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DoubleLine Commercial Real Estate ETF (DCRE) Institutional Ownership

$51.56 +0.03 (+0.06%)
As of 07/24/2026 04:10 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)
47
Total
Institutional Inflows
(last 12 months)
$91.11M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$8.33M
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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
7/10/2026 Wealthcare Advisory Partners LLC42,712$2.21M0.0%-7.2%0.489%
7/10/2026 Paladin Wealth LLC14,583$755K0.4%+12.3%0.167%
7/8/2026 Gradient Investments LLC392,043$20.31M0.3%+14.3%4.486%
5/19/2026Bank of America Corp DE5,414$281K0.0%-38.9%0.066%
5/19/2026Centaurus Financial Inc.80,310$4.17M0.2%+11.0%0.972%
5/8/2026PNC Financial Services Group Inc.900$47K0.0%N/A0.011%
5/6/2026Cornerstone Planning Group LLC973$50K0.0%N/A0.012%
5/6/2026W.G. Shaheen & Associates DBA Whitney & Co182,196$9.47M0.8%+4.4%2.206%
5/5/2026Sanctuary Advisors LLC700,290$36.39M0.2%+5.1%8.478%
5/1/2026Fifth Third Bancorp2,374$123K0.0%N/A0.029%
4/29/2026Saxon Interests Inc.92,033$4.78M1.6%-1.6%1.114%
4/29/2026Walser Wealth Management Company A Ltd Liability Co7,140$371K0.2%N/A0.086%
4/28/2026 Seascape Capital Management159,260$8.28M2.4%+1.5%1.957%
4/28/2026 Rareview Capital LLC4,324$225K0.1%+12.4%0.053%
4/24/2026Root Financial Partners LLC3,214$167K0.0%N/A0.040%
4/22/2026 First Financial Group Corp23,141$1.20M1.0%+11.1%0.289%
4/20/2026Ritholtz Wealth Management29,443$1.53M0.0%N/A0.367%
4/16/2026 Paladin Wealth LLC12,981$674K0.5%+3.2%0.164%
2/19/2026Compound Planning Inc.28,230$1.47M0.0%+11.3%0.426%
2/18/2026Gotham Asset Management LLC7,208$374K0.0%N/A0.109%
2/17/2026Osaic Holdings Inc.90,094$4.68M0.0%+8.4%1.361%
2/13/2026Ausdal Financial Partners Inc.5,282$274K0.0%+27.4%0.080%
2/13/2026Saxon Interests Inc.93,509$4.85M1.7%-0.8%1.413%
2/12/2026Jane Street Group LLC46,923$2.44M0.0%-24.3%0.709%
2/12/2026Orion Porfolio Solutions LLC42,697$2.22M0.0%+123.5%0.645%
2/12/2026 SBE LLC DBA Cedar Cove Wealth Partners86,814$4.51M2.4%N/A1.311%
2/12/2026Mattson Financial Services LLC6,181$321K0.1%+14.4%0.093%
2/11/2026Motley Fool Wealth Management LLC197,440$10.25M0.8%-12.1%2.982%
2/11/2026LPL Financial LLC4,118$214K0.0%-4.7%0.062%
2/11/2026Franklin Resources Inc.94,613$4.91M0.0%+135.0%1.429%
2/11/2026Argonautica Private Wealth Management Inc.16,372$850K0.2%+4.0%0.247%
2/10/2026Goldman Sachs Group Inc.10,617$551K0.0%-8.3%0.160%
2/10/2026Foundations Investment Advisors LLC521,381$27.06M0.4%+63.8%7.876%
2/9/2026 Cary Street Partners Financial LLC5,050$262K0.0%-6.7%0.076%
2/6/2026Tortoise Investment Management LLC264,905$13.75M1.2%+9.9%4.002%
2/6/2026Csenge Advisory Group23,901$1.24M0.1%+0.9%0.361%
2/5/2026Thrivent Financial for Lutherans278,797$14.47M0.0%+62.1%4.211%
2/4/2026Global Wealth Management Investment Advisory Inc.110,036$5.71M0.9%+7.6%1.688%
2/4/2026 Naples Global Advisors LLC39,275$2.04M0.2%+27.2%0.602%
1/30/2026W.G. Shaheen & Associates DBA Whitney & Co174,523$9.06M0.7%+4.3%2.677%
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1/29/2026 Rareview Capital LLC3,848$200K0.1%-11.4%0.059%
1/29/2026Comerica Bank2,305$120K0.0%-38.9%0.035%
1/29/2026Sanctuary Advisors LLC666,603$34.60M0.2%+0.7%10.224%
1/28/2026 First Financial Group Corp20,831$1.08M0.9%+25.4%0.319%
1/27/2026Belpointe Asset Management LLC24,545$1.27M0.0%+4.0%0.376%
1/27/2026 Holcombe Financial Inc.114,485$5.94M3.7%+2.0%1.756%
1/23/2026Optima Capital LLC1,306$68K0.0%-95.9%0.020%
1/21/2026 Seascape Capital Management156,941$8.15M2.3%+0.9%2.437%
1/21/2026 Stapp Wealth Management Pllc35,726$1.85M2.4%+4.5%0.555%
1/14/2026 Wealthcare Advisory Partners LLC43,192$2.24M0.0%+7.1%0.671%
1/12/2026 Brucke Financial Inc.4,956$257K0.1%N/A0.077%
1/8/2026 Gradient Investments LLC322,527$16.74M0.3%+4.5%5.008%
1/7/2026 Baldwin Wealth Partners LLC MA52,003$2.70M0.2%-6.5%0.808%
11/20/2025Centaurus Financial Inc.66,013$3.44M0.2%+5.3%1.082%
11/17/2025Ausdal Financial Partners Inc.4,147$216K0.0%-47.7%0.068%
11/17/2025Bank of America Corp DE6,837$356K0.0%-25.1%0.112%
11/14/2025Virtu Financial LLC64,383$3.35M0.2%N/A1.055%
11/14/2025Comerica Bank3,770$196K0.0%+12.0%0.062%
11/13/2025Independent Family Office LLC69,183$3.60M1.5%+20.1%1.134%
11/13/2025Tortoise Investment Management LLC240,961$12.55M1.1%+15.3%3.950%
11/13/2025Franklin Resources Inc.40,260$2.10M0.0%-19.9%0.660%
11/13/2025Private Advisor Group LLC8,753$456K0.0%+6.6%0.143%
11/12/2025Orion Porfolio Solutions LLC19,106$995K0.0%+13.7%0.313%
11/12/2025Hutchinson Capital Management CA98,172$5.11M0.9%+69.7%1.609%
11/12/2025Journey Strategic Wealth LLC17,300$901K0.0%+185.0%0.284%
11/10/2025 Cary Street Partners Financial LLC5,415$282K0.0%-40.2%0.089%
11/10/2025Compound Planning Inc.25,356$1.32M0.0%+42.6%0.416%
11/7/2025W.G. Shaheen & Associates DBA Whitney & Co167,392$8.72M0.8%+7.9%2.744%
11/4/2025A4 Wealth Advisors LLC4,450$232K0.2%N/A0.073%
11/4/2025Thrivent Financial for Lutherans172,026$8.96M0.0%+33.5%2.820%
11/3/2025Foundations Investment Advisors LLC318,248$16.57M0.2%-4.1%5.217%
11/3/2025Saxon Interests Inc.94,254$4.92M1.9%+0.8%1.545%
11/3/2025Belpointe Asset Management LLC23,603$1.23M0.0%-27.5%0.387%
10/30/2025 Naples Global Advisors LLC30,885$1.61M0.1%+21.4%0.506%
10/29/2025 First Financial Group Corp16,606$865K0.7%+52.5%0.272%
10/28/2025 Leavell Investment Management Inc.123,116$6.41M0.3%+1.4%2.018%
10/28/2025Csenge Advisory Group23,699$1.23M0.1%N/A0.389%
10/27/2025Optima Capital LLC32,179$1.68M0.8%+1.4%0.528%
10/27/2025Global Wealth Management Investment Advisory Inc.102,250$5.33M0.9%+4.4%1.676%
10/27/2025 Holcombe Financial Inc.112,290$5.85M4.1%+1.6%1.841%
10/27/2025 Stapp Wealth Management Pllc34,201$1.78M2.4%+4.0%0.561%
10/23/2025Argonautica Private Wealth Management Inc.15,740$820K0.2%N/A0.258%
10/20/2025 Seascape Capital Management155,614$8.10M2.3%+2.9%2.551%
10/17/2025Mattson Financial Services LLC5,403$281K0.1%+7.4%0.089%
10/6/2025 Gradient Investments LLC308,721$16.08M0.3%+5.2%5.061%
9/4/2025Osaic Holdings Inc.3,602$187K0.0%+9,905.6%0.059%
8/29/2025Centaurus Financial Inc.62,676$3.26M0.2%+3.0%1.021%
8/27/2025Orion Porfolio Solutions LLC16,809$875K0.0%+58.9%0.274%
8/26/2025Thrivent Financial for Lutherans128,865$6.71M0.0%N/A2.099%
8/15/2025Brown Financial Advisors11,149$580K0.2%-2.6%0.182%
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8/15/2025Orion Porfolio Solutions LLC25,318$1.32M0.0%+139.3%0.412%
8/14/2025Ausdal Financial Partners Inc.7,922$412K0.0%N/A0.129%
8/14/2025Raymond James Financial Inc.767$40K0.0%N/A0.012%
8/13/2025CW Advisors LLC73,312$3.82M0.0%+60.7%1.194%
8/13/2025Independent Family Office LLC57,623$3.00M1.4%+53.8%0.938%
8/12/2025Journey Strategic Wealth LLC6,070$316K0.0%-11.9%0.099%
8/12/2025Franklin Resources Inc.50,239$2.61M0.0%+146.8%0.818%
8/8/2025Tortoise Investment Management LLC208,916$10.87M1.0%+1,912.7%3.403%
8/8/2025Foundations Investment Advisors LLC331,830$17.27M0.3%+138.3%5.404%
8/7/2025Global Wealth Management Investment Advisory Inc.97,920$5.10M1.0%+1.9%1.595%


DCRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 75 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), Sanctuary Advisors LLC ($36.39M), Foundations Investment Advisors LLC ($27.06M), Kathmere Capital Management LLC ($22.92M), Gradient Investments LLC ($20.31M), Thrivent Financial for Lutherans ($14.47M), and Diversified LLC ($13.80M).Learn more on DoubleLine Commercial Real Estate ETF's institutional investors.

Of the 68 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), Foundations Investment Advisors LLC ($534.96K), Sanctuary Advisors LLC ($436.01K), Kathmere Capital Management LLC ($363.69K), Thrivent Financial for Lutherans ($355.45K), Envestnet Asset Management Inc. ($293.26K), and Diversified LLC ($265.53K).

Institutional investors have bought a total of 1,752,692 shares in the last 24 months. This purchase volume represents approximately $91.11M in transactions.

Of the 19 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: Motley Fool Wealth Management LLC ($51.68K), Optima Capital LLC ($30.87K), Jane Street Group LLC ($15.05K), Foundations Investment Advisors LLC ($13.58K), Franklin Resources Inc. ($9.98K), Belpointe Asset Management LLC ($8.94K), and Bank of America Corp DE ($5.74K).

Institutional investors have sold a total of 160,247 shares in the last 24 months. This volume of shares sold represents approximately $8.33M in transactions.


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This page (NYSEARCA:DCRE) was last updated on 7/25/2026 by MarketBeat.com Staff.
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