Doubleline Fortune 500 EqualDFVEETF
13F holders, Q2 2024 (June 30)6holders +2
3new positions
1sold out
$26.73avg. 13F price*
At the end of Q2 2024, 6 institutions reported holding Doubleline Fortune 500 Equal (DFVE) in their 13F filings, up 2 from Q1 2024. 3 opened new positions and 1 sold out. The largest holders were Cantor Fitzgerald, L. P. ($4.8M), Barclays PLC ($1.6M) and JPMorgan Chase & Co. ($1.6M).
- Company
- Doubleline Fortune 500 Equal
- CUSIP
- 25861R600
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $5.2M |
| Exits | 1 | $1.1M |
All 13F filers, Q1 2024 → Q2 2024: 193,525 shares bought and 38,561 shares sold, net +154,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Cantor Fitzgerald, L. P. | 0.97% | New | 178,000 | $4.8M |
| Barclays PLC | 0.00% | No change | 60,000 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | No change | 60,000 | $1.6M |
| Morgan Stanley | 0.00% | No change | 60,000 | $1.6M |
| Foundations Investment Advisors, LLC | 0.01% | New | 15,522 | $415K |
| UBS Group AG | 0.00% | New | 3 | $80 |
"% of holder's portfolio" is DFVE's weight in each manager's 13F, not the share of Doubleline Fortune 500 Equal the manager owns.