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DoubleLine Mortgage ETF

85 hedge funds and large institutions have $705M invested in DoubleLine Mortgage ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

175% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 16

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more funds holding

Funds holding: 6785 (+18)

24% more capital invested

Capital invested by funds: $566M → $705M (+$139M)

1.37% less ownership

Funds ownership: 106.87%105.51% (-1.4%)

Holders
85
Holders Change
+18
Holders Change %
+26.87%
% of All Funds
1.03%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.16%
New
21
Increased
44
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
51
GeoWealth Management
Illinois
$774K +$776K +15,586 New
SF
52
Summit Financial
New Jersey
$760K +$271K +5,438 +55%
PA
53
Parallel Advisors
California
$742K +$44.9K +901 +6%
LPL Financial
54
LPL Financial
California
$685K +$161K +3,241 +31%
HBS
55
Howard Bailey Securities
Indiana
$603K -$112K -2,241 -16%
CNTOF
56
Canandaigua National Trust of Florida
New York
$582K +$584K +11,725 New
WFP
57
Welch Financial Planning
Colorado
$551K +$553K +11,103 New
SC
58
Sepio Capital
Utah
$507K -$50 -1 -0%
LA
59
Latitude Advisors
Florida
$431K +$91.8K +1,844 +27%
WC
60
Waterloo Capital
Texas
$427K +$80K +1,606 +23%
BAG
61
Bauman Advisory Group
Nevada
$402K +$403K +8,095 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$388K +$6.03K +121 +2%
Jane Street
63
Jane Street
New York
$384K -$392K -7,882 -51%
PCIA
64
Prime Capital Investment Advisors
Kansas
$362K +$113K +2,269 +45%
FGG
65
Financial Guidance Group
Florida
$335K +$336K +6,751 New
Cerity Partners
66
Cerity Partners
New York
$330K
BCI
67
Brinker Capital Investments
Pennsylvania
$288K -$94.9K -1,906 -25%
MA
68
Mutual Advisors
Nebraska
$285K +$249 +5 +0.1%
SCM
69
SCS Capital Management
Massachusetts
$272K +$4.43K +89 +2%
SRS
70
Strong Retirement Solutions
Washington
$263K +$264K +5,296 New
AIC
71
Argus Investors Counsel
New York
$260K +$261K +5,242 New
AWA
72
A4 Wealth Advisors
North Carolina
$243K -$104K -2,079 -30%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$241K -$10.3M -207,700 -98%
GWANC
74
Guardian Wealth Advisors (North Carolina)
North Carolina
$239K +$15.2K +306 +7%
HNB
75
Huntington National Bank
Ohio
$218K