Doubleline Mortgage ETFDMBSETF
13F holders, Q3 2025 (September 30)67holders −2
10new positions
12sold out
$49.68avg. 13F price*
At the end of Q3 2025, 67 institutions reported holding Doubleline Mortgage ETF (DMBS) in their 13F filings, down 2 from Q2 2025. 10 opened new positions and 12 sold out. The largest holders were Gradient Investments LLC ($119.6M), Cobblestone Capital Advisors LLC ($47.4M) and Osaic Holdings, Inc. ($36.8M).
- Company
- Doubleline Mortgage ETF
- CUSIP
- 25861R402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $51.9M |
| Exits | 12 | $7.6M |
All 13F filers, Q2 2025 → Q3 2025: 3,014,784 shares bought and 320,892 shares sold, net +2,693,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Gradient Investments LLC | 2.00% | Add +28.3% | 2,406,817 | $119.6M |
| Cobblestone Capital Advisors LLC | 2.28% | Add +0.4% | 954,379 | $47.4M |
| Osaic Holdings, Inc. | 0.05% | Add +871394.1% | 740,770 | $36.8M |
| Bank of New York Mellon Corp | 0.01% | New | 706,394 | $35.1M |
| Evergreen Capital Management LLC | 0.78% | Add +2.2% | 660,111 | $32.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.0% | 466,992 | $23.2M |
| Foundations Investment Advisors, LLC | 0.31% | Add +27.4% | 431,365 | $21.4M |
| Tortoise Investment Management, LLC | 1.79% | Add +26.1% | 403,640 | $20.1M |
| Morgan Stanley | 0.00% | Add +11.6% | 356,663 | $17.7M |
| Legacy CG, LLC | 4.57% | Add +11.0% | 326,953 | $16.2M |
| Park Avenue Securities LLC | 0.12% | Add +0.6% | 311,857 | $15.5M |
| Mattson Financial Services, LLC | 3.09% | Add +23.3% | 260,336 | $12.9M |
| Signal Advisors Wealth, LLC | 1.14% | Add +24.1% | 253,340 | $12.6M |
| Motley Fool Wealth Management, LLC | 0.79% | Reduce -2.8% | 233,742 | $11.6M |
| TPG Financial Advisors, LLC | 4.32% | Add +17.2% | 233,503 | $11.6M |
| Hobbs Group Advisors, LLC | 3.37% | Add +10.5% | 217,642 | $10.8M |
| Commonwealth Equity Services, LLC | 0.01% | New | 212,550 | $10.6M |
| Savvy Advisors, Inc. | 0.43% | Add +40.1% | 187,820 | $9.3M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.81% | Add +5.8% | 178,747 | $8.9M |
| Ami Investment Management Inc. | 1.98% | Reduce -8.1% | 171,376 | $8.5M |
| Brown Financial Advisors | 3.01% | Add +28.2% | 163,775 | $8.1M |
| Astoria Portfolio Advisors LLC. | 1.99% | Reduce -31.5% | 152,625 | $7.6M |
| Integrated Capital Management, Inc. | 4.11% | Reduce -0.5% | 118,736 | $5.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +13.2% | 113,851 | $5.7M |
| MML Investors Services, LLC | 0.01% | Add +21.4% | 101,782 | $5.1M |
| Lord & Richards Wealth Management, LLC | 4.59% | Add +4.6% | 100,827 | $5.0M |
| Paladin Wealth, LLC | 3.18% | Add +34.8% | 88,262 | $4.4M |
| Mather Group, Llc. | 0.04% | Add +4.5% | 80,996 | $4.0M |
| New Republic Capital, LLC | 1.23% | Add +78.9% | 80,466 | $4.0M |
| Maripau Wealth Management LLC | 1.68% | Reduce -1.3% | 67,371 | $3.3M |
| Cushing Capital Partners, LLC | 2.45% | Add +12.9% | 62,848 | $3.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.51% | Add +3.6% | 61,050 | $3.0M |
| Oregon Pacific Wealth Management, LLC | 2.58% | New | 60,174 | $3.0M |
| UBS Group AG | 0.00% | Reduce -43.4% | 55,133 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -38.9% | 38,272 | $1.9M |
| Vermillion & White Wealth Management Group, LLC | 0.96% | Add +19520.8% | 33,944 | $1.7M |
| Mendel Money Management | 0.54% | New | 25,933 | $1.3M |
| OmniStar Financial Group, Inc. | 0.77% | Add +45.9% | 25,630 | $1.3M |
| Milestones Private Investment Advisors LLC | 0.74% | Add +2.6% | 21,876 | $1.1M |
| Ancora Advisors LLC | 0.02% | No change | 18,000 | $894K |
| Compound Planning, Inc. | 0.03% | Add +21.8% | 17,416 | $865K |
| Jane Street Group, LLC | 0.00% | Add +124.3% | 15,606 | $775K |
| Aptus Capital Advisors, LLC | 0.01% | Add +9.0% | 14,453 | $718K |
| Howard Bailey Securities, LLC | 0.20% | Add +7.0% | 14,392 | $715K |
| Parallel Advisors, LLC | 0.01% | No change | 14,049 | $698K |
| Comerica Bank | 0.00% | New | 13,865 | $689K |
| LPL Financial LLC | 0.00% | Add +110.3% | 10,549 | $524K |
| Sepio Capital, LP | 0.03% | Add +0.0% | 10,211 | $507K |
| Summit Financial, LLC | 0.01% | New | 9,865 | $490K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.1% | 7,700 | $383K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.8% | 7,704 | $383K |
| Waterloo Capital, L.P. | 0.03% | Add +6.7% | 6,992 | $347K |
| Silverlake Wealth Management LLC | 0.09% | New | 6,970 | $346K |
| A4 Wealth Advisors LLC | 0.29% | — | 6,967 | $346K |
| Latitude Advisors, LLC | 0.16% | Reduce -17.5% | 6,844 | $340K |
| Cerity Partners LLC | 0.00% | No change | 6,650 | $330K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 5,730 | $287K |
| SCS Capital Management LLC | 0.00% | Add +1.3% | 5,392 | $268K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 5,025 | $250K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -39.7% | 5,023 | $250K |
| AE Wealth Management LLC | 0.00% | Reduce -4.2% | 4,710 | $234K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -13.4% | 4,512 | $224K |
| Susquehanna International Group, LLP | 0.00% | New | 4,244 | $211K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 889 | $44K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 350 | $17K |
| Golden State Wealth Management, LLC | 0.00% | New | 22 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2 | $120 |
"% of holder's portfolio" is DMBS's weight in each manager's 13F, not the share of Doubleline Mortgage ETF the manager owns.