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DoubleLine Mortgage ETF (DMBS) Institutional Ownership

$48.10 +0.11 (+0.23%)
As of 01/21/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$288.54M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$23.78M
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DMBS Institutional Buying and Selling by Quarter

DoubleLine Mortgage ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Gradient 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%
1/15/2025 Astoria 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%
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%
1/10/2025 Sugarloaf Wealth Management LLC62,531$3.01M0.5%+4.6%0.993%
1/6/2025 Canandaigua 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%
10/29/2024Farther 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%
10/8/2024 Sugarloaf 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%
7/31/2024Farther 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%
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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%
7/18/2024Gradient Investments LLC1,644,490$79.35M1.8%-16.9%26.103%
7/18/2024Triad Wealth Partners LLC656$32K0.0%-92.6%0.010%
7/16/2024 ORG Partners LLC974$46K0.0%N/A0.015%
7/10/2024Advocacy Wealth Management Services LLC801,898$38.69M3.2%+1.7%12.729%
7/8/2024 Sugarloaf 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%
4/23/2024 Sugarloaf 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%
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%
1/18/2024Gradient Investments LLC1,857,872$91.95M2.2%-0.5%91.974%
1/18/2024 AMI Investment Management Inc.179,673$8.89M3.6%N/A8.895%
1/10/2024 Sugarloaf 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%
11/14/2023 Mutual Advisors LLC6,255$294K0.0%N/A0.310%
11/13/2023 Sugarloaf 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%
7/13/2023 Sugarloaf Wealth Management LLC34,790$1.72M0.4%N/A3.411%
(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, 38 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 ($44.02M), Advocacy Wealth Management Services LLC ($40.93M), Cerity Partners LLC ($29.78M), Congress Wealth Management LLC DE ($23.55M), Envestnet Asset Management Inc. ($22.37M), and Motley Fool Wealth Management LLC ($14.81M).Learn more on DMBS's institutional investors.

Which institutional investors have been buying DoubleLine Mortgage ETF stock?

Of the 34 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 ($873.53K), Advocacy Wealth Management Services LLC ($812.21K), Cerity Partners LLC ($601.77K), Congress Wealth Management LLC DE ($483.66K), 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 6,225,624 shares in the last 24 months. This purchase volume represents approximately $306.17M in transactions.

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

Of the 13 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 ($343.49K), Brown Financial Advisors ($52.18K), Astoria Portfolio Advisors LLC. ($46.73K), MML Investors Services LLC ($23.39K), Motley Fool Wealth Management LLC ($11.29K), Triad Wealth Partners LLC ($8.18K), and Integrated Capital Management Inc. ($4.04K).

How much institutional selling is happening at DoubleLine Mortgage ETF?

Institutional investors have sold a total of 498,773 shares in the last 24 months. This volume of shares sold represents approximately $24.27M in transactions.


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This page (NYSEARCA:DMBS) was last updated on 1/22/2025 by MarketBeat.com Staff
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