Doubleline Fortune 500 EqualDFVEETF
13F holders, Q1 2026 (March 31)9holders +3
5new positions
3sold out
$32.42avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding Doubleline Fortune 500 Equal (DFVE) in their 13F filings, up 3 from Q4 2025. 5 opened new positions and 3 sold out. The largest holders were Foundations Investment Advisors, LLC ($18.3M), JPMorgan Chase & Co. ($1.8M) and Goldman Sachs Group Inc. ($863K).
- Company
- Doubleline Fortune 500 Equal
- CUSIP
- 25861R600
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.5M |
| Exits | 3 | $932K |
All 13F filers, Q4 2025 → Q1 2026: 162,075 shares bought and 29,202 shares sold, net +132,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Foundations Investment Advisors, LLC | 0.23% | Add +26.1% | 563,622 | $18.3M |
| JPMorgan Chase & Co. | 0.00% | No change | 55,032 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 26,574 | $863K |
| Mutual Advisors, LLC | 0.01% | Add +7.9% | 8,867 | $288K |
| Aptus Capital Advisors, LLC | 0.00% | New | 7,932 | $258K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,932 | $258K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,500 | $49K |
| Root Financial Partners, LLC | 0.00% | New | 870 | $28K |
| Vanguard Advisers Inc. | 0.00% | — | 3 | $97 |
"% of holder's portfolio" is DFVE's weight in each manager's 13F, not the share of Doubleline Fortune 500 Equal the manager owns.