DOUBLELINE MORTGAGE ETF (DMBS) Institutional Ownership Changes & 13F Activity
DOUBLELINE MORTGAGE ETF (DMBS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Osaic Holdings, Inc., Vermillion & White Wealth Management Group, Llc, Foundations Investment Advisors, Llc, and Hobbs Group Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +55,347 | +11.5% | 535,147 | $26.27M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +3,902 | +4.0% | 101,926 | $5.00M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -205,235 | -92.1% | 17,518 | $859.95K | Q2 2026 | Sep 02, 2026 |
| Brown Financial Advisors | Buy | +13,281 | +6.5% | 216,939 | $10.65M | Q2 2026 | Aug 26, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +149,982 | — | 149,982 | $7.39M | Q2 2026 | Aug 19, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +1,635 | — | 1,635 | $80.27K | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +193,663 | +21.1% | 1,109,346 | $54.46M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +129,763 | +20.4% | 766,994 | $37.65M | Q2 2026 | Aug 14, 2026 |
| Cambridge Associates Llc | Buy | +32,779 | +8.0% | 441,639 | $21.68M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +9,353 | +100.9% | 18,618 | $913.95K | Q2 2026 | Aug 14, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +1,676 | +21.0% | 9,651 | $473.76K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -711 | -68.8% | 322 | $16.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -280 | -73.9% | 99 | $4.86K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -197 | -3.6% | 5,233 | $256.90K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -154 | -2.7% | 5,626 | $276.17K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +9 | +45.0% | 29 | $1.43K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +9 | +1.1% | 835 | $40.98K | Q2 2026 | Aug 14, 2026 |
| Hobbs Group Advisors, Llc | Buy | +105,579 | +49.4% | 319,516 | $15.68M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -62,377 | -35.5% | 113,092 | $5.55M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -12,655 | -6.6% | 179,721 | $8.82M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +5,585 | — | 5,585 | $274.14K | Q2 2026 | Aug 13, 2026 |
| Stillwater Private Wealth, Llc | Buy | +5,313 | — | 5,313 | $256.00K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +2,671 | +1.4% | 193,432 | $9.50M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +991 | +2.3% | 43,298 | $2.13M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +562 | — | 562 | $27.59K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +540 | +337.5% | 700 | $34.35K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +124 | — | 124 | $6.09K | Q2 2026 | Aug 13, 2026 |
| Compass Financial Group, Inc. (Ohio) | Buy | +19,518 | +15.8% | 142,818 | $7.01M | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +7,304 | +28.4% | 33,052 | $1.62M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -945 | -7.8% | 11,108 | $545.28K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about DMBS activity
Which institutional owners are buying DMBS?
Institutional owners buying DMBS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DMBS activity?
"Buy" means an investor increased their reported position in DMBS compared to the prior reporting period. This reflects growing exposure to DOUBLELINE MORTGAGE ETF (DMBS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DMBS increasing?
Institutional interest in DMBS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.