Who owns DoubleLine ETF Trust, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
FOUNDATIONS INVESTMENT ADVISORS, LLC: 77.3% · 618,117 shares
Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of DoubleLine ETF Trust they hold.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | $155M | 3,889,004 | 1.60% | — | June 30, 2026 |
| SHUFRO ROSE & CO LLC | $81.3M | 1,569,464 | 4.67% | — | June 30, 2026 |
156 more institutional holders behind a free account
See every manager reporting DoubleLine ETF Trust, how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| Novatide Flexible Allocation ETF | $1.04M | 5.13% | — | February 28, 2026 |
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