Doubleline Fortune 500 EqualDFVEETF
13F holders, Q2 2025 (June 30)6holders −1
2new positions
3sold out
$29.80avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Doubleline Fortune 500 Equal (DFVE) in their 13F filings, down 1 from Q1 2025. 2 opened new positions and 3 sold out. The largest holders were Foundations Investment Advisors, LLC ($6.8M), Morgan Stanley ($1.8M) 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.7M |
| Exits | 3 | $1.8M |
All 13F filers, Q1 2025 → Q2 2025: 100,644 shares bought and 61,991 shares sold, net +38,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Foundations Investment Advisors, LLC | 0.11% | Add +24.4% | 229,062 | $6.8M |
| Morgan Stanley | 0.00% | No change | 60,000 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | No change | 55,223 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 48,212 | $1.4M |
| Mutual Advisors, LLC | 0.01% | New | 7,558 | $232K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 34 | $1K |
"% of holder's portfolio" is DFVE's weight in each manager's 13F, not the share of Doubleline Fortune 500 Equal the manager owns.