§ EQUITY
USDDMBS
DOUBLELINE MORTGAGE ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
76 increased/new, 20 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Gradient Investments LLC | 3.1M | 2.3% | +16% |
| Advocacy Wealth Management, LLC | 1.0M | 2.3% | +7% |
| OSAIC HOLDINGS, INC. | 916K | 0.1% | +17% |
| Bank of New York Mellon Corp | 727K | 0.0% | +1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 686K | 0.7% | +1% |
| Foundations Investment Advisors, LLC | 637K | 0.4% | +11% |
◇ AC INTELLIGENCE
Top institutional owners for DMBS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER88.4% · 85 holders
DEALER / BANK10.1% · 10 holders
TACTICAL / MACRO1.5% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for DMBS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention DMBS yet.