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DoubleLine Mortgage ETF

67 hedge funds and large institutions have $566M invested in DoubleLine Mortgage ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 11

24% more capital invested

Capital invested by funds: $458M → $566M (+$108M)

0.04% more ownership

Funds ownership: 106.83%106.87% (+0.04%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 6967 (-2)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
0.88%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.13%
New
11
Increased
41
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$383K +$2.9K +59 +0.8%
WC
52
Waterloo Capital
Texas
$347K +$21.4K +436 +7%
SWM
53
Silverlake Wealth Management
Vermont
$346K +$343K +6,970 New
AWA
54
A4 Wealth Advisors
North Carolina
$346K +$343K +6,967 New
LA
55
Latitude Advisors
Florida
$340K -$71.3K -1,449 -17%
Cerity Partners
56
Cerity Partners
New York
$330K
MA
57
Mutual Advisors
Nebraska
$287K +$197 +4 +0.1%
SCM
58
SCS Capital Management
Massachusetts
$268K +$3.29K +67 +1%
PCIA
59
Prime Capital Investment Advisors
Kansas
$250K +$247K +5,025 New
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$250K -$163K -3,312 -40%
AWM
61
AE Wealth Management
Kansas
$234K -$10.1K -206 -4%
GWANC
62
Guardian Wealth Advisors (North Carolina)
North Carolina
$224K -$34.3K -698 -13%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$211K +$209K +4,244 New
LFG
64
Larson Financial Group
Missouri
$44.2K +$49 +1 +0.1%
AF
65
Advisornet Financial
Minnesota
$17.4K +$49 +1 +0.3%
GSWM
66
Golden State Wealth Management
California
$1.09K +$1.08K +22 New
FFA
67
Farther Finance Advisors
California
$120
SIA
68
SeaBridge Investment Advisors
New Jersey
-$3.91M -79,657 Closed
PWM
69
Puff Wealth Management
New Jersey
-$1.27M -25,792 Closed
CNTOF
70
Canandaigua National Trust of Florida
New York
-$575K -11,725 Closed
SFPM
71
Sensible Financial Planning & Management
Massachusetts
-$495K -10,086 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-$325K -6,619 Closed
Goldman Sachs
73
Goldman Sachs
New York
-$308K -6,279 Closed
TPW
74
Transatlantique Private Wealth
New York
-$261K -5,314 Closed
RA
75
RFG Advisory
Alabama
-$213K -4,335 Closed

DMBS Hedge Fund Activity: Q3 2025 in Review

67 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q3 2025, worth a combined $566M — up 24% from $458M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DMBS and 11 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 41 added.

The largest buyer was Osaic Holdings, adding an estimated $36.4M. The largest seller was SeaBridge Investment Advisors, exiting entirely with an estimated $3.91M sold.

  • 67 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q3 2025, down from 69 in Q2 2025.
  • Funds reported $566M of DoubleLine Mortgage ETF stock for Q3 2025, up 24% quarter-over-quarter.
  • 11 funds opened new DoubleLine Mortgage ETF positions in Q3 2025 and 12 closed out, a net change of -1 holder.
  • The largest DoubleLine Mortgage ETF buyer in Q3 2025 was Osaic Holdings, an estimated $36.4M added.
  • The largest DoubleLine Mortgage ETF seller in Q3 2025 was SeaBridge Investment Advisors, an estimated $3.91M sold.

Based on aggregated 13F filings for Q3 2025.