Who owns DMBS?
Mortgage ETF
102 institutions reported holding DMBS, worth $755.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DMBS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Gradient Investments LLC | Arden Hills, MN | $151.2M | 3,081,101 | +10,649 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $54.5M | 1,109,346 | +193,663 shares |
| Advocacy Wealth Management, LLC | Atlanta, GA | $53.2M | 1,084,082 | +36,507 shares |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $37.7M | 766,994 | +129,763 shares |
| Bank of New York Mellon Corp | New York, NY | $36.8M | 750,310 | +23,038 shares |
| Evergreen Capital Management LLC | Bellevue, WA | $33.3M | 678,657 | −7,777 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $26.3M | 535,147 | +55,347 shares |
| Astoria Portfolio Advisors LLC. | New York, NY | $22.2M | 453,096 | +133,908 shares |
| Cambridge Associates LLC /MA/ | Boston, MA | $21.7M | 441,639 | +32,779 shares |
| Signal Advisors Wealth, LLC | Detroit, MI | $18.7M | 380,753 | +89,130 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DMBS?
102 institutional managers reported holding DMBS in Form 13F filings for June 30, 2026, worth $755.4M in total. The largest reported position was held by Gradient Investments LLC, at $151.2M.
Did institutions buy or sell DMBS last quarter?
Reported 13F value rose 5.3% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DMBS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.