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Summit Financial’s DoubleLine Mortgage ETF DMBS Stock Holding History

Summit Financial’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 		$829K Buy
16,793
+1,490
+10% +$74.2K 0.01% 834
2025
Q4 		$760K Buy
15,303
+5,438
+55% +$271K 0.01% 753
2025
Q3 		$490K Buy
+9,865
New +$485K 0.01% 887

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 $2.75B AUM 19.24% 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 $5.7B AUM 32.06% 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

Summit Financial's DMBS Position: Q1 2026 in Review

Summit Financial increased its DoubleLine Mortgage ETF (DMBS) stake by 9.7% in Q1 2026, buying an estimated $74.2K and bringing the position to 16,793 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #834.

Summit Financial first reported a position in DMBS in Q3 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

  • Summit Financial held 16,793 shares of DoubleLine Mortgage ETF worth $829K as of Q1 2026.
  • Summit Financial bought 1,490 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $74.2K.
  • DoubleLine Mortgage ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #834 holding.
  • Summit Financial first reported a position in DoubleLine Mortgage ETF in Q3 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.