DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE)

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / EXCHANGE TRADED PRODUCT
Shares outstanding
539,627
Number of holders
6
Total 13F shares, excl. options
400,089
Shares change
+38,653
Total reported value, excl. options
$11,921,191
Value change
+$1,253,506
Number of buys
3
Number of sells
-3
Price
$29.78

Significant Holders of DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE) as of Q2 2025

9 filings reported holding DFVE - DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT as of Q2 2025.
DoubleLine ETF Trust - EXCHANGE TRADED PRODUCT (DFVE) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 400,089 shares of 539,627 outstanding shares and own 74.14% of the company stock.
Largest 9 shareholders include Foundations Investment Advisors, LLC (229,062 shares), MORGAN STANLEY (60,000 shares), JPMORGAN CHASE & CO (55,223 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (48,212 shares), Mutual Advisors, LLC (7,558 shares), N.E.W. Advisory Services LLC (34 shares), UBS Group AG (0 shares), BARCLAYS PLC (0 shares), and OSAIC HOLDINGS, INC. (0 shares).
This table shows the top 6 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.