DOUBLELINE FORTUNE 500 EQUAL WEIGHT ETF

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DFVE·25861R600·US·ETF·Unknown - Unknown-13D/G

DFVE (DOUBLELINE FORTUNE 500 EQUAL WEIGHT ETF) is held by 5 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.

5

Holders

(1 Elite)

$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 5 funds

1 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Oct 6, 2025 · Congress none

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

View all activist filings

Top Holders

Top Holders (5)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
GOLDMAN SACHS GROUP INC	Unchanged	26,574	$953,552	0.0%	+10.59%	0
Farther Finance Advisors, LLC	Unchanged	1,500	$53,824	0.0%	+10.59%	0
UBS Group AG	New	666	$23,898	0.0%	+4.74%	29
JONES FINANCIAL COMPANIES LLLP	New	86	$3,096	0.0%	+4.74%	20
IWIntegrated Wealth Concepts LLC	Decreased	0(-100.0%)	$4	0.0%	+10.59%	0
Aptus Capital Advisors, LLC	Exited	0(-100.0%)	$257,565	0.0%	+5.59%	0
JPMORGAN CHASE & CO	Exited	0(-100.0%)	$1.8M	0.0%	+21.24%	0

DFVEDOUBLELINE FORTUNE 500 EQUAL WEIGHT ETF

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