Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MORTGAGE ETF
-
Total 13F shares
-
14,089,346
-
Share change
-
+3,560,780
-
Total reported value
-
$699,842,351
-
Price per share
-
$49.66
-
Number of holders
-
84
-
Value change
-
+$176,917,722
-
Number of buys
-
59
-
Number of sells
-
18
Institutional Holders of DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) as of Q4 2025
As of 31 Dec 2025,
DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) was held by
84 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,089,346 shares.
The largest 10 holders included
Gradient Investments LLC, Advocacy Wealth Management, LLC, CAPTRUST FINANCIAL ADVISORS, OSAIC HOLDINGS, INC., Bank of New York Mellon Corp, EVERGREEN CAPITAL MANAGEMENT LLC, FOUNDATIONS INVESTMENT ADVISORS, LLC, ENVESTNET ASSET MANAGEMENT INC, Tortoise Investment Management, LLC, and CAMBRIDGE ASSOCIATES LLC /MA/ /ADV.
This page lists
84
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.