Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / MORTGAGE ETF
-
Total 13F shares
-
9,336,794
-
Share change
-
+901,996
-
Total reported value
-
$458,041,616
-
Price per share
-
$49.07
-
Number of holders
-
69
-
Value change
-
+$44,157,138
-
Number of buys
-
46
-
Number of sells
-
24
Institutional Holders of DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) as of Q2 2025
As of 30 Jun 2025 DOUBLELINE ETF TRUST - MORTGAGE ETF (DMBS) had 69 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 9,336,794 shares of stock of the company.
Largest 10 holders included Gradient Investments LLC, COBBLESTONE CAPITAL ADVISORS LLC /NY/, EVERGREEN CAPITAL MANAGEMENT LLC, CW Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Foundations Investment Advisors, LLC, Tortoise Investment Management, LLC, MORGAN STANLEY, PARK AVENUE SECURITIES LLC, and Legacy CG, LLC.
This table shows 69 institutional shareholders of the security as of 30 Jun 2025.
| 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.