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DoubleLine Mortgage ETF

67 hedge funds and large institutions have $566M invested in DoubleLine Mortgage ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LRWM
26
Lord & Richards Wealth Management
Colorado
$5.01M
PW
27
Paladin Wealth
Minnesota
$4.38M
MG
28
Mather Group
Illinois
$4.02M
NRC
29
New Republic Capital
North Carolina
$4M
MWM
30
Maripau Wealth Management
Indiana
$3.35M
CCP
31
Cushing Capital Partners
Wisconsin
$3.12M
GWMIA
32
Global Wealth Management Investment Advisory
Florida
$3.03M
OPWM
33
Oregon Pacific Wealth Management
Oregon
$2.99M
UBS Group
34
UBS Group
Switzerland
$2.74M
NA
35
NewEdge Advisors
Louisiana
$1.9M
VWWMG
36
Vermillion & White Wealth Management Group
Pennsylvania
$1.69M
MMM
37
Mendel Money Management
Illinois
$1.29M
OFG
38
OmniStar Financial Group
North Carolina
$1.27M
MPIA
39
Milestones Private Investment Advisors
New York
$1.09M
AA
40
Ancora Advisors
Ohio
$894K
AFG
41
Atomi Financial Group
New York
$865K
Jane Street
42
Jane Street
New York
$775K
ACA
43
Aptus Capital Advisors
Alabama
$718K
HBS
44
Howard Bailey Securities
Indiana
$715K
PA
45
Parallel Advisors
California
$698K
Comerica Bank
46
Comerica Bank
Texas
$689K
LPL Financial
47
LPL Financial
California
$524K
SC
48
Sepio Capital
Utah
$507K
SF
49
Summit Financial
New Jersey
$490K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$383K