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DoubleLine Mortgage ETF (DMBS) Institutional Ownership

$46.92 -0.39 (-0.82%)
Closing price 04:10 PM Eastern
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$46.94 +0.02 (+0.03%)
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Institutional Ownership Changes (13F Filings) for DoubleLine Mortgage ETF (NYSEARCA:DMBS)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$372.08M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$66.58M
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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
11/10/2026Vermillion & White Wealth Management Group LLC180,041$8.34M4.2%+20.0%1.235%
11/6/2026 Tortoise Investment Management LLC13,129$608K0.0%-32.1%0.090%
11/6/2026 Welch Financial Planning LLC6,518$302K0.2%-29.2%0.045%
11/6/2026 Fifth Third Bancorp1,279$59K0.0%-97.1%0.009%
11/5/2026 Cabot Wealth Management Inc.6,695$310K0.0%N/A0.046%
11/5/2026 Ritholtz Wealth Management33,343$1.54M0.0%-19.5%0.229%
11/4/2026 Global Wealth Management Investment Advisory Inc.93,957$4.35M0.5%+9.0%0.644%
11/3/2026 Parallel Advisors LLC3,451$160K0.0%-31.9%0.024%
11/3/2026 W.G. Shaheen & Associates DBA Whitney & Co4,967$230K0.0%-97.6%0.034%
11/3/2026 Ashton Thomas Private Wealth LLC65,802$3.05M0.1%+7.4%0.451%
11/2/2026 Commonwealth Equity Services LLC9,922$460K0.0%+17.4%0.068%
10/30/2026 Legacy CG LLC5,970$276K0.1%-98.2%0.041%
10/27/2026 AMI Investment Management Inc.249,931$11.57M2.3%-2.8%1.714%
10/27/2026 Ashton Thomas Securities LLC916$42K0.0%N/A0.006%
10/26/2026 Park Avenue Securities LLC352,329$16.32M0.1%N/A2.417%
10/24/2026 Apollon Wealth Management LLC51,341$2.38M0.0%-37.6%0.352%
10/24/2026 Paladin Wealth LLC124,086$5.75M3.1%-1.1%0.851%
10/23/2026 Simplicity Wealth LLC6,403$297K0.0%-38.2%0.044%
10/23/2026 Evergreen Capital Management LLC710,259$32.89M0.6%+4.7%4.871%
10/21/2026 Oregon Pacific Wealth Management LLC81,176$3.76M3.5%+5.9%0.557%
10/20/2026 Milestones Private Investment Advisors LLC33,605$1.56M1.3%+2.3%0.230%
10/15/2026 Walser Wealth Management Company A Ltd Liability Co17,802$824K0.3%+39.3%0.122%
10/15/2026 Mather Group LLC.90,500$4.19M0.0%+4.8%0.621%
10/10/2026 Argus Investors Counsel Inc.10,040$465K0.4%+3.8%0.069%
10/9/2026 Integrated Capital Management Inc.117,078$5.42M3.9%-1.6%0.803%
10/8/2026 Farther Finance Advisors LLC11,501$533K0.0%-22.2%0.079%
10/8/2026 Gradient Investments LLC2,658,526$123.12M1.8%N/A18.234%
10/8/2026 Puff Wealth Management LLC69,682$3.23M3.1%+11.4%0.478%
10/7/2026 Strong Retirement Solutions LLC5,936$275K0.2%+6.5%0.041%
9/9/2026 Tortoise Investment Management LLC19,336$949K0.1%-39.3%0.134%
9/9/2026Integrated Wealth Concepts LLC101,926$5.00M0.0%+4.0%0.704%
9/9/2026NewEdge Advisors LLC11,108$545K0.0%-7.8%0.077%
9/2/2026Citadel Advisors LLC17,518$860K0.0%-92.1%0.121%
8/26/2026Brown Financial Advisors216,939$10.65M3.7%+6.5%1.498%
8/23/2026Guardian Wealth Advisors LLC NC9,651$474K0.0%-27.3%0.067%
8/22/2026 Compass Financial Management LLC1,230$60K0.0%N/A0.008%
8/22/2026 Lord & Richards Wealth Management LLC111,171$5.46M4.3%+5.9%0.768%
8/20/2026Advocacy Wealth Management LLC1,084,082$53.22M0.8%+3.5%7.487%
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%
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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%
6/3/2026NewEdge Advisors LLC12,053$595K0.0%-71.1%0.086%
5/27/2026Westshore Wealth LLC4,342$214K0.1%N/A0.031%
5/20/2026Hobbs Group Advisors LLC213,937$10.56M3.2%+4.5%1.522%
5/19/2026NewEdge 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%
4/28/2026Astoria 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%
2/24/2026Astoria 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%
2/18/2026NewEdge 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%
2/16/2026MML 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%
2/13/2026 A4 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%
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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%
2/11/2026 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%
2/10/2026Waterloo Capital L.P.8,598$427K0.0%+23.0%0.062%


DMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 103 institutional investors and hedge funds held shares of DoubleLine Mortgage ETF. The most heavily invested institutionals were Gradient Investments LLC ($123.12M), Advocacy Wealth Management LLC ($53.22M), 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 ($32.89M).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 ($4.52M), Advocacy Wealth Management LLC ($1.01M), Cobblestone Capital Advisors LLC NY ($954.38K), Captrust Financial Advisors ($927.11K), Evergreen Capital Management LLC ($709.92K), Foundations Investment Advisors LLC ($425.14K), and Cambridge Associates LLC MA ADV ($408.86K).

Institutional investors have bought a total of 7,706,165 shares in the last 24 months. This purchase volume represents approximately $372.08M in transactions.

Of the 33 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: Legacy CG LLC ($334.89K), Commonwealth Equity Services LLC ($207.70K), Citadel Advisors LLC ($205.24K), W.G. Shaheen & Associates DBA Whitney & Co ($203.17K), NewEdge Advisors LLC ($84.73K), Fifth Third Bancorp ($43.37K), and UBS Group AG ($42.24K).

Institutional investors have sold a total of 1,387,765 shares in the last 24 months. This volume of shares sold represents approximately $66.58M 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 11/10/2026. New 13F filings are added each quarter as they're published.
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