K
Gotham Asset Management 0.00% New 4,960 $251K
AdvisorNet Financial, Inc 0.00% Add +1.3% 230 $12K
Harbour Investments, Inc. 0.00% No change 2 $105

"% of holder's portfolio" is DMX's weight in each manager's 13F, not the share of Doubleline Multi-Sec Inc. ETF the manager owns.