DoubleLine Fortune 500 Equal Weight ETF (DFVE)

• Market cap: $16.9M
• 1 day: 0.1%
• 5 days: -0.73%
• 1 month: 2.33%
• 3 months: 8.52%
• 6 months: 10.87%
• Year to date: 10.44%
• 1 year: 9.89%
• 5 years: 23.45%
• 10 years: 23.45%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

17% more capital invested

Capital invested by funds: $10.2M [Q1] → $12M (+$1.75M) [Q2]

0% more funds holding

Funds holding: 7 [Q1] → 7 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

0.99% less ownership

Funds ownership: 75.3% [Q1] → 74.31% (-0.99%) [Q2]