SCS Capital Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

SCS Capital Management’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	$275K	Buy	5,600 +73	+1%	+$3.59K	﹤0.01%	433
2026 Q1	$273K	Buy	5,527 +46	+0.8%	+$2.29K	﹤0.01%	424
2025 Q4	$272K	Buy	5,481 +89	+2%	+$4.43K	﹤0.01%	441
2025 Q3	$268K	Buy	5,392 +67	+1%	+$3.29K	﹤0.01%	464
2025 Q2	$261K	Buy	5,325 +67	+1%	+$3.25K	﹤0.01%	485
2025 Q1	$258K	Buy	+5,258	New	+$255K	﹤0.01%	452

Other funds holding DMBS

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

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

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

SCS Capital Management's DMBS Position: Q2 2026 in Review

SCS Capital Management increased its DoubleLine Mortgage ETF (DMBS) stake by 1.3% in Q2 2026, buying an estimated $3.59K and bringing the position to 5,600 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

SCS Capital Management first reported a position in DMBS in Q1 2025 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

SCS Capital Management held 5,600 shares of DoubleLine Mortgage ETF worth $275K as of Q2 2026.
SCS Capital Management bought 73 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $3.59K.
DoubleLine Mortgage ETF made up ﹤0.01% of SCS Capital Management's portfolio in Q2 2026, its #433 holding.
SCS Capital Management first reported a position in DoubleLine Mortgage ETF in Q1 2025 and has held it in 6 quarters since.
102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.