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DoubleLine Mortgage ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$86.9M
CCA
2
Cobblestone Capital Advisors
New York
$46.2M
CWM
3
Congress Wealth Management
Massachusetts
$28.7M
ECM
4
Evergreen Capital Management
Washington
$27.9M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.6M
PAS
6
Park Avenue Securities
New York
$15.6M
TIM
7
Tortoise Investment Management
New York
$14.7M
Morgan Stanley
8
Morgan Stanley
New York
$14.1M
LC
9
Legacy CG
Texas
$13.8M
MFWM
10
Motley Fool Wealth Management
Virginia
$13.1M
AIM
11
AMI Investment Management
Indiana
$12.3M
MFS
12
Mattson Financial Services
Michigan
$9.87M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.39M
FIA
14
Foundations Investment Advisors
Arizona
$8.69M
WC
15
Whitney & Co
New York
$8.25M
APA
16
Astoria Portfolio Advisors
New York
$6.91M
BFA
17
Brown Financial Advisors
Ohio
$6.41M
SAI
18
Savvy Advisors Inc
New York
$6.09M
SAW
19
Signal Advisors Wealth
Michigan
$5.98M
ICMP
20
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.9M
HGA
21
Hobbs Group Advisors
South Carolina
$5.5M
UBS Group
22
UBS Group
Switzerland
$4.76M
IWC
23
Integrated Wealth Concepts
Massachusetts
$4.49M
MML Investors Services
24
MML Investors Services
Massachusetts
$3.47M
SIA
25
SeaBridge Investment Advisors
New Jersey
$3.25M