DMBS Institutional Ownership & Shareholders
DOUBLELINE MORTGAGE ETF (DMBS) is currently held by 98 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $680.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of DMBS tracked by InsiderSet, reporting ownership valued at approximately $123.12M in its September 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 $125.70M, representing an estimated gain of +2.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% 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
98
Total Reported Value
$680.84M
Largest Holder
Gradient Investments Llc
Largest Position
$123.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 1.76% | 2,658,526 | $123,116,341 | $125,695,109 | +$2,578,768 | +2.09% | |
| Osaic Holdings, Inc. | 0.06% | 1,109,346 | $54,457,158 | $52,449,879 | -$2,007,279 | -3.69% | |
| Advocacy Wealth Management, Llc | 1.93% | 1,084,082 | $53,217,019 | $51,255,397 | -$1,961,622 | -3.69% | |
| Foundations Investment Advisors, Llc | 0.39% | 766,994 | $37,651,372 | $36,263,476 | -$1,387,896 | -3.69% | |
| Bank Of New York Mellon Corp | 0.01% | 750,310 | $36,832,343 | $35,474,657 | -$1,357,686 | -3.69% | |
| Evergreen Capital Management Llc | 0.58% | 710,259 | $32,892,081 | $33,581,046 | +$688,965 | +2.09% | |
| Envestnet Asset Management Inc | 0.01% | 535,147 | $26,270,114 | $25,301,750 | -$968,364 | -3.69% | |
| Astoria Portfolio Advisors Llc. | 3.76% | 453,096 | $22,242,237 | $21,422,379 | -$819,858 | -3.69% | |
| Cambridge Associates Llc | 0.31% | 441,639 | $21,679,838 | $20,880,692 | -$799,146 | -3.69% | |
| Signal Advisors Wealth, Llc | 0.82% | 402,565 | $18,642,781 | $19,033,273 | +$390,492 | +2.09% | |
| Mattson Financial Services, Llc | 3.62% | 355,426 | $17,298,548 | $16,804,541 | -$494,007 | -2.86% | |
| Tpg Financial Advisors, Llc | 4.70% | 320,754 | $15,745,654 | $15,165,249 | -$580,405 | -3.69% | |
| Hobbs Group Advisors, Llc | 4.13% | 319,516 | $15,684,874 | $15,106,716 | -$578,158 | -3.69% | |
| Compound Planning, Inc. | 0.36% | 282,956 | $13,890,169 | $13,378,160 | -$512,009 | -3.69% | |
| Savvy Advisors, Inc. | 0.26% | 248,073 | $12,177,800 | $11,728,891 | -$448,909 | -3.69% | |
| Ami Investment Management Inc | 2.24% | 249,931 | $11,574,325 | $11,816,738 | +$242,413 | +2.09% | |
| Brown Financial Advisors | 3.72% | 216,939 | $10,649,427 | $10,256,876 | -$392,551 | -3.69% | |
| W.G. Shaheen & Associates Dba Whitney & Co | 0.75% | 208,134 | $10,217,174 | $9,840,576 | -$376,598 | -3.69% | |
| Mariner, Llc | 0.01% | 193,432 | $9,495,481 | $9,145,465 | -$350,016 | -3.69% | |
| Morgan Stanley | 0.00% | 179,721 | $8,822,463 | $8,497,209 | -$325,254 | -3.69% | |
| New Republic Capital, Llc | 1.76% | 155,313 | $7,624,225 | $7,343,199 | -$281,026 | -3.69% | |
| Vermillion & White Wealth Management Group, Llc | 3.74% | 149,982 | $7,387,725 | $7,091,149 | -$296,576 | -4.01% | |
| Compass Financial Group, Inc. (Ohio) | 4.68% | 152,528 | $7,063,552 | $7,211,524 | +$147,972 | +2.09% | |
| Mml Investors Services, Llc | 0.01% | 136,879 | $6,719,316 | $6,471,639 | -$247,677 | -3.69% | |
| Paladin Wealth, Llc | 3.11% | 124,086 | $5,746,437 | $5,866,786 | +$120,349 | +2.09% | |
| Captrust Financial Advisors | 0.01% | 113,092 | $5,551,637 | $5,346,990 | -$204,647 | -3.69% | |
| Integrated Capital Management, Inc. | 3.89% | 117,078 | $5,421,895 | $5,535,448 | +$113,553 | +2.09% | |
| Integrated Wealth Concepts Llc | 0.03% | 101,926 | $5,003,488 | $4,819,061 | -$184,427 | -3.69% | |
| Wespac Advisors Socal, Llc | 0.90% | 107,340 | $4,970,915 | $5,075,035 | +$104,120 | +2.09% | |
| Lord & Richards Wealth Management, Llc | 3.41% | 96,342 | $4,461,574 | $4,555,050 | +$93,476 | +2.10% | |
| Global Wealth Management Investment Advisory, Inc. | 0.60% | 86,194 | $4,231,235 | $4,075,252 | -$155,983 | -3.69% | |
| Mather Group, Llc. | 0.04% | 90,500 | $4,191,055 | $4,278,840 | +$87,785 | +2.09% | |
| Mendel Money Management | 1.44% | 86,139 | $3,989,097 | $4,072,652 | +$83,555 | +2.09% | |
| Maripau Wealth Management Llc | 1.38% | 78,416 | $3,881,810 | $3,707,508 | -$174,302 | -4.49% | |
| Oregon Pacific Wealth Management, Llc | 3.48% | 81,176 | $3,759,259 | $3,838,001 | +$78,742 | +2.09% | |
| Tailwinds Wealth, Llc | 2.21% | 76,288 | $3,744,923 | $3,606,897 | -$138,026 | -3.69% | |
| Key Financial Inc | 0.58% | 76,870 | $3,559,850 | $3,634,414 | +$74,564 | +2.09% | |
| Ashton Thomas Private Wealth, Llc | 0.06% | 61,264 | $3,007,413 | $2,896,562 | -$110,851 | -3.69% | |
| Cushing Capital Partners, Llc | 1.81% | 63,760 | $2,952,726 | $3,014,573 | +$61,847 | +2.09% | |
| Apollon Wealth Management, Llc | 0.03% | 51,341 | $2,377,592 | $2,427,402 | +$49,810 | +2.09% | |
| Fifth Third Bancorp | 0.00% | 44,648 | $2,191,748 | $2,110,957 | -$80,791 | -3.69% | |
| Ubs Group Ag | 0.00% | 43,298 | $2,125,499 | $2,047,129 | -$78,370 | -3.69% | |
| Ritholtz Wealth Management | 0.03% | 41,426 | $2,033,582 | $1,958,621 | -$74,961 | -3.69% | |
| Omnistar Financial Group, Inc. | 0.83% | 41,274 | $1,911,421 | $1,951,435 | +$40,014 | +2.09% | |
| Aptus Capital Advisors, Llc | 0.01% | 33,052 | $1,622,506 | $1,562,699 | -$59,807 | -3.69% | |
| Milestones Private Investment Advisors Llc | 1.26% | 33,605 | $1,556,248 | $1,588,844 | +$32,596 | +2.09% | |
| Silverlake Wealth Management Llc | 0.27% | 31,215 | $1,445,565 | $1,475,845 | +$30,280 | +2.09% | |
| World Investment Advisors | 0.02% | 28,832 | $1,423,725 | $1,363,177 | -$60,548 | -4.25% | |
| Lpl Financial Llc | 0.00% | 24,434 | $1,199,462 | $1,155,240 | -$44,222 | -3.69% | |
| Geowealth Management, Llc | 0.04% | 23,006 | $1,129,353 | $1,087,724 | -$41,629 | -3.69% |
Frequently asked questions about DMBS
Who are the largest institutional holders of DMBS?
The largest institutional holders of DMBS reported in the latest SEC Form 13F filings include Gradient Investments Llc, Osaic Holdings, Inc., Advocacy Wealth Management, Llc, Foundations Investment Advisors, Llc, and Bank Of New York Mellon Corp. InsiderSet ranks institutional holders by their latest reported DMBS position.
What is DMBS institutional ownership?
This page tracks DMBS positions reported by institutional investment managers through SEC Form 13F. DOUBLELINE MORTGAGE ETF (DMBS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DMBS?
InsiderSet currently tracks 98 institutional managers reporting DMBS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DMBS shareholders.
How much DMBS stock do institutions own?
Institutional investment managers disclosed approximately $680.84M in DMBS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DMBS institutional ownership last updated?
The latest DMBS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DMBS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DMBS position after the reporting date.
Are institutions buying or selling DMBS?
Institutional buying and selling can be analyzed by comparing DMBS positions across consecutive 13F reporting periods. InsiderSet's DMBS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DMBS ownership changes.
How has DMBS institutional ownership changed over time?
InsiderSet tracks DMBS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.