Who Owns DoubleLine Mortgage ETF (DMBS)?Hedge Fund & Institutional Holders

$49.74+0.24 (+0.48%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -4

Price History

$47.39$48.21$49.03$49.86$50.68Aug 24Jun 25Mar 26

DMBS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Advocacy Wealth Management, LLCNew Position+976K+$48.5B
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+678K+$33.7B
Legacy CG, LLCNew Position+331K+$16.4B
Mattson Financial Services, LLCNew Position+298K+$14.8B
Compound Planning, Inc.Increased+256K+$12.7B
Gradient Investments LLCIncreased+247K+$12.2B
AMI INVESTMENT MANAGEMENT INCNew Position+238K+$11.8B
Savvy Advisors, Inc.New Position+210K+$10.4B
New Republic Capital, LLCNew Position+110K+$5.0B
TPG Financial Advisors, LLCIncreased+67K+$3.3B
Tortoise Investment Management, LLCIncreased+42K+$2.1B
Signal Advisors Wealth, LLCIncreased+34K+$1.7B
Milestones Private Investment Advisors LLCNew Position+32K+$1.6B
Oregon Pacific Wealth Management, LLCNew Position+25K+$1.3B
SILVERLAKE WEALTH MANAGEMENT LLCNew Position+17K+$837.0M

DMBS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
COBBLESTONE CAPITAL ADVISORS LLC /NY/Closed Position-954K-$47.4B
Astoria Portfolio Advisors LLC.Closed Position-153K-$7.6B
Integrated Wealth Concepts LLCDecreased-24K-$5.7B
Motley Fool Wealth Management, LLCDecreased-28K-$1.6B
JANE STREET GROUP, LLCDecreased-8K-$775.3M
Hobbs Group Advisors, LLCDecreased-13K-$645.4M
COMERICA BANKDecreased-10K-$520.8M
Orion Porfolio Solutions, LLCDecreased-2K-$382.7M
MERCER GLOBAL ADVISORS INC /ADVClosed Position-5K-$249.6M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-4K-$210.8M
Cushing Capital Partners, LLCDecreased-1K-$62.3M
Larson Financial Group LLCDecreased-69-$44.2M
Brown Financial AdvisorsDecreased-380-$23.3M
Sepio Capital, LPDecreased-1-$260K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Gradient Investments LLC2,653,434$131.8B2091.43%Share
2Advocacy Wealth Management, LLC976,496$48.5B2.03%Share
3OSAIC HOLDINGS, INC.721,940$35.0B51.14%Share
4EVERGREEN CAPITAL MANAGEMENT LLC678,314$33.7B0.75%Share
5Tortoise Investment Management, LLC445,735$22.1B1.94%Share
6Legacy CG, LLC330,562$16.4B4.59%Share
7TPG Financial Advisors, LLC300,320$14.9B4.98%Share
8Mattson Financial Services, LLC298,276$14.8B3.46%Share
9Signal Advisors Wealth, LLC287,160$14.3B1.13%Share
10Compound Planning, Inc.272,366$13.5B0.40%Share
11AMI INVESTMENT MANAGEMENT INC238,206$11.8B2.66%Share
12Savvy Advisors, Inc.210,463$10.4B0.34%Share
13Hobbs Group Advisors, LLC204,757$10.2B3.07%Share
14Motley Fool Wealth Management, LLC205,476$10.0B0.78%Share
15W.G. Shaheen & Associates DBA Whitney & Co186,749$9.3B0.74%Share
16Brown Financial Advisors163,395$8.1B2.97%Share
17INTEGRATED CAPITAL MANAGEMENT, INC.122,657$6.1B4.05%Share
18New Republic Capital, LLC110,257$5.0B1.34%Share
19Paladin Wealth, LLC98,068$4.9B3.32%Share
20MARIPAU WEALTH MANAGEMENT LLC75,944$3.8B1.74%Share
21Cushing Capital Partners, LLC61,627$3.1B2.27%Share
22UBS Group AG56,792$2.8B0.46%Share
23Mendel Money Management40,657$2.0B0.84%Share
24OSAIC HOLDINGS, INC.59,083$2.0B2.92%Share
25Vermillion & White Wealth Management Group, LLC34,376$1.7B0.93%Share
26Milestones Private Investment Advisors LLC32,169$1.6B1.10%Share
27OmniStar Financial Group, Inc.26,706$1.3B0.78%Share
28Oregon Pacific Wealth Management, LLC24,321$1.2B1.25%Share
29Aptus Capital Advisors, LLC21,472$1.0B7.16%Share
30SILVERLAKE WEALTH MANAGEMENT LLC16,860$837.0M0.19%Share
31HOWARD BAILEY SECURITIES, LLC12,151$603.0M0.24%Share
32Canandaigua National Trust Co of Florida11,725$582.0M0.36%Share
33Sepio Capital, LP10,210$507.0M0.03%Share
34Latitude Advisors, LLC8,688$431.0M0.19%Share
35Financial Guidance Group, Inc.6,751$335.0M0.14%Share
36Mutual Advisors, LLC5,735$284.0M0.01%Share
37SCS Capital Management LLC5,481$272.0M2.88%Share
38ARGUS INVESTORS' COUNSEL, INC.5,242$260.0M0.21%Share
39GUARDIAN WEALTH ADVISORS, LLC / NC4,818$239.0M0.01%Share
40COMERICA BANK2,085$103.0M0.41%Share
41COMERICA BANK1,318$65.0M0.26%Share
42Oregon Pacific Wealth Management, LLC1,019$50.0M0.05%Share
43CAPTRUST FINANCIAL ADVISORS927,109$46.0M0.09%Share
44Bank of New York Mellon Corp719,122$35.0M0.01%Share
45UBS Group AG712$35.0M0.01%Share
46Compound Planning, Inc.562$27.0M0.00%Share
47ENVESTNET ASSET MANAGEMENT INC474,596$23.0M0.01%Share
48CAMBRIDGE ASSOCIATES LLC /MA/ /ADV408,860$20.3M0.31%Share
49MORGAN STANLEY367,870$18.0M0.00%Share
50AdvisorNet Financial, Inc354$17.0M0.00%Share

DMBS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202584$446.1B+43
Q3 202541$338.5B-18
Q2 202559$385.1B-3
Q1 202562$361.9B+18
Q4 202444$271.9B+12
Q3 202432$47.6T+4
Q2 202428$47.1T+2
Q1 202426$46.8T—

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As of Q4 2025, 50 institutional investors hold DMBS (DoubleLine Mortgage ETF). The largest holder is Gradient Investments LLC with $131.8B in shares. This quarter, 10 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own DMBS?

As of Q4 2025, 50 institutional investors report holding DMBS (DoubleLine Mortgage ETF) in their 13F filings.

Who is the largest institutional holder of DMBS?

The largest institutional holder of DMBS is Gradient Investments LLC with $131.8B in shares.

Is institutional ownership of DMBS increasing or decreasing?

This quarter, 10 institutions opened new positions in DMBS and 4 closed their positions.