Doubleline Mortgage ETFDMBSETF
13F holders, Q3 2024 (September 30)51holders +13
16new positions
5sold out
$50.32avg. 13F price*
At the end of Q3 2024, 51 institutions reported holding Doubleline Mortgage ETF (DMBS) in their 13F filings, up 13 from Q2 2024. 16 opened new positions and 5 sold out. The largest holders were Gradient Investments LLC ($64.8M), Cobblestone Capital Advisors LLC ($44.0M) and Advocacy Wealth Management, LLC ($40.9M).
- Company
- Doubleline Mortgage ETF
- CUSIP
- 25861R402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $79.9M |
| Exits | 5 | $5.7M |
All 13F filers, Q2 2024 → Q3 2024: 2,005,926 shares bought and 595,511 shares sold, net +1,410,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Gradient Investments LLC | 1.35% | Reduce -21.7% | 1,286,919 | $64.8M |
| Cobblestone Capital Advisors LLC | 2.47% | New | 873,528 | $44.0M |
| Advocacy Wealth Management, LLC | 3.21% | Add +1.3% | 812,207 | $40.9M |
| CW Advisors, LLC | 0.34% | Add +1.6% | 502,358 | $25.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.7% | 437,159 | $22.0M |
| Park Avenue Securities LLC | 0.17% | New | 308,725 | $15.6M |
| Motley Fool Wealth Management, LLC | 0.74% | Reduce -3.7% | 293,859 | $14.8M |
| Tortoise Investment Management, LLC | 1.54% | Add +0.9% | 291,685 | $14.7M |
| Legacy CG, LLC | 4.39% | Add +6.3% | 266,461 | $13.4M |
| Ami Investment Management Inc. | 3.60% | Add +0.7% | 211,126 | $10.6M |
| Foundations Investment Advisors, LLC | 0.22% | Add +743.1% | 204,038 | $10.3M |
| Astoria Portfolio Advisors LLC. | 2.89% | New | 171,435 | $8.5M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.83% | Add +3.6% | 152,759 | $7.7M |
| Mattson Financial Services, LLC | 2.46% | Reduce -0.4% | 142,469 | $6.9M |
| Integrated Capital Management, Inc. | 4.67% | Reduce -2.4% | 120,036 | $6.0M |
| Farther Finance Advisors, LLC | 0.21% | Add +134.3% | 109,383 | $5.5M |
| UBS Group AG | 0.00% | Add +121901.2% | 102,481 | $5.2M |
| Brown Financial Advisors | 1.94% | Reduce -35.8% | 93,516 | $4.7M |
| Integrated Wealth Concepts LLC | 0.05% | Add +8.8% | 84,731 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 81,616 | $4.1M |
| Sugarloaf Wealth Management, LLC | 0.51% | Reduce -3.9% | 59,809 | $3.0M |
| Hobbs Group Advisors, LLC | 1.03% | New | 57,199 | $2.9M |
| Vermillion & White Wealth Management Group, LLC | 1.75% | New | 47,046 | $2.4M |
| Paladin Wealth, LLC | 1.20% | — | 27,317 | $1.4M |
| SeaBridge Investment Advisors LLC | 0.33% | Add +24.1% | 26,559 | $1.3M |
| Howard Bailey Securities, LLC | 0.38% | — | 19,846 | $1.0M |
| Ancora Advisors LLC | 0.02% | No change | 18,000 | $907K |
| NewEdge Advisors, LLC | 0.01% | New | 17,543 | $884K |
| MML Investors Services, LLC | 0.00% | Reduce -60.6% | 15,190 | $765K |
| Maripau Wealth Management LLC | 0.47% | Add +32.8% | 10,809 | $545K |
| Signal Advisors Wealth, LLC | 0.08% | New | 10,809 | $545K |
| Sepio Capital, LP | 0.04% | New | 10,123 | $510K |
| Morgan Stanley | 0.00% | Add +1451.2% | 9,881 | $498K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.2% | 9,635 | $486K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +10.2% | 7,784 | $392K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +10.2% | 7,784 | $392K |
| AlphaStar Capital Management, LLC | 0.03% | Add +36.1% | 7,029 | $354K |
| Cerity Partners LLC | 0.00% | No change | 6,650 | $335K |
| AE Wealth Management LLC | 0.00% | Reduce -11.6% | 6,228 | $314K |
| Latitude Advisors, LLC | 0.17% | New | 5,948 | $300K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 6,014 | $295K |
| Peterson Financial Group, Inc. | 0.50% | New | 2,567 | $129K |
| Harbour Investments, Inc. | 0.00% | Add +149.5% | 1,592 | $80K |
| ORG Partners LLC | 0.01% | Reduce -9.6% | 881 | $44K |
| Osaic Holdings, Inc. | 0.00% | Add +487.1% | 775 | $39K |
| Parallel Advisors, LLC | 0.00% | New | 650 | $33K |
| Global Trust Asset Management, LLC | 0.01% | New | 300 | $15K |
| Highline Wealth Partners LLC | 0.00% | New | 224 | $11K |
| GeoWealth Management, LLC | 0.00% | New | 199 | $10K |
| Franklin Resources Inc. | 0.00% | New | 34 | $2K |
| Clear Point Advisors Inc. | 0.00% | No change | 5 | $258 |
"% of holder's portfolio" is DMBS's weight in each manager's 13F, not the share of Doubleline Mortgage ETF the manager owns.