12 institutions reported holding $45.0M of DOUBLELINE ETF TRUST (DMX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hippocratic Financial Advisors, LLC ($29.7M), Seascape Capital Management ($8.2M), Ashton Thomas Private Wealth, LLC ($4.6M), Walser Wealth Management Company, A Ltd Liability Co ($917,191), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ($813,644). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hippocratic Financial Advisors, LLC | $29.7M | 591,868 | Added |
| 2 | Seascape Capital Management | $8.2M | 163,023 | Added |
| 3 | Ashton Thomas Private Wealth, LLC | $4.6M | 91,696 | New |
| 4 | Walser Wealth Management Company, A Ltd Liability Co | $917,191 | 18,256 | Added |
| 5 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $813,644 | 16,195 | New |
| 6 | Gilman Hill Asset Management, LLC | $288,882 | 5,750 | New |
| 7 | Raab & Moskowitz Asset Management LLC | $253,714 | 5,050 | New |
| 8 | AE Wealth Management LLC | $134,795 | 2,683 | New |
| 9 | ASHTON THOMAS SECURITIES, LLC | $77,772 | 1,548 | New |
| 10 | AdvisorNet Financial, Inc | $11,646 | 232 | Added |
| 11 | INTEGRITY ALLIANCE, LLC. | $0 | 0 | Exited |
| 12 | Root Financial Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30