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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gradient Investments LLC | History | Added to | 342,918 | 17,818 | 0.28% | 0.27% | 1 | +20,391 | 6.32% | Q1 2026 | Apr 13, 2026 |
| Holcombe Financial, Inc. | History | Added to | 120,937 | 6,283 | 3.69% | 3.73% | 2 | +6,452 | 5.64% | Q1 2026 | Apr 20, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 94,331 | 4,901 | 2.57% | 2.35% | 3 | +7,517 | 8.66% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 46,014 | 2,390 | 0.05% | 0.04% | 4 | +2,822 | 6.53% | Q1 2026 | Apr 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 44,935 | 2,334 | 0.17% | 0.15% | 5 | +5,660 | 14.41% | Q1 2026 | Apr 20, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Added to | 42,339 | 2,199 | 2.81% | 2.39% | 6 | +6,613 | 18.51% | Q1 2026 | Apr 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 41,123 | 2,137 | 0.02% | — | 7 | +41,123 | New | Q1 2026 | Apr 07, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 32,485 | 1,687 | 0.12% | 0.17% | 8 | -19,518 | -37.53% | Q1 2026 | Apr 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 29,443 | 1,529 | 0.03% | — | 9 | +29,443 | New | Q1 2026 | Apr 20, 2026 |
| First Financial Group Corp | History | Added to | 23,141 | 1,202 | 0.98% | 0.92% | 10 | +2,310 | 11.09% | Q1 2026 | Apr 22, 2026 |
| Brucke Financial, Inc. | History | Added to | 16,481 | 856 | 0.43% | 0.14% | 11 | +11,525 | 232.55% | Q1 2026 | Apr 10, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 14,792 | 768 | 0.44% | 0.45% | 12 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Paladin Wealth, LLC | History | Added to | 12,981 | 674 | 0.46% | 0.45% | 13 | +405 | 3.22% | Q1 2026 | Apr 16, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 7,500 | 389 | 0.01% | 0.01% | 14 | -1,500 | -16.67% | Q1 2026 | Apr 15, 2026 |
| Shore Point Advisors, LLC | History | New | 6,413 | 333 | 0.13% | — | 15 | +6,413 | New | Q1 2026 | Apr 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 335 | 17 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 146 | 7 | 0.0% | — | 17 | +146 | New | Q1 2026 | Apr 23, 2026 |
| SHUFRO ROSE & CO LLC | History | Closed out | 0 | 0 | — | 5.13% | — | -1,461,567 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -666,603 | -100.0% | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -521,381 | -100.0% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.03% | — | -278,797 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 1.21% | — | -264,905 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Motley Fool Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -197,440 | -100.0% | Q4 2025 | Feb 11, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Closed out | 0 | 0 | — | 0.72% | — | -174,523 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Seascape Capital Management | History | Closed out | 0 | 0 | — | 2.32% | — | -156,941 | -100.0% | Q4 2025 | Jan 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.3% | — | -138,598 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.92% | — | -110,036 | -100.0% | Q4 2025 | Feb 04, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Closed out | 0 | 0 | — | 0.96% | — | -108,345 | -100.0% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -94,613 | -100.0% | Q4 2025 | Feb 11, 2026 |
| SAXON INTERESTS, INC. | History | Closed out | 0 | 0 | — | 1.7% | — | -93,509 | -100.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -90,094 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -81,925 | -100.0% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -72,334 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Independent Family Office, LLC | History | Closed out | 0 | 0 | — | 1.56% | — | -69,183 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,577 | -100.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46,923 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -42,697 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -28,230 | -100.0% | Q4 2025 | Feb 19, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,545 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.06% | — | -23,901 | -100.0% | Q4 2025 | Feb 06, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.25% | — | -16,372 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,513 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Blue Line Capital, LLC / IL | History | Closed out | 0 | 0 | — | 0.78% | — | -12,702 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Brown Financial Advisors | History | Closed out | 0 | 0 | — | 0.21% | — | -11,108 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,617 | -100.0% | Q4 2025 | Mar 25, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,128 | -100.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -8,866 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,208 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Mattson Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,181 | -100.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -5,505 | -100.0% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,470 | -100.0% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,422 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,282 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,050 | -100.0% | Q4 2025 | Feb 09, 2026 |
| SK Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,843 | -100.0% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -4,505 | -100.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,118 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Rareview Capital LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,848 | -100.0% | Q4 2025 | Jan 29, 2026 |
| SageView Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,606 | -100.0% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,305 | -100.0% | Q4 2025 | Jan 29, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,306 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -763 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -443 | -100.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q4 2025 | Jan 26, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q4 2025 | Jan 26, 2026 |