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DoubleLine Mortgage ETF

69 hedge funds and large institutions have $458M invested in DoubleLine Mortgage ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more capital invested

Capital invested by funds: $413M → $458M (+$45.1M)

10% more funds holding

Funds holding: 6369 (+6)

0.76% more ownership

Funds ownership: 106.07%106.83% (+0.76%)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% 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
14
Increased
33
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$325K +$321K +6,619 New
WC
52
Waterloo Capital
Texas
$322K +$112K +2,318 +55%
Goldman Sachs
53
Goldman Sachs
New York
$308K +$304K +6,279 New
MA
54
Mutual Advisors
Nebraska
$279K +$194 +4 +0.1%
SCM
55
SCS Capital Management
Massachusetts
$261K +$3.25K +67 +1%
TPW
56
Transatlantique Private Wealth
New York
$261K +$258K +5,314 New
GWANC
57
Guardian Wealth Advisors (North Carolina)
North Carolina
$256K -$18.3K -378 -7%
LPL Financial
58
LPL Financial
California
$246K +$243K +5,016 New
AWM
59
AE Wealth Management
Kansas
$241K -$14.9K -307 -6%
RA
60
RFG Advisory
Alabama
$213K +$210K +4,335 New
FTUS
61
Flow Traders U.S.
New York
$205K +$203K +4,184 New
LFG
62
Larson Financial Group
Missouri
$43.6K -$24.1K -498 -36%
AF
63
Allworth Financial
California
$35.6K +$35.2K +726 New
WCM
64
WealthTrak Capital Management
Virginia
$24.1K +$23.8K +491 New
AF
65
Advisornet Financial
Minnesota
$17.1K
VWWMG
66
Vermillion & White Wealth Management Group
Pennsylvania
$8.49K
Osaic Holdings
67
Osaic Holdings
Arizona
$4.18K +$2.33K +48 +130%
Wells Fargo
68
Wells Fargo
California
$1.82K
FFA
69
Farther Finance Advisors
California
$117 -$342K -7,053 -100%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
-$9.39M -191,534 Closed
Bank of America
71
Bank of America
North Carolina
-$402K -8,200 Closed
GS
72
GWN Securities
Florida
-$325K -6,635 Closed
SG
73
StoneX Group
New York
-$275K -5,609 Closed
AssetMark Inc
74
AssetMark Inc
California
-$4.61K -94 Closed
Citigroup
75
Citigroup
New York
-$3.19K -65 Closed

DMBS Hedge Fund Activity: Q2 2025 in Review

69 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q2 2025, worth a combined $458M — up 11% from $413M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DMBS positions and 7 closed out — a net gain of 7 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was TPG Financial Advisors, opening a new position worth an estimated $9.66M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $9.39M sold.

  • 69 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q2 2025, up from 63 in Q1 2025.
  • Funds reported $458M of DoubleLine Mortgage ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 14 funds opened new DoubleLine Mortgage ETF positions in Q2 2025 and 7 closed out, a net change of +7 holders.
  • The largest DoubleLine Mortgage ETF buyer in Q2 2025 was TPG Financial Advisors, an estimated $9.66M added.
  • The largest DoubleLine Mortgage ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $9.39M sold.

Based on aggregated 13F filings for Q2 2025.