Doubleline Mortgage ETFDMBSETF
13F holders, Q1 2025 (March 31)63holders +6
18new positions
11sold out
$49.04avg. 13F price*
At the end of Q1 2025, 63 institutions reported holding Doubleline Mortgage ETF (DMBS) in their 13F filings, up 6 from Q4 2024. 18 opened new positions and 11 sold out. The largest holders were Gradient Investments LLC ($86.9M), Cobblestone Capital Advisors LLC ($46.2M) and CW Advisors, LLC ($28.7M).
- Company
- Doubleline Mortgage ETF
- CUSIP
- 25861R402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $17.7M |
| Exits | 11 | $2.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,504,820 shares bought and 708,301 shares sold, net +796,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Gradient Investments LLC | 1.75% | Reduce -21.6% | 1,771,459 | $86.9M |
| Cobblestone Capital Advisors LLC | 2.53% | Add +4.3% | 942,460 | $46.2M |
| CW Advisors, LLC | 0.34% | Add +6.0% | 584,493 | $28.7M |
| Evergreen Capital Management LLC | 0.94% | Add +123.8% | 568,595 | $27.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.0% | 460,558 | $22.6M |
| Park Avenue Securities LLC | 0.19% | Add +4.0% | 318,469 | $15.6M |
| Tortoise Investment Management, LLC | 1.53% | Add +2.6% | 299,259 | $14.7M |
| Morgan Stanley | 0.00% | Add +624.2% | 288,217 | $14.1M |
| Legacy CG, LLC | 4.46% | Reduce -0.3% | 281,687 | $13.8M |
| Motley Fool Wealth Management, LLC | 0.77% | Reduce -7.7% | 266,529 | $13.1M |
| Ami Investment Management Inc. | 3.97% | Add +5.2% | 250,753 | $12.3M |
| Mattson Financial Services, LLC | 2.97% | Add +51.4% | 201,230 | $9.9M |
| Commonwealth Equity Services, LLC | 0.01% | New | 191,534 | $9.4M |
| Foundations Investment Advisors, LLC | 0.16% | Add +17.1% | 177,190 | $8.7M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.88% | Add +5.1% | 168,142 | $8.2M |
| Astoria Portfolio Advisors LLC. | 2.35% | Add +14.6% | 142,965 | $6.9M |
| Brown Financial Advisors | 2.64% | Reduce -23.1% | 130,636 | $6.4M |
| Savvy Advisors, Inc. | 0.61% | Add +13.6% | 124,101 | $6.1M |
| Signal Advisors Wealth, LLC | 0.58% | Add +536.7% | 121,837 | $6.0M |
| Integrated Capital Management, Inc. | 4.69% | Add +1.1% | 120,272 | $5.9M |
| Hobbs Group Advisors, LLC | 2.09% | Add +28.1% | 112,057 | $5.5M |
| UBS Group AG | 0.00% | Reduce -4.0% | 97,005 | $4.8M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -17.1% | 91,437 | $4.5M |
| MML Investors Services, LLC | 0.01% | Add +246.5% | 70,747 | $3.5M |
| SeaBridge Investment Advisors LLC | 0.70% | Add +146.3% | 66,232 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Add +8.8% | 65,190 | $3.2M |
| Cushing Capital Partners, LLC | 2.61% | Add +19.6% | 59,242 | $2.9M |
| Global Wealth Management Investment Advisory, Inc. | 0.57% | New | 58,380 | $2.9M |
| Paladin Wealth, LLC | 2.55% | Reduce -11.1% | 57,902 | $2.8M |
| Maripau Wealth Management LLC | 1.45% | Add +292.0% | 51,371 | $2.5M |
| Lord & Richards Wealth Management, LLC | 2.56% | Add +706.3% | 45,957 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | New | 23,431 | $1.1M |
| Ancora Advisors LLC | 0.02% | No change | 18,000 | $883K |
| Howard Bailey Securities, LLC | 0.26% | Reduce -16.8% | 15,946 | $782K |
| Puff Wealth Management, LLC | 1.26% | Add +1.2% | 14,531 | $713K |
| New Republic Capital, LLC | 0.30% | New | 14,087 | $691K |
| OmniStar Financial Group, Inc. | 0.54% | New | 13,832 | $681K |
| Compound Planning, Inc. | 0.03% | New | 11,780 | $578K |
| Aptus Capital Advisors, LLC | 0.01% | New | 11,298 | $554K |
| Sepio Capital, LP | 0.04% | No change | 10,211 | $501K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.5% | 8,741 | $429K |
| Parallel Advisors, LLC | 0.01% | Add +7.4% | 8,302 | $407K |
| Bank of America Corp. | 0.00% | New | 8,200 | $402K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +3.3% | 7,994 | $392K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +3.3% | 7,994 | $392K |
| Latitude Advisors, LLC | 0.21% | Add +29.6% | 7,455 | $366K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -68.9% | 7,055 | $346K |
| Cerity Partners LLC | 0.00% | No change | 6,650 | $326K |
| GWN Securities Inc. | 0.02% | New | 6,635 | $325K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.9% | 5,722 | $279K |
| StoneX Group Inc. | 0.02% | New | 5,609 | $275K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 5,588 | $274K |
| SCS Capital Management LLC | 0.00% | New | 5,258 | $258K |
| AE Wealth Management LLC | 0.00% | Reduce -1.3% | 5,223 | $256K |
| Waterloo Capital, L.P. | 0.02% | New | 4,238 | $208K |
| Larson Financial Group LLC | 0.00% | Add +766.3% | 1,386 | $68K |
| AdvisorNet Financial, Inc | 0.00% | New | 349 | $17K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -99.6% | 173 | $8K |
| Assetmark, Inc. | 0.00% | New | 94 | $5K |
| Citigroup Inc. | 0.00% | New | 65 | $3K |
| Wells Fargo & Company | 0.00% | New | 37 | $2K |
| Osaic Holdings, Inc. | 0.00% | Reduce -70.4% | 37 | $2K |
| Coldstream Capital Management Inc. | 0.00% | New | 23 | $1K |
"% of holder's portfolio" is DMBS's weight in each manager's 13F, not the share of Doubleline Mortgage ETF the manager owns.