DFVE DOUBLELINE ETF TRUST
FollowCMN (fund)
10 managers (10 13F filers) reported a position in DFVE shares at 2024-12-31, 385,922 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 4
- Added
- 1
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 385,922
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 115,929 | $3.28M | 0.06% | +73,497 | 13F-HRTimeline |
| CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P. | 63,000 | $1.78M | 0.07% | -70,000 | 13F-HRTimelineGroup |
| BARCLAYS PLCin group BARCLAYS PLC | 60,000 | $1.7M | <0.01% | 0 | 13F-HR/ATimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 60,000 | $1.7M | <0.01% | 0 | 13F-HR/ATimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 55,223 | $1.56M | <0.01% | -4,777 | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 30,318 | $858K | <0.01% | new | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,200 | $34K | <0.01% | new | 13F-HR/ATimelineGroup |
| Bangor Savings Bank | 251 | $7.11K | <0.01% | new | 13F-HRTimeline |
| FMR LLCin group FMR LLC | 1 | $28 | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |