Doubleline Mortgage ETFDMBSETF
13F holders, Q2 2026 (June 30)102holders +3
14new positions
11sold out
1famous investor
$49.08avg. 13F price*
At the end of Q2 2026, 102 institutions reported holding Doubleline Mortgage ETF (DMBS) in their 13F filings, up 3 from Q1 2026. 14 opened new positions and 11 sold out. The largest holders were Gradient Investments LLC ($151.2M), Osaic Holdings, Inc. ($54.5M) and Advocacy Wealth Management, LLC ($53.2M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $13.0M |
| Exits | 11 | $14.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,594,682 shares bought and 743,919 shares sold, net +850,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Gradient Investments LLC | 2.09% | Add +0.3% | 3,081,101 | $151.2M |
| Osaic Holdings, Inc. | 0.06% | Add +21.1% | 1,109,346 | $54.5M |
| Advocacy Wealth Management, LLC | 1.93% | Add +3.5% | 1,084,082 | $53.2M |
| Foundations Investment Advisors, LLC | 0.39% | Add +20.4% | 766,994 | $37.7M |
| Bank of New York Mellon Corp | 0.01% | Add +3.2% | 750,310 | $36.8M |
| Evergreen Capital Management LLC | 0.58% | Reduce -1.1% | 678,657 | $33.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.5% | 535,147 | $26.3M |
| Astoria Portfolio Advisors LLC. | 3.76% | Add +42.0% | 453,096 | $22.2M |
| Cambridge Associates LLC /Ma/ | 0.31% | Add +8.0% | 441,639 | $21.7M |
| Signal Advisors Wealth, LLC | 0.98% | Add +30.6% | 380,753 | $18.7M |
| Mattson Financial Services, LLC | 3.62% | Add +8.4% | 355,426 | $17.3M |
| Park Avenue Securities LLC | 0.11% | Add +12.5% | 350,562 | $17.2M |
| Legacy CG, LLC | 4.28% | Add +2.0% | 340,863 | $16.7M |
| TPG Financial Advisors, LLC | 4.70% | Add +4.0% | 320,754 | $15.7M |
| Hobbs Group Advisors, LLC | 4.13% | Add +49.4% | 319,516 | $15.7M |
| Compound Planning, Inc. | 0.36% | Add +18.1% | 282,956 | $13.9M |
| Ami Investment Management Inc. | 2.68% | Add +3.6% | 257,109 | $12.6M |
| Savvy Advisors, Inc. | 0.26% | Add +7.0% | 248,073 | $12.2M |
| Brown Financial Advisors | 3.72% | Add +6.5% | 216,939 | $10.6M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.75% | Add +5.4% | 208,134 | $10.2M |
| Mariner, LLC | 0.01% | Add +1.4% | 193,432 | $9.5M |
| Morgan Stanley | 0.00% | Reduce -6.6% | 179,721 | $8.8M |
| New Republic Capital, LLC | 1.76% | Add +11.8% | 155,313 | $7.6M |
| Vermillion & White Wealth Management Group, LLC | 3.74% | Add +4.7% | 149,982 | $7.4M |
| Compass Financial Group, Inc. (Ohio) | 4.69% | Add +15.8% | 142,818 | $7.0M |
| MML Investors Services, LLC | 0.01% | Add +52.9% | 136,879 | $6.7M |
| Paladin Wealth, LLC | 3.58% | Add +14.8% | 125,458 | $6.2M |
| Integrated Capital Management, Inc. | 4.08% | Reduce -1.1% | 119,008 | $5.8M |
| Captrust Financial Advisors | 0.01% | Reduce -35.5% | 113,092 | $5.6M |
| Lord & Richards Wealth Management, LLC | 4.27% | Add +5.9% | 111,171 | $5.5M |
| Integrated Wealth Concepts LLC | 0.03% | Add +4.0% | 101,926 | $5.0M |
| Layline Advisors, LLC | 3.89% | Add +13.2% | 88,370 | $4.3M |
| Mather Group, Llc. | 0.04% | Add +2.6% | 86,350 | $4.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.60% | Add +1.6% | 86,194 | $4.2M |
| Apollon Wealth Management, LLC | 0.05% | New | 82,253 | $4.0M |
| Maripau Wealth Management LLC | 1.38% | Add +6.0% | 78,416 | $3.9M |
| Mendel Money Management | 1.41% | Add +49.7% | 78,202 | $3.8M |
| Oregon Pacific Wealth Management, LLC | 3.53% | Reduce -0.5% | 76,636 | $3.8M |
| Key Financial Inc | 0.62% | New | 76,610 | $3.8M |
| Tailwinds Wealth, LLC | 2.21% | Add +199.5% | 76,288 | $3.7M |
| Puff Wealth Management, LLC | 3.13% | — | 62,570 | $3.1M |
| Ashton Thomas Private Wealth, LLC | 0.06% | New | 61,264 | $3.0M |
| Cushing Capital Partners, LLC | 1.99% | Add +2.3% | 58,798 | $2.9M |
| Great Diamond Partners, LLC | 0.46% | Add +5.1% | 54,765 | $2.7M |
| Fifth Third Bancorp | 0.00% | Add +676.2% | 44,648 | $2.2M |
| UBS Group AG | 0.00% | Add +2.3% | 43,298 | $2.1M |
| Ritholtz Wealth Management | 0.03% | Reduce -3.3% | 41,426 | $2.0M |
| OmniStar Financial Group, Inc. | 0.93% | Add +8.7% | 41,330 | $2.0M |
| Aptus Capital Advisors, LLC | 0.01% | Add +28.4% | 33,052 | $1.6M |
| Milestones Private Investment Advisors LLC | 1.28% | Reduce -0.1% | 32,861 | $1.6M |
| Silverlake Wealth Management LLC | 0.28% | Add +27.4% | 29,580 | $1.5M |
| World Investment Advisors | 0.02% | No change | 28,832 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -22.1% | 24,434 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +33.8% | 23,006 | $1.1M |
| Ancora Advisors LLC | 0.02% | No change | 23,000 | $1.1M |
| Sound Income Strategies, LLC | 0.05% | Add +977.0% | 22,187 | $1.1M |
| Tortoise Investment Management, LLC | 0.07% | Reduce -39.3% | 19,336 | $949K |
| Susquehanna International Group, LLP | 0.00% | Add +101.0% | 18,618 | $914K |
| Citadel Advisors | 0.00% | Reduce -92.1% | 17,518 | $860K |
| Farther Finance Advisors, LLC | 0.01% | Add +136.0% | 14,784 | $726K |
| Latitude Advisors, LLC | 0.27% | Add +27.0% | 14,045 | $689K |
| Waterloo Capital, L.P. | 0.04% | Add +54.8% | 13,230 | $649K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.26% | Add +210.2% | 12,784 | $628K |
| HighTower Advisors, LLC | 0.00% | Add +5.4% | 11,789 | $579K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.8% | 11,108 | $545K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 11,068 | $543K |
| Howard Bailey Securities, LLC | 0.19% | Reduce -0.4% | 10,376 | $509K |
| Simplicity Wealth,LLC | 0.02% | New | 10,355 | $508K |
| Sepio Capital, LP | 0.03% | No change | 10,211 | $501K |
| Argus Investors' Counsel, Inc. | 0.37% | Add +2.4% | 9,674 | $475K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +21.0% | 9,651 | $474K |
| Welch Financial Planning, LLC | 0.26% | No change | 9,209 | $452K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -94.3% | 8,453 | $415K |
| Financial Guidance Group, Inc. | 0.15% | No change | 7,912 | $388K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 7,475 | $367K |
| AE Wealth Management LLC | 0.00% | Add +22.6% | 5,754 | $282K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.7% | 5,626 | $276K |
| SCS Capital Management LLC | 0.00% | Add +1.3% | 5,600 | $275K |
| CreativeOne Wealth, LLC | 0.01% | New | 5,585 | $274K |
| Strong Retirement Solutions LLC | 0.16% | Add +8.4% | 5,576 | $274K |
| Onyx Bridge Wealth Group LLC | 0.02% | New | 5,280 | $259K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -3.6% | 5,233 | $257K |
| Stillwater Private Wealth, LLC | 0.17% | New | 5,313 | $256K |
| Parallel Advisors, LLC | 0.00% | Reduce -32.7% | 5,065 | $249K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +3.5% | 4,918 | $241K |
| Bison Wealth, LLC | 0.02% | No change | 4,679 | $229K |
| Parsons Capital Management Inc. | 0.01% | Add +7.3% | 4,584 | $225K |
| WealthTrak Capital Management LLC | 0.14% | New | 4,427 | $217K |
| Westshore Wealth, LLC | 0.07% | Add +1.5% | 4,406 | $216K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 1,635 | $80K |
| Compass Financial Management LLC | 0.01% | — | 1,230 | $60K |
| Ashton Thomas Securities, LLC | 0.01% | New | 903 | $44K |
| Larson Financial Group LLC | 0.00% | Add +1.1% | 835 | $41K |
| FMR LLC | 0.00% | Add +337.5% | 700 | $34K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 562 | $28K |
| CoreCap Advisors, LLC | 0.00% | New | 357 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 357 | $18K |
| Royal Bank of Canada | 0.00% | Reduce -68.8% | 322 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 124 | $6K |
| Wells Fargo & Company | 0.00% | Reduce -73.9% | 99 | $5K |
| Jones Financial Companies LLLP | 0.00% | Add +45.0% | 29 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 22 | $1K |
"% of holder's portfolio" is DMBS's weight in each manager's 13F, not the share of Doubleline Mortgage ETF the manager owns.