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DoubleLine Mortgage ETF
DMBS

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: 10 → 13 (+3)

27% more funds holding

Funds holding: 67 → 85 (+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
–

Top Buyers

1
AWMS
Advocacy Wealth Management Services
Georgia
+$48.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$46.2M
3
CA
Cambridge Associates
Massachusetts
+$20.4M
4
AFG
Atomi Financial Group
New York
+$12.7M
5
GI
Gradient Investments
Minnesota
+$12.3M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.3M
2
OPWM
Oregon Pacific Wealth Management
Oregon
-$1.73M
3
MFWM
Motley Fool Wealth Management
Virginia
-$1.41M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$1.18M
5
HGA
Hobbs Group Advisors
South Carolina
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
AE Wealth Management
Kansas
$215K -$18.8K -377 -8%
FTUS
77
Flow Traders U.S.
New York
$204K +$205K +4,108 New
Comerica Bank
78
Comerica Bank
Texas
$169K -$521K -10,462 -75%
SAG
79
SageView Advisory Group
California
$49.7K +$49.8K +1,000 New
LFG
80
Larson Financial Group
Missouri
$40.7K -$3.44K -69 -8%
AF
81
Advisornet Financial
Minnesota
$17.6K +$199 +4 +1%
GSWM
82
Golden State Wealth Management
California
$1.09K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$1K +$598 +12 New
Citigroup
84
Citigroup
New York
$497 +$498 +10 New
FFA
85
Farther Finance Advisors
California
$122 – – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$50 +$50 +1 New
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
– -$250K -5,023 Closed
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
– -$211K -4,244 Closed
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