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Disclosery

DMBS DOUBLELINE ETF TRUST

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MORTGAGE ETF (fund)

64 managers (64 13F filers) reported a position in DMBS shares at 2025-03-31, 8,421,850 shares in all. 18 filers opened a position and 11 filers sold out during the quarter.

Managers
64
13F filers
64
New
18
Added
28
Reduced
14
Sold out
11
Shares held by filers
8,421,850

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gradient Investments LLCin group Gradient Investments LLC1,771,459$86.9M1.75%-488,94513F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/942,460$46.2M2.53%+38,70113F-HRTimeline
CW Advisors, LLC584,493$28.7M0.34%+33,15513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC568,595$27.9M0.94%+314,49413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC460,558$22.6M0.01%+26,06613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC318,469$15.6M0.19%+12,16213F-HRTimelineGroup
Tortoise Investment Management, LLC299,259$14.7M1.53%+7,49813F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY288,217$14.1M<0.01%+248,41813F-HRTimelineGroup
Legacy CG, LLC281,687$13.8M4.46%-77613F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …266,529$13.1M0.77%-22,28813F-HRTimelineGroup
AMI INVESTMENT MANAGEMENT INC250,753$12.3M3.97%+12,48413F-HRTimeline
Mattson Financial Services, LLC201,230$9.87M2.97%+68,31413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC191,534$9.39M0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC177,190$8.69M0.16%+25,82213F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…168,142$8.25M0.88%+8,19313F-HRTimeline
Astoria Portfolio Advisors LLC.142,965$6.91M2.35%+18,25613F-HRTimeline
Brown Financial Advisors130,636$6.41M2.64%-39,29113F-HRTimeline
Savvy Advisors, Inc.124,101$6.09M0.61%+14,87313F-HRTimeline
Signal Advisors Wealth, LLC121,837$5.98M0.58%+102,70113F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.120,272$5.9M4.69%+1,34713F-HRTimeline
Hobbs Group Advisors, LLC112,057$5.5M2.09%+24,55313F-HRTimeline
UBS Group AGin group UBS Group AG97,005$4.76M<0.01%-4,01013F-HRTimelineGroup
Integrated Wealth Concepts LLC91,437$4.49M0.05%-18,91813F-HRTimeline
MML INVESTORS SERVICES, LLC70,747$3.47M0.01%+50,33013F-HRTimeline
SeaBridge Investment Advisors LLC66,232$3.25M0.7%+39,34213F-HRTimeline
NewEdge Advisors, LLC65,190$3.2M0.02%+5,28413F-HRTimeline
Cushing Capital Partners, LLC59,242$2.91M2.61%+9,69413F-HRTimeline
Global Wealth Management Investment Adv…58,380$2.86M0.57%new13F-HRTimeline
Paladin Wealth, LLC57,902$2.84M2.55%-7,20813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC51,371$2.52M1.45%+38,26613F-HRTimeline
Lord & Richards Wealth Management, LLC45,957$2.25M2.56%+40,25713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,431$1.15M<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,000$883K0.02%013F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC15,946$782K0.26%-3,21813F-HR/ATimeline
PUFF WEALTH MANAGEMENT, LLC14,531$713K1.26%+16613F-HRTimeline
New Republic Capital, LLC14,087$691K0.3%new13F-HRTimeline
OmniStar Financial Group, Inc.13,832$681K0.54%new13F-HRTimeline
Compound Planning, Inc.11,780$578K0.03%new13F-HRTimeline
Aptus Capital Advisors, LLC11,298$554K0.01%new13F-HRTimeline
Sepio Capital, LP10,211$501K0.04%013F-HRTimeline
Cambridge Investment Research Advisors,…8,741$429K<0.01%-13613F-HRTimeline
Parallel Advisors, LLC8,302$407K0.01%+57213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,200$402K<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC7,994$392K<0.01%+25213F-HRTimeline
Orion Portfolio Solutions, LLC7,994$392K<0.01%+25213F-HR/ATimeline
Latitude Advisors, LLC7,455$366K0.21%+1,70413F-HRTimeline
Farther Finance Advisors, LLC7,055$346K0.01%-15,64613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,650$326K<0.01%013F-HRTimelineGroup
GWN SECURITIES INC.6,635$325K0.02%new13F-HRTimeline
Mutual Advisors, LLC5,722$279K0.01%-29613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,609$275K0.02%new13F-HR/ATimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC5,588$274K0.02%new13F-HRTimeline
SCS Capital Management LLC5,258$258K<0.01%new13F-HR/ATimeline
AE Wealth Management LLC5,223$256K<0.01%-6613F-HRTimeline
Waterloo Capital, L.P.4,238$208K0.02%new13F-HRTimeline
Larson Financial Group LLC1,386$68K<0.01%+1,22613F-HRTimeline
AdvisorNet Financial, Inc349$17.1K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…173$8.49K0.01%-47,16013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC94$4.61K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC65$3.19K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37$1.81K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37$1.81K<0.01%-8813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC23$1.13K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.