Skip to content
Disclosery

DCRE DOUBLELINE ETF TRUST

Follow

COMMERCIAL REAL (fund)

61 managers (61 13F filers) reported a position in DCRE shares at 2024-12-31, 3,681,610 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
61
13F filers
61
New
12
Added
20
Reduced
14
Sold out
5
Shares held by filers
3,681,610

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC839,350$43.2M3.37%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC439,519$22.6M0.46%+73,39113F-HRTimelineGroup
Sanctuary Advisors, LLC397,382$20.6M0.13%+18,55313F-HRTimeline
Kathmere Capital Management, LLC313,521$16.1M1.45%+56,72313F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …272,029$14M0.72%-4,92113F-HRTimelineGroup
Seascape Capital Management137,704$7.09M2.47%+2,04913F-HRTimeline
Holcombe Financial, Inc.133,001$6.84M5.64%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC130,017$6.69M<0.01%-165,85713F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.114,360$5.88M0.29%+11,52513F-HRTimeline
Foundations Investment Advisors, LLC106,131$5.46M0.11%+6,05313F-HRTimeline
SAXON INTERESTS, INC.92,479$4.76M2.09%-9,90013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA79,508$4.09M0.28%-115,44213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…76,651$3.94M0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.42,381$2.18M0.13%+9,37413F-HRTimeline
Belpointe Asset Management LLC38,539$2M0.12%+913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,417$1.72M<0.01%+22,16313F-HRTimelineGroup
Endurance Services Ltd30,750$1.58M0.27%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …30,610$1.58M0.04%+6,05813F-HRTimelineGroup
3EDGE Asset Management, LP29,488$1.52M0.09%-31013F-HRTimeline
Independent Family Office, LLC26,748$1.38M0.72%+5,82513F-HRTimeline
Paladin Wealth, LLC21,297$1.1M0.95%+5,51613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,907$973K<0.01%13F-HR/ATimelineGroup
RFG Advisory, LLC18,042$928K0.03%new13F-HRTimeline
Brown Financial Advisors17,656$909K0.36%-3,97613F-HRTimeline
Rareview Capital LLC16,533$859K0.62%+1,22613F-HRTimeline
OPTIMA CAPITAL LLC15,738$810K0.56%13F-HRTimeline
CW Advisors, LLC14,863$765K0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC14,648$754K0.14%+1,06113F-HRTimeline
Private Advisor Group, LLC14,229$732K<0.01%-9,92713F-HRTimeline
Sunbeam Capital Management, LLC13,966$719K0.67%13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,581$647K<0.01%-22,11013F-HRTimelineGroup
Global Wealth Management Investment Adv…12,308$633K0.13%+1,29513F-HRTimeline
Cushing Capital Partners, LLC11,880$611K0.59%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,521$593K<0.01%+5,93613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,060$569K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,579$544K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,005$515K0.02%13F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC9,660$497K0.05%+89513F-HRTimeline
Smartleaf Asset Management LLC7,626$392K0.04%-12,60113F-HRTimeline
Mattson Financial Services, LLC7,059$367K0.12%-44013F-HRTimeline
First Financial Group Corp6,060$312K0.34%13F-HRTimeline
Diversified Enterprises, LLC4,960$255K0.02%-260,56713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,890$252K0.01%-1,50013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,887$251K<0.01%013F-HRTimelineGroup
SK Wealth Management, LLC4,614$237K0.12%+2213F-HRTimeline
Signal Advisors Wealth, LLC4,285$220K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG4,250$219K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC4,071$209K0.01%+4813F-HR/ATimeline
Southeast Asset Advisors, LLC3,956$204K0.02%013F-HRTimeline
COMERICA BANK3,022$156K<0.01%013F-HR/ATimeline
Tortoise Investment Management, LLC900$46.3K<0.01%013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.665$34.2K<0.01%+18513F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…576$29.6K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA268$13.8K<0.01%new13F-HRTimeline
ORG Partners LLC254$13.1K<0.01%013F-HRTimeline
Larson Financial Group LLC150$7.72K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC45$2.33K<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC8$411<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.5$2830.03%-7,03913F-HRTimeline
FMR LLCin group FMR LLC1$51<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%-28213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.