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Prime Capital Investment Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

Prime Capital Investment 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
Q2 		$543K Buy
+11,068
New +$544K 0.01% 676
2026
Q1 		– Sell
-7,294
Closed -$362K – 1067
2025
Q4 		$362K Buy
7,294
+2,269
+45% +$113K ﹤0.01% 748
2025
Q3 		$250K Buy
+5,025
New +$247K ﹤0.01% 861

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Prime Capital Investment Advisors's DMBS Position: Q2 2026 in Review

Prime Capital Investment Advisors opened a new position in DoubleLine Mortgage ETF (DMBS) in Q2 2026: 11,068 shares worth $543K. The stake represents 0.01% of the portfolio and ranks #676 among its holdings. This is a return to the name: Prime Capital Investment Advisors previously reported a position in DMBS as recently as Q4 2025.

Prime Capital Investment Advisors first reported a position in DMBS in Q3 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Prime Capital Investment Advisors held 11,068 shares of DoubleLine Mortgage ETF worth $543K as of Q2 2026.
  • DoubleLine Mortgage ETF was a new Prime Capital Investment Advisors position in Q2 2026.
  • DoubleLine Mortgage ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #676 holding.
  • Prime Capital Investment Advisors first reported a position in DoubleLine Mortgage ETF in Q3 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.