DMBS icon

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
Holders
67
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$383K
WC
52
Waterloo Capital
Texas
$347K
SWM
53
Silverlake Wealth Management
Vermont
$346K
AWA
54
A4 Wealth Advisors
North Carolina
$346K
LA
55
Latitude Advisors
Florida
$340K
Cerity Partners
56
Cerity Partners
New York
$330K
MA
57
Mutual Advisors
Nebraska
$287K
SCM
58
SCS Capital Management
Massachusetts
$268K
PCIA
59
Prime Capital Investment Advisors
Kansas
$250K
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$250K
AWM
61
AE Wealth Management
Kansas
$234K
GWANC
62
Guardian Wealth Advisors (North Carolina)
North Carolina
$224K
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$211K
LFG
64
Larson Financial Group
Missouri
$44.2K
AF
65
Advisornet Financial
Minnesota
$17.4K
GSWM
66
Golden State Wealth Management
California
$1.09K
FFA
67
Farther Finance Advisors
California
$120
SIA
68
SeaBridge Investment Advisors
New Jersey
PWM
69
Puff Wealth Management
New Jersey
CNTOF
70
Canandaigua National Trust of Florida
New York
SFPM
71
Sensible Financial Planning & Management
Massachusetts
Citadel Advisors
72
Citadel Advisors
Florida
Goldman Sachs
73
Goldman Sachs
New York
TPW
74
Transatlantique Private Wealth
New York
RA
75
RFG Advisory
Alabama