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DoubleLine Mortgage ETF
DMBS

Overview Fund Activity

68 hedge funds and large institutions have $457M invested in DoubleLine Mortgage ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
0.91%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
13
Increased
33
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFA
TPG Financial Advisors
Oregon
$9.78M
2
FIA
Foundations Investment Advisors
Arizona
$16.6M
3
GI
Gradient Investments
Minnesota
$92M
4
HGA
Hobbs Group Advisors
South Carolina
$9.67M
5
SAW
Signal Advisors Wealth
Michigan
$10M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0
2
AIM
AMI Investment Management
Indiana
$9.15M
3
MFWM
Motley Fool Wealth Management
Virginia
$11.8M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$409K
5
PAS
Park Avenue Securities
New York
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
51
Waterloo Capital
Texas
$322K +$114K +2,318 +55%
Goldman Sachs
52
Goldman Sachs
New York
$308K +$308K +6,279 New
MA
53
Mutual Advisors
Nebraska
$279K +$195 +4 +0.1%
SCM
54
SCS Capital Management
Massachusetts
$261K +$3.29K +67 +1%
TPW
55
Transatlantique Private Wealth
New York
$261K +$261K +5,314 New
GWANC
56
Guardian Wealth Advisors (North Carolina)
North Carolina
$256K -$18.5K -378 -7%
LPL Financial
57
LPL Financial
California
$246K +$246K +5,016 New
AWM
58
AE Wealth Management
Kansas
$241K -$15.1K -307 -6%
RA
59
RFG Advisory
Alabama
$213K +$213K +4,335 New
FTUS
60
Flow Traders U.S.
New York
$205K +$205K +4,184 New
LFG
61
Larson Financial Group
Missouri
$43.6K -$24.4K -498 -36%
AF
62
Allworth Financial
California
$35.6K +$35.6K +726 New
WCM
63
WealthTrak Capital Management
Virginia
$24.1K +$24.1K +491 New
AF
64
Advisornet Financial
Minnesota
$17.1K – – –
VWWMG
65
Vermillion & White Wealth Management Group
Pennsylvania
$8.49K – – –
Osaic Holdings
66
Osaic Holdings
Arizona
$5.96K +$4.15K +85 +230%
Wells Fargo
67
Wells Fargo
California
$1.82K – – –
FFA
68
Farther Finance Advisors
California
$117 -$413K -7,053 -100%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
– -$9.4M -191,534 Closed
Bank of America
70
Bank of America
North Carolina
– -$402K -8,200 Closed
GS
71
GWN Securities
Florida
– -$325K -6,635 Closed
SG
72
StoneX Group
New York
– -$275K -5,609 Closed
AssetMark Inc
73
AssetMark Inc
California
– -$4.61K -94 Closed
Citigroup
74
Citigroup
New York
– -$3.19K -65 Closed
CCM
75
Coldstream Capital Management
Washington
– -$1.13K -23 Closed
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