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DoubleLine Mortgage ETF
DMBS

Overview Fund Activity

68 hedge funds and large institutions have $457M invested in DoubleLine Mortgage ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
0.91%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
13
Increased
33
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFA
1
TPG Financial Advisors
Oregon
$9.78M
2
FIA
2
Foundations Investment Advisors
Arizona
$16.6M
3
GI
3
Gradient Investments
Minnesota
$92M
4
HGA
4
Hobbs Group Advisors
South Carolina
$9.67M
5
SAW
5
Signal Advisors Wealth
Michigan
$10M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$0
2
AIM
2
AMI Investment Management
Indiana
$9.15M
3
MFWM
3
Motley Fool Wealth Management
Virginia
$11.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$409K
5
PAS
5
Park Avenue Securities
New York
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
26
SeaBridge Investment Advisors
New Jersey
$3.91M 79,657 +13,425 +20%
MG
27
Mather Group
Illinois
$3.8M 77,480 +77,480 New
MWM
28
Maripau Wealth Management
Indiana
$3.36M 68,223 +16,852 +33%
PW
29
Paladin Wealth
Minnesota
$3.21M 65,501 +7,599 +13%
NA
30
NewEdge Advisors
Louisiana
$3.07M 62,618 -2,572 -4%
GWMIA
31
Global Wealth Management Investment Advisory
Florida
$2.89M 58,912 +532 +0.9%
CCP
32
Cushing Capital Partners
Wisconsin
$2.73M 55,665 -3,577 -6%
NRC
33
New Republic Capital
North Carolina
$2.21M 44,973 +30,886 +219%
PWM
34
Puff Wealth Management
New Jersey
$1.27M 25,792 +11,261 +77%
AA
35
Ancora Advisors
Ohio
$883K 18,000 – –
OFG
36
OmniStar Financial Group
North Carolina
$862K 17,562 +3,730 +27%
AFG
37
Atomi Financial Group
New York
$702K 14,297 +2,517 +21%
PA
38
Parallel Advisors
California
$689K 14,049 +5,747 +69%
HBS
39
Howard Bailey Securities
Indiana
$660K 13,450 -2,108 -14%
ACA
40
Aptus Capital Advisors
Alabama
$651K 13,257 +1,959 +17%
CNTOF
41
Canandaigua National Trust of Florida
New York
$575K 11,725 +11,725 New
SC
42
Sepio Capital
Utah
$501K 10,210 -1 -0%
SFPM
43
Sensible Financial Planning & Management
Massachusetts
$495K 10,086 +10,086 New
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$409K 8,335 -15,096 -64%
LA
45
Latitude Advisors
Florida
$407K 8,293 +838 +11%
BCI
46
Brinker Capital Investments
Pennsylvania
$375K 7,645 -349 -4%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$359K 7,326 -1,415 -16%
Jane Street
48
Jane Street
New York
$341K 6,958 +6,958 New
Cerity Partners
49
Cerity Partners
New York
$326K 6,650 – –
Citadel Advisors
50
Citadel Advisors
Florida
$325K 6,619 +6,619 New
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