Osaic Holdings
DFVE icon

Osaic Holdings’s DoubleLine Fortune 500 Equal Weight ETF DFVE Stock Holding History

Osaic Holdings’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
2025
Q2 		– Sell
-1,700
Closed -$48K – 7909
2025
Q1 		$48K Buy
1,700
+500
+42% +$14.4K ﹤0.01% 4753
2024
Q4 		$34K Buy
+1,200
New +$35.1K ﹤0.01% 4980

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Osaic Holdings's DFVE Position: Q2 2025 in Review

Osaic Holdings sold out of DoubleLine Fortune 500 Equal Weight ETF (DFVE) in Q2 2025, closing a stake of 1,700 shares — an estimated $48K sold.

Osaic Holdings first reported a position in DFVE in Q4 2024 and held it in 2 quarters. The position peaked at $48K in Q1 2025. 6 funds tracked by Wall St. Rank hold DFVE as of Q2 2025.

  • Osaic Holdings reported no remaining DoubleLine Fortune 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Osaic Holdings sold 1,700 DoubleLine Fortune 500 Equal Weight ETF shares in Q2 2025, an estimated $48K.
  • Osaic Holdings first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q4 2024 and held it in 2 quarters.
  • Osaic Holdings's DoubleLine Fortune 500 Equal Weight ETF position peaked at $48K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q2 2025.

Based on Osaic Holdings's 13F filing for Q2 2025, filed 13 Aug 2025.