11 institutions reported holding $25.4M of DOUBLELINE ETF TRUST (DFVE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Foundations Investment Advisors, LLC ($24.0M), GOLDMAN SACHS GROUP INC ($953,552), Mutual Advisors, LLC ($416,708), Farther Finance Advisors, LLC ($53,824), UBS Group AG ($23,898). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $24.0M | 667,707 | Added |
| 2 | GOLDMAN SACHS GROUP INC | $953,552 | 26,574 | Hold |
| 3 | Mutual Advisors, LLC | $416,708 | 11,613 | Added |
| 4 | Farther Finance Advisors, LLC | $53,824 | 1,500 | Hold |
| 5 | UBS Group AG | $23,898 | 666 | New |
| 6 | JONES FINANCIAL COMPANIES LLLP | $3,096 | 86 | New |
| 7 | VANGUARD GROUP INC | $108 | 3 | Hold |
| 8 | Integrated Wealth Concepts LLC | $4 | 0 | Trimmed |
| 9 | Aptus Capital Advisors, LLC | $0 | 0 | Exited |
| 10 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
| 11 | Root Financial Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30