DFVE icon

DoubleLine Fortune 500 Equal Weight ETF

7 hedge funds and large institutions have $12M invested in DoubleLine Fortune 500 Equal Weight ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
7
Holders Change
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
1
Foundations Investment Advisors
Arizona
$6.82M +$1.34M +44,874 +24%
Morgan Stanley
2
Morgan Stanley
New York
$1.79M
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.64M
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.44M +$1.44M +48,212 New
MA
5
Mutual Advisors
Nebraska
$232K +$232K +7,558 New
Osaic Holdings
6
Osaic Holdings
Arizona
$34K -$14.2K -500 -29%
NEWAS
7
N.E.W. Advisory Services
Wisconsin
$1.01K
Barclays
8
Barclays
United Kingdom
-$1.69M -60,000 Closed
UBS Group
9
UBS Group
Switzerland
-$8.22K -291 Closed