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Disclosery

DMBS DOUBLELINE ETF TRUST

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MORTGAGE ETF (fund)

85 managers (85 13F filers) reported a position in DMBS shares at 2025-12-31, 14,180,276 shares in all. 15 filers opened a position and 2 filers sold out during the quarter.

Managers
85
13F filers
85
New
15
Added
44
Reduced
16
Sold out
2
Shares held by filers
14,180,276

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC2,653,434$132M2.09%+246,61713F-HRTimelineGroup
Advocacy Wealth Management, LLC976,496$48.5M2.03%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS927,109$46M0.09%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.781,023$38.8M0.06%+40,25313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp719,122$35.7M0.01%+12,72813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC678,314$33.7M0.75%+18,20313F-HRTimeline
Foundations Investment Advisors, LLC576,507$28.6M0.38%+145,14213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC474,596$23.6M0.01%+7,60413F-HRTimelineGroup
Tortoise Investment Management, LLC445,735$22.1M1.94%+42,09513F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV408,860$20.3M0.33%new13F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY367,871$18.3M<0.01%+11,20813F-HR/ATimelineGroup
Legacy CG, LLC330,562$16.4M4.59%+3,60913F-HRTimeline
Astoria Portfolio Advisors LLC.318,868$16M3.65%+166,24313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC310,476$15.4M0.13%-1,38113F-HRTimelineGroup
TPG Financial Advisors, LLC300,320$14.9M4.98%+66,81713F-HRTimeline
Mattson Financial Services, LLC298,276$14.8M3.46%+37,94013F-HRTimeline
Signal Advisors Wealth, LLC287,160$14.3M1.13%+33,82013F-HRTimeline
Compound Planning, Inc.272,928$13.6M0.4%+255,51213F-HRTimeline
AMI INVESTMENT MANAGEMENT INC238,206$11.8M2.66%+66,83013F-HRTimeline
Savvy Advisors, Inc.210,463$10.5M0.34%+22,64313F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …205,476$10.2M0.79%-28,26613F-HRTimelineGroup
Hobbs Group Advisors, LLC204,757$10.2M3.07%-12,88513F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…186,749$9.27M0.74%+8,00213F-HRTimeline
Mariner, LLCin group Mariner, LLC167,017$8.29M0.01%new13F-HRTimelineGroup
Brown Financial Advisors163,395$8.11M2.97%-38013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.122,657$6.09M4.05%+3,92113F-HRTimeline
MML INVESTORS SERVICES, LLC117,142$5.82M0.01%+15,36013F-HRTimeline
New Republic Capital, LLC110,257$5.47M1.46%+29,79113F-HRTimeline
Lord & Richards Wealth Management, LLC105,459$5.24M4.5%+4,63213F-HRTimeline
Paladin Wealth, LLC98,068$4.87M3.32%+9,80613F-HRTimeline
Compass Financial Group, Inc. (Ohio)95,309$4.73M3.46%13F-HRTimeline
Integrated Wealth Concepts LLC90,175$4.48M0.05%-23,67613F-HRTimeline
MATHER GROUP, LLC.83,297$4.14M0.04%+2,30113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC75,944$3.78M1.74%+8,57313F-HRTimeline
Global Wealth Management Investment Adv…65,631$3.26M0.52%+4,58113F-HRTimeline
Cushing Capital Partners, LLC61,627$3.06M2.27%-1,22113F-HRTimeline
UBS Group AGin group UBS Group AG57,504$2.86M<0.01%+2,37113F-HRTimelineGroup
Safe Harbor Wealth Advisors, LLC46,986$2.36M2.28%13F-HRTimeline
NewEdge Advisors, LLC41,774$2.07M0.01%+3,50213F-HRTimeline
Mendel Money Management40,657$2.02M0.84%+14,72413F-HRTimeline
Vermillion & White Wealth Management Gr…34,376$1.71M0.93%+43213F-HRTimeline
Milestones Private Investment Advisors …32,169$1.6M1.1%+10,29313F-HRTimeline
OmniStar Financial Group, Inc.26,706$1.33M0.78%+1,07613F-HRTimeline
World Investment Advisors26,412$1.31M0.02%new13F-HR/ATimeline
Oregon Pacific Wealth Management, LLC25,340$1.26M1.3%-34,83413F-HRTimeline
Aptus Capital Advisors, LLC21,472$1.07M0.01%+7,01913F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC21,337$1.06M1.37%new13F-HRTimeline
Tailwinds Wealth, LLC18,785$933K1.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,000$894K0.02%013F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC16,860$837K0.19%+9,89013F-HRTimeline
GeoWealth Management, LLC15,586$774K0.03%new13F-HRTimeline
Summit Financial, LLC15,303$760K0.01%+5,43813F-HRTimeline
Parallel Advisors, LLC14,950$742K0.01%+90113F-HRTimeline
LPL Financial LLC13,790$685K<0.01%+3,24113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC12,151$603K0.24%-2,24113F-HRTimeline
Canandaigua National Trust Co of Florida11,725$582K0.36%new13F-HRTimeline
Welch Financial Planning, LLC11,103$551K0.4%13F-HRTimeline
Sepio Capital, LP10,210$507K0.03%-113F-HRTimeline
Latitude Advisors, LLC8,688$431K0.19%+1,84413F-HRTimeline
Waterloo Capital, L.P.8,598$427K0.03%+1,60613F-HRTimeline
Bauman Advisory Group, LLC8,095$402K0.32%13F-HRTimeline
Cambridge Investment Research Advisors,…7,821$388K<0.01%+12113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,724$384K<0.01%-7,88213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC7,294$362K<0.01%+2,26913F-HRTimeline
Financial Guidance Group, Inc.6,751$335K0.14%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,650$330K<0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC5,798$288K<0.01%-1,90613F-HRTimeline
Mutual Advisors, LLC5,735$285K0.01%+513F-HRTimeline
SCS Capital Management LLC5,481$272K<0.01%+8913F-HRTimeline
Strong Retirement Solutions LLC5,296$263K0.18%13F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.5,242$260K0.21%new13F-HRTimeline
A4 Wealth Advisors LLC4,888$243K0.21%-2,07913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,850$241K<0.01%-207,70013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,818$239K0.02%+30613F-HRTimeline
AE Wealth Management LLC4,333$215K<0.01%-37713F-HRTimeline
FLOW TRADERS U.S. LLC4,108$204K0.01%new13F-HRTimeline
COMERICA BANK3,403$169K<0.01%-10,46213F-HRTimeline
SageView Advisory Group, LLC1,000$49.7K<0.01%new13F-HRTimeline
Larson Financial Group LLC820$40.7K<0.01%-6913F-HRTimeline
AdvisorNet Financial, Inc354$17.6K<0.01%+413F-HRTimeline
Golden State Wealth Management, LLC22$1.09K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC12$1K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC10$497<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC2$122<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$50<0.01%new13F-HRTimelineGroup