DOUBLELINE MORTGAGE ETF DMBS
$48.87
+0.2% 52w: $46.06 – $49.64
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data46.0647.8549.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
98
+13 QoQ
13F value
$717.7M
+1.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DMBS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | Wealth advisor | 3.1M | $151.6M | 2.3% | +15.7% |
| Advocacy Wealth Management, LLC | Wealth advisor | 1.0M | $51.7M | 2.3% | +7.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 915.7K | $45.2M | 0.1% | +17.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 727.3K | $35.9M | 0.0% | +1.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 686.4K | $33.9M | 0.7% | +1.2% |
| Foundations Investment Advisors, LLC | Wealth advisor | 637.2K | $31.5M | 0.4% | +10.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 479.8K | $23.7M | 0.0% | +1.1% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | Wealth advisor | 408.9K | $20.2M | 0.3% | Held |
| Legacy CG, LLC | Wealth advisor | 334.1K | $16.5M | 4.6% | +1.1% |
| Mattson Financial Services, LLC | Other | 328.0K | $16.2M | 3.9% | +9.9% |
| Astoria Portfolio Advisors LLC. | Wealth advisor | 319.2K | $15.8M | 3.4% | +0.1% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 311.6K | $15.4M | 0.1% | +0.4% |
| TPG Financial Advisors, LLC | Wealth advisor | 308.3K | $15.2M | 5.0% | +2.6% |
| Signal Advisors Wealth, LLC | Wealth advisor | 291.6K | $14.4M | 1.0% | +1.6% |
| AMI INVESTMENT MANAGEMENT INC | Wealth advisor | 248.1K | $12.3M | 2.8% | +4.2% |
| Compound Planning, Inc. | Wealth advisor | 239.5K | $11.8M | 0.4% | -12.3% |
| Savvy Advisors, Inc. | Wealth advisor | 231.8K | $11.4M | 0.3% | +10.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 222.8K | $11.0M | 0.0% | New |
| Hobbs Group Advisors, LLC | Wealth advisor | 213.9K | $10.6M | 3.2% | +4.5% |
| Brown Financial Advisors | Other | 203.7K | $10.1M | 3.8% | +24.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 201.3K | $9.9M | 0.0% | New |
| W.G. Shaheen & Associates DBA Whitney & Co ★2 | Fundamental diversified | 197.5K | $9.8M | 0.8% | +5.7% |
| MORGAN STANLEY | Bank broker | 192.4K | $9.5M | 0.0% | -47.7% |
| Mariner, LLC | Diversified mechanical | 190.8K | $9.4M | 0.0% | +14.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 175.5K | $8.7M | 0.0% | -81.1% |
| Motley Fool Wealth Management, LLC | Other | 155.1K | $7.7M | 0.9% | -24.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 149.0K | $7.4M | 0.0% | +2971.9% |
| Vermillion & White Wealth Management Group, LLC | Wealth advisor | 143.2K | $7.1M | 4.1% | +316.5% |
| New Republic Capital, LLC | Other | 138.9K | $6.9M | 2.3% | +26.0% |
| Compass Financial Group, Inc. (Ohio) | Wealth advisor | 123.3K | $6.1M | 4.5% | +29.4% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | Wealth advisor | 120.4K | $5.9M | 4.0% | -1.9% |
| Paladin Wealth, LLC | Wealth advisor | 109.2K | $5.4M | 3.7% | +11.4% |
| Lord & Richards Wealth Management, LLC | Wealth advisor | 105.0K | $5.2M | 4.5% | -0.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 98.0K | $4.8M | 0.0% | +8.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 89.5K | $4.4M | 0.0% | -23.6% |
| Global Wealth Management Investment Advisory, Inc. | Other | 84.9K | $4.2M | 0.7% | +29.3% |
| MATHER GROUP, LLC. | Wealth advisor | 84.2K | $4.2M | 0.0% | +1.1% |
| Oregon Pacific Wealth Management, LLC | Wealth advisor | 77.0K | $3.8M | 4.0% | +203.8% |
| MARIPAU WEALTH MANAGEMENT LLC | Wealth advisor | 74.0K | $3.7M | 1.6% | -2.6% |
| Cushing Capital Partners, LLC | Wealth advisor | 57.5K | $2.8M | 2.2% | -6.7% |
| Mendel Money Management | Other | 52.2K | $2.6M | 1.1% | +28.5% |
| Great Diamond Partners, LLC | Wealth advisor | 52.1K | $2.6M | 0.5% | New |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 42.8K | $2.1M | 0.0% | New |
| UBS Group AG | Bank broker | 42.3K | $2.1M | 0.0% | -26.4% |
| JANE STREET GROUP, LLC | Market maker | 39.5K | $1.9M | 0.0% | +411.0% |
| OmniStar Financial Group, Inc. | Other | 38.0K | $1.9M | 1.0% | +42.3% |
| Milestones Private Investment Advisors LLC | Wealth advisor | 32.9K | $1.6M | 1.4% | +2.2% |
| Tortoise Investment Management, LLC | Wealth advisor | 31.9K | $1.6M | 0.1% | -92.9% |
| LPL Financial LLC | Bank broker | 31.4K | $1.5M | 0.0% | +127.4% |
| World Investment Advisors | Wealth advisor | 28.8K | $1.4M | 0.0% | +9.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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