Doubleline Mortgage ETFDMBSETF
13F holders, Q2 2024 (June 30)38holders +4
6new positions
4sold out
1famous investor
$48.25avg. 13F price*
At the end of Q2 2024, 38 institutions reported holding Doubleline Mortgage ETF (DMBS) in their 13F filings, up 4 from Q1 2024. 6 opened new positions and 4 sold out. The largest holders were Gradient Investments LLC ($79.3M), Advocacy Wealth Management, LLC ($38.7M) and CW Advisors, LLC ($23.9M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $14.0M |
| Exits | 4 | $513K |
All 13F filers, Q1 2024 → Q2 2024: 756,346 shares bought and 927,330 shares sold, net −170,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Gradient Investments LLC | 1.78% | Reduce -16.9% | 1,644,490 | $79.3M |
| Advocacy Wealth Management, LLC | 3.19% | Add +1.7% | 801,898 | $38.7M |
| CW Advisors, LLC | 0.38% | Add +2.2% | 494,382 | $23.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.4% | 463,608 | $22.4M |
| Motley Fool Wealth Management, LLC | 0.75% | Add +857.5% | 305,148 | $14.7M |
| Tortoise Investment Management, LLC | 1.59% | Add +14.7% | 289,070 | $13.9M |
| Legacy CG, LLC | 4.12% | New | 250,577 | $12.1M |
| Ami Investment Management Inc. | 3.53% | Add +6.2% | 209,730 | $10.1M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.82% | Add +4.4% | 147,391 | $7.1M |
| Brown Financial Advisors | 3.14% | — | 145,695 | $7.0M |
| Mattson Financial Services, LLC | 2.46% | — | 143,040 | $6.9M |
| Integrated Capital Management, Inc. | 4.73% | Reduce -0.1% | 122,966 | $5.9M |
| Citadel Advisors | 0.00% | Add +1149.3% | 79,059 | $3.8M |
| Integrated Wealth Concepts LLC | 0.05% | Add +39.2% | 77,858 | $3.8M |
| Sugarloaf Wealth Management, LLC | 0.54% | Add +5.1% | 62,256 | $3.0M |
| Farther Finance Advisors, LLC | 0.11% | Add +14.1% | 46,692 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +2.8% | 38,576 | $1.9M |
| Foundations Investment Advisors, LLC | 0.03% | New | 24,201 | $1.2M |
| Cravens & Co Advisors, LLC | 0.86% | Reduce -1.6% | 24,157 | $1.2M |
| SeaBridge Investment Advisors LLC | 0.27% | Add +12.6% | 21,393 | $1.0M |
| Ancora Advisors LLC | 0.02% | No change | 18,000 | $869K |
| Jane Street Group, LLC | 0.00% | Add +45.2% | 13,438 | $648K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.8% | 8,987 | $434K |
| Maripau Wealth Management LLC | 0.27% | New | 8,141 | $393K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +24.2% | 7,062 | $341K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +24.2% | 7,062 | $341K |
| AE Wealth Management LLC | 0.00% | Reduce -4.6% | 7,045 | $340K |
| Cerity Partners LLC | 0.00% | Reduce -98.8% | 6,650 | $321K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.4% | 6,010 | $294K |
| AlphaStar Capital Management, LLC | 0.02% | New | 5,166 | $249K |
| ORG Partners LLC | 0.01% | New | 974 | $46K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -92.6% | 656 | $32K |
| Harbour Investments, Inc. | 0.00% | Reduce -73.7% | 638 | $31K |
| Morgan Stanley | 0.00% | No change | 637 | $31K |
| Wells Fargo & Company | 0.00% | New | 469 | $23K |
| Osaic Holdings, Inc. | 0.00% | Reduce -41.3% | 132 | $6K |
| UBS Group AG | 0.00% | Add +121.0% | 84 | $4K |
| Clear Point Advisors Inc. | 0.00% | No change | 5 | $244 |
"% of holder's portfolio" is DMBS's weight in each manager's 13F, not the share of Doubleline Mortgage ETF the manager owns.