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DoubleLine Mortgage ETF
DMBS

Overview Fund Activity

57 hedge funds and large institutions have $370M invested in DoubleLine Mortgage ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.76%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
12
Increased
24
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$109M
2
ECM
2
Evergreen Capital Management
Washington
$12.2M
3
SAI
3
Savvy Advisors Inc
New York
$5.25M
4
BFA
4
Brown Financial Advisors
Ohio
$8.17M
5
CCP
5
Cushing Capital Partners
Wisconsin
$2.38M

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$261K
2
FFA
2
Farther Finance Advisors
California
$1.09M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.07M
4
FIA
4
Foundations Investment Advisors
Arizona
$7.28M
5
APA
5
Astoria Portfolio Advisors
New York
$5.91M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$109M 2,260,404 +973,485 +76%
CCA
2
Cobblestone Capital Advisors
New York
$43.5M 903,759 +30,231 +3%
CWM
3
Congress Wealth Management
Massachusetts
$26.5M 551,338 +48,980 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.9M 434,492 -2,667 -0.6%
PAS
5
Park Avenue Securities
New York
$14.7M 306,307 -2,418 -0.8%
TIM
6
Tortoise Investment Management
New York
$14M 291,761 +76 +0%
MFWM
7
Motley Fool Wealth Management
Virginia
$13.9M 288,817 -5,042 -2%
LC
8
Legacy CG
Texas
$13.6M 282,463 +16,002 +6%
ECM
9
Evergreen Capital Management
Washington
$12.2M 254,101 +254,101 New
AIM
10
AMI Investment Management
Indiana
$11.5M 238,269 +27,143 +13%
BFA
11
Brown Financial Advisors
Ohio
$8.17M 169,927 +76,411 +82%
WC
12
Whitney & Co
New York
$7.69M 159,949 +7,190 +5%
FIA
13
Foundations Investment Advisors
Arizona
$7.28M 151,368 -52,670 -26%
MFS
14
Mattson Financial Services
Michigan
$6.7M 132,916 -9,553 -7%
APA
15
Astoria Portfolio Advisors
New York
$5.91M 124,709 -46,726 -27%
ICMP
16
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.72M 118,925 -1,111 -0.9%
IWC
17
Integrated Wealth Concepts
Massachusetts
$5.31M 110,355 +25,624 +30%
SAI
18
Savvy Advisors Inc
New York
$5.25M 109,228 +109,228 New
UBS Group
19
UBS Group
Switzerland
$4.86M 101,015 -1,466 -1%
HGA
20
Hobbs Group Advisors
South Carolina
$4.21M 87,504 +30,305 +53%
PW
21
Paladin Wealth
Minnesota
$3.13M 65,110 +37,793 +138%
SWM
22
Sugarloaf Wealth Management
Georgia
$3.01M 62,531 +2,722 +5%
NA
23
NewEdge Advisors
Louisiana
$2.88M 59,906 +42,363 +241%
CCP
24
Cushing Capital Partners
Wisconsin
$2.38M 49,548 +49,548 New
VWWMG
25
Vermillion & White Wealth Management Group
Pennsylvania
$2.28M 47,333 +287 +0.6%
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