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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
Q2 		$1.42M Hold
28,832
– – 0.02% 587
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 $7B AUM 14.85% 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 22.9% 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 $2.27B AUM 16.1% 1-Year Est. Return

World Investment Advisors's DMBS Position: Q2 2026 in Review

World Investment Advisors held its DoubleLine Mortgage ETF (DMBS) position steady in Q2 2026 at 28,832 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #587.

World Investment Advisors first reported a position in DMBS in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • World Investment Advisors held 28,832 shares of DoubleLine Mortgage ETF worth $1.42M as of Q2 2026.
  • World Investment Advisors left its DoubleLine Mortgage ETF share count unchanged in Q2 2026.
  • DoubleLine Mortgage ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #587 holding.
  • World Investment Advisors first reported a position in DoubleLine Mortgage ETF in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.