IWC
DFVE icon

Integrated Wealth Concepts’s DoubleLine Fortune 500 Equal Weight ETF DFVE Stock Holding History

Integrated Wealth Concepts’s Portfolio DFVE Stock Details DFVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$258K Buy
+7,932
New +$264K ﹤0.01% 1951

Other funds holding DFVE

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Integrated Wealth Concepts's DFVE Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in DoubleLine Fortune 500 Equal Weight ETF (DFVE) in Q1 2026: 7,932 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1951 among its holdings.

9 funds tracked by Wall St. Rank hold DFVE as of Q1 2026.

  • Integrated Wealth Concepts held 7,932 shares of DoubleLine Fortune 500 Equal Weight ETF worth $258K as of Q1 2026.
  • DoubleLine Fortune 500 Equal Weight ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • DoubleLine Fortune 500 Equal Weight ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1951 holding.
  • 9 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.