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 Q2	$1.13M	Hold	23,000	–	–	0.02%	406
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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Ancora Advisors's DMBS Position: Q2 2026 in Review

Ancora Advisors held its DoubleLine Mortgage ETF (DMBS) position steady in Q2 2026 at 23,000 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #406.

Ancora Advisors first reported a position in DMBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.14M in Q1 2026. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

Ancora Advisors held 23,000 shares of DoubleLine Mortgage ETF worth $1.13M as of Q2 2026.
Ancora Advisors left its DoubleLine Mortgage ETF share count unchanged in Q2 2026.
DoubleLine Mortgage ETF made up 0.02% of Ancora Advisors's portfolio in Q2 2026, its #406 holding.
Ancora Advisors first reported a position in DoubleLine Mortgage ETF in Q2 2023 and has held it in 13 quarters since.
Ancora Advisors's DoubleLine Mortgage ETF position peaked at $1.14M in Q1 2026.
102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.