FIA
DMX

Foundations Investment Advisors’s DoubleLine Multi-Sector Income ETF DMX Stock Holding History

Foundations Investment Advisors’s Portfolio DMX Stock Details DMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.4M Buy
426,790
+176,854
+71% +$8.92M 0.26% 92
2025
Q4 		$12.6M Buy
249,936
+86,308
+53% +$4.36M 0.17% 129
2025
Q3 		$8.3M Buy
163,628
+28,998
+22% +$1.46M 0.12% 153
2025
Q2 		$6.79M Buy
134,630
+95,158
+241% +$4.73M 0.11% 169
2025
Q1 		$1.97M Buy
+39,472
New +$1.98M 0.04% 295

Other funds holding DMX

HFA
Hippocratic Financial Advisors Westlake Village, California $228M AUM 11.95% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $223M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Foundations Investment Advisors's DMX Position: Q1 2026 in Review

Foundations Investment Advisors increased its DoubleLine Multi-Sector Income ETF (DMX) stake by 71% in Q1 2026, buying an estimated $8.92M and bringing the position to 426,790 shares worth $21.4M. The position accounts for 0.26% of the portfolio, ranked #92.

Foundations Investment Advisors first reported a position in DMX in Q1 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold DMX as of Q1 2026.

  • Foundations Investment Advisors held 426,790 shares of DoubleLine Multi-Sector Income ETF worth $21.4M as of Q1 2026.
  • Foundations Investment Advisors bought 176,854 DoubleLine Multi-Sector Income ETF shares in Q1 2026, an estimated $8.92M.
  • DoubleLine Multi-Sector Income ETF made up 0.26% of Foundations Investment Advisors's portfolio in Q1 2026, its #92 holding.
  • Foundations Investment Advisors first reported a position in DoubleLine Multi-Sector Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held DoubleLine Multi-Sector Income ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.