Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / EXCHANGE TRADED PRODUCT
-
Shares outstanding
-
539,627
-
Number of holders
-
7
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Total 13F shares, excl. options
-
361,436
-
Shares change
-
-24,486
-
Total reported value, excl. options
-
$10,203,536
-
Value change
-
-$698,431
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Number of buys
-
4
-
Number of sells
-
-4
-
Price
-
$28.23
Significant Holders of DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE) as of Q1 2025
11 filings reported holding DFVE - DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT as of Q1 2025.
DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 361,436 shares
of 539,627 outstanding shares and own 66.98% of the company stock.
Largest 10 shareholders include Foundations Investment Advisors, LLC (184,188 shares), MORGAN STANLEY (60,000 shares), BARCLAYS PLC (60,000 shares), JPMORGAN CHASE & CO (55,223 shares), OSAIC HOLDINGS, INC. (1,700 shares), UBS Group AG (291 shares), N.E.W. Advisory Services LLC (34 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares), Bangor Savings Bank (0 shares), and FMR LLC (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.