Doubleline ETF Trust (DFVE): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of DFVE (all 13F filers)
- Foundations Investment Advisors668 KType not verified+104 K
- Goldman Sachs Group27 KBank or trading desk0
- Mutual Advisors12 KType not verified+2,746
- Farther Finance Advisors1,500Type not verified0
- UBS Group666Bank or trading desk+666
- Jones Financial Companies Lllp86Wealth adviser+86
- Vanguard Advisers3Wealth adviser0
- Shares
- 668 K
- Change
- +104 K
See more
- Type
- Type not verified
- Value
- $24.0M
- Shares
- 27 K
- Change
- 0
See more
- Type
- Bank or trading desk
- Value
- $954K
- Shares
- 12 K
- Change
- +2,746
See more
- Type
- Type not verified
- Value
- $417K
- Shares
- 1,500
- Change
- 0
See more
- Type
- Type not verified
- Value
- $53.8K
- Shares
- 666
- Change
- +666
See more
- Type
- Bank or trading desk
- Value
- $23.9K
- Shares
- 86
- Change
- +86
See more
- Type
- Wealth adviser
- Value
- $3.1K
- Shares
- 3
- Change
- 0
See more
- Type
- Wealth adviser
- Value
- $108
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Foundations Investment Advisors60.6%13G · amendmentfiling ↗Event: Sep 30, 2025 · filed: Oct 6, 2025
- Foundations Investment Advisors54%13G · amendmentfiling ↗Event: Aug 31, 2025 · filed: Sep 5, 2025
- Foundations Investment Advisors48%13G · amendmentfiling ↗Event: Jul 31, 2025 · filed: Aug 5, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗