Doubleline Mortgage ETFDMBSETF
13F holders, Q1 2026 (March 31)99holders +14
21new positions
5sold out
1famous investor
$49.38avg. 13F price*
At the end of Q1 2026, 99 institutions reported holding Doubleline Mortgage ETF (DMBS) in their 13F filings, up 14 from Q4 2025. 21 opened new positions and 5 sold out. The largest holders were Gradient Investments LLC ($151.6M), Advocacy Wealth Management, LLC ($51.7M) and Osaic Holdings, Inc. ($45.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $28.8M |
| Exits | 5 | $1.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,978,977 shares bought and 1,553,376 shares sold, net +425,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| Gradient Investments LLC | 2.35% | Add +15.7% | 3,070,452 | $151.6M |
| Advocacy Wealth Management, LLC | 2.29% | Add +7.3% | 1,047,575 | $51.7M |
| Osaic Holdings, Inc. | 0.07% | Add +17.2% | 915,683 | $45.2M |
| Bank of New York Mellon Corp | 0.01% | Add +1.1% | 727,272 | $35.9M |
| Evergreen Capital Management LLC | 0.74% | Add +1.2% | 686,434 | $33.9M |
| Foundations Investment Advisors, LLC | 0.39% | Add +10.5% | 637,231 | $31.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.1% | 479,800 | $23.7M |
| Cambridge Associates LLC /Ma/ | 0.32% | No change | 408,860 | $20.2M |
| Legacy CG, LLC | 4.58% | Add +1.1% | 334,150 | $16.5M |
| Mattson Financial Services, LLC | 3.87% | Add +9.9% | 327,954 | $16.2M |
| Astoria Portfolio Advisors LLC. | 3.37% | Add +0.1% | 319,188 | $15.8M |
| Park Avenue Securities LLC | 0.12% | Add +0.3% | 311,576 | $15.4M |
| TPG Financial Advisors, LLC | 4.95% | Add +2.6% | 308,262 | $15.2M |
| Signal Advisors Wealth, LLC | 0.99% | Add +1.6% | 291,623 | $14.4M |
| Ami Investment Management Inc. | 2.76% | Add +4.2% | 248,126 | $12.3M |
| Compound Planning, Inc. | 0.36% | Reduce -12.3% | 239,485 | $11.8M |
| Savvy Advisors, Inc. | 0.31% | Add +10.2% | 231,819 | $11.4M |
| Citadel Advisors | 0.01% | New | 222,753 | $11.0M |
| Hobbs Group Advisors, LLC | 3.16% | Add +4.5% | 213,937 | $10.6M |
| Brown Financial Advisors | 3.81% | Add +24.6% | 203,658 | $10.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 201,263 | $9.9M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.81% | Add +5.8% | 197,487 | $9.8M |
| Morgan Stanley | 0.00% | Reduce -47.7% | 192,376 | $9.5M |
| Mariner, LLC | 0.01% | Add +14.2% | 190,761 | $9.4M |
| Captrust Financial Advisors | 0.02% | Reduce -81.1% | 175,469 | $8.7M |
| Motley Fool Wealth Management, LLC | 0.87% | Reduce -24.5% | 155,054 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2971.9% | 148,987 | $7.4M |
| Vermillion & White Wealth Management Group, LLC | 4.07% | Add +316.6% | 143,193 | $7.1M |
| New Republic Capital, LLC | 2.31% | Add +26.0% | 138,900 | $6.9M |
| Compass Financial Group, Inc. (Ohio) | 4.46% | Add +29.4% | 123,300 | $6.1M |
| Integrated Capital Management, Inc. | 3.95% | Reduce -1.9% | 120,380 | $5.9M |
| Paladin Wealth, LLC | 3.71% | Add +11.4% | 109,238 | $5.4M |
| Lord & Richards Wealth Management, LLC | 4.55% | Reduce -0.5% | 104,954 | $5.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +8.7% | 98,024 | $4.8M |
| MML Investors Services, LLC | 0.01% | Reduce -23.6% | 89,541 | $4.4M |
| Global Wealth Management Investment Advisory, Inc. | 0.66% | Add +29.3% | 84,863 | $4.2M |
| Mather Group, Llc. | 0.04% | Add +1.1% | 84,181 | $4.2M |
| Layline Advisors, LLC | 4.31% | — | 78,040 | $3.9M |
| Oregon Pacific Wealth Management, LLC | 3.97% | Add +203.8% | 76,988 | $3.8M |
| Maripau Wealth Management LLC | 1.61% | Reduce -2.6% | 73,982 | $3.7M |
| Cushing Capital Partners, LLC | 2.18% | Reduce -6.7% | 57,472 | $2.8M |
| Mendel Money Management | 1.08% | Add +28.5% | 52,234 | $2.6M |
| Great Diamond Partners, LLC | 0.50% | New | 52,118 | $2.6M |
| Ritholtz Wealth Management | 0.04% | New | 42,849 | $2.1M |
| UBS Group AG | 0.00% | Reduce -26.4% | 42,307 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +411.0% | 39,470 | $1.9M |
| OmniStar Financial Group, Inc. | 0.97% | Add +42.3% | 38,009 | $1.9M |
| Milestones Private Investment Advisors LLC | 1.43% | Add +2.2% | 32,887 | $1.6M |
| Tortoise Investment Management, LLC | 0.13% | Reduce -92.8% | 31,853 | $1.6M |
| LPL Financial LLC | 0.00% | Add +127.4% | 31,357 | $1.5M |
| World Investment Advisors | 0.02% | Add +9.2% | 28,832 | $1.4M |
| Aptus Capital Advisors, LLC | 0.01% | Add +19.9% | 25,748 | $1.3M |
| Tailwinds Wealth, LLC | 3.08% | Add +35.6% | 25,472 | $1.3M |
| Silverlake Wealth Management LLC | 0.24% | Add +37.7% | 23,223 | $1.1M |
| Ancora Advisors LLC | 0.02% | Add +27.8% | 23,000 | $1.1M |
| GeoWealth Management, LLC | 0.03% | Add +10.3% | 17,189 | $849K |
| Summit Financial, LLC | 0.01% | Add +9.7% | 16,793 | $829K |
| Flow Traders U.S. LLC | 0.02% | Add +231.3% | 13,610 | $672K |
| NewEdge Advisors, LLC | 0.00% | Reduce -71.2% | 12,053 | $595K |
| HighTower Advisors, LLC | 0.00% | New | 11,181 | $552K |
| Latitude Advisors, LLC | 0.25% | Add +27.3% | 11,058 | $546K |
| Howard Bailey Securities, LLC | 0.21% | Reduce -14.3% | 10,415 | $514K |
| Sepio Capital, LP | 0.03% | Add +0.0% | 10,211 | $504K |
| Argus Investors' Counsel, Inc. | 0.41% | Add +80.3% | 9,452 | $467K |
| Susquehanna International Group, LLP | 0.00% | New | 9,265 | $458K |
| Welch Financial Planning, LLC | 0.33% | Reduce -17.1% | 9,209 | $455K |
| Waterloo Capital, L.P. | 0.03% | Reduce -0.6% | 8,545 | $422K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +65.5% | 7,975 | $394K |
| Financial Guidance Group, Inc. | 0.16% | Add +17.2% | 7,912 | $391K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.5% | 7,623 | $376K |
| Parallel Advisors, LLC | 0.01% | Reduce -49.7% | 7,522 | $371K |
| Farther Finance Advisors, LLC | 0.00% | Add +313100.0% | 6,264 | $308K |
| Old Mission Capital LLC | 0.01% | New | 6,045 | $299K |
| Mutual Advisors, LLC | 0.01% | Add +0.8% | 5,780 | $285K |
| Fifth Third Bancorp | 0.00% | New | 5,752 | $284K |
| SCS Capital Management LLC | 0.00% | Add +0.8% | 5,527 | $273K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -6.3% | 5,430 | $268K |
| Strong Retirement Solutions LLC | 0.18% | Reduce -2.9% | 5,145 | $254K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 4,750 | $235K |
| AE Wealth Management LLC | 0.00% | Add +8.3% | 4,695 | $232K |
| Bison Wealth, LLC | 0.02% | New | 4,679 | $229K |
| A4 Wealth Advisors LLC | 0.18% | Reduce -9.9% | 4,404 | $217K |
| Westshore Wealth, LLC | 0.08% | New | 4,342 | $214K |
| Parsons Capital Management Inc. | 0.01% | New | 4,272 | $211K |
| Waterfront Wealth Inc. | 0.04% | New | 4,264 | $211K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.09% | New | 4,121 | $203K |
| Sound Income Strategies, LLC | 0.00% | New | 2,060 | $101K |
| Royal Bank of Canada | 0.00% | New | 1,033 | $51K |
| Root Financial Partners, LLC | 0.00% | New | 974 | $48K |
| Rockefeller Capital Management L.P. | 0.00% | New | 958 | $47K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 826 | $41K |
| Wells Fargo & Company | 0.00% | New | 379 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 354 | $17K |
| Cwm, LLC | 0.00% | Add +2033.3% | 256 | $13K |
| FMR LLC | 0.00% | Add +15900.0% | 160 | $8K |
| Golden State Wealth Management, LLC | 0.00% | No change | 22 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 20 | $978 |
| Citigroup Inc. | 0.00% | No change | 10 | $494 |
| Harbour Investments, Inc. | 0.00% | New | 6 | $296 |
"% of holder's portfolio" is DMBS's weight in each manager's 13F, not the share of Doubleline Mortgage ETF the manager owns.