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Orion Portfolio Solutions’s DoubleLine Mortgage ETF DMBS Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$392K Buy
7,994
+252
+3% +$12.2K ﹤0.01% 1512
2024
Q4 		$372K Sell
7,742
-42
-0.5% -$2.05K ﹤0.01% 1456
2024
Q3 		$392K Buy
7,784
+722
+10% +$35.8K ﹤0.01% 1422
2024
Q2 		$341K Buy
7,062
+1,374
+24% +$65.8K ﹤0.01% 1417
2024
Q1 		$277K Buy
+5,688
New +$277K ﹤0.01% 1489

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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 $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Orion Portfolio Solutions's DMBS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its DoubleLine Mortgage ETF (DMBS) stake by 3.3% in Q1 2025, buying an estimated $12.2K and bringing the position to 7,994 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Orion Portfolio Solutions first reported a position in DMBS in Q1 2024 and has held it in 5 quarters since. The position peaked at $392K in Q3 2024. 63 funds tracked by Wall St. Rank hold DMBS as of Q1 2025.

  • Orion Portfolio Solutions held 7,994 shares of DoubleLine Mortgage ETF worth $392K as of Q1 2025.
  • Orion Portfolio Solutions bought 252 DoubleLine Mortgage ETF shares in Q1 2025, an estimated $12.2K.
  • DoubleLine Mortgage ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1512 holding.
  • Orion Portfolio Solutions first reported a position in DoubleLine Mortgage ETF in Q1 2024 and has held it in 5 quarters since.
  • Orion Portfolio Solutions's DoubleLine Mortgage ETF position peaked at $392K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.