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Aptus Capital Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Aptus Capital 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 		$1.62M Buy
33,052
+7,304
+28% +$359K 0.01% 533
2026
Q1 		$1.27M Buy
25,748
+4,276
+20% +$213K 0.01% 546
2025
Q4 		$1.07M Buy
21,472
+7,019
+49% +$349K 0.01% 566
2025
Q3 		$718K Buy
14,453
+1,196
+9% +$58.8K 0.01% 615
2025
Q2 		$651K Buy
13,257
+1,959
+17% +$94.9K 0.01% 622
2025
Q1 		$554K Buy
+11,298
New +$548K 0.01% 613

Other funds holding DMBS

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

Aptus Capital Advisors's DMBS Position: Q2 2026 in Review

Aptus Capital Advisors increased its DoubleLine Mortgage ETF (DMBS) stake by 28% in Q2 2026, buying an estimated $359K and bringing the position to 33,052 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #533.

Aptus Capital Advisors first reported a position in DMBS in Q1 2025 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Aptus Capital Advisors held 33,052 shares of DoubleLine Mortgage ETF worth $1.62M as of Q2 2026.
  • Aptus Capital Advisors bought 7,304 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $359K.
  • DoubleLine Mortgage ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #533 holding.
  • Aptus Capital Advisors first reported a position in DoubleLine Mortgage ETF in Q1 2025 and has held it in 6 quarters since.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.