Free Trial
→ Feds Just Admitted It—They Can Take Your Cash (From Priority Gold) (Ad) Buy DMBS Stock  Free DMBS Stock Alerts

DoubleLine Mortgage ETF (DMBS) Institutional Ownership

$48.64 +0.32 (+0.66%)
As of 03:53 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for DoubleLine Mortgage ETF (NYSEARCA:DMBS)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$204.43M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$95.37M
Get DMBS Insider Trade Alerts

Want to know when executives and insiders are buying or selling DoubleLine Mortgage ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DMBS Institutional Buying and Selling by Quarter

DoubleLine Mortgage ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025 Cushing Capital Partners LLC59,242$2.91M2.6%+19.6%0.739%
4/17/2025 Howard Bailey Securities LLC15,558$763K0.3%-18.8%0.194%
4/14/2025 Farther Finance Advisors LLC7,055$346K0.0%-68.9%0.088%
4/14/2025 Park Avenue Securities LLC318,469$15.62M0.2%+4.0%3.971%
4/11/2025 Signal Advisors Wealth LLC121,837$5.98M0.6%+536.7%1.519%
4/11/2025 AMI Investment Management Inc.250,753$12.30M4.0%+5.2%3.127%
4/9/2025 Paladin Wealth LLC57,902$2.84M2.6%-11.1%0.722%
4/9/2025 Gradient Investments LLC1,771,459$86.89M1.8%-21.6%22.088%
4/9/2025 Integrated Capital Management Inc.120,272$5.90M4.7%+1.1%1.500%
4/8/2025 Parallel Advisors LLC8,302$407K0.0%+7.4%0.104%
3/10/2025Mattson Financial Services LLC132,916$6.70M2.1%-6.7%1.787%
2/18/2025GTS Securities LLC7,534$362K0.0%N/A0.120%
2/17/2025Vermillion & White Wealth Management Group LLC47,333$2.28M1.7%+0.6%0.751%
2/17/2025Advocacy Wealth Management Services LLC5,420$261K0.0%-99.3%0.086%
2/14/2025Integrated Wealth Concepts LLC110,355$5.31M0.1%+30.2%1.752%
2/13/2025NewEdge Advisors LLC59,906$2.88M0.0%+241.5%0.951%
2/13/2025Evergreen Capital Management LLC254,101$12.22M0.4%N/A4.033%
2/13/2025Savvy Advisors Inc.109,228$5.25M0.6%N/A1.734%
2/13/2025Envestnet Asset Management Inc.434,492$20.90M0.0%-0.6%6.897%
2/12/2025Hobbs Group Advisors LLC87,504$4.21M1.6%+53.0%1.389%
2/12/2025Motley Fool Wealth Management LLC288,817$13.86M0.7%-1.7%4.584%
2/11/2025Congress Wealth Management LLC DE551,338$26.52M0.4%+9.8%8.751%
2/10/2025 Parallel Advisors LLC7,730$372K0.0%+1,089.2%0.123%
2/10/2025 Farther Finance Advisors LLC22,701$1.09M0.0%-79.2%0.360%
2/7/2025 Cushing Capital Partners LLC49,548$2.38M2.3%N/A0.786%
2/5/2025Maripau Wealth Management LLC13,105$630K0.4%+21.2%0.208%
2/5/2025Cobblestone Capital Advisors LLC NY903,759$43.47M2.4%+3.5%14.345%
2/4/2025Brown Financial Advisors169,927$8.17M3.3%+81.7%2.697%
2/4/2025W.G. Shaheen & Associates DBA Whitney & Co159,949$7.69M0.8%+4.7%2.539%
1/30/2025 Puff Wealth Management LLC14,365$691K1.1%N/A0.228%
1/30/2025Lord & Richards Wealth Management LLC5,700$274K0.6%N/A0.090%
1/29/2025 Howard Bailey Securities LLC19,164$922K0.3%-3.4%0.304%
1/29/2025 Paladin Wealth LLC65,110$3.13M2.7%+138.3%1.033%
1/27/2025Legacy CG LLC282,463$13.59M4.2%+6.0%4.484%
1/24/2025SeaBridge Investment Advisors LLC26,890$1.29M0.3%+1.2%0.427%
1/22/2025Foundations Investment Advisors LLC151,368$7.28M0.1%-25.8%2.403%
1/21/2025 Gradient Investments LLC2,260,404$108.73M2.2%+75.6%35.879%
1/16/2025 AMI Investment Management Inc.238,269$11.46M3.7%+12.9%3.782%
1/15/2025Astoria Portfolio Advisors LLC.124,709$5.91M2.1%-27.3%1.980%
1/14/2025 Park Avenue Securities LLC306,307$14.73M0.2%-0.8%4.862%
Feds Just Admitted It—They Can Take Your Cash (Ad)

Here’s the cold truth: If your money is sitting idle in a bank account, it’s vulnerable. That’s why thousands of smart, forward-thinking individuals are making the move—out of the system and into real, untouchable assets. Because once your funds are frozen, it’s too late.

👉 Click here to find out how to protect every dollar you’ve earned—before it disappears behind red
1/14/2025 Integrated Capital Management Inc.118,925$5.72M4.5%-0.9%1.888%
1/14/2025 Signal Advisors Wealth LLC19,136$920K0.1%+77.0%0.304%
1/10/2025Sugarloaf Wealth Management LLC62,531$3.01M0.5%+4.6%0.993%
1/6/2025Canandaigua National Trust Co of Florida11,334$545K0.4%N/A0.180%
11/18/2024Hobbs Group Advisors LLC57,199$2.88M1.0%N/A0.908%
11/18/2024Brown Financial Advisors93,516$4.71M1.9%-35.8%1.484%
11/15/2024MML Investors Services LLC15,190$765K0.0%-60.6%0.241%
11/15/2024Orion Portfolio Solutions LLC7,784$392K0.0%+10.2%0.124%
11/15/2024Motley Fool Wealth Management LLC293,859$14.81M0.7%-3.7%4.664%
11/15/2024Integrated Wealth Concepts LLC84,731$4.27M0.1%+8.8%1.345%
11/14/2024Cobblestone Capital Advisors LLC NY873,528$44.02M2.5%N/A13.866%
11/8/2024W.G. Shaheen & Associates DBA Whitney & Co152,759$7.70M0.8%+3.6%2.425%
11/7/2024Peterson Financial Group Inc.2,567$129K0.5%N/A0.041%
11/1/2024Advocacy Wealth Management Services LLC812,207$40.93M3.2%+1.3%12.892%
10/30/2024Legacy CG LLC266,461$13.43M4.4%+6.3%4.230%
10/29/2024Latitude Advisors LLC5,948$300K0.2%N/A0.094%
10/29/2024 Farther Finance Advisors LLC109,383$5.51M0.2%+134.3%1.736%
10/22/2024Maripau Wealth Management LLC10,809$545K0.5%+32.8%0.172%
10/21/2024Foundations Investment Advisors LLC204,038$10.28M0.2%+743.1%3.239%
10/11/2024 Paladin Wealth LLC27,317$1.38M1.2%N/A0.434%
10/8/2024Mattson Financial Services LLC142,469$6.87M2.4%-0.4%2.261%
10/8/2024Sugarloaf Wealth Management LLC59,809$3.01M0.6%-3.9%0.949%
10/8/2024 Integrated Capital Management Inc.120,036$6.05M4.7%-2.4%1.905%
10/4/2024 AMI Investment Management Inc.211,126$10.64M3.6%+0.7%3.351%
10/3/2024 Park Avenue Securities LLC308,725$15.56M0.2%N/A4.900%
9/30/2024Mattson Financial Services LLC143,040$6.90M2.5%N/A2.270%
8/30/2024Brown Financial Advisors145,695$7.03M3.1%N/A2.313%
8/13/2024AE Wealth Management LLC7,045$340K0.0%-4.6%0.112%
8/8/2024Envestnet Asset Management Inc.463,608$22.37M0.0%-0.4%7.359%
8/2/2024Foundations Investment Advisors LLC24,201$1.17M0.0%N/A0.384%
8/2/2024Tortoise Investment Management LLC289,070$13.95M1.6%+14.7%4.588%
8/1/2024Cravens & Co Advisors LLC24,157$1.17M0.9%-1.6%0.383%
8/1/2024SeaBridge Investment Advisors LLC21,393$1.03M0.3%+12.6%0.340%
7/31/2024 Farther Finance Advisors LLC46,692$2.22M0.1%+14.1%0.741%
7/31/2024W.G. Shaheen & Associates DBA Whitney & Co147,391$7.11M0.8%+4.4%2.340%
7/26/2024AlphaStar Capital Management LLC5,166$249K0.0%N/A0.082%
7/25/2024 AMI Investment Management Inc.209,730$10.12M3.5%+6.2%3.329%
7/22/2024Legacy CG LLC250,577$12.09M4.1%N/A3.977%
7/18/2024 Gradient Investments LLC1,644,490$79.35M1.8%-16.9%26.103%
7/18/2024Triad Wealth Partners LLC656$32K0.0%-92.6%0.010%
7/16/2024 ORG Partners LLC974$46K0.0%N/A0.015%
7/10/2024Advocacy Wealth Management Services LLC801,898$38.69M3.2%+1.7%12.729%
7/8/2024Sugarloaf Wealth Management LLC62,256$3.00M0.6%+5.1%0.988%
5/8/2024Motley Fool Wealth Management LLC31,869$1.55M0.1%N/A0.506%
5/1/2024SeaBridge Investment Advisors LLC19,002$925K0.2%+4.5%0.305%
4/23/2024Triad Wealth Partners LLC8,833$430K0.3%N/A0.142%
4/23/2024 Gradient Investments LLC1,978,094$96.32M2.2%+6.5%31.700%
4/23/2024Sugarloaf Wealth Management LLC59,232$2.88M0.5%+23.2%0.949%
4/18/2024Congress Wealth Management LLC DE483,664$23.55M0.4%+13.9%23.944%
4/18/2024 AMI Investment Management Inc.197,471$9.62M3.5%+9.9%9.776%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
4/16/2024Advocacy Wealth Management Services LLC788,808$38.41M3.3%N/A39.050%
4/11/2024 Integrated Capital Management Inc.123,080$5.99M4.9%N/A6.093%
4/2/2024Cravens & Co Advisors LLC24,545$1.20M1.0%+5.5%1.215%
2/29/2024Tortoise Investment Management LLC209,687$10.38M1.4%N/A10.381%
2/9/2024Congress Wealth Management LLC DE424,669$21.02M0.4%N/A21.023%
2/9/2024Cravens & Co Advisors LLC23,270$1.15M1.0%-5.6%1.152%
2/8/2024Tortoise Investment Management LLC232,231$11.28M1.5%N/A11.497%
1/29/2024 ORG Partners LLC936$46K0.0%N/A0.046%
1/26/2024Cerity Partners LLC601,768$29.78M0.1%N/A29.790%
1/18/2024 Gradient Investments LLC1,857,872$91.95M2.2%-0.5%91.974%
(Data available from 1/1/2016 forward)

DMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DMBS shares?

During the previous two years, 48 institutional investors and hedge funds held shares of DoubleLine Mortgage ETF. The most heavily invested institutionals were Gradient Investments LLC ($86.89M), Cobblestone Capital Advisors LLC NY ($43.47M), Cerity Partners LLC ($29.78M), Congress Wealth Management LLC DE ($26.52M), Envestnet Asset Management Inc. ($20.90M), Park Avenue Securities LLC ($15.62M), and Tortoise Investment Management LLC ($13.95M).Learn more on DMBS's institutional investors.

Which institutional investors have been buying DoubleLine Mortgage ETF stock?

Of the 43 institutional investors that purchased DoubleLine Mortgage ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.14M), Cobblestone Capital Advisors LLC NY ($903.76K), Advocacy Wealth Management Services LLC ($812.21K), Cerity Partners LLC ($601.77K), Congress Wealth Management LLC DE ($532.64K), Tortoise Investment Management LLC ($478.93K), and Park Avenue Securities LLC ($320.89K).

How much institutional buying is happening at DoubleLine Mortgage ETF?

Institutional investors have bought a total of 7,129,953 shares in the last 24 months. This purchase volume represents approximately $349.80M in transactions.

Which DoubleLine Mortgage ETF major shareholders have been selling company stock?

Of the 19 institutional investors that sold DoubleLine Mortgage ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($832.44K), Advocacy Wealth Management Services LLC ($806.79K), Farther Finance Advisors LLC ($102.33K), Foundations Investment Advisors LLC ($52.67K), Brown Financial Advisors ($52.18K), Astoria Portfolio Advisors LLC. ($46.73K), and MML Investors Services LLC ($23.39K).

How much institutional selling is happening at DoubleLine Mortgage ETF?

Institutional investors have sold a total of 1,979,037 shares in the last 24 months. This volume of shares sold represents approximately $95.96M in transactions.


Related Companies

This page (NYSEARCA:DMBS) was last updated on 4/24/2025 by MarketBeat.com Staff
From Our Partners
Feds Just Admitted It—They Can Take Your Cash
Here’s the cold truth: If your money is sitting idle in a bank account, it’s vulnerable. That’s why thousan...
Priority Gold | Sponsored
URGENT: Someone's Moving Gold Out of London...
People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...
Golden Portfolio | Sponsored
Trump Makes Major Crypto Announcement
Trump Ends the “War on Crypto” I expect it to pump the market, which is why I'm recommending ONE coin to al...
Crypto 101 Media | Sponsored
James Altucher: Do not invest in AI unless…
I made millions during the crypto boom. Many “experts” are now saying… Artificial Intelligence opportuni...
Paradigm Press | Sponsored
The Exact July Date the AI Correction Will End?
AI stocks have cooled off—but Jeff Brown, the tech expert who picked Nvidia before it soared 222x, says one da...
Brownstone Research | Sponsored
This Is The Moment You Betray Trump (Or Prove Them Wrong)
They said you wouldn’t last—that Bidenflation, Wall Street selloffs, and DEI funds would break your loyalty to...
Colonial Metals | Sponsored
Virtually Limitless Energy?
A radical energy breakthrough could change everything. Scientists at MIT and a stealth startup may have discov...
Stansberry Research | Sponsored
Trump’s treachery
Forget what the media tells you. Trump’s inner circle may be pushing a financial reset that mirrors moves from...
Porter & Company | Sponsored