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DoubleLine Mortgage ETF
DMBS

Overview Fund Activity

68 hedge funds and large institutions have $457M invested in DoubleLine Mortgage ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
0.91%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
13
Increased
33
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFA
TPG Financial Advisors
Oregon
$9.78M
2
FIA
Foundations Investment Advisors
Arizona
$16.6M
3
GI
Gradient Investments
Minnesota
$92M
4
HGA
Hobbs Group Advisors
South Carolina
$9.67M
5
SAW
Signal Advisors Wealth
Michigan
$10M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0
2
AIM
AMI Investment Management
Indiana
$9.15M
3
MFWM
Motley Fool Wealth Management
Virginia
$11.8M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$409K
5
PAS
Park Avenue Securities
New York
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$92M +$5.1M +103,867 +6%
CCA
2
Cobblestone Capital Advisors
New York
$46.6M +$391K +7,973 +0.8%
ECM
3
Evergreen Capital Management
Washington
$31.7M +$3.78M +77,130 +14%
CWM
4
Congress Wealth Management
Massachusetts
$31.6M +$2.97M +60,480 +10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.5M -$130K -2,655 -0.6%
FIA
6
Foundations Investment Advisors
Arizona
$16.6M +$7.92M +161,347 +91%
TIM
7
Tortoise Investment Management
New York
$15.7M +$1.02M +20,762 +7%
Morgan Stanley
8
Morgan Stanley
New York
$15.7M +$1.54M +31,484 +11%
PAS
9
Park Avenue Securities
New York
$15.2M -$422K -8,594 -3%
LC
10
Legacy CG
Texas
$14.5M +$631K +12,865 +5%
MFWM
11
Motley Fool Wealth Management
Virginia
$11.8M -$1.27M -25,943 -10%
APA
12
Astoria Portfolio Advisors
New York
$10.8M +$3.87M +79,728 +56%
MFS
13
Mattson Financial Services
Michigan
$10.4M +$484K +9,869 +5%
SAW
14
Signal Advisors Wealth
Michigan
$10M +$4.04M +82,276 +68%
TFA
15
TPG Financial Advisors
Oregon
$9.78M +$9.78M +199,230 New
HGA
16
Hobbs Group Advisors
South Carolina
$9.67M +$4.17M +84,935 +76%
AIM
17
AMI Investment Management
Indiana
$9.15M -$3.16M -64,341 -26%
WC
18
Whitney & Co
New York
$8.29M +$42.1K +858 +0.5%
SAI
19
Savvy Advisors Inc
New York
$6.58M +$490K +9,990 +8%
BFA
20
Brown Financial Advisors
Ohio
$6.27M -$141K -2,866 -2%
ICMP
21
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.86M -$46K -937 -0.8%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.94M +$449K +9,157 +10%
UBS Group
23
UBS Group
Switzerland
$4.78M +$17.9K +365 +0.4%
LRWM
24
Lord & Richards Wealth Management
Colorado
$4.73M +$2.47M +50,414 +110%
MML Investors Services
25
MML Investors Services
Massachusetts
$4.12M +$644K +13,120 +19%
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