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Savvy Advisors Inc’s DoubleLine Mortgage ETF DMBS Stock Holding History

Savvy Advisors Inc’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 		$11.4M Buy
231,819
+21,356
+10% +$1.06M 0.31% 63
2025
Q4 		$10.5M Buy
210,463
+22,643
+12% +$1.13M 0.34% 55
2025
Q3 		$9.33M Buy
187,820
+53,729
+40% +$2.64M 0.43% 50
2025
Q2 		$6.58M Buy
134,091
+9,990
+8% +$484K 0.44% 45
2025
Q1 		$6.09M Buy
124,101
+14,873
+14% +$721K 0.61% 31
2024
Q4 		$5.25M Buy
+109,228
New +$5.34M 0.63% 28

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 $2.26B AUM 13.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Savvy Advisors Inc's DMBS Position: Q1 2026 in Review

Savvy Advisors Inc increased its DoubleLine Mortgage ETF (DMBS) stake by 10% in Q1 2026, buying an estimated $1.06M and bringing the position to 231,819 shares worth $11.4M. The position accounts for 0.31% of the portfolio, ranked #63.

Savvy Advisors Inc first reported a position in DMBS in Q4 2024 and has held it in 6 quarters since. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

  • Savvy Advisors Inc held 231,819 shares of DoubleLine Mortgage ETF worth $11.4M as of Q1 2026.
  • Savvy Advisors Inc bought 21,356 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $1.06M.
  • DoubleLine Mortgage ETF made up 0.31% of Savvy Advisors Inc's portfolio in Q1 2026, its #63 holding.
  • Savvy Advisors Inc first reported a position in DoubleLine Mortgage ETF in Q4 2024 and has held it in 6 quarters since.
  • 98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.