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DoubleLine Mortgage ETF

63 hedge funds and large institutions have $413M invested in DoubleLine Mortgage ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
0.86%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
18
Increased
28
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SG
51
StoneX Group
New York
$275K +$275K +5,609 New
GWANC
52
Guardian Wealth Advisors (North Carolina)
North Carolina
$274K +$274K +5,588 New
SCM
53
SCS Capital Management
Massachusetts
$258K +$258K +5,258 New
AWM
54
AE Wealth Management
Kansas
$256K -$3.24K -66 -1%
WC
55
Waterloo Capital
Texas
$208K +$208K +4,238 New
LFG
56
Larson Financial Group
Missouri
$68K +$60.1K +1,226 +766%
AF
57
Advisornet Financial
Minnesota
$17.1K +$17.1K +349 New
VWWMG
58
Vermillion & White Wealth Management Group
Pennsylvania
$8.49K -$2.31M -47,160 -100%
AssetMark Inc
59
AssetMark Inc
California
$4.61K +$4.61K +94 New
Citigroup
60
Citigroup
New York
$3.19K +$3.19K +65 New
Wells Fargo
61
Wells Fargo
California
$1.82K +$1.82K +37 New
Osaic Holdings
62
Osaic Holdings
Arizona
$1.81K -$4.31K -88 -70%
CCM
63
Coldstream Capital Management
Washington
$1.13K +$1.13K +23 New
Goldman Sachs
64
Goldman Sachs
New York
-$1.07M -22,315 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
-$585K -12,155 Closed
CNTOF
66
Canandaigua National Trust of Florida
New York
-$545K -11,334 Closed
GS
67
GTS Securities
New York
-$362K -7,534 Closed
AWMS
68
Advocacy Wealth Management Services
Georgia
-$261K -5,420 Closed
OP
69
ORG Partners
Indiana
-$48.5K -1,008 Closed
GM
70
GeoWealth Management
Illinois
-$11K -229 Closed
BSB
71
Bangor Savings Bank
Maine
-$6.59K -137 Closed
MDA
72
Minot DeBlois Advisors
Massachusetts
-$4.23K -88 Closed
Franklin Resources
73
Franklin Resources
California
-$1.64K -34 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
-$48 -1 Closed