DOUBLELINE ETF TRUST

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DFVE·25861R600·US·ETF-13D/G

DFVE (DOUBLELINE ETF TRUST) is held by 4 institutional investors as of Q2 2026. Largest holders: GOLDMAN SACHS GROUP INC ($953,552), Farther Finance Advisors, LLC ($53,824), UBS Group AG ($23,898). Net institutional sentiment: Mixed.

4

Holders

$1M

Total Value

40% (5)

Consensus

2 buying - 3 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)46

Insider (Form 4)53

Activist (13D/13G)82

Congressional (STOCK Act)57

Holder Quality

24

★★★★★

Elite

38

★★★★

Strong

32

★★★

Solid

70

★★

Below

87

★

Weak

Held by 4 funds

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists Oct 6, 2025 · Congress none

ActivistFIFOUNDATIONS INVESTMENT ADVISORS, LLC60.6%Oct 6, 2025

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Top Holders

Top Holders (4)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
GOLDMAN SACHS GROUP INC	Unchanged	26,574	$953,552	0.0%	+5.02%	0
Farther Finance Advisors, LLC	Unchanged	1,500	$53,824	0.0%	+10.90%	0
UBS Group AG	New	666	$23,898	0.0%	-0.54%	29
JONES FINANCIAL COMPANIES LLLP	New	86	$3,096	0.0%	-0.54%	20
Aptus Capital Advisors, LLC	Exited	0(-100.0%)	$257,565	0.0%	+5.59%	0
IWIntegrated Wealth Concepts LLC	Exited	0(-100.0%)	$257,565	0.0%	+5.02%	0
JPMORGAN CHASE & CO	Exited	0(-100.0%)	$1.8M	0.0%	+21.24%	0

DFVEDOUBLELINE ETF TRUST

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer