DoubleLine Mortgage ETF
DMBS
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.
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: 13 → 15 (+2)
15% more funds holding
Funds holding: 85 → 98 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$20.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$11.1M |
| 3 |
Goldman Sachs
New York
|
+$10M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.18M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$37.4M |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$20.6M |
| 3 |
Morgan Stanley
New York
|
-$8.74M |
| 4 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$2.51M |
| 5 |
AFG
Atomi Financial Group
New York
|
-$1.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAG
101
Bauman Advisory Group
Las Vegas,
Nevada
| – | -$402K | -8,095 | Closed |
|
|
PCIA
102
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$362K | -7,294 | Closed |
|
103
Cerity Partners
New York
| – | -$330K | -6,650 | Closed |
|
DMBS Hedge Fund Activity: Q1 2026 in Review
98 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q1 2026, worth a combined $718M — up 1.9% from $705M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DMBS positions and 4 closed out — a net gain of 17 holders — while 53 added to existing stakes and 20 trimmed.
The largest buyer was Gradient Investments, adding an estimated $20.8M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $37.4M.
- 98 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q1 2026, up from 85 in Q4 2025.
- Funds reported $718M of DoubleLine Mortgage ETF stock for Q1 2026, up 1.9% quarter-over-quarter.
- 21 funds opened new DoubleLine Mortgage ETF positions in Q1 2026 and 4 closed out, a net change of +17 holders.
- The largest DoubleLine Mortgage ETF buyer in Q1 2026 was Gradient Investments, an estimated $20.8M added.
- The largest DoubleLine Mortgage ETF seller in Q1 2026 was CAPTRUST Financial Advisors, an estimated $37.4M sold.
Based on aggregated 13F filings for Q1 2026.