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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.

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

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0
2
AIM
AMI Investment Management
Indiana
$9.15M
3
MFWM
Motley Fool Wealth Management
Virginia
$11.8M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$409K
5
PAS
Park Avenue Securities
New York
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
26
SeaBridge Investment Advisors
New Jersey
$3.91M +$659K +13,425 +20%
MG
27
Mather Group
Illinois
$3.8M +$3.8M +77,480 New
MWM
28
Maripau Wealth Management
Indiana
$3.36M +$829K +16,852 +33%
PW
29
Paladin Wealth
Minnesota
$3.21M +$373K +7,599 +13%
NA
30
NewEdge Advisors
Louisiana
$3.07M -$126K -2,572 -4%
GWMIA
31
Global Wealth Management Investment Advisory
Florida
$2.89M +$26.1K +532 +0.9%
CCP
32
Cushing Capital Partners
Wisconsin
$2.73M -$176K -3,577 -6%
NRC
33
New Republic Capital
North Carolina
$2.21M +$1.52M +30,886 +219%
PWM
34
Puff Wealth Management
New Jersey
$1.27M +$553K +11,261 +77%
AA
35
Ancora Advisors
Ohio
$883K – – –
OFG
36
OmniStar Financial Group
North Carolina
$862K +$183K +3,730 +27%
AFG
37
Atomi Financial Group
New York
$702K +$124K +2,517 +21%
PA
38
Parallel Advisors
California
$689K +$282K +5,747 +69%
HBS
39
Howard Bailey Securities
Indiana
$660K -$103K -2,108 -14%
ACA
40
Aptus Capital Advisors
Alabama
$651K +$96.1K +1,959 +17%
CNTOF
41
Canandaigua National Trust of Florida
New York
$575K +$575K +11,725 New
SC
42
Sepio Capital
Utah
$501K -$49 -1 -0%
SFPM
43
Sensible Financial Planning & Management
Massachusetts
$495K +$495K +10,086 New
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$409K -$741K -15,096 -64%
LA
45
Latitude Advisors
Florida
$407K +$41.1K +838 +11%
BCI
46
Brinker Capital Investments
Pennsylvania
$375K -$17.1K -349 -4%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$359K -$69.3K -1,415 -16%
Jane Street
48
Jane Street
New York
$341K +$341K +6,958 New
Cerity Partners
49
Cerity Partners
New York
$326K – – –
Citadel Advisors
50
Citadel Advisors
Florida
$325K +$325K +6,619 New
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2
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