Latitude Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Latitude 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 Q3	$653K	Buy	14,100 +55	+0.4%	+$2.64K	0.2%	104
2026 Q2	$689K	Buy	14,045 +2,987	+27%	+$147K	0.27%	90
2026 Q1	$546K	Buy	11,058 +2,370	+27%	+$118K	0.25%	98
2025 Q4	$431K	Buy	8,688 +1,844	+27%	+$91.8K	0.19%	120
2025 Q3	$340K	Sell	6,844 -1,449	-17%	-$71.3K	0.16%	133
2025 Q2	$407K	Buy	8,293 +838	+11%	+$40.6K	0.2%	110
2025 Q1	$366K	Buy	7,455 +1,704	+30%	+$82.6K	0.21%	112
2024 Q4	$277K	Sell	5,751 -197	-3%	-$9.6K	0.16%	143
2024 Q3	$300K	Buy	+5,948	New	+$295K	0.17%	132

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $518M AUM 8.97% 1-Year Est. Return

CFG

Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Latitude Advisors's DMBS Position: Q3 2026 in Review

Latitude Advisors increased its DoubleLine Mortgage ETF (DMBS) stake by 0.39% in Q3 2026, buying an estimated $2.64K and bringing the position to 14,100 shares worth $653K. The position accounts for 0.2% of the portfolio, ranked #104.

Latitude Advisors first reported a position in DMBS in Q3 2024 and has held it in 9 quarters since. The position peaked at $689K in Q2 2026. 57 funds tracked by Wall St. Rank hold DMBS as of Q3 2026.

Latitude Advisors held 14,100 shares of DoubleLine Mortgage ETF worth $653K as of Q3 2026.
Latitude Advisors bought 55 DoubleLine Mortgage ETF shares in Q3 2026, an estimated $2.64K.
DoubleLine Mortgage ETF made up 0.2% of Latitude Advisors's portfolio in Q3 2026, its #104 holding.
Latitude Advisors first reported a position in DoubleLine Mortgage ETF in Q3 2024 and has held it in 9 quarters since.
Latitude Advisors's DoubleLine Mortgage ETF position peaked at $689K in Q2 2026.
57 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.