Who owns Doubleline Etf Trust - Mortgage ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DMBS from SEC Form 13F filings across 103 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 103 institutions disclosed 15.4M shares of Doubleline Etf Trust - Mortgage ETF worth $754.9M — about 144.2% of shares outstanding; the largest disclosed holder is Gradient Investments LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
103
13F holders
$754.9M
value, 2026 filers
144.2%
of shares outstanding (15.4M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DMBS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 3.1M | $151.2M | 2.1% | 28.9% | +0.3% |
| 2 | OSAIC HOLDINGS, INC. | 1.1M | $54.5M | 0.1% | 10.4% | +21.1% |
| 3 | Advocacy Wealth Management, LLC | 1.1M | $53.2M | 1.9% | 10.2% | +3.5% |
| 4 | Foundations Investment Advisors, LLC | 766,994 | $37.7M | 0.4% | 7.2% | +20.4% |
| 5 | Bank of New York Mellon Corp | 750,310 | $36.8M | 0.0% | 7% | +3.2% |
| 6 | EVERGREEN CAPITAL MANAGEMENT LLC | 678,657 | $33.3M | 0.6% | 6.4% | -1.1% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 535,147 | $26.3M | 0.0% | 5% | +11.5% |
| 8 | Astoria Portfolio Advisors LLC. | 453,096 | $22.2M | 3.8% | 4.2% | +42.0% |
| 9 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 441,639 | $21.7M | 0.3% | 4.1% | +8.0% |
| 10 | Signal Advisors Wealth, LLC | 380,753 | $18.7M | 0.9% | 3.6% | +30.6% |
| 11 | Mattson Financial Services, LLC | 355,426 | $17.3M | 3.6% | 3.3% | +8.4% |
| 12 | PARK AVENUE SECURITIES LLC | 350,562 | $17.2M | 0.1% | 3.3% | +12.5% |
| 13 | Legacy CG, LLC | 340,863 | $16.7M | 4.3% | 3.2% | +2.0% |
| 14 | TPG Financial Advisors, LLC | 320,754 | $15.7M | 4.7% | 3% | +4.1% |
| 15 | Hobbs Group Advisors, LLC | 319,516 | $15.7M | 4.1% | 3% | +49.4% |
| 16 | Compound Planning, Inc. | 282,956 | $13.9M | 0.4% | 2.7% | +18.2% |
| 17 | AMI INVESTMENT MANAGEMENT INC | 257,109 | $12.6M | 2.7% | 2.4% | +3.6% |
| 18 | Savvy Advisors, Inc. | 248,073 | $12.2M | 0.3% | 2.3% | +7.0% |
| 19 | Brown Financial Advisors | 216,939 | $10.6M | 3.7% | 2% | +6.5% |
| 20 | W.G. Shaheen & Associates DBA Whitney & Co | 208,134 | $10.2M | 0.7% | 2% | +5.4% |
| 21 | Mariner, LLC | 193,432 | $9.5M | 0.0% | 1.8% | +1.4% |
| 22 | MORGAN STANLEY | 179,721 | $8.8M | 0.0% | 1.7% | -6.6% |
| 23 | New Republic Capital, LLC | 155,313 | $7.6M | 1.8% | 1.5% | +11.8% |
| 24 | Vermillion & White Wealth Management Group, LLC | 149,982 | $7.4M | 3.7% | 1.4% | +4.7% |
| 25 | Compass Financial Group, Inc. (Ohio) | 142,818 | $7.0M | 4.7% | 1.3% | +15.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.