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

Cobblestone 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
2025
Q3 		$47.4M Buy
954,379
+3,946
+0.4% +$194K 2.28% 13
2025
Q2 		$46.6M Buy
950,433
+7,973
+0.8% +$386K 2.39% 10
2025
Q1 		$46.2M Buy
942,460
+38,701
+4% +$1.88M 2.53% 10
2024
Q4 		$43.5M Buy
903,759
+30,231
+3% +$1.48M 2.37% 12
2024
Q3 		$44M Buy
+873,528
New +$43.4M 2.47% 9

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 $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Cobblestone Capital Advisors's DMBS Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its DoubleLine Mortgage ETF (DMBS) stake by 0.42% in Q3 2025, buying an estimated $194K and bringing the position to 954,379 shares worth $47.4M. The position accounts for 2.28% of the portfolio, ranked #13.

Cobblestone Capital Advisors first reported a position in DMBS in Q3 2024 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold DMBS as of Q3 2025.

  • Cobblestone Capital Advisors held 954,379 shares of DoubleLine Mortgage ETF worth $47.4M as of Q3 2025.
  • Cobblestone Capital Advisors bought 3,946 DoubleLine Mortgage ETF shares in Q3 2025, an estimated $194K.
  • DoubleLine Mortgage ETF made up 2.28% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #13 holding.
  • Cobblestone Capital Advisors first reported a position in DoubleLine Mortgage ETF in Q3 2024 and has held it in 5 quarters since.
  • 67 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.