Free Trial
→ GENIUS Act: Cancel Your Money? (From Priority Gold) (Ad)tc pixel Free DMBS Stock Alerts

DoubleLine Mortgage ETF (DMBS) Institutional Ownership

$49.11 -0.12 (-0.24%)
As of 03:39 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$271.46M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$86.57M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
8/27/2025 Orion Porfolio Solutions LLC7,645$375K0.0%-4.4%0.075%
8/16/2025 Evergreen Capital Management LLC645,725$31.69M1.0%+13.6%6.356%
8/15/2025 Brown Financial Advisors127,770$6.27M2.4%-2.2%1.258%
8/15/2025 Puff Wealth Management LLC25,792$1.27M0.4%+77.5%0.254%
8/15/2025 Orion Porfolio Solutions LLC7,645$375K0.0%-4.4%0.075%
8/15/2025 MML Investors Services LLC83,867$4.12M0.0%+18.5%0.825%
8/14/2025 Jane Street Group LLC6,958$341K0.0%-40.0%0.068%
8/14/2025 NewEdge Advisors LLC62,618$3.07M0.0%-3.9%0.616%
8/13/2025 Flow Traders U.S. LLC4,184$205K0.0%N/A0.041%
8/13/2025 CW Advisors LLC644,973$31.65M0.3%+10.3%6.348%
8/12/2025 Maripau Wealth Management LLC68,223$3.36M1.7%+32.8%0.671%
8/12/2025 Waterloo Capital L.P.6,556$322K0.0%+54.7%0.065%
8/8/2025 Tortoise Investment Management LLC320,021$15.70M1.5%+6.9%3.279%
8/8/2025 OmniStar Financial Group Inc.17,562$862K0.6%+27.0%0.180%
8/8/2025 Foundations Investment Advisors LLC338,537$16.61M0.3%+91.1%3.469%
8/7/2025 Allworth Financial LP726$36K0.0%N/A0.007%
8/7/2025 Global Wealth Management Investment Advisory Inc.58,912$2.89M0.5%+0.9%0.604%
8/6/2025 AE Wealth Management LLC4,916$241K0.0%-5.9%0.050%
8/5/2025 Lord & Richards Wealth Management LLC96,371$4.73M4.9%+109.7%0.987%
8/5/2025 Transatlantique Private Wealth LLC5,314$261K0.1%N/A0.054%
8/5/2025 W.G. Shaheen & Associates DBA Whitney & Co169,000$8.29M0.8%+0.5%1.732%
8/4/2025 Savvy Advisors Inc.134,091$6.58M0.4%+8.0%1.374%
8/1/2025 Motley Fool Wealth Management LLC240,586$11.81M0.7%-9.7%2.465%
8/1/2025 Cobblestone Capital Advisors LLC NY950,433$46.64M2.4%+0.8%9.738%
8/1/2025 Envestnet Asset Management Inc.457,903$22.47M0.0%-0.6%4.692%
7/29/2025 Mattson Financial Services LLC211,099$10.36M2.8%+4.9%2.163%
7/29/2025 Latitude Advisors LLC8,293$407K0.2%+11.2%0.085%
7/28/2025 Cushing Capital Partners LLC55,665$2.73M2.3%-6.0%0.570%
7/28/2025 RFG Advisory LLC4,335$213K0.0%N/A0.044%
7/25/2025 Astoria Portfolio Advisors LLC.222,693$10.81M3.0%+55.8%2.282%
7/25/2025 Integrated Capital Management Inc.119,335$5.86M4.5%-0.8%1.223%
7/25/2025 Hobbs Group Advisors LLC196,992$9.67M3.3%+75.8%2.018%
7/23/2025 AMI Investment Management Inc.186,412$9.15M2.4%-25.7%1.910%
7/23/2025 TPG Financial Advisors LLC199,230$9.78M3.9%N/A2.041%
7/17/2025 SeaBridge Investment Advisors LLC79,657$3.91M0.7%+20.3%0.825%
7/15/2025 Mather Group LLC.77,480$3.80M0.0%N/A0.802%
7/14/2025 Park Avenue Securities LLC309,875$15.21M0.1%-2.7%3.208%
7/10/2025 Signal Advisors Wealth LLC204,113$10.02M0.8%+67.5%2.113%
7/8/2025 Canandaigua National Trust Co of Florida11,725$575K0.4%N/A0.124%
7/8/2025 Paladin Wealth LLC65,501$3.21M2.5%+13.1%0.692%
Trump’s Plan May Undo 1933’s Biggest Financial Injustice (Ad)

Trump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real wealth for early adopters In 1933, Executive Order 6102 forced everyday Americans to hand over their gold at a fixed rate. Everyday citizens lost a sizable amount of their hard earned wealth at the stroke of FDR's pen.tc pixel

Claim Your FREE Guide Now and discover how to position yourself for this golden opportunity.
7/8/2025 Gradient Investments LLC1,875,326$92.02M1.7%+5.9%19.824%
7/8/2025 Parallel Advisors LLC14,049$689K0.0%+69.2%0.149%
5/22/2025 Mattson Financial Services LLC201,230$9.87M3.0%+51.4%2.407%
5/19/2025 Jane Street Group LLC11,598$569K0.0%N/A0.139%
5/19/2025 SCS Capital Management LLC5,258$258K0.0%N/A0.063%
5/16/2025 NewEdge Advisors LLC65,190$3.20M0.0%+8.8%0.815%
5/16/2025 Integrated Wealth Concepts LLC91,437$4.49M0.1%-17.1%1.143%
5/15/2025 Evergreen Capital Management LLC568,595$27.89M0.9%+123.8%7.107%
5/15/2025 Tortoise Investment Management LLC299,259$14.68M1.5%+2.6%3.741%
5/14/2025 Compound Planning Inc.11,780$578K0.0%N/A0.147%
5/14/2025 Hobbs Group Advisors LLC112,057$5.50M2.1%+28.1%1.401%
5/14/2025 CW Advisors LLC584,493$28.67M0.3%+6.0%7.306%
5/12/2025 Motley Fool Wealth Management LLC266,529$13.07M0.8%-7.7%3.332%
5/12/2025 Cobblestone Capital Advisors LLC NY942,460$46.23M2.5%+4.3%11.781%
5/12/2025 Savvy Advisors Inc.124,101$6.09M0.6%+13.6%1.551%
5/7/2025 New Republic Capital LLC14,087$691K0.3%N/A0.176%
5/7/2025 Foundations Investment Advisors LLC177,190$8.69M0.2%+17.1%2.215%
5/6/2025 W.G. Shaheen & Associates DBA Whitney & Co168,142$8.25M0.9%+5.1%2.102%
5/2/2025 SeaBridge Investment Advisors LLC66,232$3.25M0.7%+146.3%0.828%
5/2/2025 Larson Financial Group LLC1,386$68K0.0%+766.3%0.017%
5/2/2025 Lord & Richards Wealth Management LLC45,957$2.25M2.6%+706.3%0.574%
4/29/2025 Envestnet Asset Management Inc.460,558$22.59M0.0%+6.0%5.757%
4/29/2025 Global Wealth Management Investment Advisory Inc.58,380$2.86M0.6%N/A0.730%
4/28/2025 Mutual Advisors LLC5,722$279K0.0%-4.9%0.072%
4/28/2025 Latitude Advisors LLC7,455$366K0.2%+29.6%0.093%
4/28/2025 Astoria Portfolio Advisors LLC.142,965$6.91M2.3%+14.6%1.787%
4/24/2025 Legacy CG LLC281,687$13.82M4.5%-0.3%3.512%
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%
3/10/2025 Mattson Financial Services LLC132,916$6.70M2.1%-6.7%1.787%
2/18/2025 GTS Securities LLC7,534$362K0.0%N/A0.120%
2/17/2025 Vermillion & White Wealth Management Group LLC47,333$2.28M1.7%+0.6%0.751%
2/17/2025 Advocacy Wealth Management Services LLC5,420$261K0.0%-99.3%0.086%
2/14/2025 Integrated Wealth Concepts LLC110,355$5.31M0.1%+30.2%1.752%
2/13/2025 NewEdge Advisors LLC59,906$2.88M0.0%+241.5%0.951%
2/13/2025 Evergreen Capital Management LLC254,101$12.22M0.4%N/A4.033%
2/13/2025 Savvy Advisors Inc.109,228$5.25M0.6%N/A1.734%
2/13/2025 Envestnet Asset Management Inc.434,492$20.90M0.0%-0.6%6.897%
2/12/2025 Hobbs Group Advisors LLC87,504$4.21M1.6%+53.0%1.389%
2/12/2025 Motley Fool Wealth Management LLC288,817$13.86M0.7%-1.7%4.584%
2/11/2025 Congress 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%
IRS Wants Another Check on Sept 15th—What If You Could Keep It Instead? (Ad)

On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies. American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.tc pixel

Click here to download the guide and protect your assets before Sept 15th.
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%
2/5/2025 Maripau Wealth Management LLC13,105$630K0.4%+21.2%0.208%
2/5/2025 Cobblestone Capital Advisors LLC NY903,759$43.47M2.4%+3.5%14.345%
2/4/2025 Brown Financial Advisors169,927$8.17M3.3%+81.7%2.697%
2/4/2025 W.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%
1/30/2025 Lord & 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%
(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, 64 institutional investors and hedge funds held shares of DoubleLine Mortgage ETF. The most heavily invested institutionals were Gradient Investments LLC ($92.02M), Cobblestone Capital Advisors LLC NY ($46.64M), Evergreen Capital Management LLC ($31.69M), CW Advisors LLC ($31.65M), Cerity Partners LLC ($29.78M), Congress Wealth Management LLC DE ($26.52M), and Envestnet Asset Management Inc. ($22.47M).Learn more on DoubleLine Mortgage ETF's institutional investors.

Which institutional investors have been buying DoubleLine Mortgage ETF's stock?

Of the 61 institutional investors that purchased DoubleLine Mortgage ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.24M), Cobblestone Capital Advisors LLC NY ($950.43K), Advocacy Wealth Management Services LLC ($812.21K), Evergreen Capital Management LLC ($645.73K), Cerity Partners LLC ($601.77K), Congress Wealth Management LLC DE ($532.64K), and Tortoise Investment Management LLC ($507.19K).

How much institutional buying is happening at DoubleLine Mortgage ETF?

Institutional investors have bought a total of 5,528,298 shares in the last 24 months. This purchase volume represents approximately $271.46M in transactions.

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

Of the 24 institutional investors that sold DoubleLine Mortgage ETF's 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 ($488.95K), Farther Finance Advisors LLC ($102.33K), Motley Fool Wealth Management LLC ($64.56K), AMI Investment Management Inc. ($64.34K), Brown Financial Advisors ($55.05K), and Foundations Investment Advisors LLC ($52.67K).

How much institutional selling is happening at DoubleLine Mortgage ETF?

Institutional investors have sold a total of 1,781,953 shares in the last 24 months. This volume of shares sold represents approximately $86.57M in transactions.


Related Companies

This page (NYSEARCA:DMBS) was last updated on 9/2/2025 by MarketBeat.com Staff
From Our Partners
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
The day and month stocks are most likely to crash next
Good News for Stocks 50-year Wall Street veteran, Marc Chaikin is stepping forward to share why history giv...
Chaikin Analytics | Sponsoredtc pixel
What Steve Bannon revealed about Trump’s gold play
A Trump advisor just said 3 words that could reset the dollar. It’s a gold move nobody saw coming—and your ...
Reagan Gold Group | Sponsoredtc pixel
Trump’s Plan May Undo 1933’s Biggest Financial Injustice
Trump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real weal...
American Hartford Gold | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
2013 Bitcoin miner reveals his trading system (free)
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
GENIUS Act: Cancel Your Money?
They said digital dollars were off the table. But with the GENIUS Act now federal law, private corporations—no...
Priority Gold | Sponsoredtc pixel
This is my Christian duty
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsoredtc pixel