Who Owns DoubleLine Fortune 500 Equal Weight ETF (DFVE)?Hedge Fund & Institutional Holders
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$1000000262000.1T
% of Float Held
—
QoQ Change in Holders
+4 / -1
Price History
DFVE — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Mutual Advisors, LLC | New Position | +8K | +$262.0M |
| N.E.W. Advisory Services LLC | New Position | +34 | +$1.0M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | New Position | +447K | +$13K |
| FMR LLC | New Position | +1 | +$0 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | +20K | +$-287.1M |
DFVE — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| UBS Group AG | Closed Position | -580 | -$18.3M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 55,032 | $1.0B | 0.00% | Share |
| 2 | Mutual Advisors, LLC | 8,217 | $262.0M | 0.01% | Share |
| 3 | N.E.W. Advisory Services LLC | 34 | $1.0M | 0.00% | Share |
| 4 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 353,327 | $11K | 0.00% | Share |
| 5 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 93,678 | $2K | 0.00% | Share |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,167 | $0 | 0.00% | Share |
| 7 | FMR LLC | 1 | $0 | 0.00% | Share |
DFVE Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 6 | $1.3B | +3 |
| Q3 2025 | 3 | $2.0B | -3 |
| Q2 2025 | 6 | $10.1B | -1 |
| Q1 2025 | 7 | $8.6B | -2 |
| Q4 2024 | 9 | $4.3B | +3 |
| Q3 2024 | 6 | $7.3B | -1 |
| Q2 2024 | 7 | $3.2B | +2 |
| Q1 2024 | 5 | $4.4B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 7 institutional investors hold DFVE (DoubleLine Fortune 500 Equal Weight ETF). The largest holder is JPMORGAN CHASE & CO with $1.0B in shares. This quarter, 4 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own DFVE?
As of Q4 2025, 7 institutional investors report holding DFVE (DoubleLine Fortune 500 Equal Weight ETF) in their 13F filings.
Who is the largest institutional holder of DFVE?
The largest institutional holder of DFVE is JPMORGAN CHASE & CO with $1.0B in shares.
Is institutional ownership of DFVE increasing or decreasing?
This quarter, 4 institutions opened new positions in DFVE and 1 closed their positions.