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DoubleLine Mortgage ETF

98 hedge funds and large institutions have $718M invested in DoubleLine Mortgage ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

165% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 20

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

15% more funds holding

Funds holding: 8598 (+13)

2% more capital invested

Capital invested by funds: $705M → $718M (+$13.5M)

2.14% less ownership

Funds ownership: 105.51%103.37% (-2.1%)

Holders
98
Holders Change
+13
Holders Change %
+15.29%
% of All Funds
1.21%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.18%
New
21
Increased
53
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
26
Motley Fool Wealth Management
Virginia
$7.66M -$2.51M -50,422 -25%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$7.36M +$7.18M +144,137 +2,972%
VWWMG
28
Vermillion & White Wealth Management Group
Pennsylvania
$7.07M +$5.42M +108,817 +317%
NRC
29
New Republic Capital
North Carolina
$6.86M +$1.43M +28,643 +26%
CFG
30
Compass Financial Group
Ohio
$6.09M +$1.39M +27,991 +29%
ICMP
31
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.94M -$113K -2,277 -2%
PW
32
Paladin Wealth
Minnesota
$5.39M +$556K +11,170 +11%
LRWM
33
Lord & Richards Wealth Management
Colorado
$5.18M -$25.1K -505 -0.5%
IWC
34
Integrated Wealth Concepts
Massachusetts
$4.84M +$391K +7,849 +9%
MML Investors Services
35
MML Investors Services
Massachusetts
$4.42M -$1.37M -27,601 -24%
GWMIA
36
Global Wealth Management Investment Advisory
Florida
$4.19M +$958K +19,232 +29%
MG
37
Mather Group
Illinois
$4.16M +$44K +884 +1%
OPWM
38
Oregon Pacific Wealth Management
Oregon
$3.8M +$2.57M +51,648 +204%
MWM
39
Maripau Wealth Management
Indiana
$3.65M -$97.7K -1,962 -3%
CCP
40
Cushing Capital Partners
Wisconsin
$2.84M -$207K -4,155 -7%
MMM
41
Mendel Money Management
Illinois
$2.58M +$577K +11,577 +28%
GDP
42
Great Diamond Partners
Maine
$2.57M +$2.6M +52,118 New
RWM
43
Ritholtz Wealth Management
New York
$2.12M +$2.13M +42,849 New
UBS Group
44
UBS Group
Switzerland
$2.09M -$757K -15,197 -26%
Jane Street
45
Jane Street
New York
$1.95M +$1.58M +31,746 +411%
OFG
46
OmniStar Financial Group
North Carolina
$1.88M +$563K +11,303 +42%
MPIA
47
Milestones Private Investment Advisors
New York
$1.62M +$35.8K +718 +2%
TIM
48
Tortoise Investment Management
New York
$1.57M -$20.6M -413,882 -93%
LPL Financial
49
LPL Financial
California
$1.55M +$875K +17,567 +127%
WIA
50
World Investment Advisors
California
$1.42M +$121K +2,420 +9%