LPL Financial
DMBS icon

LPL Financial’s DoubleLine Mortgage ETF DMBS Stock Holding History

LPL Financial’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 		$1.2M Sell
24,434
-6,923
-22% -$340K ﹤0.01% 4269
2026
Q1 		$1.55M Buy
31,357
+17,567
+127% +$875K ﹤0.01% 3748
2025
Q4 		$685K Buy
13,790
+3,241
+31% +$161K ﹤0.01% 4427
2025
Q3 		$524K Buy
10,549
+5,533
+110% +$272K ﹤0.01% 4581
2025
Q2 		$246K Buy
+5,016
New +$243K ﹤0.01% 4924

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

LPL Financial's DMBS Position: Q2 2026 in Review

LPL Financial reduced its DoubleLine Mortgage ETF (DMBS) stake by 22% in Q2 2026, selling an estimated $340K and leaving 24,434 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #4269.

LPL Financial first reported a position in DMBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.55M in Q1 2026. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • LPL Financial held 24,434 shares of DoubleLine Mortgage ETF worth $1.2M as of Q2 2026.
  • LPL Financial sold 6,923 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $340K.
  • DoubleLine Mortgage ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4269 holding.
  • LPL Financial first reported a position in DoubleLine Mortgage ETF in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's DoubleLine Mortgage ETF position peaked at $1.55M in Q1 2026.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.