Brinker Capital Investments’s DoubleLine Mortgage ETF DMBS Stock Holding History

Brinker Capital Investments’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	$257K	Sell	5,233 -197	-4%	-$9.68K	﹤0.01%	1702
2026 Q1	$268K	Sell	5,430 -368	-6%	-$18.3K	﹤0.01%	1711
2025 Q4	$288K	Sell	5,798 -1,906	-25%	-$94.9K	﹤0.01%	1831
2025 Q3	$383K	Buy	7,704 +59	+0.8%	+$2.9K	﹤0.01%	1665
2025 Q2	$375K	Sell	7,645 -349	-4%	-$16.9K	﹤0.01%	1612
2025 Q1	$392K	Buy	7,994 +252	+3%	+$12.2K	﹤0.01%	1512
2024 Q4	$372K	Sell	7,742 -42	-0.5%	-$2.05K	﹤0.01%	1456
2024 Q3	$392K	Buy	7,784 +722	+10%	+$35.8K	﹤0.01%	1422
2024 Q2	$341K	Buy	7,062 +1,374	+24%	+$65.8K	﹤0.01%	1417
2024 Q1	$277K	Buy	+5,688	New	+$277K	﹤0.01%	1489

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

Brinker Capital Investments's DMBS Position: Q2 2026 in Review

Brinker Capital Investments reduced its DoubleLine Mortgage ETF (DMBS) stake by 3.6% in Q2 2026, selling an estimated $9.68K and leaving 5,233 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Brinker Capital Investments first reported a position in DMBS in Q1 2024 and has held it in 10 quarters since. The position peaked at $392K in Q3 2024. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

Brinker Capital Investments held 5,233 shares of DoubleLine Mortgage ETF worth $257K as of Q2 2026.
Brinker Capital Investments sold 197 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $9.68K.
DoubleLine Mortgage ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1702 holding.
Brinker Capital Investments first reported a position in DoubleLine Mortgage ETF in Q1 2024 and has held it in 10 quarters since.
Brinker Capital Investments's DoubleLine Mortgage ETF position peaked at $392K in Q3 2024.
102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.