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DoubleLine Mortgage ETF (DMBS) Institutional Ownership

$49.00 +0.03 (+0.06%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$365.81M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$32.35M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Bank 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%
4/27/2026 World 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%
3/13/2026 World Investment Advisors26,412$1.31M0.0%N/A0.191%
3/4/2026Compass Financial Group Inc. Ohio 95,309$4.73M3.5%N/A0.688%
2/24/2026 Astoria Portfolio Advisors LLC.318,868$16.04M3.8%+108.9%2.301%
2/20/2026Bauman Advisory Group LLC8,095$402K0.3%N/A0.058%
2/19/2026Compound 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%
2/18/2026NewEdge Advisors LLC41,774$2.07M0.0%+9.2%0.301%
2/18/2026 Strong Retirement Solutions LLC5,296$263K0.2%N/A0.038%
2/17/2026GeoWealth Management LLC15,586$774K0.0%N/A0.112%
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%
2/17/2026Captrust 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%
2/16/2026Mariner LLC167,017$8.29M0.0%N/A1.205%
2/16/2026Aptus 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%
2/13/2026A4 Wealth Advisors LLC4,888$243K0.2%-29.8%0.035%
2/13/2026Integrated Wealth Concepts LLC90,175$4.48M0.1%-20.8%0.651%
2/13/2026Summit 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%
2/12/2026Mattson Financial Services LLC298,276$14.81M3.5%+14.6%2.152%
2/11/2026Motley 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%
2/11/2026Advocacy Wealth Management LLC976,496$48.49M2.0%N/A7.045%
2/11/2026LPL Financial LLC13,790$685K0.0%+30.7%0.099%
2/11/2026Parallel Advisors LLC14,950$742K0.0%+6.4%0.108%
2/10/2026Bank of New York Mellon Corp719,122$35.71M0.0%+1.8%5.188%
2/10/2026Waterloo 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%
2/9/2026Huntington National Bank4,391$218K0.0%N/A0.032%
2/6/2026 Wilian Securities LLC18,785$933K1.0%N/A0.136%
2/6/2026TPG Financial Advisors LLC300,320$14.91M5.0%+28.6%2.167%
2/6/2026Tortoise 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%
2/4/2026 World Investment Advisors26,412$1.31M0.0%N/A0.191%
2/2/2026 Welch Financial Planning LLC11,103$551K0.4%N/A0.080%
1/30/2026 Canandaigua National Trust Co of Florida11,725$582K0.4%N/A0.085%
1/30/2026W.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%
1/29/2026UBS Group AG57,504$2.86M0.0%+4.3%0.417%
1/29/2026 Mendel Money Management40,657$2.02M0.8%+56.8%0.295%
1/28/2026Hobbs Group Advisors LLC204,757$10.17M3.1%-5.9%1.486%
1/27/2026Evergreen Capital Management LLC678,314$33.68M0.8%+2.8%4.922%
1/27/2026 Latitude Advisors LLC8,688$431K0.2%+26.9%0.063%
1/26/2026Legacy 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%
1/21/2026Prime Capital Investment Advisors LLC7,294$362K0.0%+45.2%0.054%
1/20/2026Savvy 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%
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%
1/8/2026Integrated Capital Management Inc.122,657$6.09M4.0%+3.3%0.913%
1/7/2026Puff 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%
11/17/2025OmniStar Financial Group Inc.25,630$1.27M0.8%+45.9%0.230%
11/17/2025NewEdge Advisors LLC38,272$1.90M0.0%-38.9%0.344%
11/17/2025Susquehanna International Group LLP4,244$211K0.0%N/A0.038%
11/17/2025Maripau Wealth Management LLC67,371$3.35M1.7%-1.2%0.605%
11/17/2025Mercer Global Advisors Inc. ADV5,023$250K0.0%-39.7%0.045%
11/17/2025Integrated Wealth Concepts LLC113,851$5.66M0.1%+13.2%1.022%
11/14/2025Comerica Bank13,865$689K0.0%N/A0.124%
11/13/2025Tortoise Investment Management LLC403,640$20.05M1.8%+26.1%3.623%
11/13/2025Hobbs Group Advisors LLC217,642$10.81M3.4%+10.5%1.954%
11/13/2025UBS Group AG55,133$2.74M0.0%-43.4%0.495%
11/13/2025TPG Financial Advisors LLC233,503$11.60M4.3%+17.2%2.096%
11/12/2025Aptus Capital Advisors LLC14,453$718K0.0%+9.0%0.130%
11/12/2025Cobblestone Capital Advisors LLC NY954,379$47.41M2.3%+0.4%8.567%
11/10/2025Compound Planning Inc.17,416$865K0.0%+21.8%0.156%
11/10/2025 Mendel Money Management25,933$1.29M0.5%N/A0.233%
11/7/2025W.G. Shaheen & Associates DBA Whitney & Co178,747$8.88M0.8%+5.8%1.605%
11/6/2025Savvy Advisors Inc.187,820$9.33M0.4%+40.1%1.686%


DMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DMBS shares?

During the previous two years, 99 institutional investors and hedge funds held shares of DoubleLine Mortgage ETF. The most heavily invested institutionals were Gradient Investments LLC ($131.76M), 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.

Which institutional investors have been buying DoubleLine Mortgage ETF's stock?

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 ($1.86M), 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 ($629.18K), and Cambridge Associates LLC MA ADV ($408.86K).

How much institutional buying is happening at DoubleLine Mortgage ETF?

Institutional investors have bought a total of 7,388,190 shares in the last 24 months. This purchase volume represents approximately $365.81M in transactions.

Which of DoubleLine Mortgage ETF's major shareholders have been selling company stock?

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), AMI Investment Management Inc. ($79.38K), Motley Fool Wealth Management LLC ($76.50K), Astoria Portfolio Advisors LLC. ($70.07K), Integrated Wealth Concepts LLC ($42.59K), UBS Group AG ($42.24K), and Oregon Pacific Wealth Management LLC ($34.83K).

How much institutional selling is happening at DoubleLine Mortgage ETF?

Institutional investors have sold a total of 653,373 shares in the last 24 months. This volume of shares sold represents approximately $32.35M in transactions.


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This page (NYSEARCA:DMBS) was last updated on 5/5/2026 by MarketBeat.com Staff.
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