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Doubleline Fortune 500 Equal (DFVE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Farther Finance Advisors, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$52.5K (-$1.3K)
Filed 2026-10-08
Foundations Investment Advisors, LLC
N/A
Shares— from 667,707
Change-667,707 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 26,574
Change-26,574 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,613
Change-11,613 (-100%)
Value—
UBS Group AG
N/A
Shares— from 666
Change-666 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 86
Change-86 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Farther Finance Advisors, LLC
UNCHANGED1,5001,50000%$53.8K$52.5K-$1.3K2026-10-08
Foundations Investment Advisors, LLC
N/A—667,707-667,707-100%$24.0M———
Goldman Sachs Group Inc
N/A—26,574-26,574-100%$953.6K———
Mutual Advisors, LLC
N/A—11,613-11,613-100%$416.7K———
UBS Group AG
N/A—666-666-100%$23.9K———
Jones Financial Companies Lllp
N/A—86-86-100%$3.1K———
Vanguard Advisers Inc
N/A—3-3-100%$108———
Showing 7 of 7 institutions