Vault-13

DOUBLELINE ETF TRUST DMBS

MORTGAGE ETF · ETP · CUSIP 25861R402

99 institutional holders +13 vs Q4 2025
14,534,15114.5m shares reported held*
$718.1mreported value*
21 new 54 added 20 reduced 5 sold out net bought ≈ $21.2m (+425.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $49.41.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q2 23: 7Q3 23: 10Q4 23: 25Q1 24: 36Q2 24: 40Q3 24: 53Q4 24: 58Q1 25: 64Q2 25: 70Q3 25: 67Q4 25: 86Q1 26: 9999Q2 23Q1 24Q4 24Q3 25Q1 26
Numbers
QuarterHolders
Q2 20237
Q3 202310
Q4 202325
Q1 202436
Q2 202440
Q3 202453
Q4 202458
Q1 202564
Q2 202570
Q3 202567
Q4 202586
Q1 202699

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 24 bought or addedQ2 24: 15 cut or sold outQ3 24: 36 bought or addedQ3 24: 15 cut or sold outQ3 24Q4 24: 32 bought or addedQ4 24: 24 cut or sold outQ1 25: 46 bought or addedQ1 25: 25 cut or sold outQ1 25Q2 25: 46 bought or addedQ2 25: 24 cut or sold outQ3 25: 51 bought or addedQ3 25: 23 cut or sold outQ3 25Q4 25: 60 bought or addedQ4 25: 18 cut or sold outQ1 26: 75 bought or addedQ1 26: 25 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242415
Q3 20243615
Q4 20243224
Q1 20254625
Q2 20254624
Q3 20255123
Q4 20256018
Q1 20267525

Biggest buyers

Gradient Investments LLC Added +417,018+417.0k
CITADEL ADVISORS LLC New +222,753+222.8k
GOLDMAN SACHS GROUP INC New +201,263+201.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +144,137+144.1k
OSAIC HOLDINGS, INC. Added +134,660+134.7k
Vermillion & White Wealth Management Group, LLC Added +108,817+108.8k
Advocacy Wealth Management, LLC Added +71,079+71.1k
Foundations Investment Advisors, LLC Added +60,724+60.7k
Great Diamond Partners, LLC New +52,118+52.1k
Oregon Pacific Wealth Management, LLC Added +51,648+51.6k

Biggest sellers

CAPTRUST FINANCIAL ADVISORS Reduced -751,640-751.6k
Tortoise Investment Management, LLC Reduced -413,882-413.9k
MORGAN STANLEY Reduced -175,495-175.5k
Motley Fool Wealth Management, LLC Reduced -50,422-50.4k
Compound Planning, Inc. Reduced -33,443-33.4k
NewEdge Advisors, LLC Reduced -29,721-29.7k
MML INVESTORS SERVICES, LLC Reduced -27,601-27.6k
UBS Group AG Reduced -15,197-15.2k
Canandaigua National Trust Co of Florida Sold out -11,725-11.7k
Bauman Advisory Group, LLC Sold out -8,095-8.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Gradient Investments LLC 2.35% of their portfolio ARDEN HILLS, MN 3,070,4523.1m $151.6m $151.6m 2.35% Added +417.0k +417,018
2 Advocacy Wealth Management, LLC 2.29% of their portfolio ATLANTA, GA 1,047,5751.0m $51.7m $51.7m 2.29% Added +71.1k +71,079
3 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 915,683915.7k $45.2m $45.2m 0.07% Added +134.7k +134,660
4 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 727,272727.3k $35.9m $35.9m 0.01% Added +8.2k +8,150
5 EVERGREEN CAPITAL MANAGEMENT LLC 0.74% of their portfolio Bellevue, WA 686,434686.4k $33.9m $33.9m 0.74% Added +8.1k +8,120
6 Foundations Investment Advisors, LLC 0.39% of their portfolio PHOENIX, AZ 637,231637.2k $31.5m $31.5m 0.39% Added +60.7k +60,724
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 479,800479.8k $23.7m $23.7m 0.01% Added +5.2k +5,204
8 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.32% of their portfolio BOSTON, MA 408,860408.9k $20.2m $20.2m 0.32% Unchanged
9 Legacy CG, LLC 4.58% of their portfolio PLANO, TX 334,150334.1k $16.5m $16.5m 4.58% Added +3.6k +3,588
10 Mattson Financial Services, LLC 3.87% of their portfolio KENTWOOD, MI 327,954328.0k $16.2m $16.2m 3.87% Added +29.7k +29,678
11 Astoria Portfolio Advisors LLC. 3.37% of their portfolio NEW YORK, NY 319,188319.2k $15.8m $15.8m 3.37% Added +320 +320
12 PARK AVENUE SECURITIES LLC 0.12% of their portfolio NEW YORK, NY 311,576311.6k $15.4m $15.4m 0.12% Added +1.1k +1,100
13 TPG Financial Advisors, LLC 4.95% of their portfolio PORTLAND, OR 308,262308.3k $15.2m $15.2m 4.95% Added +7.9k +7,942
14 Signal Advisors Wealth, LLC 0.99% of their portfolio DETROIT, MI 291,623291.6k $14.4m $14.4m 0.99% Added +4.5k +4,463
15 AMI INVESTMENT MANAGEMENT INC 2.76% of their portfolio KENDALLVILLE, IN 248,126248.1k $12.3m $12.3m 2.76% Added +9.9k +9,920
16 Compound Planning, Inc. 0.36% of their portfolio NEW YORK, NY 239,485239.5k $11.8m $11.8m 0.36% Reduced -33.4k -33,443
17 Savvy Advisors, Inc. 0.31% of their portfolio NEW YORK, NY 231,819231.8k $11.4m $11.4m 0.31% Added +21.4k +21,356
18 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 222,753222.8k $11.0m $11.0m 0.01% New
19 Hobbs Group Advisors, LLC 3.16% of their portfolio COLUMBIA, SC 213,937213.9k $10.6m $10.6m 3.16% Added +9.2k +9,180
20 Brown Financial Advisors 3.81% of their portfolio MILFORD, OH 203,658203.7k $10.1m $10.1m 3.81% Added +40.3k +40,263
21 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 201,263201.3k $9.9m $9.9m 0.00% New
22 W.G. Shaheen & Associates DBA Whitney & Co 0.81% of their portfolio ROCHESTER, NY 197,487197.5k $9.8m $9.8m 0.81% Added +10.7k +10,738
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 192,376192.4k $9.5m $9.5m 0.00% Reduced -175.5k -175,495
24 Mariner, LLC 0.01% of their portfolio Overland Park, KS 190,761190.8k $9.4m $9.4m 0.01% Added +23.7k +23,744
25 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 175,469175.5k $8.7m $8.7m 0.02% Reduced -751.6k -751,640
26 Motley Fool Wealth Management, LLC 0.87% of their portfolio ALEXANDRIA, VA 155,054155.1k $7.7m $7.7m 0.87% Reduced -50.4k -50,422
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 148,987149.0k $7.4m $7.4m 0.01% Added +144.1k +144,137
28 Vermillion & White Wealth Management Group, LLC 4.07% of their portfolio PHOENIXVILLE, PA 143,193143.2k $7.1m $7.1m 4.07% Added +108.8k +108,817
29 New Republic Capital, LLC 2.31% of their portfolio CHARLOTTE, NC 138,900138.9k $6.9m $6.9m 2.31% Added +28.6k +28,643
30 Compass Financial Group, Inc. (Ohio) 4.46% of their portfolio DUBLIN, OH 123,300123.3k $6.1m $6.1m 4.46% Added +28.0k +27,991
31 INTEGRATED CAPITAL MANAGEMENT, INC. 3.95% of their portfolio JESSUP, PA 120,380120.4k $5.9m $5.9m 3.95% Reduced -2.3k -2,277
32 Paladin Wealth, LLC 3.71% of their portfolio ARDEN HILLS, MN 109,238109.2k $5.4m $5.4m 3.71% Added +11.2k +11,170
33 Lord & Richards Wealth Management, LLC 4.55% of their portfolio HIGHLANDS RANCH, CO 104,954105.0k $5.2m $5.2m 4.55% Reduced -505 -505
34 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 98,02498.0k $4.8m $4.8m 0.04% Added +7.8k +7,849
35 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 89,54189.5k $4.4m $4.4m 0.01% Reduced -27.6k -27,601
36 Global Wealth Management Investment Advisory, Inc. 0.66% of their portfolio FORT LAUDERDALE, FL 84,86384.9k $4.2m $4.2m 0.66% Added +19.2k +19,232
37 MATHER GROUP, LLC. 0.04% of their portfolio CHICAGO, IL 84,18184.2k $4.2m $4.2m 0.04% Added +884 +884
38 Oregon Pacific Wealth Management, LLC 3.97% of their portfolio Medford, OR 76,98877.0k $3.8m $3.8m 3.97% Added +51.6k +51,648
39 MARIPAU WEALTH MANAGEMENT LLC 1.61% of their portfolio FORT WAYNE, IN 73,98274.0k $3.7m $3.7m 1.61% Reduced -2.0k -1,962
40 Cushing Capital Partners, LLC 2.18% of their portfolio DELAFIELD, WI 57,47257.5k $2.8m $2.8m 2.18% Reduced -4.2k -4,155
41 Mendel Money Management 1.08% of their portfolio NORTHBROOK, IL 52,23452.2k $2.6m $2.6m 1.08% Added +11.6k +11,577
42 Great Diamond Partners, LLC 0.50% of their portfolio Portland, ME 52,11852.1k $2.6m $2.6m 0.50% New
43 RITHOLTZ WEALTH MANAGEMENT 0.04% of their portfolio NEW YORK, NY 42,84942.8k $2.1m $2.1m 0.04% New
44 UBS Group AG 0.00% of their portfolio ZURICH, V8 42,30742.3k $2.1m $2.1m 0.00% Reduced -15.2k -15,197
45 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 39,47039.5k $1.9m $1.9m 0.00% Added +31.7k +31,746
46 OmniStar Financial Group, Inc. 0.97% of their portfolio Wilmington, NC 38,00938.0k $1.9m $1.9m 0.97% Added +11.3k +11,303
47 Milestones Private Investment Advisors LLC 1.43% of their portfolio FAIRPORT, NY 32,88732.9k $1.6m $1.6m 1.43% Added +718 +718
48 Tortoise Investment Management, LLC 0.13% of their portfolio WHITE PLAINS, NY 31,85331.9k $1.6m $1.6m 0.13% Reduced -413.9k -413,882
49 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 31,35731.4k $1.5m $1.5m 0.00% Added +17.6k +17,567
50 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 28,83228.8k $1.4m $1.4m 0.02% Added +2.4k +2,420
51 Aptus Capital Advisors, LLC 0.01% of their portfolio FAIRHOPE, AL 25,74825.7k $1.3m $1.3m 0.01% Added +4.3k +4,276
52 Tailwinds Wealth, LLC 3.08% of their portfolio VADNAIS HEIGHTS, MN 25,47225.5k $1.3m $1.3m 3.08% Added +6.7k +6,687
53 SILVERLAKE WEALTH MANAGEMENT LLC 0.24% of their portfolio WILLISTON, VT 23,22323.2k $1.1m $1.1m 0.24% Added +6.4k +6,363
54 Ancora Advisors LLC 0.02% of their portfolio Cleveland, OH 23,00023.0k $1.1m $1.1m 0.02% Added +5.0k +5,000
55 GeoWealth Management, LLC 0.03% of their portfolio CHICAGO, IL 17,18917.2k $848.8k $848.8k 0.03% Added +1.6k +1,603
56 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 16,79316.8k $829.2k $829.2k 0.01% Added +1.5k +1,490
57 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 13,61013.6k $672.0k $672.0k 0.02% Added +9.5k +9,502
58 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,05312.1k $595.2k $595.2k 0.00% Reduced -29.7k -29,721
59 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 11,18111.2k $552.1k $552.1k 0.00% New
60 Latitude Advisors, LLC 0.25% of their portfolio YORKVILLE, IL 11,05811.1k $546.0k $546.0k 0.25% Added +2.4k +2,370
61 HOWARD BAILEY SECURITIES, LLC 0.21% of their portfolio FORT WAYNE, IN 10,41510.4k $514.3k $514.3k 0.21% Reduced -1.7k -1,736
62 Sepio Capital, LP 0.03% of their portfolio Salt Lake City, UT 10,21110.2k $504.2k $504.2k 0.03% Added +1 +1
63 ARGUS INVESTORS' COUNSEL, INC. 0.41% of their portfolio NEW YORK, NY 9,4529.5k $466.7k $466.7k 0.41% Added +4.2k +4,210
64 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,2659.3k $457.5k $457.5k 0.00% New
65 Welch Financial Planning, LLC 0.33% of their portfolio BOULDER, CO 9,2099.2k $454.7k $454.7k 0.33% Reduced -1.9k -1,894
66 Waterloo Capital, L.P. 0.03% of their portfolio AUSTIN, TX 8,5458.5k $421.9k $421.9k 0.03% Reduced -53 -53
67 GUARDIAN WEALTH ADVISORS, LLC / NC 0.03% of their portfolio RALEIGH, NC 7,9758.0k $393.8k $393.8k 0.03% Added +3.2k +3,157
68 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 7,9447.9k $392.3k $392.3k 0.00% Added +3.6k +3,553
69 Financial Guidance Group, Inc. 0.16% of their portfolio Palm Harbor, FL 7,9127.9k $390.7k $390.7k 0.16% Added +1.2k +1,161
70 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,6237.6k $376.0k $376.0k 0.00% Reduced -198 -198
71 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,5227.5k $371.5k $371.5k 0.01% Reduced -7.4k -7,428
72 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,2646.3k $308.1k $308.1k 0.00% Added +6.3k +6,262
73 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 6,0456.0k $298.5k $298.5k 0.01% New
74 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 5,7805.8k $285.4k $285.4k 0.01% Added +45 +45
75 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 5,7525.8k $284.0k $284.0k 0.00% New
76 SCS Capital Management LLC 0.00% of their portfolio BOSTON, MA 5,5275.5k $272.9k $272.9k 0.00% Added +46 +46
77 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,4305.4k $268.1k $268.1k 0.00% Reduced -368 -368
78 Strong Retirement Solutions LLC 0.18% of their portfolio SILVERDALE, WA 5,1455.1k $254.1k $254.1k 0.18% Reduced -151 -151
79 Stratos Wealth Advisors, LLC 0.01% of their portfolio BEACHWOOD, OH 4,7504.8k $234.6k $234.6k 0.01% New
80 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,6954.7k $231.8k $231.8k 0.00% Added +362 +362
81 Bison Wealth, LLC 0.02% of their portfolio ATLANTA, GA 4,6794.7k $229.1k $229.1k 0.02% New
82 A4 Wealth Advisors LLC 0.18% of their portfolio HUNTERSVILLE, NC 4,4044.4k $217.5k $217.5k 0.18% Reduced -484 -484
83 Westshore Wealth, LLC 0.08% of their portfolio NEWPORT BEACH, CA 4,3424.3k $214.4k $214.4k 0.08% New
84 PARSONS CAPITAL MANAGEMENT INC/RI 0.01% of their portfolio PROVIDENCE, RI 4,2724.3k $211.0k $211.0k 0.01% New
85 Waterfront Wealth Inc. 0.04% of their portfolio OVERLAND PARK, KS 4,2644.3k $210.6k $210.6k 0.04% New
86 Walser Wealth Management Company, A Ltd Liability Co 0.09% of their portfolio TAMPA, FL 4,1214.1k $203.5k $203.5k 0.09% New
87 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 2,0602.1k $101.3k $101.3k 0.00% New
88 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,0331.0k $51.0k $51.0k 0.00% New
89 Root Financial Partners, LLC 0.00% of their portfolio ENCINITAS, CA 974974 $48.1k $48.1k 0.00% New
90 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 958958 $47.3k $47.3k 0.00% New
91 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 826826 $40.8k $40.8k 0.00% Added +6 +6
92 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 379379 $18.7k $18.7k 0.00% New
93 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 354354 $17.5k $17.5k 0.00% Unchanged
94 CWM, LLC 0.00% of their portfolio OMAHA, NE 256256 $12.6k $12.6k 0.00% Added +244 +244
95 FMR LLC 0.00% of their portfolio BOSTON, MA 160160 $7.9k $7.9k 0.00% Added +159 +159
96 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 2222 $1.1k $1.1k 0.00% Unchanged
97 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2020 $978 $978 0.00% New
98 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1010 $494 $494 0.00% Unchanged
99 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 66 $296 $296 0.00% New