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
Holders
69
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
$92M
CCA
2
Cobblestone Capital Advisors
New York
$46.6M
ECM
3
Evergreen Capital Management
Washington
$31.7M
CWM
4
Congress Wealth Management
Massachusetts
$31.6M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.5M
FIA
6
Foundations Investment Advisors
Arizona
$16.6M
TIM
7
Tortoise Investment Management
New York
$15.7M
Morgan Stanley
8
Morgan Stanley
New York
$15.7M
PAS
9
Park Avenue Securities
New York
$15.2M
LC
10
Legacy CG
Texas
$14.5M
MFWM
11
Motley Fool Wealth Management
Virginia
$11.8M
APA
12
Astoria Portfolio Advisors
New York
$10.8M
MFS
13
Mattson Financial Services
Michigan
$10.4M
SAW
14
Signal Advisors Wealth
Michigan
$10M
TFA
15
TPG Financial Advisors
Oregon
$9.78M
HGA
16
Hobbs Group Advisors
South Carolina
$9.67M
AIM
17
AMI Investment Management
Indiana
$9.15M
WC
18
Whitney & Co
New York
$8.29M
SAI
19
Savvy Advisors Inc
New York
$6.58M
BFA
20
Brown Financial Advisors
Ohio
$6.27M
ICMP
21
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.86M
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.94M
UBS Group
23
UBS Group
Switzerland
$4.78M
LRWM
24
Lord & Richards Wealth Management
Colorado
$4.73M
MML Investors Services
25
MML Investors Services
Massachusetts
$4.12M