DFVE DOUBLELINE ETF TRUST
FollowCMN (fund)
7 managers (7 13F filers) reported a position in DFVE shares at 2025-06-30, 400,089 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 1
- Reduced
- 0
- Sold out
- 3
- Shares held by filers
- 400,089
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, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 | 229,062 | $6.82M | 0.11% | +44,874 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 60,000 | $1.79M | <0.01% | 0 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 55,223 | $1.64M | <0.01% | 0 | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 48,212 | $1.44M | <0.01% | new | 13F-HRTimelineGroup |
| Mutual Advisors, LLC | 7,558 | $232K | 0.01% | new | 13F-HRTimeline |
| N.E.W. Advisory Services LLC | 34 | $1.01K | <0.01% | 0 | 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. |