JG
DMX

Joel Greenblatt’s DoubleLine Multi-Sector Income ETF DMX Stock Holding History

Joel Greenblatt’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
Q2 		– Sell
-4,960
Closed -$248K – 1913
2026
Q1 		$248K Hold
4,960
– – ﹤0.01% 1639
2025
Q4 		$251K Buy
+4,960
New +$250K ﹤0.01% 1615

Other funds holding DMX

HFA
Hippocratic Financial Advisors Westlake Village, California $265M AUM 13.23% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Joel Greenblatt's DMX Position: Q2 2026 in Review

Joel Greenblatt sold out of DoubleLine Multi-Sector Income ETF (DMX) in Q2 2026, closing a stake of 4,960 shares — an estimated $248K sold.

Joel Greenblatt first reported a position in DMX in Q4 2025 and held it in 2 quarters. The position peaked at $251K in Q4 2025. 20 funds tracked by Wall St. Rank hold DMX as of Q2 2026.

  • Joel Greenblatt reported no remaining DoubleLine Multi-Sector Income ETF position as of Q2 2026 after selling out during the quarter.
  • Joel Greenblatt sold 4,960 DoubleLine Multi-Sector Income ETF shares in Q2 2026, an estimated $248K.
  • Joel Greenblatt first reported a position in DoubleLine Multi-Sector Income ETF in Q4 2025 and held it in 2 quarters.
  • Joel Greenblatt's DoubleLine Multi-Sector Income ETF position peaked at $251K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held DoubleLine Multi-Sector Income ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.