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DoubleLine Mortgage ETF

98 hedge funds and large institutions have $718M invested in DoubleLine Mortgage ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

165% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 20

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

15% more funds holding

Funds holding: 8598 (+13)

2% more capital invested

Capital invested by funds: $705M → $718M (+$13.5M)

2.14% less ownership

Funds ownership: 105.51%103.37% (-2.1%)

Holders
98
Holders Change
+13
Holders Change %
+15.29%
% of All Funds
1.21%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.18%
New
21
Increased
53
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
76
SCS Capital Management
Massachusetts
$273K +$2.29K +46 +0.8%
BCI
77
Brinker Capital Investments
Pennsylvania
$268K -$18.3K -368 -6%
SRS
78
Strong Retirement Solutions
Washington
$254K -$7.52K -151 -3%
SWA
79
Stratos Wealth Advisors
Ohio
$235K +$237K +4,750 New
AWM
80
AE Wealth Management
Kansas
$232K +$18K +362 +8%
AA
81
Armis Advisers
Georgia
$229K +$233K +4,679 New
AWA
82
A4 Wealth Advisors
North Carolina
$217K -$24.1K -484 -10%
WW
83
Westshore Wealth
California
$214K +$216K +4,342 New
PCM
84
Parsons Capital Management
Rhode Island
$211K +$213K +4,272 New
WW
85
Waterfront Wealth
Kansas
$211K +$212K +4,264 New
WWM
86
Walser Wealth Management
Florida
$203K +$205K +4,121 New
SIS
87
Sound Income Strategies
Florida
$101K +$103K +2,060 New
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$51K +$51.4K +1,033 New
RFP
89
Root Financial Partners
California
$48.1K +$48.5K +974 New
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$47.3K +$47.7K +958 New
LFG
91
Larson Financial Group
Missouri
$40.8K +$299 +6 +0.7%
Wells Fargo
92
Wells Fargo
California
$18.7K +$18.9K +379 New
AF
93
Advisornet Financial
Minnesota
$17.5K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$12.6K +$12.2K +244 +2,033%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$7.9K +$7.92K +159 +15,900%
GSWM
96
Golden State Wealth Management
California
$1.09K
Jones Financial Companies
97
Jones Financial Companies
Missouri
$978 +$996 +20 New
Citigroup
98
Citigroup
New York
$494
HI
99
Harbour Investments
Wisconsin
$296 +$299 +6 New
CNTOF
100
Canandaigua National Trust of Florida
New York
-$582K -11,725 Closed