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DoubleLine Mortgage ETF
DMBS

Overview Fund Activity

63 hedge funds and large institutions have $413M invested in DoubleLine Mortgage ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
0.86%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
18
Increased
28
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
1
Evergreen Capital Management
Washington
$27.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.4M
4
SAW
4
Signal Advisors Wealth
Michigan
$5.98M
5
MFS
5
Mattson Financial Services
Michigan
$9.87M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$86.9M
2
VWWMG
2
Vermillion & White Wealth Management Group
Pennsylvania
$8.49K
3
BFA
3
Brown Financial Advisors
Ohio
$6.41M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$13.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$3.2M +$259K +5,284 +9%
CCP
27
Cushing Capital Partners
Wisconsin
$2.91M +$475K +9,694 +20%
GWMIA
28
Global Wealth Management Investment Advisory
Florida
$2.86M +$2.86M +58,380 New
PW
29
Paladin Wealth
Minnesota
$2.84M -$354K -7,208 -11%
MWM
30
Maripau Wealth Management
Indiana
$2.52M +$1.88M +38,266 +292%
LRWM
31
Lord & Richards Wealth Management
Colorado
$2.25M +$1.97M +40,257 +706%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$1.15M +$1.15M +23,431 New
AA
33
Ancora Advisors
Ohio
$883K – – –
HBS
34
Howard Bailey Securities
Indiana
$763K -$177K -3,606 -19%
PWM
35
Puff Wealth Management
New Jersey
$713K +$8.14K +166 +1%
NRC
36
New Republic Capital
North Carolina
$691K +$691K +14,087 New
OFG
37
OmniStar Financial Group
North Carolina
$681K +$681K +13,832 New
AFG
38
Atomi Financial Group
New York
$578K +$578K +11,780 New
ACA
39
Aptus Capital Advisors
Alabama
$554K +$554K +11,298 New
SC
40
Sepio Capital
Utah
$501K – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$429K -$6.68K -136 -2%
PA
42
Parallel Advisors
California
$407K +$28.1K +572 +7%
Bank of America
43
Bank of America
North Carolina
$402K +$402K +8,200 New
OPS
44
Orion Portfolio Solutions
Nebraska
$392K +$12.4K +252 +3%
BCI
45
Brinker Capital Investments
Pennsylvania
$392K +$12.4K +252 +3%
LA
46
Latitude Advisors
Florida
$366K +$83.6K +1,704 +30%
FFA
47
Farther Finance Advisors
California
$346K -$767K -15,646 -69%
Cerity Partners
48
Cerity Partners
New York
$326K – – –
GS
49
GWN Securities
Florida
$325K +$325K +6,635 New
MA
50
Mutual Advisors
Nebraska
$279K -$14.4K -296 -5%
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