DFVE Institutional Ownership
DoubleLine Fortune 500 Equal Weight ETF
1W: -0.9%
1M: -5.0%
3M: -2.5%
YTD: +9.3%
1Y: +11.8%
$35.17
+0.11 (+0.31%)
Weekly Expected Move ±1.3%
$34
$35
$35
$36
$36
Overview
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Institutional Ownership — DFVE
11
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
25M
Total Invested
2
New Positions
2
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 667,707 | 23M | +104,085 | +18.5% | 9Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC | 26,574 | 935K | — | +0.0% | 2Q | SEC ↗ |
| 3 | Mutual Advisors, LLC | 11,613 | 408K | +2,746 | +31.0% | 5Q | SEC ↗ |
| 4 | Farther Finance Advisors, LLC | 1,500 | 53K | — | +0.0% | 2Q | SEC ↗ |
| 5 | UBS Group AG NEW | 666 | 23K | — | +0.0% | 1Q | SEC ↗ |
| 6 | JONES FINANCIAL COMPANIES LLLP NEW | 86 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 7 | VANGUARD ADVISERS INC | 3 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 8 | Root Financial Partners, LLC | 0 | 0K | -870 | -100.0% | 1Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 0 | 0K | -55,032 | -100.0% | 9Q | SEC ↗ |
| 10 | Integrated Wealth Concepts LLC | 0 | 0K | -7,932 | -100.0% | 2Q | SEC ↗ |
| 11 | N.E.W. Advisory Services LLC | 0 | 0K | -34 | -100.0% | 4Q | SEC ↗ |
| 12 | FMR LLC | 0 | 0K | -1 | -100.0% | 1Q | SEC ↗ |
| 13 | Aptus Capital Advisors, LLC | 0 | 0K | -7,932 | -100.0% | 1Q | SEC ↗ |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -29,167 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| UBS Group AG | 666 | 23K |
| JONES FINANCIAL COMPANIES LLLP | 86 | 3K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JPMORGAN CHASE & CO | 55,032 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 29,167 | 1M |
| Aptus Capital Advisors, LLC | 7,932 | 279K |
| Root Financial Partners, LLC | 870 | 31K |
| N.E.W. Advisory Services LLC | 34 | 1K |
| FMR LLC | 1 | 0K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Foundations Investment Advisors, LL | +104,085 | +18.5% | 667,707 |
| Mutual Advisors, LLC | +2,746 | +31.0% | 11,613 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Integrated Wealth Concepts LLC | -7,932 | -100.0% | 0 |