Latest Period
Q1 2026
Security Snapshot
DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE) Institutional Ownership
CUSIP: 25861R600
13F Institutional Holders and Ownership History from Q1 2024 to Q2 2026
Institutions Reporting
9
Shares (Excl. Options)
672,332
Price
$32.47
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / EXCHANGE TRADED PRODUCT
- Symbol
- DFVE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 672,332
- Total 13F value
- $21,798,382
- Portfolio coverage rank
- 0%
- Share change
- +132,873
- Value change
- +$4,331,174
- Number of holders
- 9
- Shares outstanding
- 539,627
- SEC-reported price per share
- $35.88
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- DFVE - DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT is tracked under CUSIP 25861R600.
- 9 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 9 to 1 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $21,798,382 to $53,824.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 9 institutions filings for Q1 2026.
Security key
25861R600
Latest holder period
Q1 2026
13F holders
9
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 25861R600:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
DFVE
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 61% | +12% | $10,327,102 | +$1,119,164 | 327,014 | +12% | FOUNDATIONS INVESTMENT ADVISORS, LLC | 30 Sep 2025 |
As of 31 Mar 2026, 9 institutional investors reported holding 672,332 shares of DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE). This represents 125% of the company’s total 539,627 outstanding shares.
13F concentration
Top 12 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
125%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 104% | 563,622 | +26% | 0.23% | $18,301,697 |
| JPMORGAN CHASE & CO | 10% | 55,032 | 0% | 0% | $1,753,617 |
| GOLDMAN SACHS GROUP INC | 4.9% | 26,574 | 0% | $862,900 | |
| Mutual Advisors, LLC | 1.6% | 8,867 | +7.9% | 0.01% | $287,926 |
| Integrated Wealth Concepts LLC | 1.5% | 7,932 | 0% | $257,565 | |
| Aptus Capital Advisors, LLC | 1.5% | 7,932 | 0% | $257,565 | |
| Farther Finance Advisors, LLC | 0.28% | 1,500 | 0% | $48,765 | |
| Root Financial Partners, LLC | 0.16% | 870 | 0% | $28,250 | |
| VANGUARD ADVISERS INC | 0% | 3 | 0% | 0% | $97 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | -100% | $0 | |
| FMR LLC | 0% | 0 | -100% | $0 | |
| N.E.W. Advisory Services LLC | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
10
Latest
Q1 2026
Rows shown
1-10 of 10
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,500 | $53,824 | $35.88 | 1 | |
| 2026 Q1 | 672,332 | $21,798,382 | +$4,331,174 | $32.47 | 9 |
| 2025 Q4 | 539,456 | $17,211,818 | +$4,460,882 | $31.91 | 6 |
| 2025 Q3 | 399,650 | $12,579,819 | +$87,963 | $31.48 | 6 |
| 2025 Q2 | 400,089 | $11,921,191 | +$1,253,505 | $29.78 | 6 |
| 2025 Q1 | 361,436 | $10,203,536 | -$698,432 | $28.23 | 7 |
| 2024 Q4 | 385,922 | $10,926,159 | +$863,842 | $28.31 | 9 |
| 2024 Q3 | 355,432 | $10,317,925 | -$525,199 | $29.03 | 5 |
| 2024 Q2 | 373,525 | $9,984,523 | +$4,107,139 | $26.73 | 6 |
| 2024 Q1 | 218,561 | $6,040,452 | +$6,040,452 | $27.64 | 4 |