Who Owns DoubleLine Mortgage ETF (DMBS)?Hedge Fund & Institutional Holders

$49.82+0.11 (+0.23%)Financial ServicesNYSE_ARCA

Institutional Holders

62

as of QNaN NaN

Total Institutional Value

$361.9T

% of Float Held

—

QoQ Change in Holders

+62 / -0

Price History

$47.39$48.17$48.95$49.72$50.50Oct 24Jun 25Mar 26

DMBS — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
Gradient Investments LLCNew1.8M$86.9T1.75%
COBBLESTONE CAPITAL ADVISORS LLC /NY/New942K$46.2T2.53%
EVERGREEN CAPITAL MANAGEMENT LLCNew569K$27.9T0.94%
ENVESTNET ASSET MANAGEMENT INCNew461K$22.6T7.28%
Tortoise Investment Management, LLCNew299K$14.7T1.53%
MORGAN STANLEYNew288K$14.1T1.01%
Legacy CG, LLCNew282K$13.8T4.46%
Motley Fool Wealth Management, LLCNew267K$13.1T0.77%
AMI INVESTMENT MANAGEMENT INCNew251K$12.3T3.97%
Mattson Financial Services, LLCNew201K$9.9T2.97%
COMMONWEALTH EQUITY SERVICES, LLCNew192K$9.4T13.30%
FOUNDATIONS INVESTMENT ADVISORS, LLCNew177K$8.7T100.00%
W.G. Shaheen & Associates DBA Whitney & CoNew168K$8.2T0.88%
Astoria Portfolio Advisors LLC.New143K$6.9T2.35%
Brown Financial AdvisorsNew131K$6.4T2.64%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1Gradient Investments LLC1,771,459$86.9T1.75%New
2COBBLESTONE CAPITAL ADVISORS LLC /NY/942,460$46.2T2.53%New
3EVERGREEN CAPITAL MANAGEMENT LLC568,595$27.9T0.94%New
4ENVESTNET ASSET MANAGEMENT INC460,558$22.6T7.28%New
5Tortoise Investment Management, LLC299,259$14.7T1.53%New
6MORGAN STANLEY288,217$14.1T1.01%New
7Legacy CG, LLC281,687$13.8T4.46%New
8Motley Fool Wealth Management, LLC266,529$13.1T0.77%New
9AMI INVESTMENT MANAGEMENT INC250,753$12.3T3.97%New
10Mattson Financial Services, LLC201,230$9.9T2.97%New
11COMMONWEALTH EQUITY SERVICES, LLC191,534$9.4T13.30%New
12FOUNDATIONS INVESTMENT ADVISORS, LLC177,190$8.7T100.00%New
13W.G. Shaheen & Associates DBA Whitney & Co168,142$8.2T0.88%New
14Astoria Portfolio Advisors LLC.142,965$6.9T2.35%New
15Brown Financial Advisors130,636$6.4T2.64%New
16Savvy Advisors, Inc.124,101$6.1T0.61%New
17Signal Advisors Wealth, LLC121,837$6.0T0.58%New
18INTEGRATED CAPITAL MANAGEMENT, INC.120,272$5.9T4.69%New
19Hobbs Group Advisors, LLC112,057$5.5T2.09%New
20UBS Group AG97,005$4.8T0.87%New
21Integrated Wealth Concepts LLC91,437$4.5T52.30%New
22MML INVESTORS SERVICES, LLC70,747$3.5T11.55%New
23NewEdge Advisors, LLC65,190$3.2T19.00%New
24Cushing Capital Partners, LLC59,242$2.9T2.61%New
25Paladin Wealth, LLC57,902$2.8T2.55%New
26MARIPAU WEALTH MANAGEMENT LLC51,371$2.5T1.45%New
27Lord & Richards Wealth Management, LLC45,957$2.3T2.56%New
28MERCER GLOBAL ADVISORS INC /ADV23,431$1.1T2.64%New
29Ancora Advisors LLC18,000$882.9B0.02%New
30HOWARD BAILEY SECURITIES, LLC15,558$763.1B0.31%New
31PUFF WEALTH MANAGEMENT, LLC14,531$712.8B0.67%New
32New Republic Capital, LLC14,087$691.0B0.30%New
33OmniStar Financial Group, Inc.13,832$680.9B0.54%New
34Compound Planning, Inc.11,780$577.8B0.03%New
35JANE STREET GROUP, LLC11,598$568.9B0.14%New
36Aptus Capital Advisors, LLC11,298$554.2B5.70%New
37Sepio Capital, LP10,211$500.8B0.04%New
38Parallel Advisors, LLC8,302$407.2B0.01%New
39BANK OF AMERICA CORP /DE/8,200$402.0B0.03%New
40Orion Portfolio Solutions, LLC7,742$372.4B3.71%New
41Latitude Advisors, LLC7,455$365.7B0.21%New
42Farther Finance Advisors, LLC7,055$345.8B0.01%New
43Cerity Partners LLC6,650$326.2B0.66%New
44GWN SECURITIES INC.6,635$325.4B0.02%New
45Mutual Advisors, LLC5,722$279.2B0.01%New
46GUARDIAN WEALTH ADVISORS, LLC / NC5,588$274.1B0.02%New
47SCS Capital Management LLC5,258$257.9B3.28%New
48AE Wealth Management LLC5,223$256.2B2.15%New
49Larson Financial Group LLC1,386$68.0B0.00%New
50CW Advisors, LLC584,493$28.7B0.34%New

Similar Stocks by Institutional Ownership

VOO

Vanguard S&P 500 ETF

JPM

JPMorgan Chase & Co.

IVV

iShares Core S&P 500 ETF

SPY

State Street SPDR S&P 500 ETF Trust

VXUS

Vanguard Total International Stock ETF

V

Visa Inc.

VTI

Vanguard Total Stock Market ETF

MA

Mastercard Incorporated

As of QNaN NaN, 62 institutional investors hold DMBS (DoubleLine Mortgage ETF). The largest holder is Gradient Investments LLC with $86.9T in shares. This quarter, 62 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own DMBS?

As of QNaN NaN, 62 institutional investors report holding DMBS (DoubleLine Mortgage ETF) in their 13F filings.

Who is the largest institutional holder of DMBS?

The largest institutional holder of DMBS is Gradient Investments LLC with $86.9T in shares.

Is institutional ownership of DMBS increasing or decreasing?

This quarter, 62 institutions opened new positions in DMBS and 0 closed their positions.