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Disclosery

DCRE DOUBLELINE ETF TRUST

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COMMERCIAL REAL (fund)

63 managers (63 13F filers) reported a position in DCRE shares at 2025-12-31, 5,713,471 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
63
13F filers
63
New
8
Added
32
Reduced
16
Sold out
5
Shares held by filers
5,713,471

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,461,567$75.9M5.13%+626,64813F-HRTimeline
Sanctuary Advisors, LLC666,603$34.6M0.19%+4,94213F-HRTimeline
Foundations Investment Advisors, LLC521,381$27.1M0.35%+203,13313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC322,527$16.7M0.27%+13,80613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…278,797$14.5M0.03%+106,77113F-HRTimelineGroup
Tortoise Investment Management, LLC264,905$13.7M1.21%+23,94413F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …197,440$10.2M0.79%-27,23613F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…174,523$9.06M0.72%+7,13113F-HRTimeline
Seascape Capital Management156,941$8.14M2.32%+1,32713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.138,598$7.19M0.3%+15,48213F-HRTimeline
Holcombe Financial, Inc.114,485$5.94M3.73%+2,19513F-HRTimeline
Global Wealth Management Investment Adv…110,036$5.71M0.92%+7,78613F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA108,345$5.62M0.96%+10,17313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources94,613$4.91M<0.01%+54,35313F-HRTimelineGroup
SAXON INTERESTS, INC.93,509$4.85M1.72%-74513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.90,094$4.68M0.01%+6,94813F-HRTimelineGroup
SBE LLC DBA CEDAR COVE WEALTH PARTNERS86,814$4.51M2.35%13F-HRTimeline
Cresset Asset Management, LLC81,925$4.25M0.02%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.72,334$3.75M0.17%+6,32113F-HRTimeline
Independent Family Office, LLC69,183$3.74M1.56%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC61,577$3.2M<0.01%new13F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA52,003$2.7M0.17%-3,59213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,923$2.44M<0.01%-15,04613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …43,192$2.24M0.04%+2,84613F-HRTimelineGroup
Orion Porfolio Solutions, LLC42,697$2.22M0.02%+23,59113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC39,275$2.04M0.15%+8,39013F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC35,726$1.85M2.39%+1,52513F-HRTimeline
Compound Planning, Inc.28,230$1.47M0.04%+2,87413F-HRTimeline
Belpointe Asset Management LLC24,545$1.27M0.05%+94213F-HRTimeline
Csenge Advisory Group23,901$1.24M0.06%+20213F-HRTimeline
First Financial Group Corp20,831$1.08M0.92%+4,22513F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …16,372$850K0.25%+63213F-HRTimeline
Sunbeam Capital Management, LLC14,792$768K0.45%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC13,513$701K<0.01%new13F-HRTimelineGroup
Blue Line Capital, LLC / IL12,702$659K0.78%13F-HRTimeline
Paladin Wealth, LLC12,576$653K0.45%-2013F-HRTimeline
Brown Financial Advisors11,108$577K0.21%-26813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,617$551K<0.01%-95513F-HR/ATimelineGroup
Private Advisor Group, LLC9,128$474K<0.01%+37513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,000$467K0.01%-8,30013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,866$460K<0.01%+2,02913F-HRTimelineGroup
Gotham Asset Management, LLC7,208$374K<0.01%new13F-HRTimeline
Mattson Financial Services, LLC6,181$321K0.07%+77813F-HRTimeline
UBS Group AGin group UBS Group AG5,505$286K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,470$284K<0.01%+3813F-HRTimeline
SCS Capital Management LLC5,422$281K<0.01%+8513F-HRTimeline
Ausdal Financial Partners, Inc.5,282$274K0.01%+1,13513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,050$262K0.01%-36513F-HRTimelineGroup
Brucke Financial, Inc.4,956$257K0.14%new13F-HRTimeline
SK Wealth Management, LLC4,843$253K0.07%+5613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,505$234K<0.01%-18013F-HR/ATimelineGroup
LPL Financial LLC4,118$214K<0.01%-20413F-HRTimeline
Rareview Capital LLC3,848$200K0.13%-49413F-HRTimeline
SageView Advisory Group, LLC3,606$187K0.01%new13F-HRTimeline
COMERICA BANK2,305$120K<0.01%-1,46513F-HRTimeline
OPTIMA CAPITAL LLC1,306$67.8K0.03%-30,87313F-HRTimeline
Larson Financial Group LLC763$39.6K<0.01%-6613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC443$23K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc335$17.4K<0.01%+413F-HRTimeline
AE Wealth Management LLC62$3.22K<0.01%-20513F-HRTimeline
SOA Wealth Advisors, LLC.38$1.96K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC20$1.05K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC11$1K<0.01%new13F-HRTimelineGroup