Who owns Doubleline Etf Trust - Mortgage ETF?
Institutional ownership of DMBS from SEC Form 13F filings across 56 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.
56
13F holders
$307.4M
value, 2026 filers
62.1%
of shares outstanding (6.6M sh)
11
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 | OSAIC HOLDINGS, INC. | 1.1M | $54.5M | 0.1% | 10.4% | +21.1% |
| 2 | Foundations Investment Advisors, LLC | 766,994 | $37.7M | 0.4% | 7.2% | +20.4% |
| 3 | Bank of New York Mellon Corp | 750,310 | $36.8M | 0.0% | 7% | +3.2% |
| 4 | EVERGREEN CAPITAL MANAGEMENT LLC | 678,657 | $33.3M | 0.6% | 6.4% | -1.1% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 535,147 | $26.3M | 0.0% | 5% | +11.5% |
| 6 | Signal Advisors Wealth, LLC | 380,753 | $18.7M | 0.9% | 3.6% | +30.6% |
| 7 | PARK AVENUE SECURITIES LLC | 350,562 | $17,209 | 0.1% | 3.3% | +12.5% |
| 8 | Compound Planning, Inc. | 282,956 | $13.9M | 0.4% | 2.7% | +18.2% |
| 9 | Savvy Advisors, Inc. | 248,073 | $12.2M | 0.3% | 2.3% | +7.0% |
| 10 | Mariner, LLC | 193,432 | $9.5M | 0.0% | 1.8% | +1.4% |
| 11 | MORGAN STANLEY | 179,721 | $8.8M | 0.0% | 1.7% | -6.6% |
| 12 | MML INVESTORS SERVICES, LLC | 136,879 | $6.7M | 0.0% | 1.3% | +52.9% |
| 13 | Integrated Wealth Concepts LLC | 113,763 | $5.6M | 0.0% | 1.1% | +16.1% |
| 14 | CAPTRUST FINANCIAL ADVISORS | 113,092 | $5.6M | 0.0% | 1.1% | -35.5% |
| 15 | MATHER GROUP, LLC. | 86,350 | $4.2M | 0.0% | 0.8% | +2.6% |
| 16 | RITHOLTZ WEALTH MANAGEMENT | 82,852 | $4.1M | 0.1% | 0.8% | +93.4% |
| 17 | Apollon Wealth Management, LLCNEW | 82,253 | $4.0M | 0.0% | 0.8% | new |
| 18 | Key Financial IncNEW | 76,610 | $3.8M | 0.6% | 0.7% | new |
| 19 | Ashton Thomas Private Wealth, LLCNEW | 61,264 | $3.0M | 0.1% | 0.6% | new |
| 20 | FIFTH THIRD BANCORP | 44,648 | $2.2M | 0.0% | 0.4% | +676.2% |
| 21 | UBS Group AG | 43,298 | $2.1M | 0.0% | 0.4% | +2.3% |
| 22 | Aptus Capital Advisors, LLC | 33,052 | $1.6M | 0.0% | 0.3% | +28.4% |
| 23 | World Investment Advisors | 28,832 | $1.4M | 0.0% | 0.3% | 0.0% |
| 24 | LPL Financial LLC | 24,434 | $1.2M | 0.0% | 0.2% | -22.1% |
| 25 | Ancora Advisors LLCNEW | 23,000 | $1.1M | 0.0% | 0.2% | new |
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.