Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Doubleline ETF Trust (DMBS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
71%

Smart Money Signals — DMBS

Based on 104 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
104 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 — +51% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+51% 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 — 71% buying

77 buying32 selling
Last quarter: 77 funds were net buyers (19 opened a brand new position + 58 added to an existing one). Only 32 were sellers (19 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 22 → 21 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 37% entered in last year

■ 21% conviction (2yr+) ■ 42% medium ■ 37% new
Only 22 funds (21%) 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.
📈

Growing discovery — still being found

14 → 10 → 22 → 21 → 19 new funds/Q
New funds entering each quarter: 10 → 22 → 21 → 19. A growing number of institutions are discovering DMBS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 19% veterans, 45% new entrants

■ 19% veterans ■ 36% 1-2yr ■ 45% new
Of 104 current holders: 20 (19%) held 2+ years, 37 held 1–2 years, 47 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
10 of 104 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 Q2, 77 hedge funds were net buyers of DMBS (19 opened a new position, 58 added to an existing one), while 32 reduced or exited (19 trimmed, 13 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 104.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 10 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DMBS
103 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 103 98 5.1%
13F Shares 15M 14M 5.39%
Total Value $727M $694M 4.75%
New Positions 19 21 -2
Increased Positions 57 53 +4
Closed Positions 14 8 +6
Reduced Positions 19 20 -1
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 Q2)

103 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TPG Financial Advisors, LLC 4.70% 320,754 $15.7M
2 Compass Financial Group, Inc. (Ohio) 4.69% 142,818 $7.0M
3 Legacy CG, LLC 4.28% 340,863 $16.7M
4 Lord & Richards Wealth Management, LLC 4.27% 111,171 $5.5M
5 Hobbs Group Advisors, LLC 4.13% 319,516 $15.7M
6 Integrated Capital Management, INC. 4.08% 119,008 $5.8M
7 Layline Advisors, LLC 3.89% 88,370 $4.3M
8 Astoria Portfolio Advisors LLC. 3.75% 453,096 $22.2M
9 Vermillion & White Wealth Management Group, LLC 3.74% 149,982 $7.4M
10 Brown Financial Advisors 3.72% 216,939 $10.6M
11 Mattson Financial Services, LLC 3.62% 355,426 $17.3M
12 Paladin Wealth, LLC 3.58% 125,458 $6.2M
13 Oregon Pacific Wealth Management, LLC 3.53% 76,636 $3.8M
14 Puff Wealth Management, LLC 3.13% 62,570 $3.1M
15 Ami Investment Management Inc 2.68% 257,109 $12.6M
16 Tailwinds Wealth, LLC 2.21% 76,288 $3.7M
17 Gradient Investments LLC 2.09% 3,081,101 $151.2M
18 Cushing Capital Partners, LLC 1.99% 58,798 $2.9M
19 Advocacy Wealth Management, LLC 1.93% 1,084,082 $53.2M
20 New Republic Capital, LLC 1.76% 155,313 $7.6M
21 Mendel Money Management 1.41% 78,202 $3.8M
22 Maripau Wealth Management LLC 1.38% 78,416 $3.9M
23 Milestones Private Investment Advisors LLC 1.28% 32,861 $1.6M
24 Signal Advisors Wealth, LLC 0.94% 380,753 $18.7M
25 OmniStar Financial Group, Inc. 0.93% 41,330 $2.0M
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 — 3 quarters in a row: For 3 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 — 71% buying: Last quarter: 77 funds were net buyers (19 opened a brand new position + 58 added to an existing one). Only 32 were sellers (19 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DMBS holders?

Smaller funds dominant — 10% AUM from top-100: 10 of 104 holders rank in the top 100 by AUM, but together hold only 10% 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 — 37% entered in last year: Only 22 funds (21%) 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.

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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