12 institutions reported holding $21.8M of DOUBLELINE ETF TRUST (DFVE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Foundations Investment Advisors, LLC ($18.3M), JPMORGAN CHASE & CO ($1.8M), GOLDMAN SACHS GROUP INC ($862,900), Mutual Advisors, LLC ($287,926), Integrated Wealth Concepts LLC ($257,565). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $18.3M | 563,622 | Added |
| 2 | JPMORGAN CHASE & CO | $1.8M | 55,032 | Hold |
| 3 | GOLDMAN SACHS GROUP INC | $862,900 | 26,574 | New |
| 4 | Mutual Advisors, LLC | $287,926 | 8,867 | Added |
| 5 | Integrated Wealth Concepts LLC | $257,565 | 7,932 | New |
| 6 | Aptus Capital Advisors, LLC | $257,565 | 7,932 | New |
| 7 | Farther Finance Advisors, LLC | $48,765 | 1,500 | New |
| 8 | Root Financial Partners, LLC | $28,250 | 870 | New |
| 9 | VANGUARD ADVISERS INC | $97 | 3 | New |
| 10 | N.E.W. Advisory Services LLC | $0 | 0 | Exited |
| 11 | FMR LLC | $0 | 0 | Exited |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31