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Disclosery

DMBS DOUBLELINE ETF TRUST

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MORTGAGE ETF (fund)

67 managers (67 13F filers) reported a position in DMBS shares at 2025-09-30, 11,392,680 shares in all. 10 filers opened a position and 12 filers sold out during the quarter.

Managers
67
13F filers
67
New
10
Added
41
Reduced
11
Sold out
12
Shares held by filers
11,392,680

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC2,406,817$120M2%+531,49113F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/954,379$47.4M2.28%+3,94613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.740,770$36.8M0.05%+740,68513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp706,394$35.1M0.01%new13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC660,111$32.8M0.78%+14,38613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC466,992$23.2M0.01%+9,08913F-HRTimelineGroup
Foundations Investment Advisors, LLC431,365$21.4M0.31%+92,82813F-HRTimeline
Tortoise Investment Management, LLC403,640$20.1M1.79%+83,61913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY356,663$17.7M<0.01%+36,96213F-HR/ATimelineGroup
Legacy CG, LLC326,953$16.2M4.57%+32,40113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC311,857$15.5M0.12%+1,98213F-HRTimelineGroup
Mattson Financial Services, LLC260,336$12.9M3.09%+49,23713F-HRTimeline
Signal Advisors Wealth, LLC253,340$12.6M1.14%+49,22713F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …233,742$11.6M0.79%-6,84413F-HRTimelineGroup
TPG Financial Advisors, LLC233,503$11.6M4.32%+34,27313F-HRTimeline
Hobbs Group Advisors, LLC217,642$10.8M3.37%+20,65013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC212,550$10.6M0.01%new13F-HRTimeline
Savvy Advisors, Inc.187,820$9.33M0.43%+53,72913F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…178,747$8.88M0.81%+9,74713F-HRTimeline
AMI INVESTMENT MANAGEMENT INC171,376$8.51M1.97%-15,03613F-HRTimeline
Brown Financial Advisors163,775$8.14M3.01%+36,00513F-HRTimeline
Astoria Portfolio Advisors LLC.152,625$7.58M1.99%-70,06813F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.118,736$5.9M4.11%-59913F-HRTimeline
Integrated Wealth Concepts LLC113,851$5.66M0.05%+13,25713F-HRTimeline
MML INVESTORS SERVICES, LLC101,782$5.06M0.01%+17,91513F-HRTimeline
Lord & Richards Wealth Management, LLC100,827$5.01M4.59%+4,45613F-HRTimeline
Paladin Wealth, LLC88,262$4.38M3.18%+22,76113F-HRTimeline
MATHER GROUP, LLC.80,996$4.02M0.04%+3,51613F-HRTimeline
New Republic Capital, LLC80,466$4M1.23%+35,49313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC67,371$3.35M1.68%-85213F-HRTimeline
Cushing Capital Partners, LLC62,848$3.12M2.45%+7,18313F-HRTimeline
Global Wealth Management Investment Adv…61,050$3.03M0.51%+2,13813F-HRTimeline
Oregon Pacific Wealth Management, LLC60,174$2.99M2.58%new13F-HRTimeline
UBS Group AGin group UBS Group AG55,133$2.74M<0.01%-42,23713F-HRTimelineGroup
NewEdge Advisors, LLC38,272$1.9M0.01%-24,34613F-HRTimeline
Vermillion & White Wealth Management Gr…33,944$1.69M0.96%+33,77113F-HRTimeline
Mendel Money Management25,933$1.29M0.54%new13F-HRTimeline
OmniStar Financial Group, Inc.25,630$1.27M0.77%+8,06813F-HRTimeline
Milestones Private Investment Advisors …21,876$1.09M0.74%+54613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,000$894K0.02%013F-HRTimelineGroup
Compound Planning, Inc.17,416$865K0.03%+3,11913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,606$775K<0.01%+8,64813F-HRTimelineGroup
Aptus Capital Advisors, LLC14,453$718K0.01%+1,19613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC14,392$715K0.2%+94213F-HR/ATimeline
Parallel Advisors, LLC14,049$698K0.01%013F-HRTimeline
COMERICA BANK13,865$689K<0.01%new13F-HRTimeline
LPL Financial LLC10,549$524K<0.01%+5,53313F-HRTimeline
Sepio Capital, LP10,211$507K0.03%+113F-HRTimeline
Summit Financial, LLC9,865$490K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…7,700$383K<0.01%+37413F-HRTimeline
Orion Porfolio Solutions, LLC7,704$383K<0.01%+5913F-HRTimeline
Waterloo Capital, L.P.6,992$347K0.03%+43613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,970$346K0.08%new13F-HRTimeline
A4 Wealth Advisors LLC6,967$346K0.29%13F-HRTimeline
Latitude Advisors, LLC6,844$340K0.16%-1,44913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,650$330K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC5,730$287K0.01%+413F-HRTimeline
SCS Capital Management LLC5,392$268K<0.01%+6713F-HRTimeline
Prime Capital Investment Advisors, LLC5,025$250K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,023$250K<0.01%-3,31213F-HRTimeline
AE Wealth Management LLC4,710$234K<0.01%-20613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,512$224K0.01%-69813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,244$211K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC889$44.2K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc350$17.4K<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC22$1.09K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2$120<0.01%013F-HRTimeline