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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

273% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 11

24% more capital invested

Capital invested by funds: $458M → $566M (+$108M)

0.04% more ownership

Funds ownership: 106.83%106.87% (+0.04%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 6967 (-2)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
0.88%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.13%
New
11
Increased
41
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$120M +$26.1M +531,491 +28%
CCA
2
Cobblestone Capital Advisors
New York
$47.4M +$194K +3,946 +0.4%
Osaic Holdings
3
Osaic Holdings
Arizona
$36.8M +$36.4M +740,685 +871,394%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$35.1M +$34.7M +706,394 New
ECM
5
Evergreen Capital Management
Washington
$32.8M +$707K +14,386 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$23.2M +$447K +9,089 +2%
FIA
7
Foundations Investment Advisors
Arizona
$21.4M +$4.56M +92,828 +27%
TIM
8
Tortoise Investment Management
New York
$20.1M +$4.11M +83,619 +26%
Morgan Stanley
9
Morgan Stanley
New York
$17.7M +$1.82M +36,962 +12%
LC
10
Legacy CG
Texas
$16.2M +$1.59M +32,401 +11%
PAS
11
Park Avenue Securities
New York
$15.5M +$97.5K +1,982 +0.6%
MFS
12
Mattson Financial Services
Michigan
$12.9M +$2.42M +49,237 +23%
SAW
13
Signal Advisors Wealth
Michigan
$12.6M +$2.42M +49,227 +24%
MFWM
14
Motley Fool Wealth Management
Virginia
$11.6M -$337K -6,844 -3%
TFA
15
TPG Financial Advisors
Oregon
$11.6M +$1.69M +34,273 +17%
HGA
16
Hobbs Group Advisors
South Carolina
$10.8M +$1.02M +20,650 +10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$10.6M +$10.5M +212,550 New
SAI
18
Savvy Advisors Inc
New York
$9.33M +$2.64M +53,729 +40%
WC
19
Whitney & Co
New York
$8.88M +$479K +9,747 +6%
AIM
20
AMI Investment Management
Indiana
$8.51M -$739K -15,036 -8%
BFA
21
Brown Financial Advisors
Ohio
$8.14M +$1.77M +36,005 +28%
APA
22
Astoria Portfolio Advisors
New York
$7.58M -$3.45M -70,068 -31%
ICMP
23
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.9M -$29.5K -599 -0.5%
IWC
24
Integrated Wealth Concepts
Massachusetts
$5.66M +$652K +13,257 +13%
MML Investors Services
25
MML Investors Services
Massachusetts
$5.06M +$881K +17,915 +21%

DMBS Hedge Fund Activity: Q3 2025 in Review

67 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in DoubleLine Mortgage ETF (DMBS) for Q3 2025, worth a combined $566M — up 24% from $458M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DMBS and 11 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 41 added.

The largest buyer was Osaic Holdings, adding an estimated $36.4M. The largest seller was SeaBridge Investment Advisors, exiting entirely with an estimated $3.91M sold.

  • 67 institutional investors held DoubleLine Mortgage ETF (DMBS) as of Q3 2025, down from 69 in Q2 2025.
  • Funds reported $566M of DoubleLine Mortgage ETF stock for Q3 2025, up 24% quarter-over-quarter.
  • 11 funds opened new DoubleLine Mortgage ETF positions in Q3 2025 and 12 closed out, a net change of -1 holder.
  • The largest DoubleLine Mortgage ETF buyer in Q3 2025 was Osaic Holdings, an estimated $36.4M added.
  • The largest DoubleLine Mortgage ETF seller in Q3 2025 was SeaBridge Investment Advisors, an estimated $3.91M sold.

Based on aggregated 13F filings for Q3 2025.