Public ownership evidence

DoubleLine Multi-Sector Income ETF (DMX) Ownership Disclosures

Read DMX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

DoubleLine Multi-Sector Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Foundations Investment Advisors, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
21,891
Value (USD)
$1,099,834
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001743404-26-000008
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DMX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DMX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 22 rows, 6 columns

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Foundations Investment Advisors, LLC2026-06-302026-08-1521,891$1,099,834None
Foundations Investment Advisors, LLC2026-06-302026-08-15497,106$24,974,764None
Foundations Investment Advisors, LLC2026-06-302026-08-1518,239$916,335None
Foundations Investment Advisors, LLC2026-06-302026-08-1516,661$837,056None
JANE STREET GROUP, LLC2026-06-302026-08-1526,753$1,344,081None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1528$1,405None
CITADEL ADVISORS LLC2026-06-302026-08-154,492$225,680None
Legacy Wealth Managment, LLC/ID2026-06-302026-08-145,127$257,574None
Sanctuary Advisors, LLC2026-06-302026-08-1470,509$3,542,392None
Steward Partners Investment Advisory, LLC2026-06-302026-08-142,989$150,167None
UBS Group AG2026-06-302026-08-143$151None
Intrepid Financial Planning Group LLC2026-06-302026-08-1319,589$984,135None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-132$107None
Hippocratic Financial Advisors, LLC2026-06-302026-08-04591,868$29,735,685None
AE Wealth Management LLC2026-06-302026-08-042,683$134,795None
Ashton Thomas Private Wealth, LLC2026-06-302026-07-3091,696$4,606,859None
Raab & Moskowitz Asset Management LLC2026-06-302026-07-295,050$253,714None
ASHTON THOMAS SECURITIES, LLC2026-06-302026-07-281,548$77,772None
Walser Wealth Management Company, A Ltd Liability Co2026-06-302026-07-2518,256$917,191None
AdvisorNet Financial, Inc2026-06-302026-07-24232$11,646None
Seascape Capital Management2026-06-302026-07-22163,023$8,190,000None
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2026-06-302026-07-1616,195$813,644None

90-day public filing window, up to 50 source positions.

Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗JANE STREET GROUP, LLC ↗JONES FINANCIAL COMPANIES LLLP ↗CITADEL ADVISORS LLC ↗Legacy Wealth Managment, LLC/ID ↗Sanctuary Advisors, LLC ↗Steward Partners Investment Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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