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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

273% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 11

24% more capital invested

Capital invested by funds: $458M → $566M (+$108M)

0.04% more ownership

Funds ownership: 106.83%106.87% (+0.04%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 6967 (-2)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
0.88%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.13%
New
11
Increased
41
Reduced
11
Closed
12
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 +$219K +4,456 +5%
PW
27
Paladin Wealth
Minnesota
$4.38M +$1.12M +22,761 +35%
MG
28
Mather Group
Illinois
$4.02M +$173K +3,516 +5%
NRC
29
New Republic Capital
North Carolina
$4M +$1.75M +35,493 +79%
MWM
30
Maripau Wealth Management
Indiana
$3.35M -$41.9K -852 -1%
CCP
31
Cushing Capital Partners
Wisconsin
$3.12M +$353K +7,183 +13%
GWMIA
32
Global Wealth Management Investment Advisory
Florida
$3.03M +$105K +2,138 +4%
OPWM
33
Oregon Pacific Wealth Management
Oregon
$2.99M +$2.96M +60,174 New
UBS Group
34
UBS Group
Switzerland
$2.74M -$2.08M -42,237 -43%
NA
35
NewEdge Advisors
Louisiana
$1.9M -$1.2M -24,346 -39%
VWWMG
36
Vermillion & White Wealth Management Group
Pennsylvania
$1.69M +$1.66M +33,771 +19,521%
MMM
37
Mendel Money Management
Illinois
$1.29M +$1.28M +25,933 New
OFG
38
OmniStar Financial Group
North Carolina
$1.27M +$397K +8,068 +46%
MPIA
39
Milestones Private Investment Advisors
New York
$1.09M +$26.8K +546 +3%
AA
40
Ancora Advisors
Ohio
$894K
AFG
41
Atomi Financial Group
New York
$865K +$153K +3,119 +22%
Jane Street
42
Jane Street
New York
$775K +$425K +8,648 +124%
ACA
43
Aptus Capital Advisors
Alabama
$718K +$58.8K +1,196 +9%
HBS
44
Howard Bailey Securities
Indiana
$715K +$46.3K +942 +7%
PA
45
Parallel Advisors
California
$698K
Comerica Bank
46
Comerica Bank
Texas
$689K +$682K +13,865 New
LPL Financial
47
LPL Financial
California
$524K +$272K +5,533 +110%
SC
48
Sepio Capital
Utah
$507K +$49 +1 +0%
SF
49
Summit Financial
New Jersey
$490K +$485K +9,865 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$383K +$18.4K +374 +5%

DMBS Hedge Fund Activity: Q3 2025 in Review

67 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q3 2025, worth a combined $566M — up 24% from $458M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DMBS and 11 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 41 added.

The largest buyer was Osaic Holdings, adding an estimated $36.4M. The largest seller was SeaBridge Investment Advisors, exiting entirely with an estimated $3.91M sold.

  • 67 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q3 2025, down from 69 in Q2 2025.
  • Funds reported $566M of DoubleLine Mortgage ETF stock for Q3 2025, up 24% quarter-over-quarter.
  • 11 funds opened new DoubleLine Mortgage ETF positions in Q3 2025 and 12 closed out, a net change of -1 holder.
  • The largest DoubleLine Mortgage ETF buyer in Q3 2025 was Osaic Holdings, an estimated $36.4M added.
  • The largest DoubleLine Mortgage ETF seller in Q3 2025 was SeaBridge Investment Advisors, an estimated $3.91M sold.

Based on aggregated 13F filings for Q3 2025.