Ancora Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Ancora Advisors’s Portfolio DMBS Stock Details DMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Buy	23,000 +5,000	+28%	+$249K	0.02%	380
2025 Q4	$894K	Hold	18,000	–	–	0.02%	421
2025 Q3	$894K	Hold	18,000	–	–	0.02%	443
2025 Q2	$883K	Hold	18,000	–	–	0.02%	427
2025 Q1	$883K	Hold	18,000	–	–	0.02%	414
2024 Q4	$866K	Hold	18,000	–	–	0.02%	431
2024 Q3	$907K	Hold	18,000	–	–	0.02%	410
2024 Q2	$869K	Hold	18,000	–	–	0.02%	401
2024 Q1	$876K	Hold	18,000	–	–	0.02%	411
2023 Q4	$891K	Buy	18,000 +15,000	+500%	+$710K	0.02%	393
2023 Q3	$141K	Buy	3,000 +2,000	+200%	+$96.8K	﹤0.01%	725
2023 Q2	$49.4K	Buy	+1,000	New	+$49.7K	﹤0.01%	909

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Ancora Advisors's DMBS Position: Q1 2026 in Review

Ancora Advisors increased its DoubleLine Mortgage ETF (DMBS) stake by 28% in Q1 2026, buying an estimated $249K and bringing the position to 23,000 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #380.

Ancora Advisors first reported a position in DMBS in Q2 2023 and has held it in 12 quarters since. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

Ancora Advisors held 23,000 shares of DoubleLine Mortgage ETF worth $1.14M as of Q1 2026.
Ancora Advisors bought 5,000 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $249K.
DoubleLine Mortgage ETF made up 0.02% of Ancora Advisors's portfolio in Q1 2026, its #380 holding.
Ancora Advisors first reported a position in DoubleLine Mortgage ETF in Q2 2023 and has held it in 12 quarters since.
98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.