IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Doubleline Multi-Sec Inc ETF (DMX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hippocratic Financial Advisors, LLC
INCREASED
Shares619,706 from 591,868
Change+27,838 (+5%)
Value$30.4M (+$654.2K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares95,164 from 91,696
Change+3,468 (+4%)
Value$4.7M (+$59.9K)
Filed 2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares21,188 from 18,256
Change+2,932 (+16%)
Value$1.0M (+$121.9K)
Filed 2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares16,195 from 16,195
Change0 (0%)
Value$794.2K (-$19.5K)
Filed 2026-10-14
Gilman Hill Asset Management, LLC
INCREASED
Shares6,625 from 5,750
Change+875 (+15%)
Value$324.9K (+$36.0K)
Filed 2026-10-13
Raab & Moskowitz Asset Management LLC
INCREASED
Shares6,114 from 5,050
Change+1,064 (+21%)
Value$299.8K (+$46.1K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
INCREASED
Shares1,549 from 1,548
Change+1 (+0%)
Value$76.0K (-$1.8K)
Filed 2026-10-26
Kingdom Financial Group Llc.
NEW
Shares29
Change+29
Value$1.4K
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$11.6K)
Filed 2026-10-15
Foundations Investment Advisors, LLC
N/A
Shares— from 553,897
Change-553,897 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 163,023
Change-163,023 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 70,509
Change-70,509 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,753
Change-26,753 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 19,589
Change-19,589 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 5,127
Change-5,127 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,492
Change-4,492 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 28
Change-28 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3
Change-3 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Hippocratic Financial Advisors, LLC
INCREASED619,706591,868+27,838+5%$29.7M$30.4M+$654.2K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED95,16491,696+3,468+4%$4.6M$4.7M+$59.9K2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
INCREASED21,18818,256+2,932+16%$917.2K$1.0M+$121.9K2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED16,19516,19500%$813.6K$794.2K-$19.5K2026-10-14
Gilman Hill Asset Management, LLC
INCREASED6,6255,750+875+15%$288.9K$324.9K+$36.0K2026-10-13
Raab & Moskowitz Asset Management LLC
INCREASED6,1145,050+1,064+21%$253.7K$299.8K+$46.1K2026-11-02
Ashton Thomas Securities, LLC
INCREASED1,5491,548+1+0%$77.8K$76.0K-$1.8K2026-10-26
Kingdom Financial Group Llc.
NEW29—+29——$1.4K—2026-11-04
AdvisorNet Financial, Inc
CLOSED0232-232-100%$11.6K$0-$11.6K2026-10-15
Foundations Investment Advisors, LLC
N/A—553,897-553,897-100%$27.8M———
Seascape Capital Management
N/A—163,023-163,023-100%$8.2M———
Sanctuary Advisors, LLC
N/A—70,509-70,509-100%$3.5M———
Jane Street Group, LLC
N/A—26,753-26,753-100%$1.3M———
Intrepid Financial Planning Group LLC
N/A—19,589-19,589-100%$984.1K———
Legacy Wealth Managment, LLC
N/A—5,127-5,127-100%$257.6K———
Citadel Advisors LLC
N/A—4,492-4,492-100%$225.7K———
Steward Partners Investment Advisory, LLC
N/A—2,989-2,989-100%$150.2K———
AE Wealth Management LLC
N/A—2,683-2,683-100%$134.8K———
Jones Financial Companies Lllp
N/A—28-28-100%$1.4K———
UBS Group AG
N/A—3-3-100%$151———
Harbour Investments, Inc.
N/A—2-2-100%$107———
Showing 21 of 21 institutions