Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Doubleline ETF Trust (DMBS)

97 + Investors. Track Smart Money conviction in DMBS. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
2Q ▲
Buyers last Q
73%

Smart Money Signals — DMBS

Based on 98 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DMBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
98 hedge funds hold DMBS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +61% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+61% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 73% buying

74 buying27 selling
Last quarter: 74 funds were net buyers (21 opened a brand new position + 53 added to an existing one). Only 27 were sellers (20 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 10 → 21 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 39% entered in last year

19% conviction (2yr+) 42% medium 39% new
Only 19 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

18 → 14 → 10 → 21 → 21 new funds/Q
New funds entering each quarter: 14 → 10 → 21 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 15% veterans, 49% new entrants

15% veterans 36% 1-2yr 49% new
Of 98 current holders: 15 (15%) held 2+ years, 35 held 1–2 years, 48 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
14 of 98 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DMBS

In 2026 Q1, 74 hedge funds were net buyers of DMBS (21 opened a new position, 53 added to an existing one), while 27 reduced or exited (20 trimmed, 7 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 98.

Hedge Fund Ownership: DMBS

How many hedge funds hold DMBS — quarterly history vs. share price
Quarterly hedge fund ownership of DMBS vs. share price

Market Analysis: DMBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DMBS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Doubleline ETF Trust (DMBS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DMBS has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
DMBS
-0.8%
SPY
+13.9%

DMBS outperformed SPY by -14.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
DMBS
+1.3%
SPY
+0.2%

Since the filing became public, DMBS outperformed SPY by +1.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 10 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DMBS
97 + Investors

Track Smart Money conviction in DMBS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 97 84 15.48%
13F Shares 14M 14M 1.66%
Total Value $694M $703M -1.35%
New Positions 20 21 -1
Increased Positions 53 44 +9
Closed Positions 7 3 +4
Reduced Positions 20 15 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DMBS

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Institutional Holders (2026 Q1)

97 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DMBS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DMBS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TPG Financial Advisors, LLC 4.95% 308,262 $15.2M
2 Legacy CG, LLC 4.58% 334,150 $16.5M
3 Lord & Richards Wealth Management, LLC 4.55% 104,954 $5.2M
4 Compass Financial Group, Inc. (Ohio) 4.46% 123,300 $6.1M
5 Oregon Pacific Wealth Management, LLC 3.97% 76,988 $3.8M
6 Integrated Capital Management, INC. 3.95% 120,380 $5.9M
7 Mattson Financial Services, LLC 3.87% 327,954 $16.2M
8 Brown Financial Advisors 3.81% 203,658 $10.1M
9 Paladin Wealth, LLC 3.71% 109,238 $5.4M
10 Astoria Portfolio Advisors LLC. 3.36% 319,188 $15.8M
11 Hobbs Group Advisors, LLC 3.16% 213,937 $10.6M
12 Tailwinds Wealth, LLC 3.08% 25,472 $1.3M
13 Ami Investment Management Inc 2.76% 248,126 $12.3M
14 Gradient Investments LLC 2.35% 3,070,452 $151.6M
15 New Republic Capital, LLC 2.31% 138,900 $6.9M
16 Advocacy Wealth Management, LLC 2.29% 1,047,575 $51.7M
17 Cushing Capital Partners, LLC 2.18% 57,472 $2.8M
18 Maripau Wealth Management LLC 1.61% 73,982 $3.7M
19 Milestones Private Investment Advisors LLC 1.43% 32,887 $1.6M
20 Mendel Money Management 1.08% 52,234 $2.6M
21 Signal Advisors Wealth, LLC 0.99% 291,623 $14.4M
22 OmniStar Financial Group, Inc. 0.97% 38,009 $1.9M
23 Motley Fool Wealth Management, LLC 0.87% 155,054 $7.7M
24 W.G. Shaheen & Associates DBA Whitney & Co 0.81% 197,487 $9.8M
25 Evergreen Capital Management LLC 0.73% 686,434 $33.9M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Doubleline ETF Trust (DMBS)

What does the Smart Money Trend signal show for DMBS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DMBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DMBS?

More buyers than sellers — 73% buying: Last quarter: 74 funds were net buyers (21 opened a brand new position + 53 added to an existing one). Only 27 were sellers (20 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DMBS holders?

Smaller funds dominant — 14% AUM from top-100: 14 of 98 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DMBS?

Mostly new holders — 39% entered in last year: Only 19 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Doubleline ETF Trust (DMBS) following the 2026 Q1 hedge fund 13F filings?

As of today, DMBS has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), DMBS has gained -0.8% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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