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Public ownership evidence

DoubleLine Mortgage ETF (DMBS) Ownership Disclosures

Read DMBS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Brown Financial Advisors2026-06-302026-08-27216,939$10,649,427None
Layline Advisors, LLC2026-06-302026-08-2188,370$4,338,015None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-20149,982$7,387,725None
Transamerica Financial Advisors, LLC2026-06-302026-08-181,635$80,274None
Mutual Advisors, LLC2026-06-302026-08-155,626$276,168None
Foundations Investment Advisors, LLC2026-06-302026-08-1549,580$2,433,857None
Foundations Investment Advisors, LLC2026-06-302026-08-1534,601$1,698,537None
Foundations Investment Advisors, LLC2026-06-302026-08-15612,630$30,073,724None
Foundations Investment Advisors, LLC2026-06-302026-08-1570,183$3,445,254None
OSAIC HOLDINGS, INC.2026-06-302026-08-1535$1,718None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,044,545$51,276,199None
OSAIC HOLDINGS, INC.2026-06-302026-08-1564,766$3,179,241None
Orion Porfolio Solutions, LLC2026-06-302026-08-155,233$256,902None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1518,618$913,948None
Ancora Advisors LLC2026-06-302026-08-1523,000$1,129,058None
GUARDIAN WEALTH ADVISORS, LLC / NC2026-06-302026-08-159,651$473,763None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1529$1,430None
ROYAL BANK OF CANADA2026-06-302026-08-15322$16,000None
CITADEL ADVISORS LLC2026-06-302026-08-1517,518$859,950None
Larson Financial Group LLC2026-06-302026-08-15835$40,978None
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV2026-06-302026-08-15441,639$21,679,838None
World Investment Advisors2026-06-302026-08-1528,832$1,423,725None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1599$4,860None
Stillwater Private Wealth, LLC2026-06-302026-08-145,313$256,000None
Hobbs Group Advisors, LLC2026-06-302026-08-14319,516$15,684,874None
CreativeOne Wealth, LLC2026-06-302026-08-145,517$270,804None
CreativeOne Wealth, LLC2026-06-302026-08-1468$3,338None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14124$6,087None
UBS Group AG2026-06-302026-08-1443,298$2,125,499None
Mariner, LLC2026-06-302026-08-14193,432$9,495,481None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14562$27,588None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14113,092$5,551,637None
MORGAN STANLEY2026-06-302026-08-14179,721$8,822,463None
FMR LLC2026-06-302026-08-14700$34,352None
HUNTINGTON NATIONAL BANK2026-06-302026-08-145,845$286,929None
HUNTINGTON NATIONAL BANK2026-06-302026-08-142,099$103,039None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-131,230$60,380None
Compass Financial Group, Inc. (Ohio)2026-06-302026-08-13142,818$7,010,879None
Integrated Wealth Concepts LLC2026-06-302026-08-13113,763$5,584,619None
Aptus Capital Advisors, LLC2026-06-302026-08-1333,052$1,622,506None
NewEdge Advisors, LLC2026-06-302026-08-1311,108$545,280None
MARIPAU WEALTH MANAGEMENT LLC2026-06-302026-08-1278,416$3,881,810None
Stratos Wealth Advisors, LLC2026-06-302026-08-124,918$241,464None
RITHOLTZ WEALTH MANAGEMENT2026-06-302026-08-1241,426$2,033,582None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12753$36,945None
HOWARD BAILEY SECURITIES, LLC2026-06-302026-08-1110,376$509,353None
Westshore Wealth, LLC2026-06-302026-08-114,406$216,290None
TPG Financial Advisors, LLC2026-06-302026-08-11320,754$15,745,654None
RITHOLTZ WEALTH MANAGEMENT2026-06-302026-08-1141,426$2,033,582None

90-day public filing window, up to 50 source positions.

Brown Financial Advisors ↗Layline Advisors, LLC ↗Vermillion & White Wealth Management Group, LLC ↗Transamerica Financial Advisors, LLC ↗Mutual Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.