DOSSIER · 13F Holders · Q2 2026
DFVE

DOUBLELINE ETF TRUST

9 institutions still hold DOUBLELINE ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25861R600·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$25M
visible holders
Holders
9
filers reporting
Concentration
94.77%
FOUNDATIONS INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported DFVE in Q2 2026. FOUNDATIONS INVESTMENT ADVISORS, LLC leads at 94.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$24M668K0.25%Q2 2026
02
GOLDMAN SACHS GROUP INC
CIK 0000886982
$954K27K0.00%Q2 2026
03
Mutual Advisors, LLC
CIK 0001694080
$288K9K0.01%Q1 2026
04
Farther Finance Advisors, LLC
CIK 0001992825
$54K2K0.00%Q2 2026
05
UBS Group AG
CIK 0001610520
$24K6660.00%Q2 2026
06
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3K860.00%Q2 2026
07
VANGUARD ADVISERS INC
CIK 0000947529
$10830.00%Q2 2026
08
Integrated Wealth Concepts LLC
CIK 0001737109
$400.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025