Doubleline Fortune 500 EqualDFVEETF
13F holders, Q3 2024 (September 30)5holders −1
0new positions
1sold out
$29.03avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Doubleline Fortune 500 Equal (DFVE) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Cantor Fitzgerald, L. P. ($3.9M), Barclays PLC ($1.7M) and JPMorgan Chase & Co. ($1.7M).
- Company
- Doubleline Fortune 500 Equal
- CUSIP
- 25861R600
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $80 |
All 13F filers, Q2 2024 → Q3 2024: 26,910 shares bought and 45,003 shares sold, net −18,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Cantor Fitzgerald, L. P. | 0.35% | Reduce -25.3% | 133,000 | $3.9M |
| Barclays PLC | 0.00% | No change | 60,000 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | No change | 60,000 | $1.7M |
| Morgan Stanley | 0.00% | No change | 60,000 | $1.7M |
| Foundations Investment Advisors, LLC | 0.03% | Add +173.4% | 42,432 | $1.2M |
"% of holder's portfolio" is DFVE's weight in each manager's 13F, not the share of Doubleline Fortune 500 Equal the manager owns.