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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+55,347+11.5%535,147$26.27MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+3,902+4.0%101,926$5.00MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-205,235-92.1%17,518$859.95KQ2 2026Sep 02, 2026
Brown Financial AdvisorsBuy+13,281+6.5%216,939$10.65MQ2 2026Aug 26, 2026
Vermillion & White Wealth Management Group, LlcBuy+149,982—149,982$7.39MQ2 2026Aug 19, 2026
Transamerica Financial Advisors, LlcBuy+1,635—1,635$80.27KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+193,663+21.1%1,109,346$54.46MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+129,763+20.4%766,994$37.65MQ2 2026Aug 14, 2026
Cambridge Associates LlcBuy+32,779+8.0%441,639$21.68MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+9,353+100.9%18,618$913.95KQ2 2026Aug 14, 2026
Guardian Wealth Advisors, Llc / NcBuy+1,676+21.0%9,651$473.76KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-711-68.8%322$16.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-280-73.9%99$4.86KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-197-3.6%5,233$256.90KQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-154-2.7%5,626$276.17KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+9+45.0%29$1.43KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+9+1.1%835$40.98KQ2 2026Aug 14, 2026
Hobbs Group Advisors, LlcBuy+105,579+49.4%319,516$15.68MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-62,377-35.5%113,092$5.55MQ2 2026Aug 13, 2026
Morgan StanleySell-12,655-6.6%179,721$8.82MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+5,585—5,585$274.14KQ2 2026Aug 13, 2026
Stillwater Private Wealth, LlcBuy+5,313—5,313$256.00KQ2 2026Aug 13, 2026
Mariner, LlcBuy+2,671+1.4%193,432$9.50MQ2 2026Aug 13, 2026
Ubs Group AgBuy+991+2.3%43,298$2.13MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+562—562$27.59KQ2 2026Aug 13, 2026
Fmr LlcBuy+540+337.5%700$34.35KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+124—124$6.09KQ2 2026Aug 13, 2026
Compass Financial Group, Inc. (Ohio)Buy+19,518+15.8%142,818$7.01MQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+7,304+28.4%33,052$1.62MQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-945-7.8%11,108$545.28KQ2 2026Aug 12, 2026
Showing 30 of 104

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.