We are live on ! Find out more
DMBS icon

DoubleLine Mortgage ETF

69 hedge funds and large institutions have $458M invested in DoubleLine Mortgage ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more capital invested

Capital invested by funds: $413M → $458M (+$45.1M)

10% more funds holding

Funds holding: 6369 (+6)

0.76% more ownership

Funds ownership: 106.07%106.83% (+0.76%)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% 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
14
Increased
33
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$92M +$5.03M +103,867 +6%
CCA
2
Cobblestone Capital Advisors
New York
$46.6M +$386K +7,973 +0.8%
ECM
3
Evergreen Capital Management
Washington
$31.7M +$3.74M +77,130 +14%
CWM
4
Congress Wealth Management
Massachusetts
$31.6M +$2.93M +60,480 +10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.5M -$129K -2,655 -0.6%
FIA
6
Foundations Investment Advisors
Arizona
$16.6M +$7.82M +161,347 +91%
TIM
7
Tortoise Investment Management
New York
$15.7M +$1.01M +20,762 +7%
Morgan Stanley
8
Morgan Stanley
New York
$15.7M +$1.53M +31,484 +11%
PAS
9
Park Avenue Securities
New York
$15.2M -$417K -8,594 -3%
LC
10
Legacy CG
Texas
$14.5M +$624K +12,865 +5%
MFWM
11
Motley Fool Wealth Management
Virginia
$11.8M -$1.26M -25,943 -10%
APA
12
Astoria Portfolio Advisors
New York
$10.8M +$3.86M +79,728 +56%
MFS
13
Mattson Financial Services
Michigan
$10.4M +$478K +9,869 +5%
SAW
14
Signal Advisors Wealth
Michigan
$10M +$3.99M +82,276 +68%
TFA
15
TPG Financial Advisors
Oregon
$9.78M +$9.66M +199,230 New
HGA
16
Hobbs Group Advisors
South Carolina
$9.67M +$4.12M +84,935 +76%
AIM
17
AMI Investment Management
Indiana
$9.15M -$3.12M -64,341 -26%
WC
18
Whitney & Co
New York
$8.29M +$41.6K +858 +0.5%
SAI
19
Savvy Advisors Inc
New York
$6.58M +$484K +9,990 +8%
BFA
20
Brown Financial Advisors
Ohio
$6.27M -$139K -2,866 -2%
ICMP
21
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.86M -$45.4K -937 -0.8%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.94M +$444K +9,157 +10%
UBS Group
23
UBS Group
Switzerland
$4.78M +$17.7K +365 +0.4%
LRWM
24
Lord & Richards Wealth Management
Colorado
$4.73M +$2.44M +50,414 +110%
MML Investors Services
25
MML Investors Services
Massachusetts
$4.12M +$636K +13,120 +19%

DMBS Hedge Fund Activity: Q2 2025 in Review

69 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q2 2025, worth a combined $458M — up 11% from $413M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DMBS positions and 7 closed out — a net gain of 7 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was TPG Financial Advisors, opening a new position worth an estimated $9.66M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $9.39M sold.

  • 69 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q2 2025, up from 63 in Q1 2025.
  • Funds reported $458M of DoubleLine Mortgage ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 14 funds opened new DoubleLine Mortgage ETF positions in Q2 2025 and 7 closed out, a net change of +7 holders.
  • The largest DoubleLine Mortgage ETF buyer in Q2 2025 was TPG Financial Advisors, an estimated $9.66M added.
  • The largest DoubleLine Mortgage ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $9.39M sold.

Based on aggregated 13F filings for Q2 2025.