DBL Comm Real Est DebtDCREETF
13F holders, Q2 2025 (June 30)59holders +1
7new positions
5sold out
$52.00avg. 13F price*
At the end of Q2 2025, 59 institutions reported holding DBL Comm Real Est Debt (DCRE) in their 13F filings, up 1 from Q1 2025. 7 opened new positions and 5 sold out. The largest holders were Shufro Rose & Co. LLC ($43.7M), Sanctuary Advisors, LLC ($36.9M) and Kathmere Capital Management, LLC ($22.9M).
- Company
- DBL Comm Real Est Debt
- Filed as
- DOUBLELINE ETF TRUST (Q2 2025)
- CUSIP
- 25861R303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $7.2M |
| Exits | 5 | $9.2M |
All 13F filers, Q1 2025 → Q2 2025: 1,063,059 shares bought and 239,530 shares sold, net +823,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Shufro Rose & Co. LLC | 3.55% | Reduce -1.4% | 843,367 | $43.7M |
| Sanctuary Advisors, LLC | 0.23% | Add +71.9% | 708,674 | $36.9M |
| Kathmere Capital Management, LLC | 1.77% | Add +10.6% | 440,469 | $22.9M |
| Foundations Investment Advisors, LLC | 0.27% | Add +138.3% | 331,830 | $17.3M |
| Gradient Investments LLC | 0.28% | Reduce -0.8% | 293,498 | $15.3M |
| Motley Fool Wealth Management, LLC | 0.71% | Reduce -9.7% | 226,595 | $11.8M |
| Tortoise Investment Management, LLC | 1.04% | Add +1912.7% | 208,916 | $10.9M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.80% | Add +3.8% | 155,187 | $8.1M |
| Seascape Capital Management | 2.48% | Add +2.6% | 151,292 | $7.9M |
| Thrivent Financial for Lutherans | 0.02% | New | 128,865 | $6.7M |
| Leavell Investment Management, Inc. | 0.28% | Add +3.5% | 121,407 | $6.3M |
| Holcombe Financial, Inc. | 4.33% | Reduce -4.7% | 110,555 | $5.8M |
| Global Wealth Management Investment Advisory, Inc. | 0.96% | Add +1.9% | 97,920 | $5.1M |
| Saxon Interests, Inc. | 2.27% | No change | 93,527 | $4.9M |
| CW Advisors, LLC | 0.04% | Add +60.7% | 73,312 | $3.8M |
| Centaurus Financial, Inc. | 0.19% | Add +3.0% | 62,676 | $3.3M |
| Hutchinson Capital Management | 0.55% | Add +1363.4% | 57,862 | $3.0M |
| Independent Family Office, LLC | 1.39% | Add +53.8% | 57,623 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.0% | 55,896 | $2.9M |
| Baldwin Wealth Partners LLC | 0.20% | Reduce -5.7% | 55,595 | $2.9M |
| RFG Advisory, LLC | 0.06% | Add +29.6% | 52,569 | $2.7M |
| Franklin Resources Inc. | 0.00% | Add +146.8% | 50,239 | $2.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -3.6% | 40,488 | $2.1M |
| Stapp Wealth Management, PLLC | 2.46% | Reduce -16.8% | 32,895 | $1.7M |
| Belpointe Asset Management LLC | 0.07% | Add +15.0% | 32,541 | $1.7M |
| Optima Capital LLC | 0.89% | Add +7.5% | 31,747 | $1.7M |
| Endurance Services Ltd | 0.28% | No change | 30,750 | $1.6M |
| Naples Global Advisors, LLC | 0.11% | Add +53.7% | 25,450 | $1.3M |
| Compound Planning, Inc. | 0.04% | Add +39.6% | 17,783 | $925K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +58.9% | 16,809 | $875K |
| Sunbeam Capital Management, LLC | 0.58% | No change | 14,792 | $770K |
| Paladin Wealth, LLC | 0.51% | Reduce -8.4% | 12,699 | $661K |
| Brown Financial Advisors | 0.23% | Reduce -2.6% | 11,149 | $580K |
| First Financial Group Corp | 0.55% | Add +21.5% | 10,892 | $567K |
| Sentinel Trust Co. Lba | 0.05% | No change | 9,685 | $504K |
| Bank of America Corp. | 0.00% | Reduce -0.4% | 9,124 | $475K |
| Cary Street Partners Financial LLC | 0.01% | No change | 9,050 | $471K |
| Private Advisor Group, LLC | 0.00% | Add +12.7% | 8,208 | $427K |
| Rareview Capital LLC | 0.26% | Reduce -3.8% | 8,009 | $417K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 7,922 | $412K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -11.9% | 6,070 | $316K |
| UBS Group AG | 0.00% | No change | 5,505 | $286K |
| SCS Capital Management LLC | 0.00% | Add +1.2% | 5,270 | $274K |
| MML Investors Services, LLC | 0.00% | Add +21.6% | 5,154 | $268K |
| Mattson Financial Services, LLC | 0.07% | Reduce -2.3% | 5,029 | $262K |
| SK Wealth Management, LLC | 0.11% | Add +1.2% | 4,728 | $245K |
| Southeast Asset Advisors, LLC | 0.02% | No change | 3,956 | $206K |
| Osaic Holdings, Inc. | 0.00% | Add +9905.6% | 3,602 | $187K |
| Comerica Bank | 0.00% | Add +11.3% | 3,365 | $175K |
| Larson Financial Group LLC | 0.00% | Reduce -36.5% | 827 | $43K |
| Raymond James Financial Inc. | 0.00% | New | 767 | $40K |
| AdvisorNet Financial, Inc | 0.00% | No change | 330 | $17K |
| Private Trust Co. NA | 0.00% | No change | 268 | $14K |
| Allworth Financial LP | 0.00% | New | 138 | $7K |
| Morgan Stanley | 0.00% | New | 91 | $5K |
| Nova Wealth Management, Inc. | 0.00% | New | 50 | $3K |
| Park Square Financial Group, LLC | 0.00% | Add +2.2% | 46 | $2K |
| Wells Fargo & Company | 0.00% | No change | 35 | $2K |
| AE Wealth Management LLC | 0.00% | New | 5 | $261 |
"% 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.