DoubleLine Mortgage
DMBS • ARCA
DoubleLine Mortgage is an exchange-traded fund on ARCA. As of Q3 2025, 67 institutional investors hold shares in this ETF, with total holdings valued at $566.0M. Gradient Investments LLC is the largest holder with a position valued at $119.6M.
Overview
Overview of institutional ownership in DMBS as of Q3 2025
All Institutions
- Institutions
- 67
- Value Held
- $566.0M
- Shares Held
- 11.4M
- Avg Position
- $8.4M
- Median Position
- $2.7M
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in DMBS as of Q3 2025
| Institution | Position Value |
|---|---|
 Gradient Investments LLC RIA/Wealth | $119.6M 2.08% of portfolio |
 COBBLESTONE CAPITAL ADVISORS LLC /NY/ RIA/Wealth | $47.4M 2.28% of portfolio |
A Advisor Group Holdings, Inc. Institution | $36.8M 0.05% of portfolio |
 Bank of New York Mellon Corp Institution | $35.1M 0.01% of portfolio |
E EVERGREEN CAPITAL MANAGEMENT LLC Institution | $32.8M 0.78% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $23.2M 0.01% of portfolio |
 Foundations Investment Advisors, LLC RIA/Wealth | $21.4M 0.32% of portfolio |
 Tortoise Investment Management, LLC RIA/Wealth | $20.1M 1.79% of portfolio |
 MORGAN STANLEY RIA/Wealth | $17.7M 0.00% of portfolio |
 Legacy CG, LLC RIA/Wealth | $16.2M 4.92% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DMBS in Q3 2025
- Traded
- +$134.3M
- Buyers
- 52
- Sellers
- 23
- Total Bought
- +$150.1M
- Total Sold
- −$15.8M
- Avg Position
- $7.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$36.8M +740.7K shares |
Bank of New York Mellon Corp Institution | +$35.1M +706.4K shares |
Gradient Investments LLC RIA/Wealth | +$26.4M +531.5K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$10.6M +212.6K shares |
Foundations Investment Advisors, LLC RIA/Wealth | +$4.6M +92.8K shares |
Tortoise Investment Management, LLC RIA/Wealth | +$4.2M +83.6K shares |
 Oregon Pacific Wealth Management, LLC RIA/Wealth | +$3.0M +60.2K shares |
 Savvy Advisors, Inc. RIA/Wealth | +$2.7M +53.7K shares |
 Mattson Financial Services, LLC RIA/Wealth | +$2.4M +49.2K shares |
 Signal Advisors Wealth, LLC RIA/Wealth | +$2.4M +49.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
S SeaBridge Investment Advisors LLC RIA/Wealth | −$3.9M −79.7K shares |
 Astoria Portfolio Advisors LLC. Fund of Funds | −$3.5M −70.1K shares |
 UBS Group AG Institution | −$2.1M −42.2K shares |
P PUFF WEALTH MANAGEMENT, LLC Institution | −$1.3M −25.8K shares |
 Goss Wealth Management LLC RIA/Wealth | −$1.2M −24.3K shares |
 AMI INVESTMENT MANAGEMENT INC RIA/Wealth | −$747.0K −15.0K shares |
C Canandaigua National Trust Co of Florida Institution | −$575.3K −11.7K shares |
−$494.9K −10.1K shares | |
M Motley Fool Wealth Management, LLC Institution | −$340.0K −6.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$324.8K −6.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DMBS in Q3 2025
- New Positions
- 9
- New Value
- $41.5M
- Exited Positions
- 12
- Exited Value
- $7.6M
New Positions
| Institution | Position Value |
|---|---|
Bank of New York Mellon Corp Institution | $35.1M 706.4K shares |
Oregon Pacific Wealth Management, LLC RIA/Wealth | $3.0M 60.2K shares |
 Mendel Money Management RIA/Wealth | $1.3M 25.9K shares |
C COMERICA BANK Institution | $688.8K 13.9K shares |
 Summit Financial, LLC RIA/Wealth | $490.1K 9.9K shares |
 SILVERLAKE WEALTH MANAGEMENT LLC RIA/Wealth | $346.3K 7.0K shares |
 A4 Wealth Advisors LLC RIA/Wealth | $346.1K 7.0K shares |
 Prime Capital Investment Advisors, LLC RIA/Wealth | $249.7K 5.0K shares |
 Golden State Wealth Management, LLC RIA/Wealth | $1.1K 22.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
S SeaBridge Investment Advisors LLC RIA/Wealth | $3.9M 79.7K shares |
P PUFF WEALTH MANAGEMENT, LLC Institution | $1.3M 25.8K shares |
C Canandaigua National Trust Co of Florida Institution | $575.3K 11.7K shares |
$494.9K 10.1K shares | |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $324.8K 6.6K shares |
 GOLDMAN SACHS GROUP INC Institution | $308.1K 6.3K shares |
 TRANSATLANTIQUE PRIVATE WEALTH LLC RIA/Wealth | $260.8K 5.3K shares |
 RFG Advisory Group, LLC RIA/Wealth | $212.7K 4.3K shares |
F FLOW TRADERS U.S. LLC Institution | $205.3K 4.2K shares |
 Hanson McClain, Inc. RIA/Wealth | $35.6K 726.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in DMBS as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DMBS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Legacy CG, LLC RIA/Wealth | 4.92% $16.2M |
L Lord & Richards Wealth Management, LLC Institution | 4.76% $5.0M |
 TPG Financial Advisors, LLC RIA/Wealth | 4.32% $11.6M |
 INTEGRATED CAPITAL MANAGEMENT, INC. RIA/Wealth | 4.11% $5.9M |
 Hobbs Group Advisors, LLC RIA/Wealth | 4.04% $10.8M |
P Paladin Wealth, LLC Institution | 3.32% $4.4M |
Mattson Financial Services, LLC RIA/Wealth | 3.17% $12.9M |
B Brown Financial Advisors RIA/Wealth | 3.12% $8.1M |
Oregon Pacific Wealth Management, LLC RIA/Wealth | 2.91% $3.0M |
 Cushing Capital Partners, LLC RIA/Wealth | 2.49% $3.1M |