DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE)

Historical Holders from Q1 2024 to Q3 2025

Symbol
DFVE
Type / Class
Equity / EXCHANGE TRADED PRODUCT
Shares outstanding
540K
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
400K
Holdings value
$12.6M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
6
Number of buys
3
Number of sells
-3
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FOUNDATIONS INVESTMENT ADVISORS, LLC 60.6% +12.2% $10.3M $1.12M 327K +12.2% FOUNDATIONS INVESTMENT ADVISORS, LLC 30 Sep 2025

Institutional Holders of DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 400K $12.6M +$88K $31.48 6
2025 Q2 400K $11.9M +$1.25M $29.78 6
2025 Q1 361K $10.2M -$698K $28.23 7
2024 Q4 386K $10.9M +$864K $28.31 9
2024 Q3 355K $10.3M -$525K $29.03 5
2024 Q2 374K $9.98M +$4.11M $26.73 6
2024 Q1 219K $6.04M +$6.04M $27.64 4