NewEdge Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

NewEdge 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 Q1	$595K	Sell	12,053 -29,721	-71%	-$1.48M	﹤0.01%	1843
2025 Q4	$2.07M	Buy	41,774 +3,502	+9%	+$174K	0.01%	1058
2025 Q3	$1.9M	Sell	38,272 -24,346	-39%	-$1.2M	0.01%	1040
2025 Q2	$3.07M	Sell	62,618 -2,572	-4%	-$125K	0.02%	752
2025 Q1	$3.2M	Buy	65,190 +5,284	+9%	+$256K	0.02%	659
2024 Q4	$2.88M	Buy	59,906 +42,363	+241%	+$2.07M	0.02%	679
2024 Q3	$884K	Buy	+17,543	New	+$871K	0.01%	1160

Other funds holding DMBS

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

NewEdge Advisors's DMBS Position: Q1 2026 in Review

NewEdge Advisors reduced its DoubleLine Mortgage ETF (DMBS) stake by 71% in Q1 2026, selling an estimated $1.48M and leaving 12,053 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

NewEdge Advisors first reported a position in DMBS in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.2M in Q1 2025. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

NewEdge Advisors held 12,053 shares of DoubleLine Mortgage ETF worth $595K as of Q1 2026.
NewEdge Advisors sold 29,721 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $1.48M.
DoubleLine Mortgage ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1843 holding.
NewEdge Advisors first reported a position in DoubleLine Mortgage ETF in Q3 2024 and has held it in 7 quarters since.
NewEdge Advisors's DoubleLine Mortgage ETF position peaked at $3.2M in Q1 2025.
98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.