DOUBLELINE ETF TRUST (DFVE)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
8
Reporting holders
$25.4M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | $24.0M | 667,707 | 0.25% | 9q | +18.5%+$3.7M |
| GOLDMAN SACHS GROUP INC | $953.6K | 26,574 | 0.00% | 2q | HELD |
| Mutual Advisors, LLC | $416.7K | 11,613 | 0.01% | 5q | +31.0%+$98.5K |
| Farther Finance Advisors, LLC | $53.8K | 1,500 | 0.00% | 2q | HELD |
| UBS Group AG | $23.9K | 666 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $3.1K | 86 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $108 | 3 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $4 | 0 | 0.00% | 2q | -100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 8 | $25.4M | 708,149 | 2 | 2 | 1 | 0.0% |
| Q1 2026 | 9 | $21.8M | 672,332 | 5 | 2 | 0 | 0.0% |
| Q4 2025 | 6 | $17.2M | 539,456 | 1 | 3 | 1 | 0.0% |
| Q3 2025 | 6 | $14.3M | 454,682 | 1 | 3 | 1 | 0.0% |
| Q2 2025 | 6 | $11.9M | 400,089 | 2 | 1 | 0 | 0.0% |
| Q1 2025 | 7 | $10.2M | 361,436 | 2 | 2 | 0 | 0.0% |
| Q4 2024 | 9 | $10.9M | 385,922 | 4 | 1 | 2 | 0.0% |
| Q3 2024 | 5 | $12.1M | 415,432 | 0 | 1 | 1 | 0.0% |
| Q2 2024 | 6 | $11.6M | 433,525 | 3 | 0 | 1 | 0.0% |
| Q1 2024 | 4 | $11.0M | 398,561 | 4 | 0 | 0 | 0.0% |