Doubleline Mortgage ETFDMBSETF
13F holders, Q2 2025 (June 30)69holders +6
13new positions
7sold out
1famous investor
$49.06avg. 13F price*
At the end of Q2 2025, 69 institutions reported holding Doubleline Mortgage ETF (DMBS) in their 13F filings, up 6 from Q1 2025. 13 opened new positions and 7 sold out. The largest holders were Gradient Investments LLC ($92.0M), Cobblestone Capital Advisors LLC ($46.6M) and Evergreen Capital Management LLC ($31.7M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $16.6M |
| Exits | 7 | $10.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,252,846 shares bought and 351,238 shares sold, net +901,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Gradient Investments LLC | 1.68% | Add +5.9% | 1,875,326 | $92.0M |
| Cobblestone Capital Advisors LLC | 2.39% | Add +0.8% | 950,433 | $46.6M |
| Evergreen Capital Management LLC | 0.95% | Add +13.6% | 645,725 | $31.7M |
| CW Advisors, LLC | 0.31% | Add +10.3% | 644,973 | $31.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.6% | 457,903 | $22.5M |
| Foundations Investment Advisors, LLC | 0.26% | Add +91.1% | 338,537 | $16.6M |
| Tortoise Investment Management, LLC | 1.50% | Add +6.9% | 320,021 | $15.7M |
| Morgan Stanley | 0.00% | Add +10.9% | 319,701 | $15.7M |
| Park Avenue Securities LLC | 0.14% | Reduce -2.7% | 309,875 | $15.2M |
| Legacy CG, LLC | 4.31% | Add +4.6% | 294,552 | $14.5M |
| Motley Fool Wealth Management, LLC | 0.71% | Reduce -9.7% | 240,586 | $11.8M |
| Astoria Portfolio Advisors LLC. | 3.04% | Add +55.8% | 222,693 | $10.8M |
| Mattson Financial Services, LLC | 2.79% | Add +4.9% | 211,099 | $10.4M |
| Signal Advisors Wealth, LLC | 0.78% | Add +67.5% | 204,113 | $10.0M |
| TPG Financial Advisors, LLC | 3.91% | New | 199,230 | $9.8M |
| Hobbs Group Advisors, LLC | 3.31% | Add +75.8% | 196,992 | $9.7M |
| Ami Investment Management Inc. | 2.36% | Reduce -25.7% | 186,412 | $9.1M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.82% | Add +0.5% | 169,000 | $8.3M |
| Savvy Advisors, Inc. | 0.44% | Add +8.1% | 134,091 | $6.6M |
| Brown Financial Advisors | 2.45% | Reduce -2.2% | 127,770 | $6.3M |
| Integrated Capital Management, Inc. | 4.46% | Reduce -0.8% | 119,335 | $5.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +10.0% | 100,594 | $4.9M |
| UBS Group AG | 0.00% | Add +0.4% | 97,370 | $4.8M |
| Lord & Richards Wealth Management, LLC | 4.94% | Add +109.7% | 96,371 | $4.7M |
| MML Investors Services, LLC | 0.01% | Add +18.5% | 83,867 | $4.1M |
| SeaBridge Investment Advisors LLC | 0.73% | Add +20.3% | 79,657 | $3.9M |
| Mather Group, Llc. | 0.04% | New | 77,480 | $3.8M |
| Maripau Wealth Management LLC | 1.69% | Add +32.8% | 68,223 | $3.4M |
| Paladin Wealth, LLC | 2.50% | Add +13.1% | 65,501 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.0% | 62,618 | $3.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.54% | Add +0.9% | 58,912 | $2.9M |
| Cushing Capital Partners, LLC | 2.31% | Reduce -6.0% | 55,665 | $2.7M |
| New Republic Capital, LLC | 0.78% | Add +219.3% | 44,973 | $2.2M |
| Puff Wealth Management, LLC | 2.06% | Add +77.5% | 25,792 | $1.3M |
| Milestones Private Investment Advisors LLC | 0.78% | — | 21,330 | $1.0M |
| Ancora Advisors LLC | 0.02% | No change | 18,000 | $883K |
| OmniStar Financial Group, Inc. | 0.64% | Add +27.0% | 17,562 | $862K |
| Compound Planning, Inc. | 0.03% | Add +21.4% | 14,297 | $702K |
| Parallel Advisors, LLC | 0.01% | Add +69.2% | 14,049 | $689K |
| Howard Bailey Securities, LLC | 0.20% | Reduce -15.7% | 13,450 | $660K |
| Aptus Capital Advisors, LLC | 0.01% | Add +17.3% | 13,257 | $651K |
| Canandaigua National Trust Co of Florida | 0.41% | New | 11,725 | $575K |
| Sepio Capital, LP | 0.04% | Reduce -0.0% | 10,210 | $501K |
| Sensible Financial Planning & Management, LLC. | 0.09% | New | 10,086 | $495K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -64.4% | 8,335 | $409K |
| Latitude Advisors, LLC | 0.20% | Add +11.2% | 8,293 | $407K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -4.4% | 7,645 | $375K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.2% | 7,326 | $359K |
| Jane Street Group, LLC | 0.00% | New | 6,958 | $341K |
| Cerity Partners LLC | 0.00% | No change | 6,650 | $326K |
| Citadel Advisors | 0.00% | New | 6,619 | $325K |
| Waterloo Capital, L.P. | 0.03% | Add +54.7% | 6,556 | $322K |
| Goldman Sachs Group Inc. | 0.00% | New | 6,279 | $308K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 5,726 | $279K |
| SCS Capital Management LLC | 0.00% | Add +1.3% | 5,325 | $261K |
| Transatlantique Private Wealth LLC | 0.10% | New | 5,314 | $261K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -6.8% | 5,210 | $256K |
| LPL Financial LLC | 0.00% | New | 5,016 | $246K |
| AE Wealth Management LLC | 0.00% | Reduce -5.9% | 4,916 | $241K |
| RFG Advisory, LLC | 0.01% | New | 4,335 | $213K |
| Flow Traders U.S. LLC | 0.01% | New | 4,184 | $205K |
| Larson Financial Group LLC | 0.00% | Reduce -35.9% | 888 | $44K |
| Allworth Financial LP | 0.00% | New | 726 | $36K |
| WealthTrak Capital Management LLC | 0.02% | New | 491 | $24K |
| AdvisorNet Financial, Inc | 0.00% | No change | 349 | $17K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 173 | $8K |
| Osaic Holdings, Inc. | 0.00% | Add +129.7% | 85 | $4K |
| Wells Fargo & Company | 0.00% | No change | 37 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -100.0% | 2 | $117 |
"% of holder's portfolio" is DMBS's weight in each manager's 13F, not the share of Doubleline Mortgage ETF the manager owns.