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Key Financial Inc’s DoubleLine Mortgage ETF DMBS Stock Holding History

Key Financial Inc’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 		$3.76M Buy
+76,610
New +$3.76M 0.62% 36

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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 22.94% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Key Financial Inc's DMBS Position: Q2 2026 in Review

Key Financial Inc opened a new position in DoubleLine Mortgage ETF (DMBS) in Q2 2026: 76,610 shares worth $3.76M. The stake represents 0.62% of the portfolio and ranks #36 among its holdings.

52 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Key Financial Inc held 76,610 shares of DoubleLine Mortgage ETF worth $3.76M as of Q2 2026.
  • DoubleLine Mortgage ETF was a new Key Financial Inc position in Q2 2026.
  • DoubleLine Mortgage ETF made up 0.62% of Key Financial Inc's portfolio in Q2 2026, its #36 holding.
  • 52 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.