DoubleLine Mortgage ETF (DMBS) Institutional Ownership $48.57 +0.20 (+0.41%) (As of 11/4/2024 04:31 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)27TotalInstitutional Inflows(last 12 months)$203.32MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$17.48M 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 Porter & CompanyThe Final FrontierAnd a lot of powerful investors would rather this exposé never saw the light of day. 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DoubleLine Mortgage ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/1/2024 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% 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. 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% 8/30/2024Brown 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% 8/2/2024 Foundations 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% 7/22/2024 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% 5/8/2024Motley Fool Wealth Management LLC31,869$1.55M0.1%N/A0.506% 5/1/2024SeaBridge Investment Advisors LLC19,002$925K0.2%+4.5%0.305% 4/23/2024 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% 4/18/2024Congress 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% 4/16/2024 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% 4/2/2024Cravens & Co Advisors LLC24,545$1.20M1.0%+5.5%1.215% 5 Stocks Under $5 (Ad)Ready to discover some hidden gems in the stock market? 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Whether you’re looking for value or growth, these stocks have the potential to help you make your next winning investment.[Download Your Free Report Here]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% 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% 10/27/2023 Gradient 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, 29 institutional investors and hedge funds held shares of DoubleLine Mortgage ETF. The most heavily invested institutionals were Gradient Investments LLC ($79.35M), 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), Park Avenue Securities LLC ($15.56M), 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 27 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: 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), Legacy CG LLC ($266.46K), and AMI Investment Management Inc. ($211.13K). How much institutional buying is happening at DoubleLine Mortgage ETF? Institutional investors have bought a total of 4,256,356 shares in the last 24 months. This purchase volume represents approximately $209.28M in transactions. Which DoubleLine Mortgage ETF major shareholders have been selling company stock? The following institutional investors have sold DoubleLine Mortgage ETF stock in the last 24 months: Gradient Investments LLC ($343.49K), Triad Wealth Partners LLC ($8.18K), Integrated Capital Management Inc. ($2.93K), Sugarloaf Wealth Management LLC ($2.45K), Envestnet Asset Management Inc. ($1.93K), Cravens & Co Advisors LLC ($1.78K), and Mattson Financial Services LLC ($571.00). How much institutional selling is happening at DoubleLine Mortgage ETF? Institutional investors have sold a total of 361,664 shares in the last 24 months. This volume of shares sold represents approximately $17.48M in transactions. Related Companies CARY Institutional Ownership JSI Institutional Ownership CMBS Institutional Ownership DCRE Institutional Ownership TSEC Institutional Ownership DCMB Institutional Ownership PMBS Institutional Ownership MBS Institutional Ownership DEED Institutional Ownership JHMB Institutional Ownership This page (NYSEARCA:DMBS) was last updated on 11/5/2024 by MarketBeat.com Staff From Our PartnersBill Gates’s Next Big AI Bet: StargateIn February 2016… when almost nobody was talking about artificial intelligence…. 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