DBL Comm Real Est DebtDCREETF
13F holders, Q2 2024 (June 30)42holders +10
9new positions
2sold out
1famous investor
$51.35avg. 13F price*
At the end of Q2 2024, 42 institutions reported holding DBL Comm Real Est Debt (DCRE) in their 13F filings, up 10 from Q1 2024. 9 opened new positions and 2 sold out. The largest holders were Gradient Investments LLC ($18.5M), Sanctuary Advisors, LLC ($16.1M) and Envestnet Asset Management Inc. ($15.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- DBL Comm Real Est Debt
- Filed as
- DOUBLELINE ETF TRUST (Q2 2024)
- CUSIP
- 25861R303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.3M |
| Exits | 2 | $1.2M |
All 13F filers, Q1 2024 → Q2 2024: 546,418 shares bought and 70,149 shares sold, net +476,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Gradient Investments LLC | 0.42% | Add +18.4% | 360,345 | $18.5M |
| Sanctuary Advisors, LLC | 0.12% | — | 315,504 | $16.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.8% | 293,264 | $15.1M |
| Motley Fool Wealth Management, LLC | 0.75% | Add +849.5% | 287,653 | $14.8M |
| Diversified, LLC | 1.56% | Add +3.0% | 258,663 | $13.3M |
| Kathmere Capital Management, LLC | 0.98% | Add +59.6% | 180,017 | $9.3M |
| Seascape Capital Management | 2.65% | Add +6.8% | 138,037 | $7.1M |
| Raymond James & Associates | 0.00% | Add +3.8% | 86,316 | $4.4M |
| Leavell Investment Management, Inc. | 0.21% | Add +35.5% | 72,790 | $3.7M |
| Belpointe Asset Management LLC | 0.14% | Add +72.5% | 38,248 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -3.6% | 36,579 | $1.9M |
| 3EDGE Asset Management, LP | 0.12% | Add +2.4% | 30,015 | $1.5M |
| Brown Financial Advisors | 0.47% | — | 20,657 | $1.1M |
| Virtu Financial LLC | 0.07% | New | 19,646 | $1.0M |
| Private Advisor Group, LLC | 0.01% | New | 17,071 | $877K |
| Smartleaf Asset Management LLC | 0.14% | Add +105387.5% | 16,878 | $868K |
| Foundations Investment Advisors, LLC | 0.02% | New | 16,709 | $859K |
| Rareview Capital LLC | 0.75% | Add +0.2% | 15,307 | $787K |
| Sugarloaf Wealth Management, LLC | 0.13% | Add +85.1% | 13,757 | $707K |
| Family Manage LLC | 0.11% | Reduce -73.5% | 11,972 | $615K |
| Citadel Advisors | 0.00% | Add +20.5% | 11,300 | $581K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -17.4% | 9,965 | $512K |
| Wealthcare Advisory Partners LLC | 0.02% | New | 9,385 | $482K |
| Jane Street Group, LLC | 0.00% | Reduce -27.1% | 9,048 | $465K |
| Naples Global Advisors, LLC | 0.04% | New | 8,640 | $444K |
| Lanark Financial, Inc. | 0.04% | Reduce -5.8% | 7,722 | $396K |
| Mattson Financial Services, LLC | 0.14% | — | 7,526 | $387K |
| Journey Strategic Wealth LLC | 0.01% | New | 6,290 | $323K |
| Franklin Resources Inc. | 0.00% | New | 4,887 | $251K |
| NorthRock Partners, LLC | 0.01% | Reduce -15.8% | 4,326 | $222K |
| Southeast Asset Advisors, LLC | 0.02% | No change | 3,956 | $203K |
| UBS Group AG | 0.00% | Add +618.3% | 2,550 | $131K |
| Comerica Bank | 0.00% | Add +0.4% | 1,676 | $86K |
| Tortoise Investment Management, LLC | 0.01% | No change | 900 | $46K |
| Fortitude Family Office, LLC | 0.02% | Reduce -3.9% | 717 | $37K |
| Osaic Holdings, Inc. | 0.00% | Add +4609.1% | 518 | $27K |
| Harbour Investments, Inc. | 0.00% | Add +7.1% | 346 | $18K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 282 | $14K |
| ORG Partners LLC | 0.00% | New | 254 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 55 | $3K |
| Triad Wealth Partners, LLC | 0.00% | New | 26 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | — | 12 | $617 |
"% 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.