| 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 30 Sep 2025, 6 institutional investors reported holding 399,650 shares of DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE). This represents 74% of the company’s total 539,627 outstanding shares.
The largest institutional shareholders of DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE) together control 74% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 61% | 327,014 | +43% | 0.15% | $10,293,143 |
| JPMORGAN CHASE & CO | 10% | 55,032 | -0.35% | 0% | $1,732,198 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.7% | 9,120 | -81% | 0% | $287,063 |
| Mutual Advisors, LLC | 1.5% | 7,870 | +4.1% | 0.01% | $248,089 |
| UBS Group AG | 0.11% | 580 | 0% | $18,256 | |
| N.E.W. Advisory Services LLC | 0.01% | 34 | 0% | 0% | $1,070 |
| MORGAN STANLEY | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |