DBL Comm Real Est DebtDCREETF
13F holders, Q4 2024 (December 31)60holders +12
12new positions
5sold out
1famous investor
$51.50avg. 13F price*
At the end of Q4 2024, 60 institutions reported holding DBL Comm Real Est Debt (DCRE) in their 13F filings, up 12 from Q3 2024. 12 opened new positions and 5 sold out. The largest holders were Shufro Rose & Co. LLC ($43.2M), Gradient Investments LLC ($22.6M) and Sanctuary Advisors, LLC ($20.6M). 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 (Q4 2024)
- CUSIP
- 25861R303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $50.2M |
| Exits | 5 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,203,740 shares bought and 629,290 shares sold, net +574,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Shufro Rose & Co. LLC | 3.37% | New | 839,350 | $43.2M |
| Gradient Investments LLC | 0.46% | Add +20.1% | 439,519 | $22.6M |
| Sanctuary Advisors, LLC | 0.13% | Add +4.9% | 397,382 | $20.6M |
| Kathmere Capital Management, LLC | 1.45% | Add +22.1% | 313,521 | $16.1M |
| Motley Fool Wealth Management, LLC | 0.72% | Reduce -1.8% | 272,029 | $14.0M |
| Seascape Capital Management | 2.47% | Add +1.5% | 137,704 | $7.1M |
| Holcombe Financial, Inc. | 5.64% | — | 133,001 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -56.1% | 130,017 | $6.7M |
| Leavell Investment Management, Inc. | 0.29% | Add +11.2% | 114,360 | $5.9M |
| Foundations Investment Advisors, LLC | 0.11% | Add +6.0% | 106,131 | $5.5M |
| Saxon Interests, Inc. | 2.09% | Reduce -9.7% | 92,479 | $4.8M |
| Baldwin Wealth Partners LLC | 0.28% | Reduce -59.2% | 79,508 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | New | 76,651 | $3.9M |
| Centaurus Financial, Inc. | 0.13% | Add +28.4% | 42,381 | $2.2M |
| Belpointe Asset Management LLC | 0.12% | Add +0.0% | 38,539 | $2.0M |
| Citadel Advisors | 0.00% | Add +196.9% | 33,417 | $1.7M |
| Endurance Services Ltd | 0.27% | No change | 30,750 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +24.7% | 30,610 | $1.6M |
| 3EDGE Asset Management, LP | 0.09% | Reduce -1.0% | 29,488 | $1.5M |
| Independent Family Office, LLC | 0.72% | Add +27.8% | 26,748 | $1.4M |
| Paladin Wealth, LLC | 0.95% | Add +35.0% | 21,297 | $1.1M |
| Raymond James Financial Inc. | 0.00% | — | 18,907 | $973K |
| RFG Advisory, LLC | 0.03% | New | 18,042 | $928K |
| Brown Financial Advisors | 0.36% | Reduce -18.4% | 17,656 | $909K |
| Rareview Capital LLC | 0.62% | Add +8.0% | 16,533 | $859K |
| Optima Capital LLC | 0.56% | — | 15,738 | $810K |
| CW Advisors, LLC | 0.01% | New | 14,863 | $765K |
| Sugarloaf Wealth Management, LLC | 0.14% | Add +7.8% | 14,648 | $754K |
| Private Advisor Group, LLC | 0.00% | Reduce -41.1% | 14,229 | $732K |
| Sunbeam Capital Management, LLC | 0.67% | — | 13,966 | $719K |
| Royal Bank of Canada | 0.00% | Reduce -63.7% | 12,581 | $647K |
| Global Wealth Management Investment Advisory, Inc. | 0.13% | Add +11.8% | 12,308 | $633K |
| Cushing Capital Partners, LLC | 0.59% | — | 11,880 | $611K |
| Jane Street Group, LLC | 0.00% | Add +106.3% | 11,521 | $593K |
| Susquehanna International Group, LLP | 0.00% | New | 11,060 | $569K |
| Bank of America Corp. | 0.00% | New | 10,579 | $544K |
| Cary Street Partners Financial LLC | 0.02% | — | 10,005 | $515K |
| Naples Global Advisors, LLC | 0.05% | Add +10.2% | 9,660 | $497K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -62.3% | 7,626 | $392K |
| Mattson Financial Services, LLC | 0.12% | Reduce -5.9% | 7,059 | $367K |
| First Financial Group Corp | 0.34% | — | 6,060 | $312K |
| Diversified Enterprises, LLC | 0.02% | Reduce -98.1% | 4,960 | $255K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -23.5% | 4,890 | $252K |
| Franklin Resources Inc. | 0.00% | No change | 4,887 | $251K |
| SK Wealth Management, LLC | 0.12% | Add +0.5% | 4,614 | $237K |
| Signal Advisors Wealth, LLC | 0.02% | New | 4,285 | $220K |
| UBS Group AG | 0.00% | No change | 4,250 | $219K |
| NorthRock Partners, LLC | 0.01% | Add +1.2% | 4,071 | $209K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 3,956 | $204K |
| Comerica Bank | 0.00% | No change | 3,022 | $156K |
| Tortoise Investment Management, LLC | 0.00% | No change | 900 | $46K |
| Osaic Holdings, Inc. | 0.00% | Add +38.5% | 665 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 576 | $30K |
| Private Trust Co. NA | 0.00% | New | 268 | $14K |
| ORG Partners LLC | 0.00% | No change | 254 | $13K |
| Larson Financial Group LLC | 0.00% | New | 150 | $8K |
| Park Square Financial Group, LLC | 0.00% | — | 45 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | New | 8 | $411 |
| Lanark Financial, Inc. | 0.03% | — | 5 | $283 |
| FMR LLC | 0.00% | New | 1 | $51 |
"% 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.