DFVE DOUBLELINE ETF TRUST
FollowCMN (fund)
9 managers (9 13F filers) reported a position in DFVE shares at 2026-03-31, 672,332 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 5
- Added
- 2
- Reduced
- 0
- Sold out
- 3
- Shares held by filers
- 672,332
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 563,622 | $18.3M | 0.23% | +116,617 | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 55,032 | $1.75M | <0.01% | 0 | 13F-HR/ATimelineGroup |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 26,574 | $863K | <0.01% | new | 13F-HRTimelineGroup |
| Mutual Advisors, LLC | 8,867 | $288K | 0.01% | +650 | 13F-HRTimeline |
| Aptus Capital Advisors, LLC | 7,932 | $258K | <0.01% | new | 13F-HRTimeline |
| Integrated Wealth Concepts LLC | 7,932 | $258K | <0.01% | new | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1,500 | $48.8K | <0.01% | new | 13F-HRTimeline |
| Root Financial Partners, LLC | 870 | $28.2K | <0.01% | new | 13F-HRTimeline |
| VANGUARD ADVISERS INCin group VANGUARD GROUP INC | 3 | $97 | <0.01% | 13F-HRTimelineGroup |