DBL Comm Real Est DebtDCREETF

13F holders, Q2 2026 (June 30)
87holders +10
20new positions
7sold out
1famous investor
$51.80avg. 13F price*

At the end of Q2 2026, 87 institutions reported holding DBL Comm Real Est Debt (DCRE) in their 13F filings, up 10 from Q1 2026. 20 opened new positions and 7 sold out. The largest holders were Shufro Rose & Co. LLC ($81.3M), Foundations Investment Advisors, LLC ($48.4M) and Sanctuary Advisors, LLC ($36.1M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
DBL Comm Real Est Debt
Filed as
DOUBLELINE ETF TRUST (Q2 2026)
CUSIP
25861R303
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 32Q1 2024Q2 2024: 42Q2 2024Q3 2024: 48Q3 2024Q4 2024: 60Q4 2024Q1 2025: 58Q1 2025Q2 2025: 59Q2 2025Q3 2025: 58Q3 2025Q4 2025: 63Q4 2025Q1 2026: 77Q1 2026Q2 2026: 87Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions20$46.2M
Exits7$4.7M

All 13F filers, Q1 2026 → Q2 2026: 1,396,971 shares bought and 500,937 shares sold, net +896,034 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 87 holders

Shufro Rose & Co. LLC 4.68% Add +2.5% 1,569,464 $81.3M
Foundations Investment Advisors, LLC 0.50% Add +18.9% 934,014 $48.4M
Sanctuary Advisors, LLC 0.17% Reduce -0.5% 696,975 $36.1M
Gradient Investments LLC 0.28% Add +14.3% 392,043 $20.3M
Envestnet Asset Management Inc. 0.00% Reduce -23.3% 332,428 $17.2M
Cresset Asset Management, LLC 0.05% Add +2.0% 288,487 $14.9M
Tortoise Investment Management, LLC 1.06% Add +0.8% 273,990 $14.2M
HighTower Advisors, LLC 0.01% New 215,167 $11.1M
W.G. Shaheen & Associates DBA Whitney & Co 0.73% Add +6.5% 193,985 $10.0M
Thrivent Financial for Lutherans 0.02% Add +5.4% 192,638 $10.0M
Midland Wealth Advisors, LLC 0.41% New 169,233 $8.8M
Leavell Investment Management, Inc. 0.31% Add +11.2% 164,149 $8.5M
Seascape Capital Management 2.00% Add +1.0% 160,888 $8.3M
LPL Financial LLC 0.00% Reduce -20.2% 147,011 $7.6M
Hutchinson Capital Management 1.20% Add +5.6% 135,006 $7.0M
Steward Partners Investment Advisory, LLC 0.03% New 126,829 $6.6M
Franklin Resources Inc. 0.00% Add +18.3% 125,807 $6.5M
Holcombe Financial, Inc. 3.46% Reduce -2.1% 118,379 $6.1M
Global Wealth Management Investment Advisory, Inc. 0.85% Add +1.8% 115,634 $6.0M
Virtu Financial LLC 0.18% Add +825.0% 111,671 $5.8M
Sbe LLC Dba Cedar Cove Wealth Partners 2.40% Add +4.3% 98,390 $5.1M
Saxon Interests, Inc. 1.40% Add +6.5% 98,004 $5.1M
Apollon Wealth Management, LLC 0.06% New 94,656 $4.9M
Centaurus Financial, Inc. 0.18% Add +13.9% 91,511 $4.7M
Clark Capital Management Group, Inc. 0.03% Reduce -47.9% 90,309 $4.7M
Ashton Thomas Private Wealth, LLC 0.10% New 88,890 $4.6M
Auour Investments LLC 1.27% New 85,567 $4.4M
Independent Family Office, LLC 1.52% No change 73,058 $3.8M
Osaic Holdings, Inc. 0.00% Reduce -26.6% 54,018 $2.8M
Principal Securities, Inc. 0.03% Reduce -45.1% 50,971 $2.6M
Orion Porfolio Solutions, LLC 0.02% Add +9.3% 49,542 $2.6M
Goldman Sachs Group Inc. 0.00% New 49,489 $2.6M
Naples Global Advisors, LLC 0.15% Add +4.3% 46,886 $2.4M
Stapp Wealth Management, PLLC 2.91% Add +1.6% 43,034 $2.2M
Wealthcare Advisory Partners LLC 0.04% Reduce -7.2% 42,712 $2.2M
Walser Wealth Management Company, A Ltd Liability Co 0.64% Add +317.6% 29,813 $1.5M
Ritholtz Wealth Management 0.02% Reduce -2.4% 28,731 $1.5M
Park Avenue Securities LLC 0.01% Reduce -35.7% 26,454 $1.4M
Jane Street Group, LLC 0.00% New 25,781 $1.3M
First Financial Group Corp 0.88% Add +1.7% 23,530 $1.2M
Baldwin Wealth Partners LLC 0.08% Reduce -27.6% 23,504 $1.2M
Belpointe Asset Management LLC 0.04% Reduce -28.6% 22,424 $1.2M
UBS Group AG 0.00% Add +249.4% 19,965 $1.0M
Brucke Financial, Inc. 0.45% Add +17.5% 19,369 $1.0M
MML Investors Services, LLC 0.00% Reduce -27.1% 18,059 $936K
Argonautica Private Wealth Management, Inc. 0.22% Add +3.4% 17,496 $906K
Tidal Investments LLC 0.00% Reduce -13.4% 17,206 $888K
FreeGulliver LLC 0.29% New 15,875 $822K
Bank of America Corp. 0.00% Add +177.7% 15,032 $779K
Sunbeam Capital Management, LLC 0.35% Add +0.3% 14,829 $768K
Paladin Wealth, LLC 0.44% Add +12.3% 14,583 $755K
Brown Financial Advisors 0.20% Add +5.8% 11,319 $586K
Blue Line Capital, LLC / IL 0.46% Add +7.7% 10,278 $532K
PFG Advisors 0.03% New 10,118 $524K
Gotham Asset Management 0.00% Add +34.0% 9,655 $500K
Private Advisor Group, LLC 0.00% Reduce -0.8% 9,128 $473K
Shore Point Advisors, LLC 0.14% Add +22.1% 7,829 $406K
Ausdal Financial Partners, Inc. 0.02% Add +17.9% 7,412 $384K
Wells Fargo & Company 0.00% New 6,940 $360K
Mattson Financial Services, LLC 0.07% Add +4.8% 6,886 $356K
Csenge Advisory Group 0.01% Add +18.1% 6,714 $348K
SCS Capital Management LLC 0.00% Add +1.1% 5,525 $286K
Rareview Capital LLC 0.15% Add +20.2% 5,197 $270K
Cary Street Partners Financial LLC 0.01% No change 5,050 $262K
SK Wealth Management, LLC 0.06% Add +2.0% 4,978 $257K
Morgan Stanley 0.00% Add +0.0% 4,505 $233K
Fifth Third Bancorp 0.00% Add +37.2% 3,258 $169K
AE Wealth Management LLC 0.00% Add +4085.5% 2,595 $134K
Ashton Thomas Securities, LLC 0.01% New 1,499 $78K
Family Manage LLC 0.01% Reduce -39.7% 1,465 $76K
BlackRock, Inc. 0.00% New 1,448 $75K
Larson Financial Group LLC 0.00% Add +0.9% 775 $40K
Royal Bank of Canada 0.00% New 436 $23K
Bokf, NA 0.00% No change 440 $23K
AdvisorNet Financial, Inc 0.00% Add +0.6% 337 $17K
Brown, Lisle/Cummings, Inc. 0.00% New 256 $13K
Signature Equity Partners, LLC 0.01% No change 248 $13K
Cornerstone Planning Group LLC 0.00% Reduce -77.1% 223 $12K
Richardson Financial Services Inc. 0.01% Reduce -53.0% 194 $10K
Northwestern Mutual Wealth Management Co. 0.00% New 133 $7K
Jones Financial Companies LLLP 0.00% Add +430.4% 122 $6K
US Bancorp \de 0.00% Reduce -99.2% 118 $6K
Security National Bank of Sioux City Iowa 0.00% New 112 $6K
Crews Bank & Trust 0.00% New 60 $3K
JPMorgan Chase & Co. 0.00% New 38 $2K
Global Retirement Partners, LLC 0.00% — 36 $2K
Golden State Wealth Management, LLC 0.00% No change 20 $1K

"% of holder's portfolio" is DCRE's weight in each manager's 13F, not the share of DBL Comm Real Est Debt the manager owns.