DMBS icon

DoubleLine Mortgage ETF
DMBS

Overview Fund Activity

63 hedge funds and large institutions have $413M invested in DoubleLine Mortgage ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
0.86%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
18
Increased
28
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
1
Evergreen Capital Management
Washington
$27.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.4M
4
SAW
4
Signal Advisors Wealth
Michigan
$5.98M
5
MFS
5
Mattson Financial Services
Michigan
$9.87M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$86.9M
2
VWWMG
2
Vermillion & White Wealth Management Group
Pennsylvania
$8.49K
3
BFA
3
Brown Financial Advisors
Ohio
$6.41M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$13.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$86.9M 1,771,459 -488,945 -22%
CCA
2
Cobblestone Capital Advisors
New York
$46.2M 942,460 +38,701 +4%
CWM
3
Congress Wealth Management
Massachusetts
$28.7M 584,493 +33,155 +6%
ECM
4
Evergreen Capital Management
Washington
$27.9M 568,595 +314,494 +124%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.6M 460,558 +26,066 +6%
PAS
6
Park Avenue Securities
New York
$15.6M 318,469 +12,162 +4%
TIM
7
Tortoise Investment Management
New York
$14.7M 299,259 +7,498 +3%
Morgan Stanley
8
Morgan Stanley
New York
$14.1M 288,217 +248,418 +624%
LC
9
Legacy CG
Texas
$13.8M 281,687 -776 -0.3%
MFWM
10
Motley Fool Wealth Management
Virginia
$13.1M 266,529 -22,288 -8%
AIM
11
AMI Investment Management
Indiana
$12.3M 250,753 +12,484 +5%
MFS
12
Mattson Financial Services
Michigan
$9.87M 201,230 +68,314 +51%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.4M 191,534 +191,534 New
FIA
14
Foundations Investment Advisors
Arizona
$8.69M 177,190 +25,822 +17%
WC
15
Whitney & Co
New York
$8.25M 168,142 +8,193 +5%
APA
16
Astoria Portfolio Advisors
New York
$6.91M 142,965 +18,256 +15%
BFA
17
Brown Financial Advisors
Ohio
$6.41M 130,636 -39,291 -23%
SAI
18
Savvy Advisors Inc
New York
$6.09M 124,101 +14,873 +14%
SAW
19
Signal Advisors Wealth
Michigan
$5.98M 121,837 +102,701 +537%
ICMP
20
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.9M 120,272 +1,347 +1%
HGA
21
Hobbs Group Advisors
South Carolina
$5.5M 112,057 +24,553 +28%
UBS Group
22
UBS Group
Switzerland
$4.76M 97,005 -4,010 -4%
IWC
23
Integrated Wealth Concepts
Massachusetts
$4.49M 91,437 -18,918 -17%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.47M 70,747 +50,330 +247%
SIA
25
SeaBridge Investment Advisors
New Jersey
$3.25M 66,232 +39,342 +146%
1
2 3