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DoubleLine Mortgage ETF
DMBS

85 hedge funds and large institutions have $705M invested in DoubleLine Mortgage ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

175% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 16

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

27% more funds holding

Funds holding: 67 → 85 (+18)

24% more capital invested

Capital invested by funds: $566M → $705M (+$139M)

1.37% less ownership

Funds ownership: 106.87% → 105.51% (-1.4%)

Holders
85
Holders Change
+18
Holders Change %
+26.87%
% of All Funds
1.03%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.16%
New
21
Increased
44
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMS
Advocacy Wealth Management Services
Georgia
+$48.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$46.2M
3
CA
Cambridge Associates
Massachusetts
+$20.4M
4
AFG
Atomi Financial Group
New York
+$12.7M
5
GI
Gradient Investments
Minnesota
+$12.3M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.3M
2
OPWM
Oregon Pacific Wealth Management
Oregon
-$1.73M
3
MFWM
Motley Fool Wealth Management
Virginia
-$1.41M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.18M
5
HGA
Hobbs Group Advisors
South Carolina
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
ICMP
26
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.09M +$195K +3,921 +3%
MML Investors Services
27
MML Investors Services
Massachusetts
$5.82M +$765K +15,360 +15%
NRC
28
New Republic Capital
North Carolina
$5.47M +$1.48M +29,791 +37%
LRWM
29
Lord & Richards Wealth Management
Colorado
$5.24M +$231K +4,632 +5%
PW
30
Paladin Wealth
Minnesota
$4.87M +$488K +9,806 +11%
CFG
31
Compass Financial Group
Ohio
$4.73M +$4.75M +95,309 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$4.48M -$1.18M -23,676 -21%
MG
33
Mather Group
Illinois
$4.14M +$115K +2,301 +3%
MWM
34
Maripau Wealth Management
Indiana
$3.78M +$427K +8,573 +13%
GWMIA
35
Global Wealth Management Investment Advisory
Florida
$3.26M +$228K +4,581 +8%
CCP
36
Cushing Capital Partners
Wisconsin
$3.06M -$60.8K -1,221 -2%
UBS Group
37
UBS Group
Switzerland
$2.86M +$118K +2,371 +4%
SHWA
38
Safe Harbor Wealth Advisors
Ohio
$2.36M +$2.34M +46,986 New
NA
39
NewEdge Advisors
Louisiana
$2.07M +$174K +3,502 +9%
MMM
40
Mendel Money Management
Illinois
$2.02M +$733K +14,724 +57%
VWWMG
41
Vermillion & White Wealth Management Group
Pennsylvania
$1.71M +$21.5K +432 +1%
MPIA
42
Milestones Private Investment Advisors
New York
$1.6M +$513K +10,293 +47%
OFG
43
OmniStar Financial Group
North Carolina
$1.33M +$53.6K +1,076 +4%
WIA
44
World Investment Advisors
California
$1.31M +$1.32M +26,412 New
OPWM
45
Oregon Pacific Wealth Management
Oregon
$1.26M -$1.73M -34,834 -58%
ACA
46
Aptus Capital Advisors
Alabama
$1.07M +$349K +7,019 +49%
PWM
47
Puff Wealth Management
New Jersey
$1.06M +$1.06M +21,337 New
WS
48
Wilian Securities
Minnesota
$933K +$935K +18,785 New
AA
49
Ancora Advisors
Ohio
$894K – – –
SWM
50
Silverlake Wealth Management
Vermont
$837K +$492K +9,890 +142%
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