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StoneX Group’s DoubleLine Mortgage ETF DMBS Stock Holding History

StoneX Group’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
2025
Q2 		– Sell
-5,609
Closed -$275K – 911
2025
Q1 		$275K Buy
+5,609
New +$272K 0.02% 673

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

StoneX Group's DMBS Position: Q2 2025 in Review

StoneX Group sold out of DoubleLine Mortgage ETF (DMBS) in Q2 2025, closing a stake of 5,609 shares — an estimated $275K sold.

StoneX Group first reported a position in DMBS in Q1 2025 and held it in 1 quarter. The position peaked at $275K in Q1 2025. 69 funds tracked by Wall St. Rank hold DMBS as of Q2 2025.

  • StoneX Group reported no remaining DoubleLine Mortgage ETF position as of Q2 2025 after selling out during the quarter.
  • StoneX Group sold 5,609 DoubleLine Mortgage ETF shares in Q2 2025, an estimated $275K.
  • StoneX Group first reported a position in DoubleLine Mortgage ETF in Q1 2025 and held it in 1 quarter.
  • StoneX Group's DoubleLine Mortgage ETF position peaked at $275K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2025.

Based on StoneX Group's 13F filing for Q2 2025, filed 13 Aug 2025.