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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
Q2 		$12.2M Buy
248,073
+16,254
+7% +$798K 0.26% 77
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
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

Savvy Advisors Inc's DMBS Position: Q2 2026 in Review

Savvy Advisors Inc increased its DoubleLine Mortgage ETF (DMBS) stake by 7% in Q2 2026, buying an estimated $798K and bringing the position to 248,073 shares worth $12.2M. The position accounts for 0.26% of the portfolio, ranked #77.

Savvy Advisors Inc first reported a position in DMBS in Q4 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Savvy Advisors Inc held 248,073 shares of DoubleLine Mortgage ETF worth $12.2M as of Q2 2026.
  • Savvy Advisors Inc bought 16,254 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $798K.
  • DoubleLine Mortgage ETF made up 0.26% of Savvy Advisors Inc's portfolio in Q2 2026, its #77 holding.
  • Savvy Advisors Inc first reported a position in DoubleLine Mortgage ETF in Q4 2024 and has held it in 7 quarters since.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.