Morgan Stanley
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Morgan Stanley’s DoubleLine Mortgage ETF DMBS Stock Holding History

Morgan Stanley’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 		$8.82M Sell
179,721
-12,655
-7% -$622K ﹤0.01% 3795
2026
Q1 		$9.5M Sell
192,376
-175,495
-48% -$8.74M ﹤0.01% 3605
2025
Q4 		$18.3M Buy
367,871
+11,208
+3% +$558K ﹤0.01% 3026
2025
Q3 		$17.7M Buy
356,663
+36,962
+12% +$1.82M ﹤0.01% 2995
2025
Q2 		$15.7M Buy
319,701
+31,484
+11% +$1.53M ﹤0.01% 3043
2025
Q1 		$14.1M Buy
288,217
+248,418
+624% +$12M ﹤0.01% 3028
2024
Q4 		$1.91M Buy
39,799
+29,918
+303% +$1.46M ﹤0.01% 4725
2024
Q3 		$498K Buy
9,881
+9,244
+1,451% +$459K ﹤0.01% 5410
2024
Q2 		$30.7K Hold
637
– – ﹤0.01% 6328
2024
Q1 		$31K Buy
637
+1
+0.2% +$49 ﹤0.01% 6368
2023
Q4 		$31.5K Buy
+636
New +$30.1K ﹤0.01% 6313

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

Morgan Stanley's DMBS Position: Q2 2026 in Review

Morgan Stanley reduced its DoubleLine Mortgage ETF (DMBS) stake by 6.6% in Q2 2026, selling an estimated $622K and leaving 179,721 shares worth $8.82M. The position accounts for ﹤0.01% of the portfolio, ranked #3795.

Morgan Stanley first reported a position in DMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.3M in Q4 2025. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Morgan Stanley held 179,721 shares of DoubleLine Mortgage ETF worth $8.82M as of Q2 2026.
  • Morgan Stanley sold 12,655 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $622K.
  • DoubleLine Mortgage ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3795 holding.
  • Morgan Stanley first reported a position in DoubleLine Mortgage ETF in Q4 2023 and has held it in 11 quarters since.
  • Morgan Stanley's DoubleLine Mortgage ETF position peaked at $18.3M in Q4 2025.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.