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 | 1,531,335 | 79,568 | 5.41% | 5.13% | 1 | +69,768 | 4.77% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 785,389 | 40,808 | 0.51% | 0.35% | 2 | +264,008 | 50.64% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 700,290 | 36,387 | 0.2% | 0.19% | 3 | +33,687 | 5.05% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 433,137 | 22,505 | 0.01% | — | 4 | +433,137 | New | Q1 2026 | May 04, 2026 |
| Gradient Investments LLC | History | Added to | 342,918 | 17,818 | 0.28% | 0.27% | 5 | +20,391 | 6.32% | Q1 2026 | Apr 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 282,687 | 14,688 | 0.06% | 0.02% | 6 | +200,762 | 245.06% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 271,791 | 14,122 | 1.17% | 1.21% | 7 | +6,886 | 2.6% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 184,287 | 9,575 | 0.0% | 0.0% | 8 | +180,169 | 4375.16% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 182,739 | 9,495 | 0.02% | 0.03% | 9 | -96,058 | -34.45% | Q1 2026 | May 01, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 182,196 | 9,466 | 0.79% | 0.72% | 10 | +7,673 | 4.4% | Q1 2026 | May 05, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 180,108 | 9,358 | 1.06% | 0.79% | 11 | -17,332 | -8.78% | Q1 2026 | May 12, 2026 |
| Clark Capital Management Group, Inc. | History | New | 173,486 | 9,014 | 0.06% | — | 12 | +173,486 | New | Q1 2026 | May 15, 2026 |
| Seascape Capital Management | History | Added to | 159,260 | 8,275 | 2.38% | 2.32% | 13 | +2,319 | 1.48% | Q1 2026 | Apr 28, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 147,629 | 7,670 | 0.31% | 0.3% | 14 | +9,031 | 6.52% | Q1 2026 | May 12, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 127,826 | 6,641 | 1.22% | 0.96% | 15 | +19,481 | 17.98% | Q1 2026 | May 12, 2026 |
| Holcombe Financial, Inc. | History | Added to | 120,937 | 6,283 | 3.69% | 3.73% | 16 | +6,452 | 5.64% | Q1 2026 | Apr 20, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 113,563 | 5,900 | 0.92% | 0.92% | 17 | +3,527 | 3.21% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 106,321 | 5,524 | 0.0% | 0.0% | 18 | +11,708 | 12.37% | Q1 2026 | May 13, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 94,331 | 4,901 | 2.57% | 2.35% | 19 | +7,517 | 8.66% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 92,886 | 4,826 | 0.07% | — | 20 | +92,886 | New | Q1 2026 | May 13, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 92,033 | 4,782 | 1.65% | 1.7% | 21 | -1,476 | -1.58% | Q1 2026 | Apr 29, 2026 |
| Clear Point Advisors Inc. | History | New | 143,543 | 4,428 | 3.43% | — | 22 | +143,543 | New | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 80,310 | 4,173 | 0.2% | 0.17% | 23 | +7,976 | 11.03% | Q1 2026 | May 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 73,592 | 3,823 | 0.01% | 0.01% | 24 | -16,502 | -18.32% | Q1 2026 | May 15, 2026 |
| Independent Family Office, LLC | History | Added to | 73,058 | 3,796 | 1.56% | 1.56% | 25 | +3,875 | 5.6% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 46,014 | 2,390 | 0.05% | 0.04% | 26 | +2,822 | 6.53% | Q1 2026 | Apr 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 45,310 | 2,354 | 0.02% | 0.02% | 27 | +2,613 | 6.12% | Q1 2026 | May 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 44,935 | 2,334 | 0.17% | 0.15% | 28 | +5,660 | 14.41% | Q1 2026 | Apr 20, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Added to | 42,339 | 2,199 | 2.81% | 2.39% | 29 | +6,613 | 18.51% | Q1 2026 | Apr 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 41,123 | 2,137 | 0.02% | — | 30 | +41,123 | New | Q1 2026 | Apr 07, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 32,485 | 1,687 | 0.12% | 0.17% | 31 | -19,518 | -37.53% | Q1 2026 | Apr 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 31,398 | 1,631 | 0.06% | 0.05% | 32 | +6,853 | 27.92% | Q1 2026 | Apr 28, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 29,443 | 1,529 | 0.03% | — | 33 | +29,443 | New | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 24,790 | 1,288 | 0.0% | 0.0% | 34 | +19,320 | 353.2% | Q1 2026 | May 04, 2026 |
| First Financial Group Corp | History | Added to | 23,141 | 1,202 | 0.98% | 0.92% | 35 | +2,310 | 11.09% | Q1 2026 | Apr 22, 2026 |
| Tidal Investments LLC | History | Added to | 19,868 | 1,028 | 0.0% | 0.0% | 36 | +6,355 | 47.03% | Q1 2026 | May 15, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 16,916 | 878 | 0.27% | 0.25% | 37 | +544 | 3.32% | Q1 2026 | Apr 28, 2026 |
| Brucke Financial, Inc. | History | Added to | 16,481 | 856 | 0.43% | 0.14% | 38 | +11,525 | 232.55% | Q1 2026 | Apr 10, 2026 |
| US BANCORP \DE\ | History | New | 15,032 | 781 | 0.0% | — | 39 | +15,032 | New | Q1 2026 | May 14, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 14,792 | 768 | 0.44% | 0.45% | 40 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Paladin Wealth, LLC | History | Added to | 12,981 | 674 | 0.46% | 0.45% | 41 | +405 | 3.22% | Q1 2026 | Apr 16, 2026 |
| Virtu Financial LLC | History | New | 12,072 | 627 | 0.03% | — | 42 | +12,072 | New | Q1 2026 | May 14, 2026 |
| Brown Financial Advisors | History | Reduced | 10,699 | 555 | 0.21% | 0.21% | 43 | -409 | -3.68% | Q1 2026 | May 15, 2026 |
| Blue Line Capital, LLC / IL | History | Reduced | 9,544 | 495 | 0.56% | 0.78% | 44 | -3,158 | -24.86% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 9,203 | 478 | 0.0% | 0.0% | 45 | +75 | 0.82% | Q1 2026 | Apr 24, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 7,500 | 389 | 0.01% | 0.01% | 46 | -1,500 | -16.67% | Q1 2026 | Apr 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 7,208 | 374 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 7,140 | 370 | 0.17% | — | 48 | +7,140 | New | Q1 2026 | Apr 28, 2026 |
| Mattson Financial Services, LLC | History | Added to | 6,571 | 341 | 0.08% | 0.07% | 49 | +390 | 6.31% | Q1 2026 | May 11, 2026 |
| Shore Point Advisors, LLC | History | New | 6,413 | 333 | 0.13% | — | 50 | +6,413 | New | Q1 2026 | Apr 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 6,285 | 326 | 0.01% | 0.01% | 51 | +1,003 | 18.99% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 5,714 | 296 | 0.0% | 0.0% | 52 | +209 | 3.8% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Reduced | 5,683 | 295 | 0.01% | 0.06% | 53 | -18,218 | -76.22% | Q1 2026 | Apr 30, 2026 |
| SCS Capital Management LLC | History | Added to | 5,464 | 283 | 0.0% | 0.0% | 54 | +42 | 0.77% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,414 | 281 | 0.0% | 0.0% | 55 | -3,452 | -38.94% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,050 | 262 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SK Wealth Management, LLC | History | Added to | 4,881 | 252 | 0.07% | 0.07% | 57 | +38 | 0.78% | Q1 2026 | May 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 4,510 | 234 | 0.01% | — | 59 | +4,510 | New | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 4,504 | 234 | 0.0% | 0.0% | 58 | -1 | -0.02% | Q1 2026 | May 15, 2026 |
| Rareview Capital LLC | History | Added to | 4,324 | 224 | 0.13% | 0.13% | 60 | +476 | 12.37% | Q1 2026 | Apr 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,606 | 187 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | New | 3,214 | 166 | 0.01% | — | 62 | +3,214 | New | Q1 2026 | Apr 24, 2026 |
| Family Manage LLC | History | New | 2,430 | 126 | 0.02% | — | 63 | +2,430 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,374 | 123 | 0.0% | — | 64 | +2,374 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 2,305 | 119 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,130 | 58 | 0.0% | — | 66 | +1,130 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | New | 973 | 50 | 0.01% | — | 67 | +973 | New | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 900 | 46 | 0.0% | — | 68 | +900 | New | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 768 | 39 | 0.0% | 0.0% | 69 | +5 | 0.66% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | New | 488 | 25 | 0.0% | — | 70 | +488 | New | Q1 2026 | May 12, 2026 |
| BOKF, NA | History | New | 440 | 22 | 0.0% | — | 71 | +440 | New | Q1 2026 | May 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 413 | 21 | 0.01% | — | 72 | +413 | New | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | No change | 335 | 17 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Signature Equity Partners, LLC | History | New | 248 | 12 | 0.01% | — | 74 | +248 | New | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 146 | 7 | 0.0% | — | 75 | +146 | New | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 23 | 1 | 0.0% | — | 79 | +23 | New | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 38 | 1 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,577 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46,923 | -100.0% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -28,230 | -100.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,617 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,306 | -100.0% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -443 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 14, 2026 |