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World Investment Advisors’s DoubleLine Mortgage ETF DMBS Stock Holding History

World Investment Advisors’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 		$1.42M Buy
28,832
+2,420
+9% +$121K 0.02% 597
2025
Q4 		$1.31M Buy
+26,412
New +$1.32M 0.02% 596

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 $2.26B AUM 13.25% 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

World Investment Advisors's DMBS Position: Q1 2026 in Review

World Investment Advisors increased its DoubleLine Mortgage ETF (DMBS) stake by 9.2% in Q1 2026, buying an estimated $121K and bringing the position to 28,832 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #597.

World Investment Advisors first reported a position in DMBS in Q4 2025 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold DMBS as of Q1 2026.

  • World Investment Advisors held 28,832 shares of DoubleLine Mortgage ETF worth $1.42M as of Q1 2026.
  • World Investment Advisors bought 2,420 DoubleLine Mortgage ETF shares in Q1 2026, an estimated $121K.
  • DoubleLine Mortgage ETF made up 0.02% of World Investment Advisors's portfolio in Q1 2026, its #597 holding.
  • World Investment Advisors first reported a position in DoubleLine Mortgage ETF in Q4 2025 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.