DoubleLine Mortgage ETF (DMBS)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders95of 5,944

Avg: 68

Uncrowded86th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.68x

73th percentile

75 buying28 selling

+21

New

-8

Closed

+357K

Net shares

Ownership Concentration

Top 5: 44.5%Top 10: 59.5%

Gradient Investments21.2%

Advocacy Wealth Management,7.2%

OSAIC HOLDINGS,6.3%

Bank of New York Mellon5.0%

EVERGREEN CAPITAL MANAGEMENT4.7%

Others (90)55.5%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Institutional Trends (8 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders95of 5,944

Avg: 68

Uncrowded86th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.68x

73th percentile

75 buying28 selling

+21

New

-8

Closed

+357K

Net shares

Ownership Concentration

Top 5: 44.5%Top 10: 59.5%

Gradient Investments21.2%

Advocacy Wealth Management,7.2%

OSAIC HOLDINGS,6.3%

Bank of New York Mellon5.0%

EVERGREEN CAPITAL MANAGEMENT4.7%

Others (90)55.5%

Crowding AnalysisCrowded

Holders95of 5,944

Avg: 68

Uncrowded86th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.68x

73th percentile

75 buying28 selling

+21

New

-8

Closed

+357K

Net shares

Ownership Concentration

Top 5: 44.5%Top 10: 59.5%

Gradient Investments21.2%

Advocacy Wealth Management,7.2%

OSAIC HOLDINGS,6.3%

Bank of New York Mellon5.0%

EVERGREEN CAPITAL MANAGEMENT4.7%

Others (90)55.5%

Conviction-Weighted Ownership

Median weight: 0.56%Avg weight: 1.46%Max: 4.58%High conviction (>1%): 4

Gradient Investments

Advocacy Wealth Management,

OSAIC HOLDINGS,

Bank of New York Mellon

EVERGREEN CAPITAL MANAGEMENT

FOUNDATIONS INVESTMENT ADVISORS,

ENVESTNET ASSET MANAGEMENT

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

Legacy CG,

Mattson Financial Services,

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2023-06

$11,440

DMBS · +14%

$17,486

S&P 500 · +75%

−$6,047

behind the index

Total return (5Y)

+14%

S&P 500

+75%

vs. market

-60%

underperformed

Annualized

4.6%

mkt 20.5%

Volatility

6%

annualized

Beta

0.15

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

DMBSS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

DMBS (solid)S&P 500 (outline)Green = positive year, red = negative. Number = DMBS's return.

Beat the market

0 / 4 yrs

0% win rate

Best year

+9%

2025

Worst year

+1%

2026

Worst drawdown

-4%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -4%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.