Doubleline Fortune 500 EqualDFVEETF
13F holders, Q4 2025 (December 31)6holders
1new positions
1sold out
$31.91avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Doubleline Fortune 500 Equal (DFVE) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Foundations Investment Advisors, LLC ($14.3M), JPMorgan Chase & Co. ($1.8M) and Susquehanna International Group, LLP ($931K).
- Company
- Doubleline Fortune 500 Equal
- CUSIP
- 25861R600
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $32 |
| Exits | 1 | $18K |
All 13F filers, Q3 2025 → Q4 2025: 140,386 shares bought and 580 shares sold, net +139,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Foundations Investment Advisors, LLC | 0.19% | Add +36.7% | 447,005 | $14.3M |
| JPMorgan Chase & Co. | 0.00% | No change | 55,032 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +219.8% | 29,167 | $931K |
| Mutual Advisors, LLC | 0.01% | Add +4.4% | 8,217 | $262K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 34 | $1K |
| FMR LLC | 0.00% | New | 1 | $32 |
"% of holder's portfolio" is DFVE's weight in each manager's 13F, not the share of Doubleline Fortune 500 Equal the manager owns.