DoubleLine ETF Trust - DCRE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SHUFRO ROSE & CO LLC | History | Added to | 1,569,464 | 81,306 | 4.67% | 5.41% | 1 | +38,129 | 2.49% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 934,014 | 48,386 | 0.5% | 0.51% | 2 | +148,625 | 18.92% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 696,975 | 36,106 | 0.17% | 0.2% | 3 | -3,315 | -0.47% | Q2 2026 | Aug 13, 2026 |
| Gradient Investments LLC | History | Added to | 392,043 | 20,309 | 0.28% | 0.28% | 4 | +49,125 | 14.33% | Q2 2026 | Jul 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 332,428 | 17,221 | 0.0% | 0.01% | 5 | -100,709 | -23.25% | Q2 2026 | Aug 03, 2026 |
| Cresset Asset Management, LLC | History | Added to | 288,487 | 14,945 | 0.05% | 0.06% | 6 | +5,800 | 2.05% | Q2 2026 | Aug 14, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 273,990 | 14,194 | 1.06% | 1.17% | 7 | +2,199 | 0.81% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | New | 215,167 | 11,146 | 0.01% | — | 8 | +215,167 | New | Q2 2026 | Aug 05, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 193,985 | 10,049 | 0.73% | 0.79% | 9 | +11,789 | 6.47% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 192,638 | 9,980 | 0.02% | 0.02% | 10 | +9,899 | 5.42% | Q2 2026 | Aug 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | New | 169,233 | 8,767 | 0.41% | — | 11 | +169,233 | New | Q2 2026 | Jul 24, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 164,149 | 8,503 | 0.31% | 0.31% | 12 | +16,520 | 11.19% | Q2 2026 | Jul 21, 2026 |
| Seascape Capital Management | History | Added to | 160,888 | 8,335 | 2.0% | 2.38% | 13 | +1,628 | 1.02% | Q2 2026 | Jul 21, 2026 |
| LPL Financial LLC | History | Reduced | 147,011 | 7,615 | 0.0% | 0.0% | 14 | -37,276 | -20.23% | Q2 2026 | Aug 07, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 135,006 | 6,993 | 1.2% | 1.22% | 15 | +7,180 | 5.62% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 126,829 | 6,570 | 0.03% | — | 16 | +126,829 | New | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 125,807 | 6,517 | 0.0% | 0.0% | 17 | +19,486 | 18.33% | Q2 2026 | Aug 13, 2026 |
| Holcombe Financial, Inc. | History | Reduced | 118,379 | 6,132 | 3.46% | 3.69% | 18 | -2,558 | -2.12% | Q2 2026 | Jul 13, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 115,634 | 5,990 | 0.85% | 0.92% | 19 | +2,071 | 1.82% | Q2 2026 | Jul 29, 2026 |
| Virtu Financial LLC | History | Added to | 111,671 | 5,785 | 0.18% | 0.03% | 20 | +99,599 | 825.04% | Q2 2026 | Aug 13, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 98,390 | 5,097 | 2.39% | 2.57% | 21 | +4,059 | 4.3% | Q2 2026 | Jul 21, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 98,004 | 5,077 | 1.4% | 1.65% | 22 | +5,971 | 6.49% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | New | 94,656 | 4,903 | 0.06% | — | 23 | +94,656 | New | Q2 2026 | Jul 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 91,511 | 4,741 | 0.18% | 0.2% | 24 | +11,201 | 13.95% | Q2 2026 | Aug 17, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 90,309 | 4,678 | 0.03% | 0.06% | 25 | -83,177 | -47.94% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 88,890 | 4,604 | 0.1% | — | 26 | +88,890 | New | Q2 2026 | Jul 29, 2026 |
| Auour Investments LLC | History | New | 85,567 | 4,432 | 1.27% | — | 27 | +85,567 | New | Q2 2026 | Jul 21, 2026 |
| Independent Family Office, LLC | History | No change | 73,058 | 3,784 | 1.52% | 1.56% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 54,018 | 2,798 | 0.0% | 0.01% | 29 | -19,574 | -26.6% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 50,971 | 2,640 | 0.03% | 0.07% | 30 | -41,915 | -45.13% | Q2 2026 | Aug 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 49,542 | 2,566 | 0.02% | 0.02% | 31 | +4,232 | 9.34% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 49,489 | 2,563 | 0.0% | — | 32 | +49,489 | New | Q2 2026 | Aug 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 46,886 | 2,428 | 0.15% | 0.17% | 33 | +1,951 | 4.34% | Q2 2026 | Jul 23, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Added to | 43,034 | 2,229 | 2.91% | 2.81% | 34 | +695 | 1.64% | Q2 2026 | Jul 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 42,712 | 2,212 | 0.04% | 0.05% | 35 | -3,302 | -7.18% | Q2 2026 | Jul 09, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 29,813 | 1,544 | 0.64% | 0.17% | 36 | +22,673 | 317.55% | Q2 2026 | Jul 24, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 28,731 | 1,488 | 0.02% | 0.03% | 37 | -712 | -2.42% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 26,454 | 1,370 | 0.01% | 0.02% | 38 | -14,669 | -35.67% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 25,781 | 1,335 | 0.0% | — | 39 | +25,781 | New | Q2 2026 | Aug 14, 2026 |
| First Financial Group Corp | History | Added to | 23,530 | 1,218 | 0.88% | 0.98% | 40 | +389 | 1.68% | Q2 2026 | Jul 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 23,504 | 1,217 | 0.08% | 0.12% | 41 | -8,981 | -27.65% | Q2 2026 | Jul 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 22,424 | 1,161 | 0.04% | 0.06% | 42 | -8,974 | -28.58% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | Added to | 19,965 | 1,034 | 0.0% | 0.0% | 43 | +14,251 | 249.4% | Q2 2026 | Aug 13, 2026 |
| Brucke Financial, Inc. | History | Added to | 19,369 | 1,003 | 0.45% | 0.43% | 44 | +2,888 | 17.52% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,059 | 935 | 0.0% | 0.0% | 45 | -6,731 | -27.15% | Q2 2026 | Aug 07, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 17,496 | 906 | 0.22% | 0.27% | 46 | +580 | 3.43% | Q2 2026 | Jul 28, 2026 |
| Tidal Investments LLC | History | Reduced | 17,206 | 888 | 0.0% | 0.0% | 47 | -2,662 | -13.4% | Q2 2026 | Aug 13, 2026 |
| FreeGulliver LLC | History | New | 15,875 | 822 | 0.29% | — | 48 | +15,875 | New | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,032 | 778 | 0.0% | 0.0% | 49 | +9,618 | 177.65% | Q2 2026 | Aug 14, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 14,829 | 768 | 0.35% | 0.44% | 50 | +37 | 0.25% | Q2 2026 | Jul 14, 2026 |
| Paladin Wealth, LLC | History | Added to | 14,583 | 755 | 0.44% | 0.46% | 51 | +1,602 | 12.34% | Q2 2026 | Jul 09, 2026 |
| Brown Financial Advisors | History | Added to | 11,319 | 586 | 0.2% | 0.21% | 52 | +620 | 5.79% | Q2 2026 | Aug 26, 2026 |
| Blue Line Capital, LLC / IL | History | Added to | 10,278 | 532 | 0.44% | 0.56% | 53 | +734 | 7.69% | Q2 2026 | Jul 30, 2026 |
| PFG Advisors | History | New | 10,118 | 524 | 0.03% | — | 54 | +10,118 | New | Q2 2026 | Jul 16, 2026 |
| Gotham Asset Management, LLC | History | Added to | 9,655 | 500 | 0.0% | 0.0% | 55 | +2,447 | 33.95% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 9,128 | 472 | 0.0% | 0.0% | 56 | -75 | -0.81% | Q2 2026 | Jul 27, 2026 |
| Shore Point Advisors, LLC | History | Added to | 7,829 | 405 | 0.14% | 0.13% | 57 | +1,416 | 22.08% | Q2 2026 | Jul 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 7,500 | 389 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 7,412 | 383 | 0.01% | 0.01% | 59 | +1,127 | 17.93% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 6,940 | 359 | 0.0% | — | 60 | +6,940 | New | Q2 2026 | Aug 14, 2026 |
| Mattson Financial Services, LLC | History | Added to | 6,886 | 355 | 0.07% | 0.08% | 61 | +315 | 4.79% | Q2 2026 | Aug 04, 2026 |
| Csenge Advisory Group | History | Added to | 6,714 | 347 | 0.01% | 0.01% | 62 | +1,031 | 18.14% | Q2 2026 | Aug 10, 2026 |
| SCS Capital Management LLC | History | Added to | 5,525 | 286 | 0.0% | 0.0% | 63 | +61 | 1.12% | Q2 2026 | Aug 06, 2026 |
| Rareview Capital LLC | History | Added to | 5,197 | 270 | 0.15% | 0.13% | 64 | +873 | 20.19% | Q2 2026 | Jul 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,050 | 261 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SK Wealth Management, LLC | History | Added to | 4,978 | 256 | 0.06% | 0.07% | 66 | +97 | 1.99% | Q2 2026 | Aug 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 4,510 | 234 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 4,505 | 233 | 0.0% | 0.0% | 68 | +1 | 0.02% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,258 | 168 | 0.0% | 0.0% | 69 | +884 | 37.24% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | Added to | 2,595 | 134 | 0.0% | 0.0% | 70 | +2,533 | 4085.48% | Q2 2026 | Aug 03, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 1,499 | 77 | 0.01% | — | 71 | +1,499 | New | Q2 2026 | Jul 27, 2026 |
| Family Manage LLC | History | Reduced | 1,465 | 75 | 0.01% | 0.02% | 72 | -965 | -39.71% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | New | 1,448 | 74 | 0.0% | — | 73 | +1,448 | New | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | Added to | 775 | 40 | 0.0% | 0.0% | 74 | +7 | 0.91% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 436 | 23 | 0.0% | — | 75 | +436 | New | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 440 | 22 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 337 | 17 | 0.0% | 0.0% | 77 | +2 | 0.6% | Q2 2026 | Jul 23, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 256 | 13 | 0.0% | — | 78 | +256 | New | Q2 2026 | Sep 02, 2026 |
| Signature Equity Partners, LLC | History | No change | 248 | 12 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 223 | 11 | 0.0% | 0.01% | 80 | -750 | -77.08% | Q2 2026 | Jul 29, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 194 | 10 | 0.01% | 0.01% | 81 | -219 | -53.03% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 118 | 6 | 0.0% | 0.0% | 82 | -14,914 | -99.22% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 133 | 6 | 0.0% | — | 84 | +133 | New | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 122 | 6 | 0.0% | 0.0% | 83 | +99 | 430.43% | Q2 2026 | Aug 14, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 112 | 5 | 0.0% | — | 85 | +112 | New | Q2 2026 | Sep 18, 2026 |
| Crews Bank & Trust | History | New | 60 | 3 | 0.0% | — | 86 | +60 | New | Q2 2026 | Jul 16, 2026 |
| JPMORGAN CHASE & CO | History | New | 38 | 1 | 0.0% | — | 88 | +38 | New | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 36 | 1 | 0.0% | — | 89 | +36 | New | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Motley Fool Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -180,108 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 3.43% | — | -143,543 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,214 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,130 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -488 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q2 2026 | Jul 07, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q2 2026 | Jul 21, 2026 |