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DoubleLine Mortgage ETF

67 hedge funds and large institutions have $566M invested in DoubleLine Mortgage ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
$120M
CCA
2
Cobblestone Capital Advisors
New York
$47.4M
Osaic Holdings
3
Osaic Holdings
Arizona
$36.8M
Bank of New York Mellon
4
Bank of New York Mellon
New York
$35.1M
ECM
5
Evergreen Capital Management
Washington
$32.8M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$23.2M
FIA
7
Foundations Investment Advisors
Arizona
$21.4M
TIM
8
Tortoise Investment Management
New York
$20.1M
Morgan Stanley
9
Morgan Stanley
New York
$17.7M
LC
10
Legacy CG
Texas
$16.2M
PAS
11
Park Avenue Securities
New York
$15.5M
MFS
12
Mattson Financial Services
Michigan
$12.9M
SAW
13
Signal Advisors Wealth
Michigan
$12.6M
MFWM
14
Motley Fool Wealth Management
Virginia
$11.6M
TFA
15
TPG Financial Advisors
Oregon
$11.6M
HGA
16
Hobbs Group Advisors
South Carolina
$10.8M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$10.6M
SAI
18
Savvy Advisors Inc
New York
$9.33M
WC
19
Whitney & Co
New York
$8.88M
AIM
20
AMI Investment Management
Indiana
$8.51M
BFA
21
Brown Financial Advisors
Ohio
$8.14M
APA
22
Astoria Portfolio Advisors
New York
$7.58M
ICMP
23
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.9M
IWC
24
Integrated Wealth Concepts
Massachusetts
$5.66M
MML Investors Services
25
MML Investors Services
Massachusetts
$5.06M