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Whitney & Co’s DoubleLine Mortgage ETF DMBS Stock Holding History

Whitney & Co’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 		$10.2M Buy
208,134
+10,647
+5% +$523K 0.75% 39
2026
Q1 		$9.75M Buy
197,487
+10,738
+6% +$535K 0.81% 42
2025
Q4 		$9.27M Buy
186,749
+8,002
+4% +$398K 0.74% 43
2025
Q3 		$8.88M Buy
178,747
+9,747
+6% +$479K 0.81% 41
2025
Q2 		$8.29M Buy
169,000
+858
+0.5% +$41.6K 0.82% 46
2025
Q1 		$8.25M Buy
168,142
+8,193
+5% +$397K 0.88% 42
2024
Q4 		$7.69M Buy
159,949
+7,190
+5% +$351K 0.81% 42
2024
Q3 		$7.7M Buy
152,759
+5,368
+4% +$266K 0.83% 44
2024
Q2 		$7.11M Buy
147,391
+6,260
+4% +$300K 0.82% 43
2024
Q1 		$6.87M Buy
+141,131
New +$6.87M 0.82% 42

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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
NRC
New Republic Capital Charlotte, North Carolina $434M AUM 31.16% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Whitney & Co's DMBS Position: Q2 2026 in Review

Whitney & Co increased its DoubleLine Mortgage ETF (DMBS) stake by 5.4% in Q2 2026, buying an estimated $523K and bringing the position to 208,134 shares worth $10.2M. The position accounts for 0.75% of the portfolio, ranked #39.

Whitney & Co first reported a position in DMBS in Q1 2024 and has held it in 10 quarters since. 45 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • Whitney & Co held 208,134 shares of DoubleLine Mortgage ETF worth $10.2M as of Q2 2026.
  • Whitney & Co bought 10,647 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $523K.
  • DoubleLine Mortgage ETF made up 0.75% of Whitney & Co's portfolio in Q2 2026, its #39 holding.
  • Whitney & Co first reported a position in DoubleLine Mortgage ETF in Q1 2024 and has held it in 10 quarters since.
  • 45 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.