Which funds hold DFVE?

As of 2026-Q2, 2 institutional funds reported holding DFVE (DOUBLELINE FORTUNE 500 EQUAL) in SEC 13F filings, with a combined reported value of $977.45K.

How many shares of DFVE do institutions own?

13F filers reported 27.24K shares of DFVE, worth $977.45K in aggregate at the end of 2026-Q2.

Is institutional ownership of DFVE rising or falling?

Share counts moved +2.5% versus the prior quarter — accumulation.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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DFVE — DOUBLELINE FORTUNE 500 EQUAL

Reported value held$4.52M

Funds holding (latest)5

Sector—

Funds holding (Q2 2026)2

Institutional value$977.45K · 27.24K sh

New / Add / Cut / Exit1 / 0 / 0 / 0

Top-5 / Top-10 concentration100.0% / 100.0%

Institutional holdings change Accumulating +2.5% (+666 sh)

Institutional value change Up +13.3%

As of Q2 2026, 2 SEC-registered investment managers reported holding DFVE (DOUBLELINE FORTUNE 500 EQUAL) in their latest 13F filings, with a combined reported value of $977.45K across 27.24K shares. That is +2.5% by share count (+666 shares) versus the previous quarter, while reported value moved +13.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Fund	Quarter	Shares	Value	Portfolio Weight	Change
Morgan Stanley history	Q2 2025	60.00K	$1.79M	0.00%	Hold
JPMorgan Chase & Co history	Q4 2025	55.03K	$1.76M	0.00%	Hold
Goldman Sachs Group history	Q2 2026	26.57K	$953.55K	0.00%	Hold
UBS Group AG history	Q2 2026	666	$23.90K	0.00%	New
Fidelity Management & Research (FMR) history	Q4 2025	1	$32	0.00%	New

New Positions (Q2 2026)

UBS Group AG 666 sh · $23.90K

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 5 funds)

Fund	Q1 2024	Q2 2024	Q3 2024	Q4 2024	Q1 2025	Q2 2025	Q3 2025	Q4 2025	Q1 2026	Q2 2026
Goldman Sachs Group	—	—	—	—	—	—	—	—	26.57K	26.57K
UBS Group AG	—	3	—	—	291	—	580	—	—	666
Fidelity Management & Research (FMR)	—	—	—	1	—	—	—	1	—	—
JPMorgan Chase & Co	60.00K	60.00K	60.00K	55.22K	55.22K	55.22K	55.03K	55.03K	—	—
Morgan Stanley	60.00K	60.00K	60.00K	60.00K	60.00K	60.00K	—	—	—	—

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