Vault-13

DOUBLELINE ETF TRUST DFVE

FORTUNE 500 EQUA · ETP · CUSIP 25861R600

8 institutional holders -1 vs Q1 2026
708,149708.1k shares reported held*
$25.4mreported value*
2 new 2 added 1 reduced 3 sold out net bought ≈ $1.3m (+35.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $35.88.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q1 24: 5Q2 24: 7Q3 24: 6Q4 24: 10Q1 25: 8Q2 25: 7Q3 25: 6Q4 25: 6Q1 26: 9Q2 26: 88Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20245
Q2 20247
Q3 20246
Q4 202410
Q1 20258
Q2 20257
Q3 20256
Q4 20256
Q1 20269
Q2 20268

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 1 bought or addedQ3 24: 2 cut or sold outQ4 24: 5 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 4 bought or addedQ1 25: 4 cut or sold outQ2 25: 3 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 4 bought or addedQ3 25: 2 cut or sold outQ4 25: 4 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 7 bought or addedQ1 26: 3 cut or sold outQ2 26: 4 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202412
Q4 202452
Q1 202544
Q2 202533
Q3 202542
Q4 202542
Q1 202673
Q2 202644

Biggest buyers

Foundations Investment Advisors, LLC Added +104,085+104.1k
Mutual Advisors, LLC Added +2,746+2.7k
UBS Group AG New +666+666
JONES FINANCIAL COMPANIES LLLP New +86+86

Biggest sellers

JPMORGAN CHASE & CO Sold out -55,032-55.0k
Aptus Capital Advisors, LLC Sold out -7,932-7.9k
Integrated Wealth Concepts LLC Reduced -7,932-7.9k
Root Financial Partners, LLC Sold out -870-870

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FOUNDATIONS INVESTMENT ADVISORS, LLC 13G · passive +6.6 pts · filed 2025-10-06 60.6% +6.6 pts 327.0k 2025-10-06

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Foundations Investment Advisors, LLC 0.25% of their portfolio PHOENIX, AZ 667,707667.7k $24.0m $24.0m 0.25% Added +104.1k +104,085
2 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 26,57426.6k $953.6k $953.6k 0.00% Unchanged
3 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 11,61311.6k $416.7k $416.7k 0.01% Added +2.7k +2,746
4 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,5001.5k $53.8k $53.8k 0.00% Unchanged
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 666666 $23.9k $23.9k 0.00% New
6 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 8686 $3.1k $3.1k 0.00% New
7 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 33 $108 $108 0.00% Unchanged
8 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 00 $4 $4 0.00% Reduced -7.9k -7,932