DOUBLELINE MORTGAGE ETF (DMBS) Institutional Ownership and Insiders Activity
DOUBLELINE MORTGAGE ETF (DMBS) is widely held by institutional investors, with 96 firms reporting positions valued at approximately $715.82M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Gradient Investments Llc is the largest disclosed holder, reporting approximately $123.12M in DMBS holdings in its latest filing.
Institutional Holders
96
Total Reported Value
$715.82M
Largest Holder
Gradient Investments Llc
Largest Position
$123.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
Funds Exiting Positions
15
Top Institutional Owners
View allInvestorReported Balance
- Gradient Investments Llc$123.12M
- Osaic Holdings, Inc.$54.46M
- Advocacy Wealth Management, Llc$53.22M
- Foundations Investment Advisors, Llc$37.65M
- Bank Of New York Mellon Corp$36.83M
DMBS News
All news- Brown Financial Advisors Q2 2026 Portfolio Activity
Aug 27, 2026 · valut.ai
- Vermillion & White Wealth Management Q2 2026 Portfolio Changes: Focus on Core Fixed Income
Aug 21, 2026 · valut.ai
- Paladin Wealth LLC Portfolio Activity: Significant Changes in Q2 2026
Jul 12, 2026 · valut.ai
- Gradient Investments Llc Activity Analysis: Q2 2026 Portfolio Changes
Jul 10, 2026 · valut.ai