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DoubleLine Mortgage ETF
DMBS

69 hedge funds and large institutions have $458M invested in DoubleLine Mortgage ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

11% more capital invested

Capital invested by funds: $413M → $458M (+$45.1M)

10% more funds holding

Funds holding: 63 → 69 (+6)

0.76% more ownership

Funds ownership: 106.07% → 106.83% (+0.76%)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% 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
14
Increased
33
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TFA
TPG Financial Advisors
Oregon
+$9.66M
2
FIA
Foundations Investment Advisors
Arizona
+$7.82M
3
GI
Gradient Investments
Minnesota
+$5.03M
4
HGA
Hobbs Group Advisors
South Carolina
+$4.12M
5
SAW
Signal Advisors Wealth
Michigan
+$3.99M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.39M
2
AIM
AMI Investment Management
Indiana
-$3.12M
3
MFWM
Motley Fool Wealth Management
Virginia
-$1.26M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$732K
5
PAS
Park Avenue Securities
New York
-$417K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
26
SeaBridge Investment Advisors
New Jersey
$3.91M +$651K +13,425 +20%
MG
27
Mather Group
Illinois
$3.8M +$3.76M +77,480 New
MWM
28
Maripau Wealth Management
Indiana
$3.36M +$817K +16,852 +33%
PW
29
Paladin Wealth
Minnesota
$3.21M +$368K +7,599 +13%
NA
30
NewEdge Advisors
Louisiana
$3.07M -$125K -2,572 -4%
GWMIA
31
Global Wealth Management Investment Advisory
Florida
$2.89M +$25.8K +532 +0.9%
CCP
32
Cushing Capital Partners
Wisconsin
$2.73M -$173K -3,577 -6%
NRC
33
New Republic Capital
North Carolina
$2.21M +$1.5M +30,886 +219%
PWM
34
Puff Wealth Management
New Jersey
$1.27M +$546K +11,261 +77%
MPIA
35
Milestones Private Investment Advisors
New York
$1.05M +$1.03M +21,330 New
AA
36
Ancora Advisors
Ohio
$883K – – –
OFG
37
OmniStar Financial Group
North Carolina
$862K +$181K +3,730 +27%
AFG
38
Atomi Financial Group
New York
$702K +$122K +2,517 +21%
PA
39
Parallel Advisors
California
$689K +$279K +5,747 +69%
HBS
40
Howard Bailey Securities
Indiana
$660K -$121K -2,496 -16%
ACA
41
Aptus Capital Advisors
Alabama
$651K +$94.9K +1,959 +17%
CNTOF
42
Canandaigua National Trust of Florida
New York
$575K +$568K +11,725 New
SC
43
Sepio Capital
Utah
$501K -$48 -1 -0%
SFPM
44
Sensible Financial Planning & Management
Massachusetts
$495K +$489K +10,086 New
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$409K -$732K -15,096 -64%
LA
46
Latitude Advisors
Florida
$407K +$40.6K +838 +11%
BCI
47
Brinker Capital Investments
Pennsylvania
$375K -$16.9K -349 -4%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$359K -$68.6K -1,415 -16%
Jane Street
49
Jane Street
New York
$341K +$337K +6,958 New
Cerity Partners
50
Cerity Partners
New York
$326K – – –
1
2
3 4

DMBS Hedge Fund Activity: Q2 2025 in Review

69 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q2 2025, worth a combined $458M — up 11% from $413M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DMBS positions and 7 closed out — a net gain of 7 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was TPG Financial Advisors, opening a new position worth an estimated $9.66M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $9.39M sold.

  • 69 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q2 2025, up from 63 in Q1 2025.
  • Funds reported $458M of DoubleLine Mortgage ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 14 funds opened new DoubleLine Mortgage ETF positions in Q2 2025 and 7 closed out, a net change of +7 holders.
  • The largest DoubleLine Mortgage ETF buyer in Q2 2025 was TPG Financial Advisors, an estimated $9.66M added.
  • The largest DoubleLine Mortgage ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $9.39M sold.

Based on aggregated 13F filings for Q2 2025.