Steward Partners Investment Advisory’s DoubleLine Mortgage ETF DMBS Stock Holding History

Steward Partners Investment Advisory’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	$6.09K	Buy	+124	New	+$6.09K	﹤0.01%	3900

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

Steward Partners Investment Advisory's DMBS Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in DoubleLine Mortgage ETF (DMBS) in Q2 2026: 124 shares worth $6.09K. The stake represents ﹤0.01% of the portfolio and ranks #3900 among its holdings.

96 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

Steward Partners Investment Advisory held 124 shares of DoubleLine Mortgage ETF worth $6.09K as of Q2 2026.
DoubleLine Mortgage ETF was a new Steward Partners Investment Advisory position in Q2 2026.
DoubleLine Mortgage ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3900 holding.
96 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.