Doubleline Fortune 500 EqualDFVEETF
13F holders, Q1 2025 (March 31)7holders −2
2new positions
4sold out
$28.23avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Doubleline Fortune 500 Equal (DFVE) in their 13F filings, down 2 from Q4 2024. 2 opened new positions and 4 sold out. The largest holders were Foundations Investment Advisors, LLC ($5.2M), Barclays PLC ($1.7M) and Morgan Stanley ($1.7M).
- Company
- Doubleline Fortune 500 Equal
- CUSIP
- 25861R600
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $9K |
| Exits | 4 | $2.6M |
All 13F filers, Q4 2024 → Q1 2025: 69,084 shares bought and 93,570 shares sold, net −24,486 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Foundations Investment Advisors, LLC | 0.10% | Add +58.9% | 184,188 | $5.2M |
| 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% | No change | 55,223 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +41.7% | 1,700 | $48K |
| UBS Group AG | 0.00% | New | 291 | $8K |
| N.E.W. Advisory Services LLC | 0.00% | New | 34 | $960 |
"% of holder's portfolio" is DFVE's weight in each manager's 13F, not the share of Doubleline Fortune 500 Equal the manager owns.