JY
DFVE icon

Jeff Yass’s DoubleLine Fortune 500 Equal Weight ETF DFVE Stock Holding History

Jeff Yass’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 		– Sell
-29,167
Closed -$931K – 14285
2025
Q4 		$931K Buy
29,167
+20,047
+220% +$632K ﹤0.01% 7348
2025
Q3 		$287K Sell
9,120
-39,092
-81% -$1.2M ﹤0.01% 10223
2025
Q2 		$1.44M Buy
+48,212
New +$1.34M ﹤0.01% 6560
2025
Q1 		– Sell
-30,318
Closed -$858K – 13611
2024
Q4 		$858K Buy
+30,318
New +$888K ﹤0.01% 7351
2024
Q2 		– Sell
-38,561
Closed -$1.07M – 13402
2024
Q1 		$1.07M Buy
+38,561
New +$1.01M ﹤0.01% 6735

Other funds holding DFVE

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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 $2.57B AUM 21.7% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Jeff Yass's DFVE Position: Q1 2026 in Review

Jeff Yass sold out of DoubleLine Fortune 500 Equal Weight ETF (DFVE) in Q1 2026, closing a stake of 29,167 shares — an estimated $931K sold.

Jeff Yass first reported a position in DFVE in Q1 2024 and held it in 5 quarters. The position peaked at $1.44M in Q2 2025. 9 funds tracked by Wall St. Rank hold DFVE as of Q1 2026.

  • Jeff Yass reported no remaining DoubleLine Fortune 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 29,167 DoubleLine Fortune 500 Equal Weight ETF shares in Q1 2026, an estimated $931K.
  • Jeff Yass first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q1 2024 and held it in 5 quarters.
  • Jeff Yass's DoubleLine Fortune 500 Equal Weight ETF position peaked at $1.44M in Q2 2025.
  • 9 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.