DBL Comm Real Est DebtDCREETF
13F holders, Q3 2024 (September 30)48holders +6
9new positions
6sold out
1famous investor
$51.91avg. 13F price*
At the end of Q3 2024, 48 institutions reported holding DBL Comm Real Est Debt (DCRE) in their 13F filings, up 6 from Q2 2024. 9 opened new positions and 6 sold out. The largest holders were Sanctuary Advisors, LLC ($19.5M), Gradient Investments LLC ($19.0M) and Envestnet Asset Management Inc. ($15.4M). 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 (Q3 2024)
- CUSIP
- 25861R303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $21.0M |
| Exits | 6 | $1.7M |
All 13F filers, Q2 2024 → Q3 2024: 703,365 shares bought and 61,057 shares sold, net +642,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Sanctuary Advisors, LLC | 0.12% | Add +20.1% | 378,829 | $19.5M |
| Gradient Investments LLC | 0.40% | Add +1.6% | 366,128 | $19.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.9% | 295,874 | $15.4M |
| Motley Fool Wealth Management, LLC | 0.72% | Reduce -3.7% | 276,950 | $14.4M |
| Diversified, LLC | 1.52% | Add +2.6% | 265,527 | $13.8M |
| Diversified Enterprises, LLC | 1.52% | — | 265,527 | $13.8M |
| Kathmere Capital Management, LLC | 1.25% | Add +42.6% | 256,798 | $13.3M |
| Baldwin Wealth Partners LLC | 0.69% | New | 194,950 | $10.1M |
| Seascape Capital Management | 2.51% | Reduce -1.7% | 135,655 | $7.1M |
| Leavell Investment Management, Inc. | 0.27% | Add +41.3% | 102,835 | $5.3M |
| Saxon Interests, Inc. | 2.42% | New | 102,379 | $5.3M |
| Foundations Investment Advisors, LLC | 0.11% | Add +498.9% | 100,078 | $5.2M |
| Raymond James & Associates | 0.00% | Reduce -9.8% | 77,893 | $4.0M |
| Belpointe Asset Management LLC | 0.12% | Add +0.7% | 38,530 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 34,691 | $1.8M |
| Centaurus Financial, Inc. | 0.11% | New | 33,007 | $1.7M |
| Endurance Services Ltd | 0.27% | New | 30,750 | $1.6M |
| 3EDGE Asset Management, LP | 0.11% | Reduce -0.7% | 29,798 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +161.6% | 24,552 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +41.5% | 24,156 | $1.3M |
| Brown Financial Advisors | 0.46% | Add +4.7% | 21,632 | $1.1M |
| Independent Family Office, LLC | 0.55% | New | 20,923 | $1.1M |
| Smartleaf Asset Management LLC | 0.13% | Add +19.8% | 20,227 | $1.1M |
| Paladin Wealth, LLC | 0.72% | — | 15,781 | $820K |
| Rareview Capital LLC | 0.59% | No change | 15,307 | $796K |
| Sugarloaf Wealth Management, LLC | 0.12% | Reduce -1.2% | 13,587 | $706K |
| Citadel Advisors | 0.00% | Reduce -0.4% | 11,254 | $585K |
| Global Wealth Management Investment Advisory, Inc. | 0.12% | New | 11,013 | $572K |
| Transcend Capital Advisors, LLC | 0.04% | New | 10,487 | $545K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.7% | 10,331 | $537K |
| Naples Global Advisors, LLC | 0.04% | Add +1.4% | 8,765 | $456K |
| Mattson Financial Services, LLC | 0.14% | Reduce -0.4% | 7,499 | $385K |
| Lanark Financial, Inc. | 0.03% | Reduce -8.8% | 7,044 | $366K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.6% | 6,390 | $332K |
| Jane Street Group, LLC | 0.00% | Reduce -38.3% | 5,585 | $290K |
| Franklin Resources Inc. | 0.00% | No change | 4,887 | $252K |
| SK Wealth Management, LLC | 0.12% | — | 4,592 | $236K |
| UBS Group AG | 0.00% | Add +66.7% | 4,250 | $221K |
| NorthRock Partners, LLC | 0.01% | Reduce -7.0% | 4,023 | $209K |
| Southeast Asset Advisors, LLC | 0.02% | No change | 3,956 | $206K |
| Comerica Bank | 0.00% | Add +80.3% | 3,022 | $157K |
| Tortoise Investment Management, LLC | 0.00% | No change | 900 | $47K |
| Morgan Stanley | 0.00% | New | 580 | $30K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.3% | 480 | $25K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 282 | $15K |
| ORG Partners LLC | 0.00% | No change | 254 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 55 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 4 | $205 |
"% 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.