DMBS · Insider trading · 13F holders · Congress trades
Doubleline ETF Trust (DMBS)
Who is buying and selling DMBS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 31
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DMBS at a glance
- No open-market insider purchases or sales of DMBS were filed in the last 90 days.
- 31 13F filers hold DMBS among their 50 largest positions, worth $445.8M combined. The biggest bets by portfolio weight are TPG Financial Advisors, LLC (4.7%), Compass Financial Group, Inc. (Ohio) (4.7%) and Legacy CG, LLC (4.3%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
- No member of Congress has disclosed a trade in DMBS.
DMBS insider trading
No open-market insider purchases or sales of DMBS were filed in the last 90 days.
Who owns DMBS? Hedge funds and superinvestors
31 13F filers hold DMBS among their 50 largest positions, worth $445.8M combined. The biggest bets by portfolio weight are TPG Financial Advisors, LLC (4.7%), Compass Financial Group, Inc. (Ohio) (4.7%) and Legacy CG, LLC (4.3%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Gradient Investments LLCWealth manager | 1.8% | $123.1M | 2,658,526 | -13.7% shares | Q3 2026 |
| Advocacy Wealth Management, LLCWealth manager | 1.9% | $53.2M | 1,084,082 | +3.5% shares | Q2 2026 |
| Evergreen Capital Management LLCWealth manager | 0.6% | $32.9M | 710,259 | +4.7% shares | Q3 2026 |
| Astoria Portfolio Advisors LLC.Asset manager | 3.8% | $22.2M | 453,096 | +42.0% shares | Q2 2026 |
| Cambridge Associates LLC /ma/ /advInvestment manager | 0.3% | $21.7M | 441,639 | +8.0% shares | Q2 2026 |
| Signal Advisors Wealth, LLCWealth manager | 0.8% | $18.6M | 402,565 | +5.7% shares | Q3 2026 |
| Mattson Financial Services, LLCWealth manager | 3.6% | $17.3M | 355,426 | +8.4% shares | Q2 2026 |
| Legacy CG, LLCWealth manager | 4.3% | $16.7M | 340,863 | +2.0% shares | Q2 2026 |
| TPG Financial Advisors, LLCInstitutional asset manager | 4.7% | $15.7M | 320,754 | +4.1% shares | Q2 2026 |
| Hobbs Group Advisors, LLCWealth manager | 4.1% | $15.7M | 319,516 | +49.4% shares | Q2 2026 |
| Ami Investment Management IncInstitutional asset manager | 2.2% | $11.6M | 249,931 | -2.8% shares | Q3 2026 |
| Brown Financial AdvisorsWealth manager | 3.7% | $10.6M | 216,939 | +6.5% shares | Q2 2026 |
| W.G. Shaheen & Associates DBA Whitney & CoInvestment manager | 0.7% | $10.2M | 208,134 | +5.4% shares | Q2 2026 |
| New Republic Capital, LLCAsset manager | 1.8% | $7.6M | 155,313 | +11.8% shares | Q2 2026 |
| Vermillion & White Wealth Management Group, LLCWealth manager | 3.7% | $7.4M | 149,982 | +4.7% shares | Q2 2026 |
| Compass Financial Group, Inc. (Ohio)Wealth manager | 4.7% | $7.1M | 152,528 | +6.8% shares | Q3 2026 |
| Paladin Wealth, LLCWealth manager | 3.1% | $5.7M | 124,086 | -1.1% shares | Q3 2026 |
| Integrated Capital Management, Inc.Hedge fund | 3.9% | $5.4M | 117,078 | -1.6% shares | Q3 2026 |
| WESPAC Advisors SoCal, LLCWealth manager | 0.9% | $5.0M | 107,340 | — | Q3 2026 |
| Lord & Richards Wealth Management, LLCWealth manager | 3.4% | $4.5M | 96,342 | -13.3% shares | Q3 2026 |
| Layline Advisors, LLCWealth manager | 3.9% | $4.3M | 88,370 | +13.2% shares | Q2 2026 |
| Maripau Wealth Management LLCWealth manager | 1.4% | $3.9M | 78,416 | +6.0% shares | Q2 2026 |
| Mendel Money ManagementWealth manager | 1.4% | $3.8M | 78,202 | +49.7% shares | Q2 2026 |
| Key Financial IncWealth manager | 0.6% | $3.8M | 76,610 | — | Q2 2026 |
| Oregon Pacific Wealth Management, LLCWealth manager | 3.5% | $3.8M | 81,176 | +5.9% shares | Q3 2026 |
| Tailwinds Wealth, LLCWealth manager | 2.2% | $3.7M | 76,288 | +199.5% shares | Q2 2026 |
| Puff Wealth Management, LLCWealth manager | 3.0% | $3.2M | 69,682 | +11.4% shares | Q3 2026 |
| Cushing Capital Partners, LLCWealth manager | 1.8% | $3.0M | 63,760 | +8.4% shares | Q3 2026 |
| OmniStar Financial Group, Inc.Wealth manager | 0.8% | $1.9M | 41,274 | -0.1% shares | Q3 2026 |
| Milestones Private Investment Advisors LLCWealth manager | 1.3% | $1.6M | 33,605 | +2.3% shares | Q3 2026 |
The 30 largest of 31 positions, by value. Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 17). Screen DMBS in the grand portfolio →
DMBS stock trades by members of Congress
No member of Congress has disclosed a trade in DMBS.
DMBS questions and answers
Are insiders buying DMBS stock?
No open-market insider purchases or sales of DMBS were filed in the last 90 days.
Which hedge funds own DMBS?
31 13F filers hold DMBS among their 50 largest positions, worth $445.8M combined. The biggest bets by portfolio weight are TPG Financial Advisors, LLC (4.7%), Compass Financial Group, Inc. (Ohio) (4.7%) and Legacy CG, LLC (4.3%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
Has Congress traded DMBS?
No member of Congress has disclosed a trade in DMBS.
Who is the largest holder of DMBS?
Among 13F filers, Gradient Investments LLC reports the largest DMBS position, $123.1M (2,658,526 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is TPG Financial Advisors, LLC's: 4.7% of its portfolio.
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