Doubleline Mortgage ETFDMBSETF
13F holders, Q1 2024 (March 31)34holders
1famous investor
$48.69avg. 13F price*
At the end of Q1 2024, 34 institutions reported holding Doubleline Mortgage ETF (DMBS) in their 13F filings. The largest holders were Gradient Investments LLC ($96.3M), Advocacy Wealth Management, LLC ($38.4M) and Cerity Partners LLC ($28.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Doubleline Mortgage ETF
- CUSIP
- 25861R402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $78.7M |
| Exits | 5 | $4.4M |
Ownership 34 holders
| Gradient Investments LLC | 2.23% | Add +6.5% | 1,978,094 | $96.3M |
| Advocacy Wealth Management, LLC | 3.30% | New | 788,808 | $38.4M |
| Cerity Partners LLC | 0.07% | Reduce -4.1% | 576,967 | $28.1M |
| CW Advisors, LLC | 0.41% | Add +13.9% | 483,664 | $23.6M |
| Envestnet Asset Management Inc. | 0.01% | New | 465,540 | $22.7M |
| Tortoise Investment Management, LLC | 1.49% | Add +20.2% | 252,060 | $12.3M |
| Ami Investment Management Inc. | 3.49% | Add +9.9% | 197,471 | $9.6M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.82% | New | 141,131 | $6.9M |
| Integrated Capital Management, Inc. | 4.90% | New | 123,080 | $6.0M |
| Sugarloaf Wealth Management, LLC | 0.60% | Add +23.2% | 59,232 | $2.9M |
| Integrated Wealth Concepts LLC | 0.04% | Add +12.9% | 55,943 | $2.7M |
| Farther Finance Advisors, LLC | 0.12% | Add +4.6% | 40,914 | $2.0M |
| MML Investors Services, LLC | 0.01% | New | 37,516 | $1.8M |
| Motley Fool Wealth Management, LLC | 0.08% | New | 31,869 | $1.6M |
| Cravens & Co Advisors, LLC | 0.99% | Add +5.5% | 24,545 | $1.2M |
| SeaBridge Investment Advisors LLC | 0.24% | Add +4.5% | 19,002 | $925K |
| Ancora Advisors LLC | 0.02% | No change | 18,000 | $876K |
| Jane Street Group, LLC | 0.00% | Reduce -87.1% | 9,255 | $451K |
| Triad Wealth Partners, LLC | 0.33% | — | 8,833 | $430K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 8,661 | $422K |
| AE Wealth Management LLC | 0.00% | Reduce -91.8% | 7,383 | $360K |
| Citadel Advisors | 0.00% | Reduce -0.3% | 6,328 | $308K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.4% | 6,035 | $294K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,688 | $277K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 5,688 | $277K |
| Family Manage LLC | 0.04% | Add +14.8% | 4,822 | $235K |
| HRT Financial LP | 0.00% | New | 4,157 | $202K |
| Harbour Investments, Inc. | 0.00% | New | 2,428 | $118K |
| CoreCap Advisors, LLC | 0.00% | New | 1,423 | $69K |
| Morgan Stanley | 0.00% | Add +0.2% | 637 | $31K |
| Osaic Holdings, Inc. | 0.00% | New | 225 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 150 | $7K |
| UBS Group AG | 0.00% | Reduce -90.0% | 38 | $2K |
| Clear Point Advisors Inc. | 0.00% | New | 5 | $243 |
"% of holder's portfolio" is DMBS's weight in each manager's 13F, not the share of Doubleline Mortgage ETF the manager owns.