Doubleline Fortune 500 EqualDFVEETF
13F holders, Q3 2025 (September 30)6holders
1new positions
1sold out
$31.48avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Doubleline Fortune 500 Equal (DFVE) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Foundations Investment Advisors, LLC ($10.3M), JPMorgan Chase & Co. ($1.7M) and Susquehanna International Group, LLP ($287K).
- Company
- Doubleline Fortune 500 Equal
- CUSIP
- 25861R600
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $18K |
| Exits | 1 | $1.8M |
All 13F filers, Q2 2025 → Q3 2025: 98,844 shares bought and 99,283 shares sold, net −439 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Foundations Investment Advisors, LLC | 0.15% | Add +42.8% | 327,014 | $10.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.3% | 55,032 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.1% | 9,120 | $287K |
| Mutual Advisors, LLC | 0.01% | Add +4.1% | 7,870 | $248K |
| UBS Group AG | 0.00% | New | 580 | $18K |
| 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.