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DoubleLine Mortgage ETF (DMBS) Institutional Ownership

$49.29 +0.29 (+0.59%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for DoubleLine Mortgage ETF (NYSEARCA:DMBS)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$252.58M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$70.09M
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DMBS Institutional Buying and Selling by Quarter

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DoubleLine Mortgage ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/10/2025Parallel Advisors LLC7,730$372K0.0%+1,089.2%0.123%
2/10/2025Farther Finance Advisors LLC22,701$1.09M0.0%-79.2%0.360%
2/7/2025Cushing 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%
1/30/2025Puff Wealth Management LLC14,365$691K1.1%N/A0.228%
1/30/2025Lord & Richards Wealth Management LLC5,700$274K0.6%N/A0.090%
1/29/2025Howard Bailey Securities LLC19,164$922K0.3%-3.4%0.304%
1/29/2025Paladin 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%
1/21/2025Gradient Investments LLC2,260,404$108.73M2.2%+75.6%35.879%
1/16/2025AMI 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%
1/14/2025Park Avenue Securities LLC306,307$14.73M0.2%-0.8%4.862%
1/14/2025Integrated Capital Management Inc.118,925$5.72M4.5%-0.9%1.888%
1/14/2025Signal 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%
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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%
10/29/2024Farther 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%
10/11/2024Paladin 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%
10/8/2024Integrated Capital Management Inc.120,036$6.05M4.7%-2.4%1.905%
10/4/2024AMI Investment Management Inc.211,126$10.64M3.6%+0.7%3.351%
10/3/2024Park 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%
7/31/2024Farther 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%
7/25/2024AMI Investment Management Inc.209,730$10.12M3.5%+6.2%3.329%
7/22/2024Legacy CG LLC250,577$12.09M4.1%N/A3.977%
7/18/2024Gradient Investments LLC1,644,490$79.35M1.8%-16.9%26.103%
7/18/2024Triad Wealth Partners LLC656$32K0.0%-92.6%0.010%
7/16/2024ORG 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%
4/23/2024Gradient 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%
4/18/2024AMI Investment Management Inc.197,471$9.62M3.5%+9.9%9.776%
4/16/2024Advocacy Wealth Management Services LLC788,808$38.41M3.3%N/A39.050%
4/11/2024Integrated 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%
1/29/2024ORG Partners LLC936$46K0.0%N/A0.046%
1/26/2024Cerity Partners LLC601,768$29.78M0.1%N/A29.790%
1/18/2024Gradient Investments LLC1,857,872$91.95M2.2%-0.5%91.974%
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1/18/2024AMI Investment Management Inc.179,673$8.89M3.6%N/A8.895%
1/10/2024Sugarloaf Wealth Management LLC48,061$2.38M0.5%+32.5%2.379%
1/5/2024WealthPLAN Partners LLC34,685$1.72M0.2%N/A1.717%
11/16/2023Cravens & Co Advisors LLC24,660$1.16M1.1%+1.7%1.221%
11/14/2023Ancora Advisors LLC3,000$141K0.0%+200.0%0.149%
11/14/2023Mutual Advisors LLC6,255$294K0.0%N/A0.310%
11/13/2023Sugarloaf Wealth Management LLC36,271$1.71M0.4%+4.3%1.796%
10/27/2023Gradient Investments LLC1,867,759$87.81M2.3%+2.5%92.463%
10/26/2023SeaBridge Investment Advisors LLC18,294$860K0.3%N/A0.906%
7/28/2023Cravens & Co Advisors LLC24,237$1.20M1.1%N/A2.376%
(Data available from 1/1/2016 forward)

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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 ($108.73M), 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 ($14.73M), 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 ($308.73K).

How much institutional buying is happening at DoubleLine Mortgage ETF?

Institutional investors have bought a total of 6,990,993 shares in the last 24 months. This purchase volume represents approximately $342.98M in transactions.

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

Of the 17 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: Advocacy Wealth Management Services LLC ($806.79K), Gradient Investments LLC ($343.49K), Farther Finance Advisors LLC ($86.68K), 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 1,462,856 shares in the last 24 months. This volume of shares sold represents approximately $70.64M in transactions.


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This page (NYSEARCA:DMBS) was last updated on 4/3/2025 by MarketBeat.com Staff
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