Who Owns DMBS?
DoubleLine Mortgage ETF — Institutional Ownership & 13F Holdings
$49.34
+0.10 (+0.21%)
Market Cap
$532.6M
Shares Outstanding
10,663,854
Institutional Holders
62
Total Inst. Value
$356.4M
% of Float Held
—
QoQ Holder Change
+36
Institutional data as of Q1 2025
New Positions
28
Closed Positions
10
Increased
19
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Gradient Investments LLC | $86.9M | 1,771,459 |
| 2 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | $46.2M | 942,460 |
| 3 | CW Advisors, LLC | $28.7M | 584,493 |
| 4 | EVERGREEN CAPITAL MANAGEMENT LLC | $27.9M | 568,595 |
| 5 | Tortoise Investment Management, LLC | $14.7M | 299,259 |
| 6 | MORGAN STANLEY | $14.1M | 288,217 |
| 7 | Legacy CG, LLCNew | $13.8M | 281,687 |
| 8 | Motley Fool Wealth Management, LLC | $13.1M | 266,529 |
| 9 | AMI INVESTMENT MANAGEMENT INCNew | $12.3M | 250,753 |
| 10 | Mattson Financial Services, LLC | $9.9M | 201,230 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | +39K | $46.2M |
| CW Advisors, LLC | +33K | $28.7M |
| EVERGREEN CAPITAL MANAGEMENT LLC | +314K | $27.9M |
| Tortoise Investment Management, LLC | +7K | $14.7M |
| MORGAN STANLEY | +248K | $14.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Gradient Investments LLC | -489K | $86.9M |
| Vermillion & White Wealth Management Group, LLC | -47K | $8K |
| Brown Financial Advisors | -39K | $6.4M |
| Motley Fool Wealth Management, LLC | -22K | $13.1M |
| Integrated Wealth Concepts LLC | -19K | $4.5M |
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Frequently Asked Questions
How many institutional investors hold DMBS?
As of Q1 2025, 62 institutional investors report holding DMBS (DoubleLine Mortgage ETF) in their 13F filings.
Which hedge fund owns the most DMBS?
The largest institutional holder of DMBS is Gradient Investments LLC with $86.9M in shares.
Are institutions buying or selling DMBS?
This quarter, 28 institutions opened new positions in DMBS and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.