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DoubleLine Mortgage ETF (DMBS) Institutional Ownership

$48.28 -0.16 (-0.33%)
As of 08/14/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for DoubleLine Mortgage ETF (NYSEARCA:DMBS)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$287.53M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$29.99M
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DMBS Institutional Buying and Selling by Quarter

DoubleLine Mortgage ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC1,230$60K0.0%N/A0.008%
7/10/2026 Paladin Wealth LLC125,458$6.16M3.6%+14.8%0.874%
7/8/2026 Gradient Investments LLC3,081,101$151.25M2.1%+0.3%21.456%
7/8/2026 Puff Wealth Management LLC62,570$3.07M3.1%N/A0.436%
7/8/2026 Integrated Capital Management Inc.119,008$5.84M4.1%-1.1%0.829%
6/3/2026 Parallel Advisors LLC7,522$371K0.0%-49.7%0.053%
6/3/2026 NewEdge Advisors LLC12,053$595K0.0%-71.1%0.086%
5/27/2026 Westshore Wealth LLC4,342$214K0.1%N/A0.031%
5/20/2026 Hobbs Group Advisors LLC213,937$10.56M3.2%+4.5%1.522%
5/19/2026 NewEdge Advisors LLC12,053$595K0.0%-71.1%0.086%
5/18/2026Royal Bank of Canada1,033$51K0.0%N/A0.007%
5/14/2026 Compound Planning Inc.239,485$11.83M0.4%-12.3%1.703%
5/7/2026 Parallel Advisors LLC7,522$371K0.0%-49.7%0.053%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co197,487$9.75M0.8%+5.7%1.405%
5/5/2026 Bank of New York Mellon Corp727,272$35.91M0.0%+1.1%5.173%
5/4/2026 Milestones Private Investment Advisors LLC32,887$1.62M1.4%+2.2%0.234%
5/1/2026 Fifth Third Bancorp5,752$284K0.0%N/A0.041%
4/30/2026 Waterfront Wealth Inc.4,264$211K0.0%N/A0.030%
4/29/2026 Walser Wealth Management Company A Ltd Liability Co4,121$203K0.1%N/A0.029%
4/28/2026 Argus Investors Counsel Inc.9,452$467K0.4%+80.3%0.067%
4/28/2026 Astoria Portfolio Advisors LLC.319,188$15.80M3.4%+0.1%2.270%
4/28/2026 Latitude Advisors LLC11,058$546K0.3%+27.3%0.079%
4/27/2026World Investment Advisors28,832$1.42M0.0%+9.2%0.205%
4/27/2026 Sound Income Strategies LLC2,060$101K0.0%N/A0.015%
4/24/2026 Root Financial Partners LLC974$48K0.0%N/A0.007%
4/23/2026 Financial Guidance Group Inc.7,912$391K0.2%+17.2%0.056%
4/23/2026 Oregon Pacific Wealth Management LLC76,988$3.80M4.0%+203.8%0.548%
4/22/2026 Welch Financial Planning LLC9,209$455K0.3%-17.1%0.065%
4/20/2026 Ritholtz Wealth Management42,849$2.12M0.0%N/A0.305%
4/20/2026 Lord & Richards Wealth Management LLC104,954$5.18M4.5%-0.5%0.746%
4/16/2026 Paladin Wealth LLC109,238$5.39M3.7%+11.4%0.777%
3/13/2026World Investment Advisors26,412$1.31M0.0%N/A0.191%
3/4/2026 Compass Financial Group Inc. Ohio95,309$4.73M3.5%N/A0.688%
2/24/2026 Astoria Portfolio Advisors LLC.318,868$16.04M3.8%+108.9%2.301%
2/20/2026 Bauman Advisory Group LLC8,095$402K0.3%N/A0.058%
2/19/2026 Compound Planning Inc.272,928$13.55M0.4%+1,467.1%1.969%
2/18/2026Vermillion & White Wealth Management Group LLC34,376$1.71M0.9%+1.3%0.248%
2/18/2026 NewEdge Advisors LLC41,774$2.07M0.0%+9.2%0.301%
2/18/2026 Strong Retirement Solutions LLC5,296$263K0.2%N/A0.038%
2/17/2026 GeoWealth Management LLC15,586$774K0.0%N/A0.112%
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2/17/2026Osaic Holdings Inc.781,023$38.78M0.1%+5.4%5.635%
2/17/2026Guardian Wealth Advisors LLC NC4,818$239K0.0%+6.8%0.035%
2/17/2026 Captrust Financial Advisors927,109$46.04M0.1%N/A6.689%
2/17/2026Cambridge Associates LLC MA ADV408,860$20.30M0.3%N/A2.950%
2/16/2026 MML Investors Services LLC117,142$5.82M0.0%+15.1%0.845%
2/16/2026 Mariner LLC167,017$8.29M0.0%N/A1.205%
2/16/2026 Aptus Capital Advisors LLC21,472$1.07M0.0%+48.6%0.155%
2/13/2026Safe Harbor Wealth Advisors LLC46,986$2.36M2.3%N/A0.339%
2/13/2026 A4 Wealth Advisors LLC4,888$243K0.2%-29.8%0.035%
2/13/2026 Integrated Wealth Concepts LLC90,175$4.48M0.1%-20.8%0.651%
2/13/2026 Summit Financial LLC15,303$760K0.0%+55.1%0.110%
2/12/2026Jane Street Group LLC7,724$384K0.0%-50.5%0.056%
2/12/2026Orion Porfolio Solutions LLC5,798$288K0.0%-24.7%0.042%
2/12/2026 Commonwealth Equity Services LLC4,850$241K0.0%-97.7%0.035%
2/12/2026 Mattson Financial Services LLC298,276$14.81M3.5%+14.6%2.152%
2/11/2026 Motley Fool Wealth Management LLC205,476$10.20M0.8%-12.1%1.483%
2/11/2026 Howard Bailey Securities LLC12,151$603K0.2%-15.6%0.088%
2/11/2026 Advocacy Wealth Management LLC976,496$48.49M2.0%N/A7.045%
2/11/2026 LPL Financial LLC13,790$685K0.0%+30.7%0.099%
2/11/2026 Parallel Advisors LLC14,950$742K0.0%+6.4%0.108%
2/10/2026 Bank of New York Mellon Corp719,122$35.71M0.0%+1.8%5.188%
2/10/2026 Waterloo Capital L.P.8,598$427K0.0%+23.0%0.062%
2/10/2026Foundations Investment Advisors LLC576,507$28.63M0.4%+33.6%4.160%
2/9/2026 Huntington National Bank4,391$218K0.0%N/A0.032%
2/6/2026 Wilian Securities LLC18,785$933K1.0%N/A0.136%
2/6/2026 TPG Financial Advisors LLC300,320$14.91M5.0%+28.6%2.167%
2/6/2026 Tortoise Investment Management LLC445,735$22.13M1.9%+10.4%3.216%
2/4/2026 Global Wealth Management Investment Advisory Inc.65,631$3.26M0.5%+7.5%0.474%
2/4/2026World Investment Advisors26,412$1.31M0.0%N/A0.191%
2/2/2026 Welch Financial Planning LLC11,103$551K0.4%N/A0.080%
1/30/2026Canandaigua National Trust Co of Florida11,725$582K0.4%N/A0.085%
1/30/2026 W.G. Shaheen & Associates DBA Whitney & Co186,749$9.27M0.7%+4.5%1.347%
1/29/2026Comerica Bank3,403$169K0.0%-75.5%0.025%
1/29/2026 UBS Group AG57,504$2.86M0.0%+4.3%0.417%
1/29/2026 Mendel Money Management40,657$2.02M0.8%+56.8%0.295%
1/28/2026 Hobbs Group Advisors LLC204,757$10.17M3.1%-5.9%1.486%
1/27/2026 Evergreen Capital Management LLC678,314$33.68M0.8%+2.8%4.922%
1/27/2026 Latitude Advisors LLC8,688$431K0.2%+26.9%0.063%
1/26/2026 Legacy CG LLC330,562$16.41M4.6%+1.1%2.399%
1/26/2026 Financial Guidance Group Inc.6,751$335K0.1%N/A0.049%
1/26/2026 Milestones Private Investment Advisors LLC32,169$1.60M1.1%+47.1%0.233%
1/22/2026 Argus Investors Counsel Inc.5,242$260K0.2%N/A0.039%
1/21/2026 Prime Capital Investment Advisors LLC7,294$362K0.0%+45.2%0.054%
1/20/2026 Savvy Advisors Inc.210,463$10.45M0.3%+12.1%1.552%
1/16/2026 Oregon Pacific Wealth Management LLC25,340$1.26M1.3%-57.9%0.187%
1/15/2026 Lord & Richards Wealth Management LLC105,459$5.24M4.5%+4.6%0.780%
1/15/2026 Paladin Wealth LLC98,068$4.87M3.3%+11.1%0.725%
1/14/2026 AMI Investment Management Inc.238,206$11.83M2.7%+39.0%1.762%
1/14/2026 Cushing Capital Partners LLC61,627$3.06M2.3%-1.9%0.459%
1/13/2026 Mather Group LLC.83,297$4.14M0.0%+2.8%0.620%
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1/13/2026 Signal Advisors Wealth LLC287,160$14.26M1.1%+13.3%2.137%
1/9/2026 Silverlake Wealth Management LLC16,860$837K0.2%+141.9%0.125%
1/8/2026 Gradient Investments LLC2,653,434$131.76M2.1%+10.2%19.743%
1/8/2026 Integrated Capital Management Inc.122,657$6.09M4.0%+3.3%0.913%
1/7/2026 Puff Wealth Management LLC21,337$1.06M1.4%N/A0.159%
1/5/2026 Park Avenue Securities LLC310,476$15.42M0.1%-0.4%2.310%
11/26/2025Vermillion & White Wealth Management Group LLC33,944$1.69M1.0%+19,520.8%0.305%
11/17/2025 OmniStar Financial Group Inc.25,630$1.27M0.8%+45.9%0.230%
11/17/2025 NewEdge Advisors LLC38,272$1.90M0.0%-38.9%0.344%
11/17/2025Susquehanna International Group LLP4,244$211K0.0%N/A0.038%


DMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 98 institutional investors and hedge funds held shares of DoubleLine Mortgage ETF. The most heavily invested institutionals were Gradient Investments LLC ($151.25M), Advocacy Wealth Management LLC ($48.49M), Cobblestone Capital Advisors LLC NY ($47.41M), Captrust Financial Advisors ($46.04M), Osaic Holdings Inc. ($38.78M), Bank of New York Mellon Corp ($35.91M), and Evergreen Capital Management LLC ($33.68M).Learn more on DoubleLine Mortgage ETF's institutional investors.

Of the 93 institutional investors that purchased DoubleLine Mortgage ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.87M), Advocacy Wealth Management LLC ($976.50K), Cobblestone Capital Advisors LLC NY ($954.38K), Captrust Financial Advisors ($927.11K), Evergreen Capital Management LLC ($678.31K), Foundations Investment Advisors LLC ($604.98K), and Cambridge Associates LLC MA ADV ($408.86K).

Institutional investors have bought a total of 5,792,497 shares in the last 24 months. This purchase volume represents approximately $287.53M in transactions.

Of the 25 institutional investors that sold DoubleLine Mortgage ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($207.70K), NewEdge Advisors LLC ($83.79K), Astoria Portfolio Advisors LLC. ($70.07K), UBS Group AG ($42.24K), Oregon Pacific Wealth Management LLC ($34.83K), Compound Planning Inc. ($33.44K), and Motley Fool Wealth Management LLC ($28.27K).

Institutional investors have sold a total of 604,499 shares in the last 24 months. This volume of shares sold represents approximately $29.99M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DMBS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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