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Doubleline Mortgage ETF (DMBS)

CUSIP: 25861R402 | NYSE | 159 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Gradient Investments LLC2,658,526
1.8% of portfolio›$123.1M
Evergreen Capital Management LLC710,259
0.6% of portfolio›$32.9M
Signal Advisors Wealth, LLC402,565
0.8% of portfolio›$18.6M
Park Avenue Securities LLC352,329
0.3% of portfolio›$16.3M
AMI Investment Management Inc249,931
2.2% of portfolio›$11.6M
Compass Financial Group, Inc. (Ohio)152,528
4.7% of portfolio›$7.1M
Paladin Wealth, LLC124,086
3.1% of portfolio›$5.7M
Integrated Capital Management, Inc.117,078
3.9% of portfolio›$5.4M
Wespac Advisors SoCal, LLC107,340
0.9% of portfolio›$5.0M
Layline Advisors, LLC100,715
4.2% of portfolio›$4.7M
Lord & Richards Wealth Management, LLC96,342
3.4% of portfolio›$4.5M
Global Wealth Management Investment Advisory, Inc.93,957
0.6% of portfolio›$4.4M
Mather Group, Llc.90,500
0.0% of portfolio›$4.2M
Mendel Money Management86,139
1.4% of portfolio›$4.0M
Oregon Pacific Wealth Management, LLC81,176
3.5% of portfolio›$3.8M
Key FInancial Inc76,870
0.6% of portfolio›$3.6M
Puff Wealth Management, LLC69,682
3.0% of portfolio›$3.2M
Ashton Thomas Private Wealth, LLC65,802
0.1% of portfolio›$3.0M
Cushing Capital Partners, LLC63,760
1.8% of portfolio›$3.0M
Apollon Wealth Management, LLC51,341
0.0% of portfolio›$2.4M
OmniStar Financial Group, Inc.41,274
0.8% of portfolio›$1.9M
Milestones Private Investment Advisors LLC33,605
1.3% of portfolio›$1.6M
Silverlake Wealth Management LLC31,215
0.3% of portfolio›$1.4M
Walser Wealth Management Company, A Ltd Liability Co17,802
0.3% of portfolio›$824.4K
Latitude Advisors, LLC14,100
0.2% of portfolio›$653.0K
Pettinga Financial Advisors LLC13,220
0.1% of portfolio›$612.2K
Prime Capital Investment Advisors, LLC12,237
0.0% of portfolio›$566.7K
Farther Finance Advisors, LLC11,501
0.0% of portfolio›$532.6K
Sepio Capital, LP10,210
0.0% of portfolio›$472.9K
Argus Investors' Counsel, Inc.10,040
0.4% of portfolio›$465.0K
Commonwealth Equity Services, LLC9,922
0.0% of portfolio›$459.5K
Howard Bailey Securities, LLC8,293
0.1% of portfolio›$384.0K
Financial Guidance Group, Inc.7,912
0.1% of portfolio›$366.4K
Cambridge Investment Research Advisors, Inc.7,132
0.0% of portfolio›$330.0K
Simplicity Wealth,LLC6,403
0.0% of portfolio›$296.5K
Legacy CG, LLC5,970
0.1% of portfolio›$276.5K
Strong Retirement Solutions LLC5,936
0.2% of portfolio›$274.9K
Onyx Bridge Wealth Group LLC5,280
0.0% of portfolio›$244.5K
W.G. Shaheen & Associates DBA Whitney & Co4,967
0.0% of portfolio›$230.0K
Parsons Capital Management Inc4,843
0.0% of portfolio›$224.3K
Wealth Enhancement Advisory Services, LLC4,798
0.0% of portfolio›$222.2K
Bison Wealth, LLC4,679
0.0% of portfolio›$216.7K
Parallel Advisors, LLC3,451
0.0% of portfolio›$159.8K
Ashton Thomas Securities, LLC916
0.0% of portfolio›$42.4K
Larson Financial Group LLC844
0.0% of portfolio›$39.1K
Compass Financial Management LLC184
0.0% of portfolio›$8.5K
Golden State Wealth Management, LLC22
0.0% of portfolio›$1.0K
Kingdom Financial Group Llc.21
0.0% of portfolio›$973
StyleTurnoverLocationFiled
Gradient Investments LLC
2,658,526$123.1M1.8%CoreMediumArden Hills, MN2026-10-08
Evergreen Capital Management LLC
710,259$32.9M0.6%GARPMediumBellevue, WA2026-10-23
Signal Advisors Wealth, LLC
402,565$18.6M0.8%ETFLowDetroit, MI2026-10-13
Park Avenue Securities LLC
352,329$16.3M0.3%ETFMediumNew York, NY2026-10-26
AMI Investment Management Inc
249,931$11.6M2.2%ETFLowKendallville, IN2026-10-27
Compass Financial Group, Inc. (Ohio)
152,528$7.1M4.7%ETFMediumDublin, OH2026-10-19
Paladin Wealth, LLC
124,086$5.7M3.1%CoreLowArden Hills, MN2026-10-23
Integrated Capital Management, Inc.
117,078$5.4M3.9%ETFLowJessup, PA2026-10-09
Wespac Advisors SoCal, LLC
107,340$5.0M0.9%GrowthMediumPasadena, CA2026-10-13
Layline Advisors, LLC
100,715$4.7M4.2%ETFLowRochester, NY2026-11-02
Lord & Richards Wealth Management, LLC
96,342$4.5M3.4%ETFMediumHighlands Ranch, CO2026-10-14
Global Wealth Management Investment Advisory, Inc.
93,957$4.4M0.6%CoreLowFort Lauderdale, FL2026-11-04
Mather Group, Llc.
90,500$4.2M0.0%ETFMediumChicago, IL2026-10-14
Mendel Money Management
86,139$4.0M1.4%GrowthMediumNorthbrook, IL2026-11-02
Oregon Pacific Wealth Management, LLC
81,176$3.8M3.5%ETFMediumMedford, OR2026-10-20
Key FInancial Inc
76,870$3.6M0.6%ETFLowWest Chester, PA2026-11-02
Puff Wealth Management, LLC
69,682$3.2M3.0%ETFLowHaddonfield, NJ2026-10-07
Ashton Thomas Private Wealth, LLC
65,802$3.0M0.1%CoreMediumScottsdale, AZ2026-11-03
Cushing Capital Partners, LLC
63,760$3.0M1.8%ETFLowDelafield, WI2026-10-20
Apollon Wealth Management, LLC
51,341$2.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
OmniStar Financial Group, Inc.
41,274$1.9M0.8%ValueHighWilmington, NC2026-10-26
Milestones Private Investment Advisors LLC
33,605$1.6M1.3%ETFMediumFairport, NY2026-10-19
Silverlake Wealth Management LLC
31,215$1.4M0.3%ETFLowWilliston, VT2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
17,802$824.4K0.3%GrowthHighTampa, FL2026-10-15
Latitude Advisors, LLC
14,100$653.0K0.2%ETFLowYorkville, IL2026-10-27
Pettinga Financial Advisors LLC
13,220$612.2K0.1%ETFMediumEvansville, IN2026-10-13
Prime Capital Investment Advisors, LLC
12,237$566.7K0.0%ETFLowOverland Park, KS2026-10-20
Farther Finance Advisors, LLC
11,501$532.6K0.0%IndexLowSan Francisco, CA2026-10-08
Sepio Capital, LP
10,210$472.9K0.0%ETFLowSalt Lake City, UT2026-10-22
Argus Investors' Counsel, Inc.
10,040$465.0K0.4%MomentumMediumNew York, NY2026-10-09
Commonwealth Equity Services, LLC
9,922$459.5K0.0%ETFLowWaltham, MA2026-11-02
Howard Bailey Securities, LLC
8,293$384.0K0.1%ETFMediumFort Wayne, IN2026-10-27
Financial Guidance Group, Inc.
7,912$366.4K0.1%ETFVery LowPalm Harbor, FL2026-10-21
Cambridge Investment Research Advisors, Inc.
7,132$330.0K0.0%ETFLowFairfield, IA2026-11-02
Simplicity Wealth,LLC
6,403$296.5K0.0%ETFLowSummit, NJ2026-10-23
Legacy CG, LLC
5,970$276.5K0.1%GrowthHighPlano, TX2026-10-30
Strong Retirement Solutions LLC
5,936$274.9K0.2%GrowthMediumSilverdale, WA2026-10-07
Onyx Bridge Wealth Group LLC
5,280$244.5K0.0%ETFMediumTarrytown, NY2026-10-16
W.G. Shaheen & Associates DBA Whitney & Co
4,967$230.0K0.0%CoreLowRochester, NY2026-11-03
Parsons Capital Management Inc
4,843$224.3K0.0%CoreLowProvidence, RI2026-10-28
Wealth Enhancement Advisory Services, LLC
4,798$222.2K0.0%CoreLowPlymouth, MN2026-10-13
Bison Wealth, LLC
4,679$216.7K0.0%GrowthMediumAtlanta, GA2026-10-13
Parallel Advisors, LLC
3,451$159.8K0.0%IndexLowSan Francisco, CA2026-11-03
Ashton Thomas Securities, LLC
916$42.4K0.0%ETFMediumRochester, NY2026-10-26
Larson Financial Group LLC
844$39.1K0.0%GrowthLowSt Louis, MO2026-11-05
Compass Financial Management LLC
184$8.5K0.0%CoreN/ATampa, FL2026-10-30
Golden State Wealth Management, LLC
22$1.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Kingdom Financial Group Llc.
21$9730.0%ETFMediumPeoria, AZ2026-11-04