Who owns DFVE?
Doubleline Fortune 500 Equal Weight ETF · DoubleLine
8 institutions reported holding DFVE, worth $25.4M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of DFVE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC | Phoenix, AZ | $24.0M | 667,707 | +104,085 shares |
| Goldman Sachs Group Inc. | New York, NY | $954K | 26,574 | No change |
| Mutual Advisors, LLC | Omaha, NE | $417K | 11,613 | +2,746 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $54K | 1,500 | No change |
| UBS Group AG | Zurich, Switzerland | $24K | 666 | New position |
| Jones Financial Companies LLLP | Des Peres, MO | $3K | 86 | New position |
| Vanguard Advisers Inc. | Malvern, PA | $108 | 3 | No change |
| Integrated Wealth Concepts LLC | Waltham, MA | $4 | 0 | −7,932 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFVE?
8 institutional managers reported holding DFVE in Form 13F filings for June 30, 2026, worth $25.4M in total. The largest reported position was held by Foundations Investment Advisors, LLC, at $24.0M.
Did institutions buy or sell DFVE last quarter?
Reported 13F value rose 16.6% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFVE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.