Who Owns DFVE?
DoubleLine Fortune 500 Equal Weight ETF — Institutional Ownership & 13F Holdings
$34.60
+0.49 (+1.44%)
Market Cap
$18.0M
Shares Outstanding
541,781
Institutional Holders
7
Total Inst. Value
$5.0M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
3
Closed Positions
5
Increased
1
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BARCLAYS PLC | $1.7M | 60,000 |
| 2 | MORGAN STANLEY | $1.7M | 60,000 |
| 3 | JPMORGAN CHASE & CO | $1.6M | 55,223 |
| 4 | OSAIC HOLDINGS, INC.New | $48K | 1,700 |
| 5 | UBS Group AGNew | $8K | 291 |
| 6 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $5K | 184,188 |
| 7 | N.E.W. Advisory Services LLCNew | $960 | 34 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC.New | +2K | $48K |
| UBS Group AGNew | +291 | $8K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | +68K | $5K |
| N.E.W. Advisory Services LLCNew | +34 | $960 |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold DFVE?
As of Q1 2025, 7 institutional investors report holding DFVE (DoubleLine Fortune 500 Equal Weight ETF) in their 13F filings.
Which hedge fund owns the most DFVE?
The largest institutional holder of DFVE is BARCLAYS PLC with $1.7M in shares.
Are institutions buying or selling DFVE?
This quarter, 3 institutions opened new positions in DFVE and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.