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CoreCap Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

CoreCap 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 		$17.5K Buy
+357
New +$17.5K ﹤0.01% 1855
2024
Q2 		– Sell
-1,423
Closed -$69.3K – 1846
2024
Q1 		$69.3K Buy
+1,423
New +$69.3K ﹤0.01% 989

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

CoreCap Advisors's DMBS Position: Q2 2026 in Review

CoreCap Advisors opened a new position in DoubleLine Mortgage ETF (DMBS) in Q2 2026: 357 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #1855 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in DMBS as recently as Q1 2024.

CoreCap Advisors first reported a position in DMBS in Q1 2024 and has held it in 2 quarters since. The position peaked at $69.3K in Q1 2024. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • CoreCap Advisors held 357 shares of DoubleLine Mortgage ETF worth $17.5K as of Q2 2026.
  • DoubleLine Mortgage ETF was a new CoreCap Advisors position in Q2 2026.
  • DoubleLine Mortgage ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1855 holding.
  • CoreCap Advisors first reported a position in DoubleLine Mortgage ETF in Q1 2024 and has held it in 2 quarters since.
  • CoreCap Advisors's DoubleLine Mortgage ETF position peaked at $69.3K in Q1 2024.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.