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Tortoise Investment Management’s DoubleLine Mortgage ETF DMBS Stock Holding History

Tortoise Investment 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 		$949K Sell
19,336
-12,517
-39% -$615K 0.07% 134
2026
Q1 		$1.57M Sell
31,853
-413,882
-93% -$20.6M 0.13% 103
2025
Q4 		$22.1M Buy
445,735
+42,095
+10% +$2.1M 1.94% 10
2025
Q3 		$20.1M Buy
403,640
+83,619
+26% +$4.11M 1.79% 11
2025
Q2 		$15.7M Buy
320,021
+20,762
+7% +$1.01M 1.5% 14
2025
Q1 		$14.7M Buy
299,259
+7,498
+3% +$364K 1.53% 15
2024
Q4 		$14M Buy
291,761
+76
+0% +$3.71K 1.48% 17
2024
Q3 		$14.7M Buy
291,685
+2,615
+0.9% +$130K 1.54% 15
2024
Q2 		$13.9M Buy
289,070
+37,010
+15% +$1.77M 1.59% 18
2024
Q1 		$12.3M Buy
252,060
+42,373
+20% +$2.06M 1.49% 18
2023
Q4 		$10.4M Buy
+209,687
New +$9.92M 1.41% 19

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

Tortoise Investment Management's DMBS Position: Q2 2026 in Review

Tortoise Investment Management reduced its DoubleLine Mortgage ETF (DMBS) stake by 39% in Q2 2026, selling an estimated $615K and leaving 19,336 shares worth $949K. The position accounts for 0.07% of the portfolio, ranked #134.

Tortoise Investment Management first reported a position in DMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.1M in Q4 2025. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Tortoise Investment Management held 19,336 shares of DoubleLine Mortgage ETF worth $949K as of Q2 2026.
  • Tortoise Investment Management sold 12,517 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $615K.
  • DoubleLine Mortgage ETF made up 0.07% of Tortoise Investment Management's portfolio in Q2 2026, its #134 holding.
  • Tortoise Investment Management first reported a position in DoubleLine Mortgage ETF in Q4 2023 and has held it in 11 quarters since.
  • Tortoise Investment Management's DoubleLine Mortgage ETF position peaked at $22.1M in Q4 2025.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.