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DoubleLine Commercial Real Estate ETF (DCRE) Institutional Ownership

$51.75 -0.06 (-0.12%)
As of 07/3/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for DoubleLine Commercial Real Estate ETF (NYSEARCA:DCRE)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$202.37M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$46.90M
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DCRE Institutional Buying and Selling by Quarter

DoubleLine Commercial Real Estate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/13/2025Optima Capital LLC29,544$1.53M1.0%+87.7%0.564%
5/22/2025Mattson Financial Services LLC5,146$267K0.1%-27.1%0.100%
5/20/2025Belpointe Asset Management LLC28,294$1.47M0.1%-26.6%0.548%
5/19/2025Jane Street Group LLC21,345$1.11M0.0%+85.3%0.414%
5/19/2025SCS Capital Management LLC5,208$270K0.0%N/A0.101%
5/15/2025Tortoise Investment Management LLC10,380$538K0.1%+1,053.3%0.201%
5/14/2025Compound Planning Inc.12,734$661K0.0%N/A0.247%
5/14/2025CW Advisors LLC45,613$2.37M0.0%+206.9%0.884%
5/12/2025Motley Fool Wealth Management LLC251,036$13.02M0.8%-7.7%4.865%
5/12/2025Virtu Financial LLC138,413$7.18M0.4%N/A2.682%
5/9/2025Cary Street Partners Financial LLC9,050$469K0.0%-9.5%0.175%
5/8/2025Shufro Rose & Co. LLC855,345$44.37M3.5%+1.9%16.576%
5/7/2025Foundations Investment Advisors LLC139,224$7.22M0.1%+31.2%2.698%
5/7/2025Rareview Capital LLC8,325$432K0.3%-49.6%0.161%
5/6/2025Sunbeam Capital Management LLC14,792$767K0.7%+5.9%0.287%
5/6/2025Journey Strategic Wealth LLC6,890$357K0.0%+40.9%0.134%
5/6/2025W.G. Shaheen & Associates DBA Whitney & Co149,500$7.76M0.8%N/A2.897%
5/5/2025Private Advisor Group LLC7,283$378K0.0%-48.8%0.141%
5/2/2025Larson Financial Group LLC1,303$68K0.0%+768.7%0.026%
5/1/2025Sentinel Trust Co. LBA9,685$502K0.1%N/A0.191%
5/1/2025Kathmere Capital Management LLC398,313$20.66M1.8%+27.0%7.872%
4/30/2025Leavell Investment Management Inc.117,247$6.08M0.3%+2.5%2.317%
4/29/2025Envestnet Asset Management Inc.58,870$3.05M0.0%-54.7%1.163%
4/29/2025Seascape Capital Management147,423$7.65M2.7%+7.1%2.913%
4/29/2025Global Wealth Management Investment Advisory Inc.96,095$4.98M1.0%+680.8%1.899%
4/28/2025Holcombe Financial Inc.115,961$6.02M5.0%-12.8%2.292%
4/25/2025Saxon Interests Inc.93,527$4.85M2.3%+1.1%1.848%
4/22/2025First Financial Group Corp8,962$475K0.5%+47.9%0.177%
4/22/2025Stapp Wealth Management Pllc39,557$2.05M3.2%N/A0.782%
4/15/2025Wealthcare Advisory Partners LLC42,015$2.18M0.1%+37.3%0.830%
4/14/2025Baldwin Wealth Partners LLC MA58,937$3.06M0.2%-25.9%1.165%
4/10/2025Naples Global Advisors LLC16,555$859K0.1%+71.4%0.370%
4/9/2025RFG Advisory LLC40,558$2.10M0.1%+124.8%0.905%
4/9/2025Paladin Wealth LLC13,859$719K0.6%-34.9%0.309%
4/9/2025Gradient Investments LLC295,750$15.34M0.3%-32.7%6.602%
3/12/2025Centaurus Financial Inc.42,381$2.18M0.1%+28.4%0.946%
3/10/2025Mattson Financial Services LLC7,059$367K0.1%-5.9%0.158%
2/25/2025Shufro Rose & Co. LLC839,350$43.19M3.3%N/A18.735%
2/24/2025Sunbeam Capital Management LLC13,966$719K0.7%N/A0.312%
2/20/2025Sunbeam Capital Management LLC13,966$719K1.5%N/A0.312%
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2/17/2025NorthRock Partners LLC4,071$209K0.0%N/A0.158%
2/17/2025Citadel Advisors LLC33,417$1.72M0.0%+196.9%1.295%
2/17/2025Cary Street Partners Financial LLC10,005$515K0.0%N/A0.388%
2/17/2025Bank of America Corp DE10,579$544K0.0%N/A0.410%
2/14/2025Jane Street Group LLC11,521$593K0.0%+106.3%0.447%
2/14/2025Holcombe Financial Inc.133,001$6.84M5.6%N/A5.155%
2/13/2025Raymond James Financial Inc.18,907$973K0.0%N/A0.733%
2/13/2025Envestnet Asset Management Inc.130,017$6.69M0.0%-56.1%5.039%
2/12/2025Motley Fool Wealth Management LLC272,029$13.99M0.7%-1.8%10.544%
2/11/2025Congress Wealth Management LLC DE14,863$765K0.0%N/A0.576%
2/10/2025Thrivent Financial for Lutherans76,651$3.94M0.0%N/A2.971%
2/10/2025Independent Family Office LLC26,748$1.38M0.7%+27.8%1.037%
2/10/2025Diversified Enterprises LLC4,960$255K0.0%-98.1%0.192%
2/10/2025First Financial Group Corp6,060$312K0.3%N/A0.235%
2/10/2025Rareview Capital LLC16,533$859K0.6%+8.0%0.641%
2/7/2025Cushing Capital Partners LLC11,880$611K0.6%N/A0.460%
2/6/2025Raymond James Financial Inc.18,907$973K0.0%N/A0.733%
2/5/2025Smartleaf Asset Management LLC7,626$392K0.0%-62.3%0.296%
2/4/2025Brown Financial Advisors17,656$909K0.4%-18.4%0.684%
2/3/2025Private Advisor Group LLC14,229$732K0.0%-41.1%0.552%
1/31/20253EDGE Asset Management LP29,488$1.52M0.1%-1.0%1.143%
1/31/2025Sanctuary Advisors LLC397,382$20.56M0.1%+4.9%15.402%
1/30/2025Seascape Capital Management137,704$7.09M2.5%+1.5%5.337%
1/29/2025Naples Global Advisors LLC9,660$497K0.0%+10.2%0.374%
1/29/2025Leavell Investment Management Inc.114,360$5.89M0.3%+11.2%4.433%
1/29/2025Paladin Wealth LLC21,297$1.10M0.9%+35.0%0.825%
1/29/2025Global Wealth Management Investment Advisory Inc.12,308$633K0.1%+11.8%0.477%
1/24/2025Journey Strategic Wealth LLC4,890$252K0.0%-23.5%0.190%
1/22/2025Baldwin Wealth Partners LLC MA79,508$4.09M0.3%-59.2%3.082%
1/22/2025Foundations Investment Advisors LLC106,131$5.46M0.1%+6.0%4.114%
1/21/2025Gradient Investments LLC439,519$22.62M0.5%+20.0%17.036%
1/21/2025RFG Advisory LLC18,042$928K0.0%N/A0.699%
1/15/2025Saxon Interests Inc.92,479$4.76M2.1%-9.7%3.584%
1/15/2025Wealthcare Advisory Partners LLC30,610$1.58M0.0%+24.7%1.186%
1/14/2025Kathmere Capital Management LLC313,521$16.13M1.4%+22.1%12.152%
1/14/2025Signal Advisors Wealth LLC4,285$220K0.0%N/A0.166%
1/10/2025Sugarloaf Wealth Management LLC14,648$754K0.1%+7.8%0.568%
12/30/2024SK Wealth Management LLC4,592$236K0.1%N/A0.178%
11/25/2024Sanctuary Advisors LLC378,829$19.49M0.1%+20.1%14.683%
11/18/2024Brown Financial Advisors21,632$1.12M0.5%+4.7%0.838%
11/15/2024Jane Street Group LLC5,585$290K0.0%-38.3%0.216%
11/15/2024Motley Fool Wealth Management LLC276,950$14.40M0.7%-3.7%10.734%
11/15/2024Independent Family Office LLC20,923$1.09M0.5%N/A0.811%
11/13/2024Diversified LLC265,527$13.80M1.5%N/A10.292%
11/12/2024Centaurus Financial Inc.33,007$1.72M0.1%N/A1.279%
11/1/2024Seascape Capital Management135,655$7.05M2.5%N/A5.258%
11/1/2024Leavell Investment Management Inc.102,835$5.35M0.3%N/A3.986%
10/30/2024Global Wealth Management Investment Advisory Inc.11,013$572K0.1%N/A0.427%
10/22/2024Private Advisor Group LLC24,156$1.26M0.0%+41.5%0.936%
10/21/2024Foundations Investment Advisors LLC100,078$5.20M0.1%N/A3.879%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
10/18/2024Raymond James & Associates77,893$4.05M0.0%N/A3.019%
10/15/2024NBC Securities Inc.7,044$366K0.0%N/A0.273%
10/11/2024Paladin Wealth LLC15,781$820K0.7%N/A0.612%
10/8/2024Saxon Interests Inc.102,379$5.32M2.4%N/A3.968%
10/8/2024Sugarloaf Wealth Management LLC13,587$706K0.1%N/A0.527%
9/30/2024Mattson Financial Services LLC7,526$387K0.1%N/A0.292%
9/5/2024Sanctuary Advisors LLC315,504$16.12M0.1%N/A12.229%
8/30/2024Brown Financial Advisors20,657$1.06M0.5%N/A0.801%
8/16/2024Kathmere Capital Management LLC180,017$9.25M1.0%N/A6.977%
8/10/2024Virtu Financial LLC19,646$1.01M0.1%N/A0.761%
(Data available from 1/1/2016 forward)

DCRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DCRE shares?

During the previous two years, 55 institutional investors and hedge funds held shares of DoubleLine Commercial Real Estate ETF. The most heavily invested institutionals were Shufro Rose & Co. LLC ($44.37M), Kathmere Capital Management LLC ($20.66M), Sanctuary Advisors LLC ($20.56M), Gradient Investments LLC ($15.34M), Diversified LLC ($13.80M), Motley Fool Wealth Management LLC ($13.02M), and W.G. Shaheen & Associates DBA Whitney & Co ($7.76M).Learn more on DoubleLine Commercial Real Estate ETF's institutional investors.

Which institutional investors have been buying DoubleLine Commercial Real Estate ETF's stock?

Of the 49 institutional investors that purchased DoubleLine Commercial Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shufro Rose & Co. LLC ($855.35K), Sanctuary Advisors LLC ($397.38K), Kathmere Capital Management LLC ($321.53K), Envestnet Asset Management Inc. ($293.26K), Diversified LLC ($265.53K), Virtu Financial LLC ($158.06K), and W.G. Shaheen & Associates DBA Whitney & Co ($149.50K).

How much institutional buying is happening at DoubleLine Commercial Real Estate ETF?

Institutional investors have bought a total of 3,918,464 shares in the last 24 months. This purchase volume represents approximately $202.37M in transactions.

Which of DoubleLine Commercial Real Estate ETF's major shareholders have been selling company stock?

Of the 18 institutional investors that sold DoubleLine Commercial Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Diversified Enterprises LLC ($260.57K), Envestnet Asset Management Inc. ($237.00K), Gradient Investments LLC ($143.77K), Baldwin Wealth Partners LLC MA ($136.01K), Motley Fool Wealth Management LLC ($36.62K), Holcombe Financial Inc. ($17.04K), and Private Advisor Group LLC ($16.87K).

How much institutional selling is happening at DoubleLine Commercial Real Estate ETF?

Institutional investors have sold a total of 908,832 shares in the last 24 months. This volume of shares sold represents approximately $46.90M in transactions.


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This page (NYSEARCA:DCRE) was last updated on 7/5/2025 by MarketBeat.com Staff
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