Mutual Advisors’s DoubleLine Fortune 500 Equal Weight ETF DFVE Stock Holding History

Mutual Advisors’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	$288K	Buy	8,867 +650	+8%	+$21.6K	0.01%	1141
2025 Q4	$262K	Buy	8,217 +347	+4%	+$10.9K	0.01%	1135
2025 Q3	$248K	Buy	7,870 +312	+4%	+$9.57K	0.01%	1134
2025 Q2	$232K	Buy	+7,558	New	+$210K	0.01%	1079

Other funds holding DFVE

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

Mutual Advisors's DFVE Position: Q1 2026 in Review

Mutual Advisors increased its DoubleLine Fortune 500 Equal Weight ETF (DFVE) stake by 7.9% in Q1 2026, buying an estimated $21.6K and bringing the position to 8,867 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #1141.

Mutual Advisors first reported a position in DFVE in Q2 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold DFVE as of Q1 2026.

Mutual Advisors held 8,867 shares of DoubleLine Fortune 500 Equal Weight ETF worth $288K as of Q1 2026.
Mutual Advisors bought 650 DoubleLine Fortune 500 Equal Weight ETF shares in Q1 2026, an estimated $21.6K.
DoubleLine Fortune 500 Equal Weight ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1141 holding.
Mutual Advisors first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
9 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.