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Disclosery

DCRE DOUBLELINE ETF TRUST

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COMMERCIAL REAL (fund)

60 managers (60 13F filers) reported a position in DCRE shares at 2025-06-30, 4,753,103 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
60
13F filers
60
New
7
Added
27
Reduced
15
Sold out
5
Shares held by filers
4,753,103

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC843,367$43.7M3.54%-11,97813F-HRTimeline
Sanctuary Advisors, LLC708,674$36.9M0.23%+296,48913F-HRTimeline
Kathmere Capital Management, LLC440,469$22.9M1.77%+42,15613F-HRTimeline
Foundations Investment Advisors, LLC331,830$17.3M0.27%+192,60613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC293,498$15.3M0.28%-2,25213F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …226,595$11.8M0.71%-24,44113F-HRTimelineGroup
Tortoise Investment Management, LLC208,916$10.9M1.04%+198,53613F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…155,187$8.07M0.8%+5,68713F-HRTimeline
Seascape Capital Management151,292$7.87M2.48%+3,86913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…128,865$6.71M0.01%new13F-HR/ATimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.121,407$6.32M0.28%+4,16013F-HRTimeline
Holcombe Financial, Inc.110,555$5.75M4.33%-5,40613F-HRTimeline
Global Wealth Management Investment Adv…97,920$5.09M0.96%+1,82513F-HRTimeline
SAXON INTERESTS, INC.93,527$4.85M2.27%013F-HRTimeline
CW Advisors, LLC73,312$3.81M0.04%+27,69913F-HRTimeline
CENTAURUS FINANCIAL, INC.62,676$3.26M0.19%+1,82013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA57,862$3.01M0.55%+53,90813F-HRTimeline
Independent Family Office, LLC57,623$3M1.39%+20,15013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC55,896$2.91M<0.01%-2,97413F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA55,595$2.89M0.2%-3,34213F-HRTimeline
RFG Advisory, LLC52,569$2.74M0.06%+12,01113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources50,239$2.61M<0.01%+29,88113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …40,488$2.11M0.05%-1,52713F-HRTimelineGroup
STAPP WEALTH MANAGEMENT, PLLC32,895$1.71M2.46%-6,66213F-HRTimeline
Belpointe Asset Management LLC32,541$1.69M0.07%+4,24713F-HRTimeline
OPTIMA CAPITAL LLC31,747$1.65M0.89%+2,20313F-HRTimeline
Endurance Services Ltd30,750$1.6M0.28%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC25,450$1.32M0.11%+8,89513F-HRTimeline
Compound Planning, Inc.17,783$925K0.03%+5,04913F-HRTimeline
Orion Porfolio Solutions, LLC16,809$875K0.01%+6,23113F-HR/ATimeline
Sunbeam Capital Management, LLC14,792$770K0.58%013F-HRTimeline
Paladin Wealth, LLC12,699$661K0.51%-1,16013F-HRTimeline
Brown Financial Advisors11,149$580K0.23%-29513F-HRTimeline
First Financial Group Corp10,892$567K0.55%+1,93013F-HRTimeline
SENTINEL TRUST CO LBA9,685$504K0.05%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,124$475K<0.01%-3913F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…9,050$471K0.01%013F-HRTimelineGroup
Private Advisor Group, LLC8,208$427K<0.01%+92513F-HRTimeline
Rareview Capital LLC8,009$417K0.26%-31613F-HRTimeline
Ausdal Financial Partners, Inc.7,922$412K0.03%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,070$316K0.01%-82013F-HRTimeline
UBS Group AGin group UBS Group AG5,505$286K<0.01%013F-HRTimelineGroup
SCS Capital Management LLC5,270$274K<0.01%+6213F-HRTimeline
MML INVESTORS SERVICES, LLC5,154$268K<0.01%+91513F-HRTimeline
Mattson Financial Services, LLC5,029$262K0.07%-11713F-HRTimeline
SK Wealth Management, LLC4,728$245K0.11%+5713F-HRTimeline
Southeast Asset Advisors, LLC3,956$206K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,602$187K<0.01%+3,56613F-HR/ATimelineGroup
COMERICA BANK3,365$175K<0.01%+34313F-HRTimeline
Larson Financial Group LLC827$43K<0.01%-47613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC767$39.9K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc330$17.2K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA268$13.9K<0.01%013F-HRTimeline
Allworth Financial LP138$7.18K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY91$4.74K<0.01%new13F-HRTimelineGroup
Nova Wealth Management, Inc.50$2.6K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC46$2.38K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35$1.82K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC5$261<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.