Doubleline Mortgage ETFDMBSETF
13F holders, Q4 2025 (December 31)85holders +18
15new positions
2sold out
$49.67avg. 13F price*
At the end of Q4 2025, 85 institutions reported holding Doubleline Mortgage ETF (DMBS) in their 13F filings, up 18 from Q3 2025. 15 opened new positions and 2 sold out. The largest holders were Gradient Investments LLC ($131.8M), Advocacy Wealth Management, LLC ($48.5M) and Captrust Financial Advisors ($46.0M).
- Company
- Doubleline Mortgage ETF
- CUSIP
- 25861R402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $127.7M |
| Exits | 2 | $460K |
All 13F filers, Q3 2025 → Q4 2025: 3,901,028 shares bought and 344,627 shares sold, net +3,556,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Gradient Investments LLC | 2.09% | Add +10.3% | 2,653,434 | $131.8M |
| Advocacy Wealth Management, LLC | 2.03% | New | 976,496 | $48.5M |
| Captrust Financial Advisors | 0.09% | New | 927,109 | $46.0M |
| Osaic Holdings, Inc. | 0.06% | Add +5.4% | 781,023 | $38.8M |
| Bank of New York Mellon Corp | 0.01% | Add +1.8% | 719,122 | $35.7M |
| Evergreen Capital Management LLC | 0.75% | Add +2.8% | 678,314 | $33.7M |
| Foundations Investment Advisors, LLC | 0.38% | Add +33.6% | 576,507 | $28.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.6% | 474,596 | $23.6M |
| Tortoise Investment Management, LLC | 1.94% | Add +10.4% | 445,735 | $22.1M |
| Cambridge Associates LLC /Ma/ | 0.33% | New | 408,860 | $20.3M |
| Morgan Stanley | 0.00% | Add +3.1% | 367,871 | $18.3M |
| Legacy CG, LLC | 4.59% | Add +1.1% | 330,562 | $16.4M |
| Astoria Portfolio Advisors LLC. | 3.65% | Add +108.9% | 318,868 | $16.0M |
| Park Avenue Securities LLC | 0.13% | Reduce -0.4% | 310,476 | $15.4M |
| TPG Financial Advisors, LLC | 4.98% | Add +28.6% | 300,320 | $14.9M |
| Mattson Financial Services, LLC | 3.46% | Add +14.6% | 298,276 | $14.8M |
| Signal Advisors Wealth, LLC | 1.13% | Add +13.3% | 287,160 | $14.3M |
| Compound Planning, Inc. | 0.40% | Add +1467.1% | 272,928 | $13.6M |
| Ami Investment Management Inc. | 2.66% | Add +39.0% | 238,206 | $11.8M |
| Savvy Advisors, Inc. | 0.34% | Add +12.1% | 210,463 | $10.5M |
| Motley Fool Wealth Management, LLC | 0.79% | Reduce -12.1% | 205,476 | $10.2M |
| Hobbs Group Advisors, LLC | 3.07% | Reduce -5.9% | 204,757 | $10.2M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.74% | Add +4.5% | 186,749 | $9.3M |
| Mariner, LLC | 0.01% | New | 167,017 | $8.3M |
| Brown Financial Advisors | 2.97% | Reduce -0.2% | 163,395 | $8.1M |
| Integrated Capital Management, Inc. | 4.05% | Add +3.3% | 122,657 | $6.1M |
| MML Investors Services, LLC | 0.01% | Add +15.1% | 117,142 | $5.8M |
| New Republic Capital, LLC | 1.46% | Add +37.0% | 110,257 | $5.5M |
| Lord & Richards Wealth Management, LLC | 4.50% | Add +4.6% | 105,459 | $5.2M |
| Paladin Wealth, LLC | 3.32% | Add +11.1% | 98,068 | $4.9M |
| Compass Financial Group, Inc. (Ohio) | 3.46% | — | 95,309 | $4.7M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -20.8% | 90,175 | $4.5M |
| Mather Group, Llc. | 0.04% | Add +2.8% | 83,297 | $4.1M |
| Maripau Wealth Management LLC | 1.74% | Add +12.7% | 75,944 | $3.8M |
| Global Wealth Management Investment Advisory, Inc. | 0.52% | Add +7.5% | 65,631 | $3.3M |
| Cushing Capital Partners, LLC | 2.27% | Reduce -1.9% | 61,627 | $3.1M |
| UBS Group AG | 0.00% | Add +4.3% | 57,504 | $2.9M |
| Safe Harbor Wealth Advisors, LLC | 2.28% | — | 46,986 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Add +9.2% | 41,774 | $2.1M |
| Mendel Money Management | 0.84% | Add +56.8% | 40,657 | $2.0M |
| Vermillion & White Wealth Management Group, LLC | 0.93% | Add +1.3% | 34,376 | $1.7M |
| Milestones Private Investment Advisors LLC | 1.10% | Add +47.0% | 32,169 | $1.6M |
| OmniStar Financial Group, Inc. | 0.78% | Add +4.2% | 26,706 | $1.3M |
| World Investment Advisors | 0.02% | New | 26,412 | $1.3M |
| Oregon Pacific Wealth Management, LLC | 1.30% | Reduce -57.9% | 25,340 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Add +48.6% | 21,472 | $1.1M |
| Puff Wealth Management, LLC | 1.37% | New | 21,337 | $1.1M |
| Tailwinds Wealth, LLC | 1.01% | — | 18,785 | $933K |
| Ancora Advisors LLC | 0.02% | No change | 18,000 | $894K |
| Silverlake Wealth Management LLC | 0.19% | Add +141.9% | 16,860 | $837K |
| GeoWealth Management, LLC | 0.03% | New | 15,586 | $774K |
| Summit Financial, LLC | 0.01% | Add +55.1% | 15,303 | $760K |
| Parallel Advisors, LLC | 0.01% | Add +6.4% | 14,950 | $742K |
| LPL Financial LLC | 0.00% | Add +30.7% | 13,790 | $685K |
| Howard Bailey Securities, LLC | 0.24% | Reduce -15.6% | 12,151 | $603K |
| Canandaigua National Trust Co of Florida | 0.36% | New | 11,725 | $582K |
| Welch Financial Planning, LLC | 0.40% | — | 11,103 | $551K |
| Sepio Capital, LP | 0.03% | Reduce -0.0% | 10,210 | $507K |
| Latitude Advisors, LLC | 0.19% | Add +26.9% | 8,688 | $431K |
| Waterloo Capital, L.P. | 0.03% | Add +23.0% | 8,598 | $427K |
| Bauman Advisory Group, LLC | 0.32% | — | 8,095 | $402K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 7,821 | $388K |
| Jane Street Group, LLC | 0.00% | Reduce -50.5% | 7,724 | $384K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +45.1% | 7,294 | $362K |
| Financial Guidance Group, Inc. | 0.14% | New | 6,751 | $335K |
| Cerity Partners LLC | 0.00% | No change | 6,650 | $330K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -24.7% | 5,798 | $288K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 5,735 | $285K |
| SCS Capital Management LLC | 0.00% | Add +1.6% | 5,481 | $272K |
| Strong Retirement Solutions LLC | 0.18% | — | 5,296 | $263K |
| Argus Investors' Counsel, Inc. | 0.21% | New | 5,242 | $260K |
| A4 Wealth Advisors LLC | 0.21% | Reduce -29.8% | 4,888 | $243K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -97.7% | 4,850 | $241K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +6.8% | 4,818 | $239K |
| AE Wealth Management LLC | 0.00% | Reduce -8.0% | 4,333 | $215K |
| Flow Traders U.S. LLC | 0.01% | New | 4,108 | $204K |
| Comerica Bank | 0.00% | Reduce -75.5% | 3,403 | $169K |
| SageView Advisory Group, LLC | 0.00% | New | 1,000 | $50K |
| Larson Financial Group LLC | 0.00% | Reduce -7.8% | 820 | $41K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 354 | $18K |
| Golden State Wealth Management, LLC | 0.00% | No change | 22 | $1K |
| Cwm, LLC | 0.00% | New | 12 | $1K |
| Citigroup Inc. | 0.00% | New | 10 | $497 |
| Farther Finance Advisors, LLC | 0.00% | No change | 2 | $122 |
| FMR LLC | 0.00% | New | 1 | $50 |
"% of holder's portfolio" is DMBS's weight in each manager's 13F, not the share of Doubleline Mortgage ETF the manager owns.