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Disclosery

DCRE DOUBLELINE ETF TRUST

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COMMERCIAL REAL (fund)

77 managers (77 13F filers) reported a position in DCRE shares at 2026-03-31, 7,274,881 shares in all. 23 filers opened a position and 8 filers sold out during the quarter.

Managers
77
13F filers
77
New
23
Added
36
Reduced
11
Sold out
8
Shares held by filers
7,274,881

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,531,335$79.6M5.42%+69,76813F-HRTimeline
Foundations Investment Advisors, LLC785,389$40.8M0.51%+264,00813F-HRTimeline
Sanctuary Advisors, LLC700,290$36.4M0.2%+33,68713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC433,137$22.5M0.01%new13F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC342,918$17.8M0.28%+20,39113F-HRTimelineGroup
Cresset Asset Management, LLC282,687$14.7M0.06%+200,76213F-HRTimeline
Tortoise Investment Management, LLC271,791$14.1M1.17%+6,88613F-HRTimeline
LPL Financial LLC184,287$9.58M<0.01%+180,16913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…182,739$9.49M0.02%-96,05813F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…182,196$9.47M0.79%+7,67313F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …180,108$9.36M1.06%-17,33213F-HRTimelineGroup
Clark Capital Management Group, Inc.173,486$9.01M0.06%new13F-HRTimeline
Seascape Capital Management159,260$8.28M2.38%+2,31913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.147,629$7.67M0.31%+9,03113F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA127,826$6.64M1.22%+19,48113F-HRTimeline
Holcombe Financial, Inc.120,937$6.28M3.69%+6,45213F-HRTimeline
Global Wealth Management Investment Adv…113,563$5.9M0.92%+3,52713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources106,321$5.52M<0.01%+11,70813F-HRTimelineGroup
SBE LLC DBA CEDAR COVE WEALTH PARTNERS94,331$4.9M2.57%+7,51713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC92,886$4.83M0.07%new13F-HRTimelineGroup
SAXON INTERESTS, INC.92,033$4.78M1.65%-1,47613F-HRTimeline
Clear Point Advisors Inc.143,543$4.43M3.45%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.80,310$4.17M0.2%+7,97613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,592$3.82M0.01%-16,50213F-HRTimelineGroup
Independent Family Office, LLC73,058$3.8M1.56%+3,87513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …46,014$2.39M0.05%+2,82213F-HRTimelineGroup
Orion Porfolio Solutions, LLC45,310$2.35M0.02%+2,61313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC44,935$2.33M0.17%+5,66013F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC42,339$2.2M2.81%+6,61313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC41,123$2.14M0.02%new13F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA32,485$1.69M0.12%-19,51813F-HRTimeline
Belpointe Asset Management LLC31,398$1.63M0.06%+6,85313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT29,443$1.53M0.03%new13F-HRTimeline
MML INVESTORS SERVICES, LLC24,790$1.29M<0.01%+19,32013F-HRTimeline
First Financial Group Corp23,141$1.2M0.98%+2,31013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC19,868$1.03M<0.01%+6,35513F-HRTimelineGroup
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …16,916$879K0.27%+54413F-HRTimeline
Brucke Financial, Inc.16,481$856K0.43%+11,52513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\15,032$781K<0.01%new13F-HRTimelineGroup
Sunbeam Capital Management, LLC14,792$769K0.44%013F-HRTimeline
Paladin Wealth, LLC12,981$674K0.46%+40513F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC12,072$627K0.03%new13F-HRTimelineGroup
Brown Financial Advisors10,699$556K0.21%-40913F-HRTimeline
Blue Line Capital, LLC / IL9,544$496K0.56%-3,15813F-HRTimeline
Private Advisor Group, LLC9,203$478K<0.01%+7513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,500$390K0.01%-1,50013F-HRTimeline
Gotham Asset Management, LLC7,208$375K<0.01%013F-HRTimeline
Walser Wealth Management Company, A Ltd…7,140$371K0.17%new13F-HRTimeline
Mattson Financial Services, LLC6,571$341K0.08%+39013F-HRTimeline
Shore Point Advisors, LLC6,413$333K0.13%new13F-HRTimeline
Ausdal Financial Partners, Inc.6,285$327K0.01%+1,00313F-HRTimeline
UBS Group AGin group UBS Group AG5,714$297K<0.01%+20913F-HRTimelineGroup
Csenge Advisory Group5,683$295K0.01%-18,21813F-HRTimeline
SCS Capital Management LLC5,464$284K<0.01%+4213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,414$281K<0.01%-3,45213F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,050$262K0.01%013F-HRTimelineGroup
SK Wealth Management, LLC4,881$253K0.07%+3813F-HRTimeline
Jaffetilchin Investment Partners, LLC4,510$234K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,504$234K<0.01%-113F-HRTimelineGroup
Rareview Capital LLC4,324$225K0.13%+47613F-HRTimeline
Root Financial Partners, LLC3,214$167K0.01%new13F-HRTimeline
Family Manage LLC2,430$126K0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,374$123K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,130$58.7K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC973$50.5K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…900$46.8K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC768$39.9K<0.01%+513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…488$25.4K<0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA440$22.9K<0.01%new13F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.413$21.5K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc335$17.4K<0.01%013F-HRTimeline
Signature Equity Partners, LLC248$12.9K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC146$7.59K<0.01%new13F-HRTimeline
AE Wealth Management LLC62$3.22K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.38$1.96K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP23$1.19K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC20$1.06K<0.01%013F-HRTimeline