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Disclosery

DMBS DOUBLELINE ETF TRUST

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MORTGAGE ETF (fund)

70 managers (70 13F filers) reported a position in DMBS shares at 2025-06-30, 9,336,794 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
70
13F filers
70
New
13
Added
33
Reduced
17
Sold out
7
Shares held by filers
9,336,794

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC1,875,326$92M1.68%+103,86713F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/950,433$46.6M2.39%+7,97313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC645,725$31.7M0.95%+77,13013F-HRTimeline
CW Advisors, LLC644,973$31.6M0.31%+60,48013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC457,903$22.5M0.01%-2,65513F-HRTimelineGroup
Foundations Investment Advisors, LLC338,537$16.6M0.26%+161,34713F-HRTimeline
Tortoise Investment Management, LLC320,021$15.7M1.5%+20,76213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY319,701$15.7M<0.01%+31,48413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC309,875$15.2M0.14%-8,59413F-HRTimelineGroup
Legacy CG, LLC294,552$14.5M4.31%+12,86513F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …240,586$11.8M0.71%-25,94313F-HRTimelineGroup
Astoria Portfolio Advisors LLC.222,693$10.8M3.04%+79,72813F-HRTimeline
Mattson Financial Services, LLC211,099$10.4M2.79%+9,86913F-HRTimeline
Signal Advisors Wealth, LLC204,113$10M0.78%+82,27613F-HRTimeline
TPG Financial Advisors, LLC199,230$9.78M3.91%new13F-HRTimeline
Hobbs Group Advisors, LLC196,992$9.67M3.31%+84,93513F-HRTimeline
AMI INVESTMENT MANAGEMENT INC186,412$9.15M2.36%-64,34113F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…169,000$8.29M0.82%+85813F-HRTimeline
Savvy Advisors, Inc.134,091$6.58M0.44%+9,99013F-HRTimeline
Brown Financial Advisors127,770$6.27M2.45%-2,86613F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.119,335$5.86M4.46%-93713F-HRTimeline
Integrated Wealth Concepts LLC100,594$4.94M0.05%+9,15713F-HRTimeline
UBS Group AGin group UBS Group AG97,370$4.78M<0.01%+36513F-HRTimelineGroup
Lord & Richards Wealth Management, LLC96,371$4.73M4.94%+50,41413F-HRTimeline
MML INVESTORS SERVICES, LLC83,867$4.12M0.01%+13,12013F-HRTimeline
SeaBridge Investment Advisors LLC79,657$3.91M0.73%+13,42513F-HRTimeline
MATHER GROUP, LLC.77,480$3.8M0.04%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC68,223$3.36M1.69%+16,85213F-HRTimeline
Paladin Wealth, LLC65,501$3.21M2.5%+7,59913F-HRTimeline
NewEdge Advisors, LLC62,618$3.07M0.02%-2,57213F-HRTimeline
Global Wealth Management Investment Adv…58,912$2.89M0.54%+53213F-HRTimeline
Cushing Capital Partners, LLC55,665$2.73M2.31%-3,57713F-HRTimeline
New Republic Capital, LLC44,973$2.21M0.78%+30,88613F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC25,792$1.27M2.07%+11,26113F-HRTimeline
Milestones Private Investment Advisors …21,330$1.05M0.78%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,000$883K0.02%013F-HRTimelineGroup
OmniStar Financial Group, Inc.17,562$862K0.64%+3,73013F-HRTimeline
Compound Planning, Inc.14,297$702K0.03%+2,51713F-HRTimeline
Parallel Advisors, LLC14,049$689K0.01%+5,74713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC13,450$660K0.2%-2,49613F-HR/ATimeline
Aptus Capital Advisors, LLC13,257$651K0.01%+1,95913F-HRTimeline
Canandaigua National Trust Co of Florida11,725$575K0.41%new13F-HRTimeline
Sepio Capital, LP10,210$501K0.04%-113F-HRTimeline
Sensible Financial Planning & Managemen…10,086$495K0.09%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,335$409K<0.01%-15,09613F-HRTimeline
Latitude Advisors, LLC8,293$407K0.2%+83813F-HRTimeline
Orion Porfolio Solutions, LLC7,645$375K<0.01%-34913F-HR/ATimeline
Cambridge Investment Research Advisors,…7,326$359K<0.01%-1,41513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,958$341K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,650$326K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,619$325K<0.01%new13F-HRTimelineGroup
Waterloo Capital, L.P.6,556$322K0.03%+2,31813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,279$308K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC5,726$279K0.01%+413F-HRTimeline
SCS Capital Management LLC5,325$261K<0.01%+6713F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC5,314$261K0.1%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,210$256K0.02%-37813F-HRTimeline
LPL Financial LLC5,016$246K<0.01%new13F-HRTimeline
AE Wealth Management LLC4,916$241K<0.01%-30713F-HRTimeline
RFG Advisory, LLC4,335$213K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC4,184$205K0.01%new13F-HRTimeline
Larson Financial Group LLC888$43.6K<0.01%-49813F-HRTimeline
Allworth Financial LP726$35.6K<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC491$24.1K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc349$17.1K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…173$8.49K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.85$4.18K<0.01%+4813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37$1.82K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC2$117<0.01%-7,05313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.