Doubleline Mortgage ETFDMBSETF
13F holders, Q4 2024 (December 31)57holders +6
8new positions
5sold out
$48.12avg. 13F price*
At the end of Q4 2024, 57 institutions reported holding Doubleline Mortgage ETF (DMBS) in their 13F filings, up 6 from Q3 2024. 8 opened new positions and 5 sold out. The largest holders were Gradient Investments LLC ($108.7M), Cobblestone Capital Advisors LLC ($43.5M) and CW Advisors, LLC ($26.5M).
- Company
- Doubleline Mortgage ETF
- CUSIP
- 25861R402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $19.0M |
| Exits | 5 | $461K |
All 13F filers, Q3 2024 → Q4 2024: 1,766,690 shares bought and 1,086,883 shares sold, net +679,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Gradient Investments LLC | 2.20% | Add +75.6% | 2,260,404 | $108.7M |
| Cobblestone Capital Advisors LLC | 2.37% | Add +3.5% | 903,759 | $43.5M |
| CW Advisors, LLC | 0.36% | Add +9.8% | 551,338 | $26.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.6% | 434,492 | $20.9M |
| Park Avenue Securities LLC | 0.15% | Reduce -0.8% | 306,307 | $14.7M |
| Tortoise Investment Management, LLC | 1.48% | Add +0.0% | 291,761 | $14.0M |
| Motley Fool Wealth Management, LLC | 0.72% | Reduce -1.7% | 288,817 | $13.9M |
| Legacy CG, LLC | 4.17% | Add +6.0% | 282,463 | $13.6M |
| Evergreen Capital Management LLC | 0.40% | New | 254,101 | $12.2M |
| Ami Investment Management Inc. | 3.72% | Add +12.9% | 238,269 | $11.5M |
| Brown Financial Advisors | 3.28% | Add +81.7% | 169,927 | $8.2M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.81% | Add +4.7% | 159,949 | $7.7M |
| Foundations Investment Advisors, LLC | 0.14% | Reduce -25.8% | 151,368 | $7.3M |
| Mattson Financial Services, LLC | 2.13% | Reduce -6.7% | 132,916 | $6.7M |
| Astoria Portfolio Advisors LLC. | 2.11% | Reduce -27.3% | 124,709 | $5.9M |
| Integrated Capital Management, Inc. | 4.52% | Reduce -0.9% | 118,925 | $5.7M |
| Integrated Wealth Concepts LLC | 0.06% | Add +30.2% | 110,355 | $5.3M |
| Savvy Advisors, Inc. | 0.63% | New | 109,228 | $5.3M |
| UBS Group AG | 0.00% | Reduce -1.4% | 101,015 | $4.9M |
| Hobbs Group Advisors, LLC | 1.58% | Add +53.0% | 87,504 | $4.2M |
| Paladin Wealth, LLC | 2.71% | Add +138.3% | 65,110 | $3.1M |
| Sugarloaf Wealth Management, LLC | 0.57% | Add +4.5% | 62,531 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | Add +241.5% | 59,906 | $2.9M |
| Cushing Capital Partners, LLC | 2.29% | — | 49,548 | $2.4M |
| Vermillion & White Wealth Management Group, LLC | 1.68% | Add +0.6% | 47,333 | $2.3M |
| Morgan Stanley | 0.00% | Add +302.8% | 39,799 | $1.9M |
| SeaBridge Investment Advisors LLC | 0.27% | Add +1.3% | 26,890 | $1.3M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -79.3% | 22,701 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -72.7% | 22,315 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +34.4% | 20,417 | $982K |
| Howard Bailey Securities, LLC | 0.34% | Reduce -3.4% | 19,164 | $922K |
| Signal Advisors Wealth, LLC | 0.10% | Add +77.0% | 19,136 | $920K |
| Ancora Advisors LLC | 0.02% | No change | 18,000 | $866K |
| Puff Wealth Management, LLC | 1.20% | — | 14,365 | $691K |
| Maripau Wealth Management LLC | 0.37% | Add +21.2% | 13,105 | $630K |
| Susquehanna International Group, LLP | 0.00% | New | 12,155 | $585K |
| Canandaigua National Trust Co of Florida | 0.43% | New | 11,334 | $545K |
| Sepio Capital, LP | 0.04% | Add +0.9% | 10,211 | $491K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.9% | 8,877 | $427K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.5% | 7,742 | $372K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.5% | 7,742 | $372K |
| Parallel Advisors, LLC | 0.01% | Add +1089.2% | 7,730 | $372K |
| GTS Securities LLC | 0.02% | New | 7,534 | $362K |
| Cerity Partners LLC | 0.00% | No change | 6,650 | $320K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 6,018 | $289K |
| Latitude Advisors, LLC | 0.16% | Reduce -3.3% | 5,751 | $277K |
| Lord & Richards Wealth Management, LLC | 0.58% | — | 5,700 | $274K |
| Advocacy Wealth Management, LLC | 0.02% | Reduce -99.3% | 5,420 | $261K |
| AE Wealth Management LLC | 0.00% | Reduce -15.1% | 5,289 | $254K |
| ORG Partners LLC | 0.01% | Add +14.4% | 1,008 | $48K |
| GeoWealth Management, LLC | 0.00% | Add +15.1% | 229 | $11K |
| Larson Financial Group LLC | 0.00% | New | 160 | $8K |
| Bangor Savings Bank | 0.00% | New | 137 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -83.9% | 125 | $6K |
| Minot DeBlois Advisors LLC | 0.00% | — | 88 | $4K |
| Franklin Resources Inc. | 0.00% | No change | 34 | $2K |
| FMR LLC | 0.00% | New | 1 | $48 |
"% of holder's portfolio" is DMBS's weight in each manager's 13F, not the share of Doubleline Mortgage ETF the manager owns.