Skip to content
Disclosery

DMBS DOUBLELINE ETF TRUST

Follow

MORTGAGE ETF (fund)

99 managers (99 13F filers) reported a position in DMBS shares at 2026-03-31, 14,612,191 shares in all. 21 filers opened a position and 5 filers sold out during the quarter.

Managers
99
13F filers
99
New
21
Added
53
Reduced
20
Sold out
5
Shares held by filers
14,612,191

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC3,070,452$152M2.35%+417,01813F-HRTimelineGroup
Advocacy Wealth Management, LLC1,047,575$51.7M2.29%+71,07913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.915,683$45.2M0.07%+134,66013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp727,272$35.9M0.01%+8,15013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC686,434$33.9M0.74%+8,12013F-HRTimeline
Foundations Investment Advisors, LLC637,231$31.5M0.39%+60,72413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC479,800$23.7M0.01%+5,20413F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV408,860$20.2M0.32%013F-HR/ATimeline
Legacy CG, LLC334,150$16.5M4.58%+3,58813F-HRTimeline
Mattson Financial Services, LLC327,954$16.2M3.87%+29,67813F-HRTimeline
Astoria Portfolio Advisors LLC.319,188$15.8M3.37%+32013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC311,576$15.4M0.12%+1,10013F-HRTimelineGroup
TPG Financial Advisors, LLC308,262$15.2M4.95%+7,94213F-HRTimeline
Signal Advisors Wealth, LLC291,623$14.4M0.99%+4,46313F-HRTimeline
AMI INVESTMENT MANAGEMENT INC248,126$12.3M2.76%+9,92013F-HRTimeline
Compound Planning, Inc.239,485$11.8M0.36%-33,44313F-HRTimeline
Savvy Advisors, Inc.231,819$11.4M0.31%+21,35613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC222,753$11M0.01%new13F-HRTimelineGroup
Hobbs Group Advisors, LLC213,937$10.6M3.16%+9,18013F-HRTimeline
Brown Financial Advisors203,658$10.1M3.81%+40,26313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC201,263$9.94M<0.01%new13F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…197,487$9.75M0.81%+10,73813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY192,376$9.5M<0.01%-175,49513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC190,761$9.42M0.01%+23,74413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS175,469$8.66M0.02%-751,64013F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …155,054$7.66M0.87%-50,42213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC148,987$7.36M0.01%+144,13713F-HRTimeline
Vermillion & White Wealth Management Gr…143,193$7.07M4.07%+108,81713F-HR/ATimeline
New Republic Capital, LLC138,900$6.86M2.31%+28,64313F-HRTimeline
Compass Financial Group, Inc. (Ohio)123,300$6.09M4.46%+27,99113F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.120,380$5.94M3.95%-2,27713F-HRTimeline
Paladin Wealth, LLC109,238$5.39M3.71%+11,17013F-HRTimeline
Lord & Richards Wealth Management, LLC104,954$5.18M4.55%-50513F-HRTimeline
Integrated Wealth Concepts LLC98,024$4.84M0.04%+7,84913F-HRTimeline
MML INVESTORS SERVICES, LLC89,541$4.42M0.01%-27,60113F-HRTimeline
Global Wealth Management Investment Adv…84,863$4.19M0.66%+19,23213F-HRTimeline
MATHER GROUP, LLC.84,181$4.16M0.04%+88413F-HRTimeline
Layline Advisors, LLC78,040$3.85M4.31%13F-HRTimeline
Oregon Pacific Wealth Management, LLC76,988$3.8M3.97%+51,64813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC73,982$3.65M1.61%-1,96213F-HR/ATimeline
Cushing Capital Partners, LLC57,472$2.84M2.18%-4,15513F-HRTimeline
Mendel Money Management52,234$2.58M1.08%+11,57713F-HRTimeline
Great Diamond Partners, LLC52,118$2.57M0.5%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT42,849$2.12M0.04%new13F-HRTimeline
UBS Group AGin group UBS Group AG42,307$2.09M<0.01%-15,19713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,470$1.95M<0.01%+31,74613F-HRTimelineGroup
OmniStar Financial Group, Inc.38,009$1.88M0.97%+11,30313F-HRTimeline
Milestones Private Investment Advisors …32,887$1.62M1.43%+71813F-HRTimeline
Tortoise Investment Management, LLC31,853$1.57M0.13%-413,88213F-HRTimeline
LPL Financial LLC31,357$1.55M<0.01%+17,56713F-HRTimeline
World Investment Advisors28,832$1.42M0.02%+2,42013F-HRTimeline
Aptus Capital Advisors, LLC25,748$1.27M0.01%+4,27613F-HRTimeline
Tailwinds Wealth, LLC25,472$1.26M3.08%+6,68713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC23,223$1.15M0.24%+6,36313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC23,000$1.14M0.02%+5,00013F-HRTimelineGroup
GeoWealth Management, LLC17,189$849K0.03%+1,60313F-HRTimeline
Summit Financial, LLC16,793$829K0.01%+1,49013F-HRTimeline
FLOW TRADERS U.S. LLC13,610$672K0.02%+9,50213F-HRTimeline
NewEdge Advisors, LLC12,053$595K<0.01%-29,72113F-HR/ATimeline
HighTower Advisors, LLC11,181$552K<0.01%new13F-HRTimeline
Latitude Advisors, LLC11,058$546K0.25%+2,37013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC10,415$514K0.21%-1,73613F-HRTimeline
Sepio Capital, LP10,211$504K0.03%+113F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.9,452$467K0.41%+4,21013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,265$458K<0.01%new13F-HRTimelineGroup
Welch Financial Planning, LLC9,209$455K0.33%-1,89413F-HRTimeline
Waterloo Capital, L.P.8,545$422K0.03%-5313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,975$394K0.03%+3,15713F-HRTimeline
Financial Guidance Group, Inc.7,912$391K0.16%+1,16113F-HRTimeline
Cambridge Investment Research Advisors,…7,623$376K<0.01%-19813F-HRTimeline
Parallel Advisors, LLC7,522$371K0.01%-7,42813F-HR/ATimeline
Farther Finance Advisors, LLC6,264$308K<0.01%+6,26213F-HRTimeline
OLD MISSION CAPITAL LLC6,045$299K0.01%new13F-HRTimeline
Mutual Advisors, LLC5,780$285K0.01%+4513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,752$284K<0.01%new13F-HRTimelineGroup
SCS Capital Management LLC5,527$273K<0.01%+4613F-HRTimeline
Orion Porfolio Solutions, LLC5,430$268K<0.01%-36813F-HRTimeline
Strong Retirement Solutions LLC5,145$254K0.18%-15113F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.4,750$235K0.01%new13F-HRTimelineGroup
AE Wealth Management LLC4,695$232K<0.01%+36213F-HRTimeline
Bison Wealth, LLC4,679$229K0.02%new13F-HRTimeline
A4 Wealth Advisors LLC4,404$217K0.18%-48413F-HRTimeline
Westshore Wealth, LLC4,342$214K0.08%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,272$211K0.01%new13F-HRTimeline
Waterfront Wealth Inc.4,264$211K0.04%new13F-HRTimeline
Walser Wealth Management Company, A Ltd…4,121$203K0.09%new13F-HRTimeline
Sound Income Strategies, LLC2,060$101K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,033$51K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC974$48.1K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…958$47.3K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC826$40.8K<0.01%+613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN379$18.7K<0.01%new13F-HR/ATimelineGroup
AdvisorNet Financial, Inc354$17.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC256$12.6K<0.01%+24413F-HRTimelineGroup
FMR LLCin group FMR LLC160$7.9K<0.01%+15913F-HRTimelineGroup
Golden State Wealth Management, LLC22$1.09K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20$978<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC10$494<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6$296<0.01%new13F-HRTimeline