DoubleLine Mortgage ETF (DMBS) Institutional Ownership $48.53 +0.02 (+0.04%) (As of 02:58 PM ET) Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for DoubleLine Mortgage ETF (NYSEARCA:DMBS)Number ofInstitutional Buyers(last 12 months)30TotalInstitutional Inflows(last 12 months)$250.53MNumber ofInstitutional Sellers(last 12 months)11TotalInstitutional Outflows(last 12 months)$21.85M 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. Email Address Skip Chart & View Institutional Buying and Selling Data DMBS Institutional Buying and Selling by Quarter Ad Crypto 101 MediaTop "Sleeping Giant" Crypto In The Market NowTop "Sleeping Giant" Crypto In The Market Now We're looking at potential returns that could rewrite your financial future. Click here to discover our #1 crypto pick before it's too late DoubleLine Mortgage ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/18/2024 Hobbs Group Advisors LLC57,199$2.88M1.0%N/A0.908% 11/18/2024 Brown Financial Advisors93,516$4.71M1.9%-35.8%1.484% 11/15/2024 MML Investors Services LLC15,190$765K0.0%-60.6%0.241% 11/15/2024 Orion Portfolio Solutions LLC7,784$392K0.0%+10.2%0.124% 11/15/2024 Motley Fool Wealth Management LLC293,859$14.81M0.7%-3.7%4.664% 11/15/2024 Integrated Wealth Concepts LLC84,731$4.27M0.1%+8.8%1.345% Get the Latest News and Ratings for DMBS and Related StocksEnter your email address below to receive the latest news and analysts' ratings for DoubleLine Mortgage ETF and its competitors with MarketBeat's FREE daily newsletter. 11/14/2024 Cobblestone Capital Advisors LLC NY873,528$44.02M2.5%N/A13.866% 11/8/2024 W.G. Shaheen & Associates DBA Whitney & Co152,759$7.70M0.8%+3.6%2.425% 11/7/2024 Peterson Financial Group Inc.2,567$129K0.5%N/A0.041% 11/1/2024 Advocacy Wealth Management Services LLC812,207$40.93M3.2%+1.3%12.892% 10/30/2024 Legacy CG LLC266,461$13.43M4.4%+6.3%4.230% 10/29/2024 Latitude Advisors LLC5,948$300K0.2%N/A0.094% 10/29/2024 Farther Finance Advisors LLC109,383$5.51M0.2%+134.3%1.736% 10/22/2024 Maripau Wealth Management LLC10,809$545K0.5%+32.8%0.172% 10/21/2024 Foundations Investment Advisors LLC204,038$10.28M0.2%+743.1%3.239% 10/11/2024 Paladin Wealth LLC27,317$1.38M1.2%N/A0.434% 10/8/2024 Mattson 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% 9/30/2024 Mattson Financial Services LLC143,040$6.90M2.5%N/A2.270% 8/30/2024 Brown Financial Advisors145,695$7.03M3.1%N/A2.313% 8/13/2024 AE Wealth Management LLC7,045$340K0.0%-4.6%0.112% 8/8/2024 Envestnet Asset Management Inc.463,608$22.37M0.0%-0.4%7.359% 8/2/2024 Foundations Investment Advisors LLC24,201$1.17M0.0%N/A0.384% 8/2/2024 Tortoise Investment Management LLC289,070$13.95M1.6%+14.7%4.588% 8/1/2024 Cravens & Co Advisors LLC24,157$1.17M0.9%-1.6%0.383% 8/1/2024 SeaBridge 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% 7/31/2024 W.G. Shaheen & Associates DBA Whitney & Co147,391$7.11M0.8%+4.4%2.340% 7/26/2024 AlphaStar 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% 7/22/2024 Legacy CG LLC250,577$12.09M4.1%N/A3.977% 7/18/2024 Gradient Investments LLC1,644,490$79.35M1.8%-16.9%26.103% 7/18/2024 Triad Wealth Partners LLC656$32K0.0%-92.6%0.010% 7/16/2024 ORG Partners LLC974$46K0.0%N/A0.015% 7/10/2024 Advocacy 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% 5/8/2024 Motley Fool Wealth Management LLC31,869$1.55M0.1%N/A0.506% Top "Sleeping Giant" Crypto In The Market Now (Ad)Top "Sleeping Giant" Crypto In The Market Now We're looking at potential returns that could rewrite your financial future. Click here to discover our #1 crypto pick before it's too late5/1/2024 SeaBridge Investment Advisors LLC19,002$925K0.2%+4.5%0.305% 4/23/2024 Triad Wealth Partners LLC8,833$430K0.3%N/A0.142% 4/23/2024 Gradient Investments LLC1,978,094$96.32M2.2%+6.5%31.700% 4/23/2024 Sugarloaf Wealth Management LLC59,232$2.88M0.5%+23.2%0.949% 4/18/2024 Congress 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% 4/16/2024 Advocacy 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% 4/2/2024 Cravens & Co Advisors LLC24,545$1.20M1.0%+5.5%1.215% 2/29/2024 Tortoise Investment Management LLC209,687$10.38M1.4%N/A10.381% 2/9/2024 Congress Wealth Management LLC DE424,669$21.02M0.4%N/A21.023% 2/9/2024 Cravens & Co Advisors LLC23,270$1.15M1.0%-5.6%1.152% 2/8/2024 Tortoise Investment Management LLC232,231$11.28M1.5%N/A11.497% 1/29/2024 ORG Partners LLC936$46K0.0%N/A0.046% 1/26/2024 Cerity Partners LLC601,768$29.78M0.1%N/A29.790% 1/18/2024 Gradient 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% 1/5/2024 WealthPLAN Partners LLC34,685$1.72M0.2%N/A1.717% 11/16/2023 Cravens & Co Advisors LLC24,660$1.16M1.1%+1.7%1.221% 11/14/2023 Ancora 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% 10/27/2023 Gradient Investments LLC1,867,759$87.81M2.3%+2.5%92.463% 10/26/2023 SeaBridge Investment Advisors LLC18,294$860K0.3%N/A0.906% 7/28/2023 Cravens & 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, 35 institutional investors and hedge funds held shares of DoubleLine Mortgage ETF. The most heavily invested institutionals were Gradient Investments LLC ($79.35M), 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 Park Avenue Securities LLC ($15.56M).Learn more on DMBS's institutional investors. Which institutional investors have been buying DoubleLine Mortgage ETF stock? Of the 32 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: 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), Park Avenue Securities LLC ($308.73K), and Legacy CG LLC ($266.46K). How much institutional buying is happening at DoubleLine Mortgage ETF? Institutional investors have bought a total of 5,202,613 shares in the last 24 months. This purchase volume represents approximately $256.96M in transactions. Which DoubleLine Mortgage ETF major shareholders have been selling company stock? Of the 11 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), MML Investors Services LLC ($23.39K), Motley Fool Wealth Management LLC ($11.29K), Triad Wealth Partners LLC ($8.18K), Integrated Capital Management Inc. ($2.93K), and Sugarloaf Wealth Management LLC ($2.45K). How much institutional selling is happening at DoubleLine Mortgage ETF? Institutional investors have sold a total of 448,518 shares in the last 24 months. This volume of shares sold represents approximately $21.85M in transactions. 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