DOUBLELINE MORTGAGE ETF (DMBS) Institutional Shareholders
DOUBLELINE MORTGAGE ETF (DMBS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $744.56M in DMBS holdings during the latest filing period.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of DMBS tracked by InsiderSet, reporting ownership valued at approximately $151.25M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $146.38M, representing an estimated loss of -3.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed DMBS value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Osaic Holdings, Inc., Advocacy Wealth Management, Llc, and several other long-term asset managers with concentrated positions in DOUBLELINE MORTGAGE ETF (DMBS).
This page ranks the largest institutional DMBS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
97
Total Reported Value
$744.56M
Largest Holder
Gradient Investments Llc
Largest Position
$151.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 2.09% | 3,081,101 | $151,249,687 | $146,383,109 | -$4,866,578 | -3.22% | |
| Osaic Holdings, Inc. | 0.06% | 1,109,346 | $54,457,158 | $52,705,028 | -$1,752,130 | -3.22% | |
| Advocacy Wealth Management, Llc | 1.93% | 1,084,082 | $53,217,019 | $51,504,736 | -$1,712,283 | -3.22% | |
| Foundations Investment Advisors, Llc | 0.39% | 766,994 | $37,651,372 | $36,439,885 | -$1,211,487 | -3.22% | |
| Bank Of New York Mellon Corp | 0.01% | 750,310 | $36,832,343 | $35,647,228 | -$1,185,115 | -3.22% | |
| Evergreen Capital Management Llc | 0.58% | 678,657 | $33,314,954 | $32,242,994 | -$1,071,960 | -3.22% | |
| Envestnet Asset Management Inc | 0.01% | 535,147 | $26,270,114 | $25,424,834 | -$845,280 | -3.22% | |
| Astoria Portfolio Advisors Llc. | 3.76% | 453,096 | $22,242,237 | $21,526,591 | -$715,646 | -3.22% | |
| Cambridge Associates Llc | 0.31% | 441,639 | $21,679,838 | $20,982,269 | -$697,569 | -3.22% | |
| Signal Advisors Wealth, Llc | 0.98% | 380,753 | $18,690,957 | $18,089,575 | -$601,382 | -3.22% | |
| Mattson Financial Services, Llc | 3.62% | 355,426 | $17,298,548 | $16,886,289 | -$412,259 | -2.38% | |
| Park Avenue Securities Llc | 0.11% | 350,562 | $17,209,000 | $16,655,201 | -$553,799 | -3.22% | |
| Legacy Cg, Llc | 4.28% | 340,863 | $16,732,794 | $16,194,401 | -$538,393 | -3.22% | |
| Tpg Financial Advisors, Llc | 4.70% | 320,754 | $15,745,654 | $15,239,023 | -$506,631 | -3.22% | |
| Hobbs Group Advisors, Llc | 4.13% | 319,516 | $15,684,874 | $15,180,205 | -$504,669 | -3.22% | |
| Compound Planning, Inc. | 0.36% | 282,956 | $13,890,169 | $13,443,240 | -$446,929 | -3.22% | |
| Ami Investment Management Inc | 2.68% | 257,109 | $12,621,353 | $12,215,249 | -$406,104 | -3.22% | |
| Savvy Advisors, Inc. | 0.26% | 248,073 | $12,177,800 | $11,785,948 | -$391,852 | -3.22% | |
| Brown Financial Advisors | 3.72% | 216,939 | $10,649,427 | $10,306,772 | -$342,655 | -3.22% | |
| W.G. Shaheen & Associates Dba Whitney & Co | 0.75% | 208,134 | $10,217,174 | $9,888,446 | -$328,728 | -3.22% | |
| Mariner, Llc | 0.01% | 193,432 | $9,495,481 | $9,189,954 | -$305,527 | -3.22% | |
| Morgan Stanley | 0.00% | 179,721 | $8,822,463 | $8,538,545 | -$283,918 | -3.22% | |
| New Republic Capital, Llc | 1.76% | 155,313 | $7,624,225 | $7,378,921 | -$245,304 | -3.22% | |
| Vermillion & White Wealth Management Group, Llc | 3.74% | 149,982 | $7,387,725 | $7,125,645 | -$262,080 | -3.55% | |
| Compass Financial Group, Inc. (Ohio) | 4.69% | 142,818 | $7,010,879 | $6,785,283 | -$225,596 | -3.22% | |
| Mml Investors Services, Llc | 0.01% | 136,879 | $6,719,316 | $6,503,121 | -$216,195 | -3.22% | |
| Paladin Wealth, Llc | 3.58% | 125,458 | $6,158,671 | $5,960,510 | -$198,161 | -3.22% | |
| Integrated Capital Management, Inc. | 4.08% | 119,008 | $5,842,024 | $5,654,070 | -$187,954 | -3.22% | |
| Captrust Financial Advisors | 0.01% | 113,092 | $5,551,637 | $5,373,001 | -$178,636 | -3.22% | |
| Lord & Richards Wealth Management, Llc | 4.27% | 111,171 | $5,457,365 | $5,281,734 | -$175,631 | -3.22% | |
| Integrated Wealth Concepts Llc | 0.03% | 101,926 | $5,003,488 | $4,842,504 | -$160,984 | -3.22% | |
| Mather Group, Llc. | 0.04% | 86,350 | $4,238,878 | $4,102,489 | -$136,390 | -3.22% | |
| Global Wealth Management Investment Advisory, Inc. | 0.60% | 86,194 | $4,231,235 | $4,095,077 | -$136,158 | -3.22% | |
| Apollon Wealth Management, Llc | 0.05% | 82,253 | $4,037,764 | $3,907,840 | -$129,924 | -3.22% | |
| Maripau Wealth Management Llc | 1.38% | 78,416 | $3,881,810 | $3,725,544 | -$156,266 | -4.03% | |
| Mendel Money Management | 1.41% | 78,202 | $3,839,035 | $3,715,377 | -$123,658 | -3.22% | |
| Oregon Pacific Wealth Management, Llc | 3.53% | 76,636 | $3,762,021 | $3,640,976 | -$121,045 | -3.22% | |
| Key Financial Inc | 0.62% | 76,610 | $3,760,747 | $3,639,741 | -$121,006 | -3.22% | |
| Tailwinds Wealth, Llc | 2.21% | 76,288 | $3,744,923 | $3,624,443 | -$120,480 | -3.22% | |
| Ashton Thomas Private Wealth, Llc | 0.06% | 61,264 | $3,007,413 | $2,910,653 | -$96,760 | -3.22% | |
| Cushing Capital Partners, Llc | 1.99% | 58,798 | $2,886,364 | $2,793,493 | -$92,871 | -3.22% | |
| Great Diamond Partners, Llc | 0.46% | 54,765 | $2,688,416 | $2,601,885 | -$86,531 | -3.22% | |
| Fifth Third Bancorp | 0.00% | 44,648 | $2,191,748 | $2,121,226 | -$70,522 | -3.22% | |
| Ubs Group Ag | 0.00% | 43,298 | $2,125,499 | $2,057,088 | -$68,411 | -3.22% | |
| Ritholtz Wealth Management | 0.03% | 41,426 | $2,033,582 | $1,968,149 | -$65,433 | -3.22% | |
| Omnistar Financial Group, Inc. | 0.93% | 41,330 | $2,028,881 | $1,963,588 | -$65,293 | -3.22% | |
| Aptus Capital Advisors, Llc | 0.01% | 33,052 | $1,622,506 | $1,570,301 | -$52,205 | -3.22% | |
| Milestones Private Investment Advisors Llc | 1.28% | 32,861 | $1,613,130 | $1,561,226 | -$51,904 | -3.22% | |
| Silverlake Wealth Management Llc | 0.28% | 29,580 | $1,452,043 | $1,405,346 | -$46,697 | -3.22% | |
| World Investment Advisors | 0.02% | 28,832 | $1,423,725 | $1,369,808 | -$53,917 | -3.79% |
Frequently asked questions about DMBS
Who owns the most DMBS stock?
The largest holders of DMBS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DOUBLELINE MORTGAGE ETF (DMBS).
Is DMBS widely held by superinvestors?
Many widely followed stocks like DMBS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DMBS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.