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DoubleLine Mortgage ETF

85 hedge funds and large institutions have $705M invested in DoubleLine Mortgage ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

175% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 16

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

27% more funds holding

Funds holding: 6785 (+18)

24% more capital invested

Capital invested by funds: $566M → $705M (+$139M)

1.37% less ownership

Funds ownership: 106.87%105.51% (-1.4%)

Holders
85
Holders Change
+18
Holders Change %
+26.87%
% of All Funds
1.03%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.16%
New
21
Increased
44
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$132M +$12.3M +246,617 +10%
AWMS
2
Advocacy Wealth Management Services
Georgia
$48.5M +$48.6M +976,496 New
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$46M +$46.2M +927,109 New
Osaic Holdings
4
Osaic Holdings
Arizona
$38.8M +$2M +40,253 +5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$35.7M +$634K +12,728 +2%
ECM
6
Evergreen Capital Management
Washington
$33.7M +$906K +18,203 +3%
FIA
7
Foundations Investment Advisors
Arizona
$28.6M +$7.23M +145,142 +34%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$23.6M +$379K +7,604 +2%
TIM
9
Tortoise Investment Management
New York
$22.1M +$2.1M +42,095 +10%
CA
10
Cambridge Associates
Massachusetts
$20.3M +$20.4M +408,860 New
Morgan Stanley
11
Morgan Stanley
New York
$18.3M +$558K +11,208 +3%
LC
12
Legacy CG
Texas
$16.4M +$180K +3,609 +1%
APA
13
Astoria Portfolio Advisors
New York
$16M +$8.28M +166,243 +109%
PAS
14
Park Avenue Securities
New York
$15.4M -$68.8K -1,381 -0.4%
TFA
15
TPG Financial Advisors
Oregon
$14.9M +$3.33M +66,817 +29%
MFS
16
Mattson Financial Services
Michigan
$14.8M +$1.89M +37,940 +15%
SAW
17
Signal Advisors Wealth
Michigan
$14.3M +$1.68M +33,820 +13%
AFG
18
Atomi Financial Group
New York
$13.6M +$12.7M +255,512 +1,467%
AIM
19
AMI Investment Management
Indiana
$11.8M +$3.33M +66,830 +39%
SAI
20
Savvy Advisors Inc
New York
$10.5M +$1.13M +22,643 +12%
MFWM
21
Motley Fool Wealth Management
Virginia
$10.2M -$1.41M -28,266 -12%
HGA
22
Hobbs Group Advisors
South Carolina
$10.2M -$642K -12,885 -6%
WC
23
Whitney & Co
New York
$9.27M +$398K +8,002 +4%
Mariner
24
Mariner
Kansas
$8.29M +$8.32M +167,017 New
BFA
25
Brown Financial Advisors
Ohio
$8.11M -$18.9K -380 -0.2%