Doubleline Fortune 500 EqualDFVEETF
13F holders, Q4 2024 (December 31)9holders +4
4new positions
0sold out
$28.31avg. 13F price*
At the end of Q4 2024, 9 institutions reported holding Doubleline Fortune 500 Equal (DFVE) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 0 sold out. The largest holders were Foundations Investment Advisors, LLC ($3.3M), Cantor Fitzgerald, L. P. ($1.8M) and Barclays PLC ($1.7M).
- Company
- Doubleline Fortune 500 Equal
- CUSIP
- 25861R600
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $899K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 105,267 shares bought and 74,777 shares sold, net +30,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Foundations Investment Advisors, LLC | 0.06% | Add +173.2% | 115,929 | $3.3M |
| Cantor Fitzgerald, L. P. | 0.07% | Reduce -52.6% | 63,000 | $1.8M |
| Barclays PLC | 0.00% | No change | 60,000 | $1.7M |
| Morgan Stanley | 0.00% | No change | 60,000 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.0% | 55,223 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 30,318 | $858K |
| Osaic Holdings, Inc. | 0.00% | New | 1,200 | $34K |
| Bangor Savings Bank | 0.00% | New | 251 | $7K |
| FMR LLC | 0.00% | New | 1 | $28 |
"% of holder's portfolio" is DFVE's weight in each manager's 13F, not the share of Doubleline Fortune 500 Equal the manager owns.