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DoubleLine Mortgage ETF

84 hedge funds and large institutions have $700M invested in DoubleLine Mortgage ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
ICMP
26
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.09M
MML Investors Services
27
MML Investors Services
Massachusetts
$5.82M
NRC
28
New Republic Capital
North Carolina
$5.47M
LRWM
29
Lord & Richards Wealth Management
Colorado
$5.24M
PW
30
Paladin Wealth
Minnesota
$4.87M
IWC
31
Integrated Wealth Concepts
Massachusetts
$4.48M
MG
32
Mather Group
Illinois
$4.14M
MWM
33
Maripau Wealth Management
Indiana
$3.78M
GWMIA
34
Global Wealth Management Investment Advisory
Florida
$3.26M
CCP
35
Cushing Capital Partners
Wisconsin
$3.06M
UBS Group
36
UBS Group
Switzerland
$2.86M
SHWA
37
Safe Harbor Wealth Advisors
Ohio
$2.36M
NA
38
NewEdge Advisors
Louisiana
$2.07M
MMM
39
Mendel Money Management
Illinois
$2.02M
VWWMG
40
Vermillion & White Wealth Management Group
Pennsylvania
$1.71M
MPIA
41
Milestones Private Investment Advisors
New York
$1.6M
OFG
42
OmniStar Financial Group
North Carolina
$1.33M
WIA
43
World Investment Advisors
California
$1.31M
OPWM
44
Oregon Pacific Wealth Management
Oregon
$1.26M
ACA
45
Aptus Capital Advisors
Alabama
$1.07M
PWM
46
Puff Wealth Management
New Jersey
$1.06M
WS
47
Wilian Securities
Minnesota
$933K
AA
48
Ancora Advisors
Ohio
$894K
SWM
49
Silverlake Wealth Management
Vermont
$837K
GM
50
GeoWealth Management
Illinois
$774K