DFVE DOUBLELINE ETF TRUST
FollowCMN (fund)
8 managers (8 13F filers) reported a position in DFVE shares at 2025-03-31, 361,436 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 2
- Reduced
- 0
- Sold out
- 4
- Shares held by filers
- 361,436
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 | 184,188 | $5.2M | 0.1% | +68,259 | 13F-HRTimeline |
| BARCLAYS PLCin group BARCLAYS PLC | 60,000 | $1.69M | <0.01% | 0 | 13F-HR/ATimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 60,000 | $1.69M | <0.01% | 0 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 55,223 | $1.56M | <0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,700 | $48K | <0.01% | +500 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 291 | $8.21K | <0.01% | new | 13F-HRTimelineGroup |
| N.E.W. Advisory Services LLC | 34 | $960 | <0.01% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |