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Disclosery

DCRE DOUBLELINE ETF TRUST

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COMMERCIAL REAL (fund)

58 managers (58 13F filers) reported a position in DCRE shares at 2025-09-30, 4,493,850 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
58
13F filers
58
New
8
Added
31
Reduced
12
Sold out
9
Shares held by filers
4,493,850

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC834,919$43.3M3.56%-8,44813F-HRTimeline
Sanctuary Advisors, LLC661,661$34.5M0.2%-47,01313F-HR/ATimeline
Foundations Investment Advisors, LLC318,248$16.6M0.24%-13,58213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC308,721$16.1M0.27%+15,22313F-HRTimelineGroup
Tortoise Investment Management, LLC240,961$12.5M1.12%+32,04513F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …224,676$11.7M0.79%-1,91913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…172,026$8.96M0.02%+43,16113F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…167,392$8.72M0.79%+12,20513F-HRTimeline
Seascape Capital Management155,614$8.1M2.32%+4,32213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.123,116$6.41M0.27%+1,70913F-HRTimeline
Holcombe Financial, Inc.112,290$5.85M4.08%+1,73513F-HRTimeline
Global Wealth Management Investment Adv…102,250$5.33M0.89%+4,33013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA98,172$5.11M0.88%+40,31013F-HRTimeline
SAXON INTERESTS, INC.94,254$4.92M1.92%+72713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,146$4.33M0.01%+79,54413F-HRTimelineGroup
Independent Family Office, LLC69,183$3.6M1.52%+11,56013F-HRTimeline
CENTAURUS FINANCIAL, INC.66,013$3.44M0.16%+3,33713F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC64,383$3.35M0.19%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,969$3.23M<0.01%new13F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA55,595$2.9M0.19%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …40,346$2.1M0.04%-14213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources40,260$2.1M<0.01%-9,97913F-HRTimelineGroup
STAPP WEALTH MANAGEMENT, PLLC34,201$1.78M2.39%+1,30613F-HRTimeline
OPTIMA CAPITAL LLC32,179$1.68M0.81%+43213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC30,885$1.61M0.13%+5,43513F-HRTimeline
Endurance Services Ltd30,750$1.6M0.27%013F-HRTimeline
Compound Planning, Inc.25,356$1.32M0.04%+7,57313F-HRTimeline
Csenge Advisory Group23,699$1.23M0.06%new13F-HRTimeline
Belpointe Asset Management LLC23,603$1.23M0.05%-8,93813F-HRTimeline
Orion Porfolio Solutions, LLC19,106$995K0.01%+2,29713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC17,300$901K0.03%+11,23013F-HRTimeline
First Financial Group Corp16,606$865K0.75%+5,71413F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …15,740$820K0.24%new13F-HRTimeline
Sunbeam Capital Management, LLC14,792$770K0.48%013F-HRTimeline
Paladin Wealth, LLC12,596$656K0.48%-10313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,572$603K<0.01%new13F-HRTimelineGroup
Brown Financial Advisors11,376$592K0.22%+22713F-HRTimeline
Private Advisor Group, LLC8,753$456K<0.01%+54513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,837$356K<0.01%-2,28713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG5,505$287K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,432$283K<0.01%+27813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,415$282K0.01%-3,63513F-HRTimelineGroup
Mattson Financial Services, LLC5,403$281K0.07%+37413F-HRTimeline
SCS Capital Management LLC5,337$278K<0.01%+6713F-HRTimeline
SK Wealth Management, LLC4,787$248K0.09%+5913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,685$244K<0.01%+4,59413F-HR/ATimelineGroup
A4 Wealth Advisors LLC4,450$232K0.2%13F-HRTimeline
Rareview Capital LLC4,342$226K0.14%-3,66713F-HRTimeline
LPL Financial LLC4,322$225K<0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.4,147$216K0.01%-3,77513F-HRTimeline
Southeast Asset Advisors, LLC3,956$206K0.02%013F-HRTimeline
COMERICA BANK3,770$196K<0.01%+40513F-HRTimeline
Larson Financial Group LLC829$43.2K<0.01%+213F-HRTimeline
AdvisorNet Financial, Inc331$17.2K<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA268$14K<0.01%013F-HRTimeline
AE Wealth Management LLC267$13.9K<0.01%+26213F-HRTimeline
SOA Wealth Advisors, LLC.38$1.96K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC20$1.04K<0.01%new13F-HRTimeline