Doubleline Fortune 500 Equal
$36.52+0.7%
+$3.6M
Net Activity
+5.33% total shares
Institutions Holding
8
Popularity Rank
#10591
Avg Weight
0.03%
Total Value
$25.4M
8 institutions currently hold DFVE, with 4 net buyers and 5 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
5
Net Buying Institutions
4
Top 5 by Value
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Across its top 8 institutional holders, DFVE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 16/100, avg. turnover score 28/100).
DFVE ranks #10591 out of 37507 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
8 institutions disclose a position in DFVE, but none treat it as a major bet — even Foundations Investment Advisors, LLC, its most concentrated holder, allocates just 0.3% of its own portfolio to it.
Foundations Investment Advisors, LLC has added to its DFVE position for two straight quarters, increasing it by $9.7M to reach $24.0M today.
DFVE is up 0.7% today, and institutions have been net buyers of $3.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$3.9M
Total Buy Value
$2.6M
Total Sell Value
4
Net Buyers
5
Net Sellers
DFVE
Q2 2026
Top 5 Institutional Movers
-$1.8M
-$257.6K
-$257.6K
+$128.8K
DFVE does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
25861R600
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,254
Total reported value
$2.2T
3236 13F institutions increased their position this quarter
Institutions Holding
6,001
Total reported value
$3.6T
3039 13F institutions increased their position this quarter
Institutions Holding
6,165
Total reported value
$1.8T
2981 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,238
Total reported value
$346.4B
Held by 4238 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,133
Total reported value
$257.5B
Held by 4133 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,121
Total reported value
$649.3B
Held by 4121 institutions — one of the most-tracked stocks on AlphaSMO
Access DFVE's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/DFVECLI
npx alphasmo stocks get DFVE