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DoubleLine Mortgage ETF

98 hedge funds and large institutions have $718M invested in DoubleLine Mortgage ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

165% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 20

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

15% more funds holding

Funds holding: 8598 (+13)

2% more capital invested

Capital invested by funds: $705M → $718M (+$13.5M)

2.14% less ownership

Funds ownership: 105.51%103.37% (-2.1%)

Holders
98
Holders Change
+13
Holders Change %
+15.29%
% of All Funds
1.21%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.18%
New
21
Increased
53
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$152M +$20.8M +417,018 +16%
AWMS
2
Advocacy Wealth Management Services
Georgia
$51.7M +$3.54M +71,079 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
$45.2M +$6.71M +134,660 +17%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$35.9M +$406K +8,150 +1%
ECM
5
Evergreen Capital Management
Washington
$33.9M +$404K +8,120 +1%
FIA
6
Foundations Investment Advisors
Arizona
$31.5M +$3.02M +60,724 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$23.7M +$259K +5,204 +1%
CA
8
Cambridge Associates
Massachusetts
$20.2M
LC
9
Legacy CG
Texas
$16.5M +$179K +3,588 +1%
MFS
10
Mattson Financial Services
Michigan
$16.2M +$1.48M +29,678 +10%
APA
11
Astoria Portfolio Advisors
New York
$15.8M +$15.9K +320 +0.1%
PAS
12
Park Avenue Securities
New York
$15.4M +$54.8K +1,100 +0.4%
TFA
13
TPG Financial Advisors
Oregon
$15.2M +$395K +7,942 +3%
SAW
14
Signal Advisors Wealth
Michigan
$14.4M +$222K +4,463 +2%
AIM
15
AMI Investment Management
Indiana
$12.3M +$494K +9,920 +4%
AFG
16
Atomi Financial Group
New York
$11.8M -$1.67M -33,443 -12%
SAI
17
Savvy Advisors Inc
New York
$11.4M +$1.06M +21,356 +10%
Citadel Advisors
18
Citadel Advisors
Florida
$11M +$11.1M +222,753 New
HGA
19
Hobbs Group Advisors
South Carolina
$10.6M +$457K +9,180 +4%
BFA
20
Brown Financial Advisors
Ohio
$10.1M +$2M +40,263 +25%
Goldman Sachs
21
Goldman Sachs
New York
$9.94M +$10M +201,263 New
WC
22
Whitney & Co
New York
$9.75M +$535K +10,738 +6%
Morgan Stanley
23
Morgan Stanley
New York
$9.5M -$8.74M -175,495 -48%
Mariner
24
Mariner
Kansas
$9.42M +$1.18M +23,744 +14%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$8.66M -$37.4M -751,640 -81%