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Disclosery

DCRE DOUBLELINE ETF TRUST

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COMMERCIAL REAL (fund)

87 managers (87 13F filers) reported a position in DCRE shares at 2026-06-30, 7,978,574 shares in all. 19 filers opened a position and 8 filers sold out during the quarter.

Managers
87
13F filers
87
New
19
Added
43
Reduced
19
Sold out
8
Shares held by filers
7,978,574

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SHUFRO ROSE & CO LLC1,569,464$81.3M4.68%+38,12913F-HRTimeline
Foundations Investment Advisors, LLC934,014$48.4M0.5%+148,62513F-HRTimeline
Sanctuary Advisors, LLC696,975$36.1M0.17%-3,31513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC392,043$20.3M0.28%+49,12513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC332,428$17.2M<0.01%-100,70913F-HRTimelineGroup
Cresset Asset Management, LLC288,487$14.9M0.05%+5,80013F-HRTimeline
Tortoise Investment Management, LLC273,990$14.2M1.06%+2,19913F-HRTimeline
HighTower Advisors, LLC215,167$11.1M0.01%new13F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…193,985$10M0.73%+11,78913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…192,638$9.98M0.02%+9,89913F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC169,233$8.77M0.41%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.164,149$8.5M0.31%+16,52013F-HRTimeline
Seascape Capital Management160,888$8.34M2%+1,62813F-HRTimeline
LPL Financial LLC147,011$7.62M<0.01%-37,27613F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA135,006$6.99M1.2%+7,18013F-HRTimeline
Steward Partners Investment Advisory, L…126,829$6.57M0.03%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources125,807$6.52M<0.01%+19,48613F-HRTimelineGroup
Holcombe Financial, Inc.118,379$6.13M3.46%-2,55813F-HRTimeline
Global Wealth Management Investment Adv…115,634$5.99M0.85%+2,07113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC111,671$5.79M0.18%+99,59913F-HRTimelineGroup
SBE LLC DBA CEDAR COVE WEALTH PARTNERS98,390$5.1M2.39%+4,05913F-HRTimeline
SAXON INTERESTS, INC.98,004$5.08M1.4%+5,97113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC94,656$4.9M0.06%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.91,511$4.74M0.18%+11,20113F-HRTimeline
Clark Capital Management Group, Inc.90,309$4.68M0.03%-83,17713F-HRTimeline
Ashton Thomas Private Wealth, LLC88,890$4.6M0.1%new13F-HRTimeline
Auour Investments LLC85,567$4.43M1.27%new13F-HRTimeline
Independent Family Office, LLC73,058$3.78M1.52%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,018$2.8M<0.01%-19,57413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC50,971$2.64M0.03%-41,91513F-HRTimelineGroup
Orion Porfolio Solutions, LLC49,542$2.57M0.02%+4,23213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,489$2.56M<0.01%new13F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC46,886$2.43M0.15%+1,95113F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC43,034$2.23M2.91%+69513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …42,712$2.21M0.04%-3,30213F-HRTimelineGroup
Walser Wealth Management Company, A Ltd…29,813$1.54M0.64%+22,67313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT28,731$1.49M0.02%-71213F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC26,454$1.37M0.01%-14,66913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,781$1.34M<0.01%new13F-HRTimelineGroup
First Financial Group Corp23,530$1.22M0.88%+38913F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA23,504$1.22M0.08%-8,98113F-HRTimeline
Belpointe Asset Management LLC22,424$1.16M0.04%-8,97413F-HRTimeline
UBS Group AGin group UBS Group AG19,965$1.03M<0.01%+14,25113F-HRTimelineGroup
Brucke Financial, Inc.19,369$1M0.45%+2,88813F-HRTimeline
MML INVESTORS SERVICES, LLC18,059$936K<0.01%-6,73113F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …17,496$906K0.22%+58013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC17,206$888K<0.01%-2,66213F-HRTimelineGroup
FreeGulliver LLC15,875$822K0.29%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,032$779K<0.01%+9,61813F-HRTimelineGroup
Sunbeam Capital Management, LLC14,829$768K0.35%+3713F-HRTimeline
Paladin Wealth, LLC14,583$755K0.44%+1,60213F-HRTimeline
Brown Financial Advisors11,319$586K0.2%+62013F-HRTimeline
Blue Line Capital, LLC / IL10,278$532K0.46%+73413F-HRTimeline
PFG Advisors10,118$524K0.03%new13F-HRTimeline
Gotham Asset Management, LLC9,655$500K<0.01%+2,44713F-HRTimeline
Private Advisor Group, LLC9,128$473K<0.01%-7513F-HRTimeline
Shore Point Advisors, LLC7,829$406K0.14%+1,41613F-HRTimeline
Ausdal Financial Partners, Inc.7,412$384K0.02%+1,12713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,940$360K<0.01%new13F-HRTimelineGroup
Mattson Financial Services, LLC6,886$356K0.07%+31513F-HRTimeline
Csenge Advisory Group6,714$348K0.01%+1,03113F-HRTimeline
SCS Capital Management LLC5,525$286K<0.01%+6113F-HRTimeline
Rareview Capital LLC5,197$270K0.15%+87313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,050$262K0.01%013F-HRTimelineGroup
SK Wealth Management, LLC4,978$257K0.06%+9713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,505$233K<0.01%+113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,258$169K<0.01%+88413F-HRTimelineGroup
AE Wealth Management LLC2,595$134K<0.01%+2,53313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,499$77.7K0.01%new13F-HRTimeline
Family Manage LLC1,465$75.9K0.01%-96513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,448$75K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC775$40.1K<0.01%+713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA436$23K<0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA440$22.8K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc337$17.4K<0.01%+213F-HRTimeline
Signature Equity Partners, LLC248$12.8K0.01%013F-HRTimeline
Cornerstone Planning Group LLC223$11.5K<0.01%-75013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.194$10.1K0.01%-21913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…133$6.89K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP122$6.32K<0.01%+9913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\118$6.11K<0.01%-14,91413F-HRTimelineGroup
Integrated Wealth Concepts LLC109$5.65K<0.01%new13F-HRTimeline
Crews Bank & Trust60$3.11K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO38$1.97K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC36$1.86K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC20$1.07K<0.01%013F-HRTimeline
Luminist Capital LLC0$725<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.