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Disclosery

DCRE DOUBLELINE ETF TRUST

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COMMERCIAL REAL (fund)

59 managers (59 13F filers) reported a position in DCRE shares at 2025-03-31, 3,940,152 shares in all. 14 filers opened a position and 15 filers sold out during the quarter.

Managers
59
13F filers
59
New
14
Added
24
Reduced
15
Sold out
15
Shares held by filers
3,940,152

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC855,345$44.4M3.5%+15,99513F-HRTimeline
Sanctuary Advisors, LLC412,185$21.4M0.15%+14,80313F-HRTimeline
Kathmere Capital Management, LLC398,313$20.7M1.76%+84,79213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC295,750$15.3M0.31%-143,76913F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …251,036$13M0.77%-20,99313F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…149,500$7.75M0.82%new13F-HRTimeline
Seascape Capital Management147,423$7.65M2.67%+9,71913F-HRTimeline
Foundations Investment Advisors, LLC139,224$7.22M0.13%+33,09313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC138,413$7.18M0.39%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.117,247$6.08M0.3%+2,88713F-HRTimeline
Holcombe Financial, Inc.115,961$6.01M4.99%-17,04013F-HRTimeline
Global Wealth Management Investment Adv…96,095$4.98M1%+83,78713F-HRTimeline
SAXON INTERESTS, INC.93,527$4.85M2.27%+1,04813F-HRTimeline
CENTAURUS FINANCIAL, INC.60,856$3.16M0.19%+18,47513F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA58,937$3.06M0.21%-20,57113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,870$3.05M<0.01%-71,14713F-HRTimelineGroup
CW Advisors, LLC45,613$2.37M0.03%+30,75013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …42,015$2.18M0.06%+11,40513F-HRTimelineGroup
RFG Advisory, LLC40,558$2.1M0.06%+22,51613F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC39,557$2.05M3.16%new13F-HRTimeline
Independent Family Office, LLC37,473$1.94M1.02%+10,72513F-HRTimeline
Endurance Services Ltd30,750$1.6M0.3%013F-HRTimeline
OPTIMA CAPITAL LLC29,544$1.53M0.98%+13,80613F-HRTimeline
Belpointe Asset Management LLC28,294$1.47M0.08%-10,24513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,345$1.11M<0.01%+9,82413F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources20,358$1.06M<0.01%+15,47113F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC16,555$859K0.08%+6,89513F-HRTimeline
Sunbeam Capital Management, LLC14,792$767K0.73%+82613F-HRTimeline
Paladin Wealth, LLC13,859$719K0.65%-7,43813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,541$702K<0.01%-19,87613F-HRTimelineGroup
Compound Planning, Inc.12,734$661K0.03%new13F-HRTimeline
Brown Financial Advisors11,444$594K0.24%-6,21213F-HRTimeline
Orion Porfolio Solutions, LLC10,578$549K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC10,578$549K0.01%new13F-HR/ATimeline
Tortoise Investment Management, LLC10,380$538K0.06%+9,48013F-HR/ATimeline
SENTINEL TRUST CO LBA9,685$502K0.06%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,163$475K<0.01%-1,41613F-HRTimelineGroup
First Financial Group Corp8,962$475K0.54%+2,90213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…9,050$469K0.01%-95513F-HRTimelineGroup
Rareview Capital LLC8,325$432K0.27%-8,20813F-HRTimeline
Private Advisor Group, LLC7,283$378K<0.01%-6,94613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,890$357K0.01%+2,00013F-HRTimeline
UBS Group AGin group UBS Group AG5,505$286K<0.01%+1,25513F-HRTimelineGroup
SCS Capital Management LLC5,208$270K<0.01%new13F-HR/ATimeline
Mattson Financial Services, LLC5,146$267K0.08%-1,91313F-HRTimeline
SK Wealth Management, LLC4,671$241K0.13%+5713F-HRTimeline
LPL Financial LLC4,415$229K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC4,239$220K<0.01%new13F-HRTimeline
Southeast Asset Advisors, LLC3,956$205K0.03%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA3,954$205K0.04%new13F-HRTimeline
COMERICA BANK3,022$157K<0.01%013F-HRTimeline
Larson Financial Group LLC1,303$67.6K<0.01%+1,15313F-HRTimeline
AdvisorNet Financial, Inc330$17.1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA268$13.9K<0.01%013F-HRTimeline
Park Square Financial Group, LLC45$2.36K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36$1.87K<0.01%-62913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35$1.81K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC11$569<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.