DOUBLELINE ETF TRUST

Historical 13F Holders

Symbol
DFVE
CUSIP
25861R600
All holders as of
Q2 2026
Type
Equity
Class
FORTUNE 500 EQUA
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 25861R600 since 12/18/2024, largest first.

Filer % of Class Filed
Foundations Investment Advisors, LLC 13G/A 60.6% 10/6/2025
Event 9/30/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 1 1.50 k $52.5 k
2026 Q2 7 708 k $25.4 M
2026 Q1 9 672 k $21.8 M
2025 Q4 6 539 k $17.2 M
2025 Q3 7 455 k $14.3 M
2025 Q2 7 400 k $11.9 M
2025 Q1 8 361 k $10.2 M
2024 Q4 10 386 k $10.9 M
2024 Q3 7 415 k $12.1 M
2024 Q2 9 494 k $13.2 M
2024 Q1 8 399 k $11.0 M