Doubleline Fortune 500 EqualDFVEETF
13F holders, Q2 2026 (June 30)7holders −2
2new positions
4sold out
$35.88avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding Doubleline Fortune 500 Equal (DFVE) in their 13F filings, down 2 from Q1 2026. 2 opened new positions and 4 sold out. The largest holders were Foundations Investment Advisors, LLC ($24.0M), Goldman Sachs Group Inc. ($954K) and Mutual Advisors, LLC ($417K).
- Company
- Doubleline Fortune 500 Equal
- CUSIP
- 25861R600
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $27K |
| Exits | 4 | $2.3M |
All 13F filers, Q1 2026 → Q2 2026: 107,583 shares bought and 71,766 shares sold, net +35,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Foundations Investment Advisors, LLC | 0.25% | Add +18.5% | 667,707 | $24.0M |
| Goldman Sachs Group Inc. | 0.00% | No change | 26,574 | $954K |
| Mutual Advisors, LLC | 0.01% | Add +31.0% | 11,613 | $417K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,500 | $54K |
| UBS Group AG | 0.00% | New | 666 | $24K |
| Jones Financial Companies LLLP | 0.00% | New | 86 | $3K |
| Vanguard Advisers Inc. | 0.00% | No change | 3 | $108 |
"% of holder's portfolio" is DFVE's weight in each manager's 13F, not the share of Doubleline Fortune 500 Equal the manager owns.